Quick-Start Guide

2006 AWSG Limited. All rights reserved. Enfocus is an Artwork Systems brand. Certified PDF is a registered trademark of Artwork Systems; patent pending. Enfocus PitStop Professional, Enfocus PitStop Server, Enfocus Instant PDF, Enfocus StatusCheck, Enfocus CertifiedPDF.net, Enfocus PitStop Automate, Enfocus Instant Barcode and Enfocus PDF Workflow Suite are product names of Artwork Systems. Other brand and product names may be trademarks or registered trademarks of their respective holders. All specifications, terms and descriptions of products and services are subject to change without notice or recourse.
ENFOCUS PitStop Professional Quick-Start Guide

Contents

About PitStop Automate Installation Enfocus Data Canvas Working area How to handle Canvases Workflows Default Server Workflow Advanced Server Workflow Extra Key Features
ENFOCUS PitStop Automate Quick-Start Guide
applications is through Apple Script integration. Finally, third-party developers can use the PitStop Automate SDK plug into their solution into PitStop Automate.

About PitStop Automate

PitStop Automate allows design studios, ad agencies, printers and publishers to increase productivity and output consistency by introducing advanced automation at an affordable price. Built to streamline graphic arts processes, PitStop Automate extends the power of Enfocus automation-enabling technologies such as PDF preflight & editing and the award-winning Certified PDF. On top of all that power lays an intuitive graphical user interface, making it straightforward to translate your complex production requirements into a complete automation workflow design. A natural upgrade from PitStop Server, PitStop Automate goes beyond PDF preflight and editing. The application closely integrates with Acrobat Distiller and features file sorting and conditional workflows based on file type, size and other file or document properties. PitStop Automate combines powerful internal capabilities while at the same time controlling third party applications, forming the glue between the different steps in your production process. Any hotfolder-based application can be integrated through the Generic Application Gateway. PitStop Automate will hand the job over to the applications and pick it up again after it has been processed. Another way of driving external

Installation

System Requirements The system requirements will be displayed in the Installer and they are also listed on the Product Info pages on the Enfocus Web site www.enfocus.com/systemreq.
Installation Installation of PitStop Automate is done using an installer application. It can be found on the Enfocus DVD, or it can be downloaded from the Enfocus website www.enfocus.com. To install from DVD: 1 Insert the Enfocus PitStop Automate DVD into your DVD drive Open the Enfocus PitStop Automate DVD A Flash animation will lead you through the DVD. Choose Install PitStop Automate Click Install
To download & install: Download the Compressed file (.gz) to your computer. If the compressed file is not expanded automatically, double-click it to expand. The compressed file contains a disk image (.dmg). If not mounted automatically, double-click the disk image (.dmg) to mount the volume. Open the mounted volume, and double-click the installer to start installation.
Follow the installation instructions on your screen.
Installed Components After installation, the Enfocus PitStop Automate folder will contain 4 folders and 2 aliases. Administrator Software The Administrator Software contains the Canvas Manager, the main application to set up and define workflows. An alias for the Canvas Manager is in the PitStop Automate folder. Configuration Contains the Activator application, to activate the software. Documentation Contains all available documentation, both in PDF as in HTML version. Server Software The Server Software folder contains all Gateways and the Watchdog application. The Watchdog checks if all necessary applications are up and running. It can be used to start or quit all Gateway applications at once. An alias for the Watchdog is in the PitStop Automate folder. Templates The Templates folder contains a number of templates (with.odcfg extension) that are described in this Quick-Start, and can be used as a base to define your own workflows.

Starting PitStop Automate To start PitStop Automate: 1 Launch the Canvas Manager. This is the application used to define and change workflows, and to process and monitor files. Launching the Canvas Manager will automatically launch the Watchdog. The Watchdog will automatically launch all Gateway applications. Quit the Canvas Manager. Quit the Watchdog. This will quit all Gateway applications.

Enfocus Data

The Enfocus Data folder is a folder that will be created automatically next to the PitStop Automate applications folder, at the first launch of the Gateways. Two folders are created in that folder automatically: the Server Software folder, and the Canvases folder.
To Quit PitStop Automate: 1 2
When opening or creating a Canvas for the first time after installation, the Global Parameters will open, and a warning will be shown suggesting to set the Global Parameters first. The Global Parameters are settings that are in most cases the same for every Canvas.
Since the Enfocus Data folder is not inside the PitStop Automate applications folder, it allows you to preserve Canvas, Workflow and Gateway settings even when updating to another version of PitStop Automate, by installing the new version on the suggested folder path.

Canvas Working area

The Canvas is the working area of the Canvas Manager. On the Canvas, workflows can be defined or edited, files can be run, options and settings can be set, results can be seen etc. The Canvas working area contains the Gateway bar showing all available Gateways, and the Canvas area, showing all Process Folders connected to a workflow, and all files.
A. Gateway D. Connection Tube G. Progress Bar
B. Gateway Bar E. Job in End Folder H. Output Connection
C. Process Folder F. Job on Canvas

How to handle Canvases

Create a new Canvas A new Canvas can be created using the New Canvas option in the File menu of the Canvas Manager. When creating a Canvas, a dialog will open, showing all available template Canvases. Select the template you want to start from, define the name for the Canvas, and click New. If you want to start from scratch, select the Empty Canvas template. Canvases will be saved by default in the Canvases folder, which is located in the Enfocus Data folder. It is advised to save all canvases at that location. Canvases are saved as a package with a.canvas extention. Since every change is saved to the Canvas immediately, there is no Save command.
Delete a Canvas It is advised to delete a Canvas using the Delete Canvas (or Delete Current Canvas) function. By deleting the actual Canvas file on disk, some links from the Gateways to the Canvases would not be removed.
Archive Canvases In order to move Canvases from one computer to another, the Save as Canvas Archive and New From Canvas Archive function should be used. The Save as Canvas Archive option will save the canvas as a.odcfg file. New From Archive will create a new canvas, using the configuration saved in the.odcfg file. All connections to the Gateways, and all referenced files and folders (e.g. external PDF Profile files, output folders, etc.) will be configured.

Workflows

What is a workflow A Workflow is a combination of Gateways to be executed in a certain sequence. The sequence of the Gateways to be performed, is visualised by the green tubes, going from one Process Folder to the next.
Open an existing Canvas An earlier created Canvas can be opened using the Open Canvas option in the File menu. A dialog will open, showing all Canvases in the default Canvases folder. You can open a Canvas from that dialog, or using the Other button, you can browse to a canvas.

Gateways Overview

Gateway Archive Compress Copy File
What it does allows to move finished files to a central location. You can archive the complete job, or only their Job Tickets. compress the job or files belonging to the job, either Stuffit or Zip. copies files from one location to another: duplicate a file inside job folder, bring an external file into the job folder, or copy a file to an external location. duplicates the entire job, allowing to send the job through 2 different workflow branches at once. delete one or multiple files from the Job Folder copies files to the (external) Distiller application, which will convert PostScript files into PDF files. This can be done using Watched Folders or using Apple Events lets you transfer files using FTP. This can be used e.g. to send files to a proofer or to a file server. sends the job to be processed by any external hot folder based application, and takes in the result from that application stalls jobs, until the user manually routes it to an output option. allows you to select Action List(s) and a PDF Profile to do extensive preflighting. Selecting the Certified PDF option can start a Certified PDF workflow as well. send the file to a printer or proofer on the network, or to save as PostScript. checks for jobs in the preset hot folder. Always the first process folder in a workflow. allows you to check the files based on e.g. file type, file name,. and differentiate them in the workflow. activate and de-activate specific files for a pre-set period of time. sends an e-mail notification to the administrator or other recipients. Files can be attached splits a multipage PDF file intosingle page files.
Copy Job Delete File Distill
FTP Generic Application Hold PitStop
Print Receive Route Schedule Send Mail Split Pages
The steps a file will go through: Archive the original incoming file Check if the file is a PDF file. If not, send a notification by email. Preflight the PDF file with a PitStop PDF Profile and/or do extensive editing using an Action List. If the file returns a warning or error, the report will be sent by e-mail. The file will be put in the appropriate End folder.
Template Workflows The Template Workflows, in the PitStop Automate folder, can be restored, using the New from Archive function. Two of them are described below, to give an overview of the functions and possibilities in PitStop Automate.

Default Server Workflow

The Default Server Workflow is a basic workflow to preflight the incoming file
Screenshot Default Server Workflow

Flow Chart

Key Features PitStop The PitStop Gateway is the core of PitStop Automate. It allows advanced PDF preflighting, automated editing and PDF Certification Route This Gateway allows to route files based on file type, file size, page size, number of separations, number of pages, file naming or job owner. In the Template Workflow, the Route Gateway is used to make the distinction between PDF files and other files. Mail The Send Mail Gateway allows to send an e-mail, with or without attachment. In the Template Workflow, it is used to send a notification if the input file is not a PDF file, or to e-mail the PitStop Report in case of warning or error output.
If the file returns a warning, the PitStop report is sent by e-mail, and the file is placed on Hold. The user can decide to accept (the file will continue the workflow) or to reject, meaning the file needs correction or retesting. If the file is preflighted successful or the user accepted the file despite the warnings, a proof will be printed, and the file will be copied over FTP.

Advanced Server Workflow

The Advanced Server Workflow is based on the Default Server Workflow, but has been elaborated : If the input file is a PS file, it is sent through the Distill Gateway and reintegrated in the workflow
Screenshot Advanced Server Workflow
Key Features Distill The Distill Gateway allows to drive Adobe Acrobat Distiller, to convert PostScript files into PDF. You have the ability to set all Adobe PDF settings from within PitStop Automate. FTP you have the option to send the file over FTP to another location Print You can print to any network based PostScript printer, including the ability to print individual separations

Extra Key Features

Generic Application With the Generic Application Gateway, you can send the file through a 3rd party application, by defining the input and output folder of any external hot folder based application
AppleScript PitStop Automate allows to run any AppleScript
ENFOCUS PitStop Automate Quick-Reference Guide
About PitStop Automate 4 Administrator Software 5 AppleScript 13 Archive 9 Archive Canvasses 8 Distill 9, 13 Documentation 5

Enfocus Data 6

Canvas 6, 7 Canvas Manager 5, 7 Compress 9 Copy File 9 Copy Job 9 Create a new Canvas 8 Generic Application 9, 13

Hold 9

Installation 4 Installed Components 5
Delete a Canvas 8 Delete File 9

Mail 9, 11

Route 9, 11
New Canvas 8 New From Archive 8 New from Archive 10 Save as Archive 8 Schedule 9 Send Mail 9 Server Software 5 Split Pages 9 Starting PitStop Automate 6

odcfg file 8 Open an existing Canvas 8 Task 5 Task Manager 5
PitStop 9, 11 Preflight 11 Print 9, 13 Process Folders 7
Taskbar 7 Tasks Overview 9 Template Workflows 10 Templates 5

Receive 9 Workflows 8

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User Guide

2006 AWSG Limited. All rights reserved. Enfocus is an Artwork Systems brand. Certified PDF is a registered trademark of Artwork Systems; patent pending. Enfocus PitStop Professional, Enfocus PitStop Server, Enfocus Instant PDF, Enfocus StatusCheck, Enfocus CertifiedPDF.net, Enfocus PitStop Automate, Enfocus Instant Barcode and Enfocus PDF Workflow Suite are product names of Artwork Systems. Other brand and product names may be trademarks or registered trademarks of their respective holders. All specifications, terms and descriptions of products and services are subject to change without notice or recourse.
Enfocus PitStop Automate User Guide

Table of Contents

Table of Contents... 3

Chapter 1:

Introduction.... 7 About PitStop Automate 8 Content of this User Guide 9

Chapter 2:

Installation... 13 Installation 14 General Terms 18

Chapter 3:

The Canvas Working area.. 23 Navigating through the Canvas 25 Creating and Editing a workflow 26 Gateways Overview 28 Canvas List View 30

Chapter 4:

Processing Jobs... 33 Bringing Jobs into a workflow 34 Job Settings 35 Naming Conventions 36

Chapter 5:

Gateways... 41 Receive 42 Expand 43 Route 44 Distill 46 PitStop 47 Copy Job 48 Rename 48 Copy File 49 Split Pages 50
Generic Application 51 Schedule 52 Hold 53 Print 54 Compress 56 FTP 57 Send Mail 58 Archive 59 Delete File 60 End 60 Run AppleScript 61

Chapter 6:

Preflighting and Checking PDF Documents.. 65 What is preflighting? 66 Properties of PDF documents 69 Problem reporting 70 Creating a PDF Profile 71 Interpreting preflight reports 72

Chapter 7:

Canvas Manager... 75 Preferences 76 File Menu 77 Edit Menu 79 View Menu 80 Folder 81 Contextual Menus 83 Toolbar / Shortcut overview 85

Chapter 1

Chapter 1: Introduction
About This Chapter This chapter introduces you to the software and describes its functions and objectives. It also guides you through this documentation.

About PitStop Automate

PitStop Automate allows design studios, ad agencies, printers and publishers to increase productivity and output consistency by introducing advanced automation at an affordable price. Built to streamline graphic arts processes, PitStop Automate extends the power of Enfocus automation-enabling technologies such as PDF preflight & editing and the award-winning Certified PDF. On top of all that power lays an intuitive graphical user interface, making it straightforward to translate your complex production requirements into a complete automation workflow design. A natural upgrade from PitStop Server, PitStop Automate goes beyond PDF preflight and editing. The application closely integrates with Acrobat Distiller and features file sorting and conditional workflows based on file type, size and other file or document properties. PitStop Automate combines powerful internal capabilities while at the same time controlling third party applications, forming the glue between the different steps in your production process. Any hot-folder-based application can be integrated through the Generic Application Gateway. PitStop Automate will hand the job over to the applications and pick it up again after it has been processed. Another way of driving external applications is through Apple Script integration. Finally, third-party developers can use the PitStop Automate SDK plug into their solution into PitStop Automate.

To download & install: 5 Download the Compressed file (.gz) to your computer. If the compressed file is not expanded automatically, double-click it to expand. The compressed file contains a disk image (.dmg). If not mounted automatically, double-click the disk image (.dmg) to mount the volume. Open the mounted volume, and double-click the installer to start installation. Follow the installation instructions on your screen.
Activation After installing the software, it needs to be activated. When started for the first time, a warning will be shown, stating that you are running the software in trial mode. You have a number of days left to enter the Product Key. You can enter the Activator application here, or you can enter the Activator application using the Activate / Deactivate button in the About screen of the Canvas Manager. Without a Product Key, you can use the trial version for a period of 30 days.The warning will indicate how many days of this trial period is left. By clicking Continue, you can continue using the Trial Version. After entering a Product Key, you have 5 days to activate it. In that case the warning will say the Product Key has not been activated yet. First Time Activation To activate PitStop Automate after installing it for the first time : 5 Start the Canvas Manager Click Enter Product Key to open the Activator Enter the Product Key, which is included with the DVD. Choose Automatic Activation and click Activate Now Wait until activation is done, and click Continue.
To move the software from one computer to another If you want to move the software from one computer to another, you cannot simply copy the software, as the Activation connects a Product Key to be used on a specific computer. To move the software, follow these steps : Open the Activator at the original computer Click Deactivate to deactivate the software on that computer, and choose Automatic deactivation. Install the software on the target computer Use the same sequence as for First Time Activation (see above)
To activate using a file It is also possible to activate using a file, e.g. to activate the software on a computer without Internet connection. In that case, use the following steps : Open the Activator Select Create Activation Request File to start manual activation. A Browse dialog will allow to define name and location for the Activation Request file. Copy this file to a computer with internet access. Browse to http://activation.enfocus.com and upload the Activation Request file into the Activation section. You will receive an Enfocus Activation file, to be copied to the other computer. Select Read Activation file and click Activate Now. Browse to the Enfocus Activation File.
To deactivate using a file It is also possible to deactivate using a file, e.g. to deactivate the software on a computer without internet connection. In that case, use the following steps : Open the Activator Click Deactivate. Select Create File for Manual DeActivation. A Browse dialog will allow to define name and location for the DeActivation Request file. The software will immediately be deactivated as well Copy this file to a computer with internet access. Browse to http://activation.enfocus.com and upload the DeActivation Request file into the De-Activation section.

See also: Gateway on page 18 Process Folder on page 19
End Folders End Folders can be renamed very easily on the Canvas. The corresponding End Folder in the Canvas Folder will be renamed as well. To get the output file outside the Canvas, a File Copy can be used to copy the file to an external folder.
Failure Folder Every Gateway has a Failure output, used in case the processing itself goes wrong (e.g. invalid configuration). For example, the PitStop Gateway will have 4 outputs: success: preflighted, no warnings, no errors warning: preflighted, warnings, no errors error: preflighted, errors, possibly warnings, failure: not preflighted: the file could not be processed Create a new End folder, and rename it Failure Folder Hide the Incoming Connections using the contextual menu on the Failure Folder. Apply Set Failure Folder in the same contextual menu Switch on automatically link new folders in the contextual menu of the Canvas If a new Process Folder is created after these steps, its failure output will automatically be connected to the Failure Folder
To set up a Failure folder:

Gateways Overview

The components that can be used to build a workflow, the Gateways, can be divided in 3 types :
Workflow Gateways The Gateways that define the handling of a job without changing it
Gateway Receive Hold Schedule Route Send Mail
What it does Takes in jobs, either from a Hot Folder (an external folder in which files to be processed can be dumped) or from a Virtual Printer. Stalls jobs, until a user either accepts or rejects it. Hold or release incoming jobs until a specified time or interval. Allows to define the path a job will follow, based on a defined criteria, such as file type, file name,. Sends an e-mail notification if a file passes this Gateway. Files (e.g. Pitstop Reports) can be attached
outputs Success and Failure Accept, Reject, and Failure. Success and Failure One for every criteria, one No Match and failure Success and Failure
Process Gateways The Gateways that actually change the job
Gateway Distill PitStop Print Split Pages Generic Application
What it does Send files to the (external) Distiller application, which will convert PostScript files into PDF files. This can be done using Watched Folders or using Apple Events Checks a job to a PDF Profile or to apply an Action List Send the file to a printer or proofer on the network, or to save as PostScript. The printers are to be defined in the Gateway itself. Splits a multipage PDF file into multiple single page documents Sends the job to be processed by any external hot folder based application, and takes in the result from that application

outputs Success and Failure Success, Warning, Error and Failure. Success and Failure Success (for the original PDF), Single Pages, Failure Success and Failure
File Management Gateways The Gateways that handle moving, copying, deleting and archiving files.
Gateway Archive Compress Copy File
What it does Allows to move finished files to a central location. You can archive the complete job, or only their Job Tickets. Compress the job or files belonging to the job, either in Stuffit or Zip mode. Copies files from one location to another, in one of 3 ways : 1. duplicate a file inside job folder 2. bring an external file into the job folder 3. copy a file (e.g. output) to an external location. Duplicates the entire job, allowing to send the job through 2 different workflow branches at once. Delete one or multiple files from the Job Folder Lets you transfer files from the Job Folder over FTP. This can be used to send files to a proofer or to a file server. Allows to rename one of the files in the Job
outputs Failure Success and Failure Success and Failure
Copy Job Delete File FTP Rename
Original Job, Duplicate Job, and Failure Success and Failure Success and Failure Success and Failure
Configuration The settings for every Process Folder (and also for jobs, see later) can be found by opening the Settings. These can be opened by command-double-clicking the Process Folder, by selecting the Process Folder, and click Edit Configuration in the Folders menu, or by control-clicking the Process Folder, and choose Edit Configuration in the contextual menu. It is user definable where settings are shown. To make a setting visible on the Canvas : Open the Configuration Dialog for the Process Folder Control-click on the label of a Setting to open its contextual menu Set it to On Canvas

Canvas List View

By clicking View - View as List, a list view of the selected Canvas is opened. Job Determination In the upper part of the list view, you can determine what jobs you would like to be visible, based on job name, status (info, warning, error or failure), start time, modification time, process state or Job Owner. Multiple conditions can be combined by clicking the + button. If multiple conditions are set, all conditions must be fulfilled for a job to show. List The List itself contains all Process Folders and Job Folders on the Canvas. Job folders inside a Process Folder can be shown by clicking the triangle next to the Process Folder. In the List, the name of the Job/Process Folder is shown, its state (Ok, warning,.), its running state (Hold/running), its start time and modification time. By control clicking an item in the list, a contextual menu is opened, containing settings also found in the Icon view of a Canvas. Settings for connections (Hide Incoming Links, Set Failure Folder,.) are not available in List View.

Copying settings from one Process Folder to another By option-dragging a Process Folder on another Process Folder, you can copy the settings from one Process Folder to another one. Of course, this can only be used on Process Folders of the same type.

Naming Conventions

File tag A file tag is a tag attached to a file to indicate its function for the job. In a job folder, the original file has by default a file tag Main. Output files from Gateways can have different file tags, e.g. the report of a PitStop Gateway can be placed in the jobfolder as well, and can be tagged PitStop Report. All these tags can be defined in the Gateway they are generated in. Custom file tags can be used (e.g. you can use Base instead of Main for the main file) and are specific for each workflow. Most Gateways process the main file, however some Gateways, such as e-mail, compress, etc., can be executed on another file in the job folder, based on its file tag. The default file tags are : Main Report Archive CopiedFile OriginalPS PostScriptPrintFile The main file and in most cases, the input file for the workflow The Report generated by the PitStop Gateway, containing the preflighting information The Archive created by the Compress Gateway The file copied by the Copy File Gateway The PostScript file run through the Distiller Gateway. The PostScript file generated by the Print Gateway if Save As PostScript is selected.
See also: Archive on page 59 Compress on page 56 Copy File on page 49 Expand on page 43 FTP on page 57 Send Mail on page 58
Wildcards In file names, the * can be used as a wild cards, e.g. to select a file based on a part of the filename. Regular Expressions can also be used. Regular Expression is a more elaborate way of defining wildcards. More info can be found on the Internet
File Name Patterns Whenever a File Name needs to be defined in the settings of a Gateway, the File Name Template is used. The File Name Template uses building blocks, of which the resulting File Name will be composed. Fixed Text When Fixed Text is chosen, a text input field becomes available. This text will be placed unmodified in the file name. Input (Full) File Name The File Name of the processed file (mostly the Main File) can be used. You can choose to use the Input File Name (without extensions), the Input Full File Name (including extensions), or the Input File Extensions (only the extension). Date & Time You can enter the Current Time, or the Input File Modification Time : the date when the last change was made to the input file. The Format will be Day Month Date hours_minutes_seconds Year. E.g. : Mon Oct 4 14_39_27 2004. New line This enters a line break. This can not be used in File Names, but can be very usefull when defining the body of an email notification. Truncate The Truncate function allows to take a number of characters out of a file name, or whatever is in between the brackets. The Truncate function itself contains an open bracket, Truncate( The Truncate function needs to be closed by an ending bracket, ). All other File Name Template options can be used in between the brackets. The resulting file name will be truncated by the Truncate function. The first field after the truncate defines where the truncating will be done : left, center or right, means the file will be truncated at the left side, in the center or at the right side. The second field defines how many characters need to be kept. The Third field can contain any text. Pitstop Automate will then overwrite the truncated part by these characters, starting at the defined direction (left, center or right). CharactersOf The CharactersOf function works in a simular way as the Truncate function : it takes a part of whatever is in between the brackets, and should be closed by a ). In the CharactersOf function, both fields need to be entered. The first field defines the starting character, the second defines the last character to be kept. When entering a negative value, counting is done from right to left i.o. left to right. E.g. -4 in filename will be the n.

If the first value is not on the left side of the last value, an error will be generated. E.g. values 6 and 2 are not allowed, in any case. Values -2 and -6 are not allowed in any case. Values 8 and -4 will give an error for filenames shorter than 12 characters. EXAMPLES TRUNCATE / CHARACTERSOF In the Examples below, the original filename is 123456789filename
File Name Template Truncate( left 10 Input File Name ) Truncate( right 5 Input File Name ) Truncate( center 8 Input File Name ) Truncate( left 10 abcd Input File Name ) Truncate( center 8 abcd Input File Name ) CharactersOf( Input File Name ) CharactersOf( 3 -5 Input File Name )

Result 89filename

Note Truncating on the left side Last 10 char. are kept Truncating on the right side 5 characters are kept Truncating in center 8 characters are kept same as ex. 1 first 4 characters overwritten by abcd same as ex. 3 center 4 char. overwritten by abcd from char 3 to char 8

1234name

abcdlename

12abcdme

345678

3456789file

from char 3 to char -5 (char -5, the e, is included)

Chapter 5

Chapter 5: Gateways
About this Chapter This Chapter shows the settings of all individual workflow Components. These are split up in 3 kinds: workflow Gateways, defining how a file is run through a workflow; Process Gateways, which actually process the file, and File Gateways, which allows the handling of files (copy, archive, FTP,.)
In this Chapter Receive on page 42 Expand on page 43 Route on page 44 Distill on page 46 PitStop on page 47 Copy Job on page 48 Rename on page 48 Copy File on page 49 Split Pages on page 50 Generic Application on page 51 Schedule on page 52 Hold on page 53 Print on page 54 Compress on page 56 FTP on page 57 Send Mail on page 58 Archive on page 59 Delete File on page 60 End on page 60 Run AppleScript on page 61

Receive

The Receive Gateway defines the input to workflows, by defining Hot Folders. The Receive Gateway can take single files from a Hot Folder, or complete Job folders. The Procedures on how to create a Hot Folder for a workflow can be found in Bringing Jobs into a workflow on page 34
Settings Hot Folder The location of the Hot Folder. The Arrow button opens a browse dialog, allowing to select the Hot Folder. The cross button allows to remove a selected path. Polling Interval The Polling Interval defines how often (every x seconds) the Hot Folder is checked for new entries. Settling Time The Settling Time is the time the Gateway waits after a file has been copied or moved into the Hot Folder, before moving it. This is to avoid a file being moved before the original save or copy is completely finished. The Settling Time will start once the file size and modification time stop changing. Remove Empty Folders (Individual Files only) This setting allows to define if empty folders should be removed from the Hot Folder. Set Job Owner Mode This allows to define when the Job Owner should be changed : Never (Dont Set), if no Job Owner was defined (Set If Empty), or regardless of the situation before (Set Always) New Job Owner The New Job Owner to be set if Job Owner has to be changed according to the Set Job Owner Mode (see above). Job Priority This allows to change the Priority of the job. The range is 1-9. Dont Change means the priority is unmodified.

Expand

The Expand Gateway expands a selected archive file. The Archive file to be expanded, selected by its file tag. See also: Naming Conventions on page 36 Select File(s) to Extract In order to extract specific file(s) from the archive, the name(s) can be entered. Wildcards such as * can be used. Default is set to *, meaning all files from the archive will be used. Select Main File The Select Main File will define what file gets the Main tag, thus should be processed by the following Gateways. The Gateway generates an error if the extracted files do not contain exactly one file that matches with the Select Main File name.
The Route Gateway allows to define what path Jobs need to follow, based on a set criteria. A file matching a criteria goes to the corresponding output. If it doesnt match, it goes to the No Match output
Exact Match If Match Mode is set to Exact Match, multiple criteria can be entered, each having their own output. This can be used for selecting by File Name, File Type, Job Owner, Status, Certify and Page Orientation File Name File Name allows to select based on the name of the file. The File Name Pattern allows to modify (truncate,.) the filename before comparing it to the Criteria. See Naming Conventions on page 36 File Type File Type allows to select based on the type of the file, defined using Mime type. More information on Mime types can be found on the internet. The Mime type of a file can be found using the File Information function, in General Information next to Kind. Job Owner Allows to select based on the Job Owner. Status Allows to select based on the Job Status (OK, Failure,.) Certified Allows to select based on the profile the incoming file was certified with. For the Criteria, profiles can be selected using the browse button. If a file is not certified, or certified with another profile, it will go to the Error output. Page Orientation Allows to select based on the orientation of the pages. If Page orientation is selected, the Criteria contains a dropdown menu allowing to set to Portrait or Landscape.
Wildcarding This allows to define if Wildcards and/ore multiple criteria leading to the same output, are possible. None : one criteria leads to 1 output, no wildcards can be used. Comma Separated List : multiple criteria can be set in the same line. Simple Wildcard : the * can be used as a wildcard. RegularExpression : Regular Expressions can be used. Regular Expression is a more elaborate way of defining wildcards. More info can be found on the Internet
No Exact Match Less than, Less or Equal, More than, More or Equal can only be used for numbers, i.e. for Test Type set to No of Pages, No of Separations, Page Size or File Size. Only 1 criteria is allowed : either the job matches and go through the output, or it doesnt, and get sent to the Error output.

Copy to New Location This will copy the selected file(s) in the defined External Folder. The name of the file is defined by the Copied File Name field. By setting it to Input Full File Name, its original name can be used.
Back To Original If a job was dropped directly on the Canvas, or if an alias is put in a Hot folder, Pitstop Automate remembers the original location of the file. The Back To Original option allows to copy back to this original location, e.g. to overwrite the original file after modifying it.
Select Files If the Select Files is set to Job File, only the file defined by the File To Copy tag will be copied. If it is set to All Job Files, all files in the Job Folder, created by a Gateway and thus referenced in the ticket, will be copied. In most cases this will be all files in the Job Folder except for the ticket and files added to the Job Folder manually. If it is set to All Files, all files in the Job Folder will be copied, regardless of their origin. If set to Additional Files Only, only the files defined in the Additional Files List will be copied See also: Naming Conventions on page 36

Split Pages

The Split Pages Gateway converts a multipage PDF file into single page PDF files, and a RunList containing the references to all single page PDF files. If the input is a Runlist or Joblist, this List will be split into individual pages or in its original components, each of them as a separate job.
Split Mode For Lists If the file to be split is a List, there are two Modes available. Split Pages means the List will be split into separate individual pages. Split Lists means the List will be split into its components.
New Name Pattern The New Name Pattern allows to set the name for the split files. The File Name Pattern contains two extra components: the Page Label, being the page name as included in the PDF document, and the Wide Page Label, being the Page Label, but prefixed by a number of zeros, to have a number with a fixed length.
Connections The first connection is the output of the RunList, the second is the output of the single page PDF documents. The third is the Failure Output.

Generic Application

The Generic Application Gateway can be used to drive any 3rd party application that uses Hot Folders for automation. Setup of this Gateway will depend of the setup of the 3rd party application.

Check If Output File Is Ready If the checkbox is off, the Gateway will assume the Output file of the generic application is ready from the moment its available. This might cause errors if the file becomes available before the generic application finishes creating it. If the checkbox is on, the Gateway will repeat checking until the file is stable, i.e. if the file is no longer write-protected, or if the Modification Time no longer changes.
Application Deletes Original Files Defines if the original input file is deleted after being processed or not. This avoids Pitstop Automate looking for a file that was deleted by running it through an external application. It does NOT influence the behavior of the external application!
Hot Folder / Output Allows to define the location of the Hot Folder and the Output folder of the generic application.
Output File Name Defines the name Pitstop Automate will look for as Processed File. It should match the name as written by the External Application.
Success Folder / Success File Name / Error Folder / Error File Name If the used generic application doesnt move succeeded or errored files in a separate folder, leave this section empty. If a different location and name is used for successfully processed files or Error files, set up the correct location and file names here.

Schedule

This Gateway will hold or release incoming jobs until a specified time or interval. During that active period files will be released to the scheduled Gateway. If the following Gateway is processing a file, the next files will be held until the Process Folder is idle.
Hold is a folder in which files can be stored, waiting for approval. Files can be moved manually through an Accept Path or a Reject Path.
Message / Accept / Reject Text The Message is a line of information shown for the operator who has to accept or reject. The Accept and Reject text will be displayed as the two options. If left blank, the Accept text will be Accept and the Reject text will be Reject.
Set Status To If the Accept path is chosen, the status will be set to the Set Status To value. If the status is better than the Set Status To value, it will remain unchanged. If it is set to Dont Modify, the status remains unchanged.

Compress

Compress allows to create a StuffIt or Zip archive of the selected files.
Archive Name Allows to define the name of the Archive to be saved. The name is defined using the File Name Template.
Archive Tag Name Defines the Tag for the newly created archive file. If the Delete Added File Tag is on, the Tag for the Archive will be Main.
Delete Added Files If the Delete Added Files checkbox is on, files added to the archive will be deleted from the Job Folder after archiving. In case the Main file is added and deleted, the Archive file will become the main file.
Select Files If the Select Files is set to Job File, only the file defined by the File To Compress tag will be compressed. If it is set to All Job Files, all files in the Job Folder, created by a Gateway and thus referenced in the ticket, will be added to the archive. In most cases this will be all files in the Job Folder except for the ticket and files added to the Job Folder manually. If it is set to All Files, all files in the Job Folder will be archived, regardless of their origin. If set to Additional Files Only, only the files defined in the Additional Files List will be added to the archive. See also: Naming Conventions on page 36
The FTP Gateway allows to send files to a remote location using FTP protocol.
IP Address, UserName, Password, Destination Path Settings for the FTP server to send to. The protocol (ftp://) doesnt need to be added to the IP address. The Destination Path is a relative path, starting at the User Folder, and should end by a /.
UsePassiveMode When using active mode, the connection between data ports (opening the data connection) is done from the server side. For some firewalls, this is prohibited, thus the Gateway will fail, and the file will be sent to the Failure output. In that case, passive mode can be chosen, meaning both command and data connection is established from the client side.
Select Files If set to Job File, only the file set in File To FTP tag will be sent. If set to All Job Files, all files in the Job Folder, created by a Gateway and referenced in the ticket, will be sent. If set to All Files, all files in the Job Folder will be sent. If set to Additional Files Only, only the files defined in the Additional Files List will be sent. See also: Naming Conventions on page 36

Send Mail

An automatically generated e-mail message can be sent through a Mail server, with attachment as defined, based on file tag. The Gateway determines its own IP address, and uses SMTP port 25. By default, the Global Parameters will be used for the Mail Server address, user name and password (see Edit Global Parameters on page 82). An icon next to the parameter will indicate that these Global Parameters are used, and the settings (Server, User name, Password) are greyed out. From the contextual menu (control-click) on the icon or the parameter itself, you can open the Global Parameters dialog. In the contextual menu of the Mail Server parameter, you can switch Use Local Setting on. In that case you can overwrite the Global Parameters by the settings in the Process Folder Parameters.

The End Gateway is actually an End folder : no further processing is done.

Run AppleScript

The Run AppleScript Gateway allows to execute an applescript. This allows to perform programmable Gateways, or to drive any 3rd party software that can be controlled using apple events. Using Apple Script i.o. Hot Folders gives better feedback and controlability.
Output Name The Output name (i.e. the name given to the Output File by the AppleScript) can be defined here.
Parameter When running a script that uses a parameter, this parameter can be entered here, and will simply be passed on to the AppleScript. If the AppleScript does not use a parameter, this field should be left blank.
Rename Main Tag To Output Name If this option is on, the Output file (with the Output Name) will get the Main tag i.o. the original file.
Original File Handling This defines how the AppleScript treats the file, and allows to take the processed file back into the workflow: If the AppleScript deletes the input file and saves a new file, set to Save As and define the new name in Output Name. If the AppleScript overwrites the original input file, set to Overwrite. If the AppleScript keeps the original input file and creates a new file, set to Save A Copy As and define the new file name in Output Name. If the AppleScript doesnt change the input file nor create a new file, set to Do Not Modify. The Settings in the AppleScript Gateway should be set based on the AppleScript. The settings do NOT change the AppleScript.

Chapter 6

Chapter 6: Preflighting and Checking PDF Documents
About this chapter Enfocus PitStop Automate enables you to conveniently preflight your PDF documents before you output them, either on screen or in printed form. You can easily create and manage PDF Profiles and see whether the incoming properties of your PDF documents match the properties as specified in the respective PDF Profile. The result of this preflight is presented in a preflight report. You can find the Enfocus PDF Profile control panel in the View Menu of the Canvas Manager. At the same place, you can find the Enfocus Action List Control Panel, which allows to make corrections to the PDF documents. PDF Profiles and Action lists can be used in the PitStop Gateway.
In this Chapter What is preflighting? on page 66 Properties of PDF documents on page 69 Problem reporting on page 70 Creating a PDF Profile on page 71 Interpreting preflight reports on page 72

What is preflighting?

Preflighting defined Preflighting is a term derived from the airline industry. The pilot has the responsibility to determine the airworthiness of the aircraft before take-off. This means that he or she has to perform a number of checks prior to each flight. Preflighting PDF documents basically means the same thing: the pilot in command, i.e. the person who creates or processes a PDF document, has to make sure that the document is airworthy, or rather, outputworthy, before sending it for output. Outputworthy means that the PDF document is fit for use, for example: That a PDF document to be printed on a four-color printing press contains only CMYK images and that all the necessary fonts are included That a PDF document intended for online viewing contains only RGB images
Moreover, properties of a PDF document which do not meet the requirements of the preflight check can be reported as an error and fixed in the same process.
PDF Profiles To preflight PDF documents, you use PDF Profiles. A PDF Profile is a collection of criteria which a PDF document should meet to be outputworthy. For each criterion, you can specify: If it should be checked or not How it should be listed in the preflight report, i.e. Warning or Error if a deviating property is detected in the PDF document
Moreover, some criteria allow you to specify how detected problems, if any, should be fixed. An example of a criterion is RGB colors. If you do not want RGB colors in your PDF documents, you can check this and have all RGB colors converted to CMYK. See also: Creating a PDF Profile on page 71
Preflighting mechanism To preflight a PDF file, you need to have a PDF Profile, containing all criteria you want to preflight your PDF documents with. If you dont have a PDF Profile yet, you can create one using the Enfocus PDF Profile Editor, and export it to a.ppp file. This.ppp file can then be used in the PitStop Gateway (see PitStop on page 47)/ When PDF documents are processed by the PitStop Process Folder, the PDF documents will be checked and possibly be corrected according to the specifications in the PDF Profile. A Report stating the results of this preflight will be generated. See also: Creating a PDF Profile on page 71 PitStop on page 47

Remove Stale Links Remove Stale Links removes all links from Gateways to Process Folders that do not longer exist in the Canvas folder. This is only useful when Canvasses were manually deleted in the Finder.
Reset Gateway Bar Reset Gateway Bar can be used to return the Gateway Bar to its default state, or to the state as defined in the Preferences, using the Copy Gateway Bar function.

Edit Menu

The Edit menu allows to set the level of editing is allowed.
Manage Jobs This means you can add jobs to the Canvas, move those jobs from the Canvas into Process Folders, but nothing else. This is the default when opening a Canvas.
Edit Jobs This means you can do anything with jobs on the Canvas (also take them out of Process Folders, delete them, etc.) You can not make any changes to the Process Folders.
Edit Canvas This means you can edit everything. This is the default when creating a new Canvas.

View Menu

Refresh Canvas (Command - R) This is a repaint on the Canvas. It refreshes the contents of the Canvas. In normal situations, this is not necessary, as changes to a Canvas should be updated automatically.
View as List (Command - L) View as List switches the active window from Icon view to List view. See Canvas List View on page 30.
View as Icons (Command - I) View as Icons switches the active window from List view to Icon view. See Canvas List View on page 30.
View all Parameters By selecting View all Parameters, all settings are shown on the Canvas (in orange) if a Process Folder or job is selected. It can be switched off by selecting View Canvas Settings.
View Canvas Settings By selecting View Canvas Settings, the View All Settings is turned off: which settings are shown on the Canvas depends on the setting of the contextual menu of the configuration dialogs (see Contextual Menu items for Configurations on page 84).
Zoom in By clicking Zoom in, you can zoom in on the active Canvas. The zoom can also be changed by holding down the command key, and dragging up (zoom in) or down (zoom out) on the Canvas. By holding down the Command and Option key, the view can be moved around (pan).
Zoom out By clicking Zoom out, you can zoom out on the active Canvas. The zoom can also be changed by holding down the command key, and dragging up / right (zoom in) or down / left (zoom out) on the Canvas. By holding down the Command and Option key, the view can be moved around (pan).