User manual ARTS PDF VARIFORM PLUS 1.0.2

[. . . ] ARTS PDF Variform Plus Version 1. 0. 2 ARTS PDF Variform Plus TABLE OF CONTENTS 1. 0 INTRODUCTION. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 1. 1 Product Highlights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 2. 0 ARTS PDF VARIFORM PLUS SETUP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 2. 1 System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . [. . . ] This preference allows the user to specify a settings file to be loaded each time Variform is launched. · Database Login Defaults When using database files that require a user login for access this preference allows the user to set their User ID and Password so that they are not prompted every time they access a database for merging. Page 10 of 28 ARTS PDF Variform Plus 1. 0. 2 Copyright © 2004 ARTS PDF ARTS PDF Variform Plus · Remember Session Login If this is turned on, Variform will only ask for the user ID and password once during a session (A session being from the time Acrobat is launched until Acrobat quits). If it is off, the user will be prompted for the user ID and password each time they try to connect to a password protected database. · Show Errors While Printing If any errors occur during merging to a printer, including format or validation errors, having this option selected will cause a window to open and show the errors as they occur. · Show Form Error Dialog A PDF form may include javascripts, calculations, validations, and so on for one or more form fields. If this option is on and error occurs during merging a window describing any errors will open at the conclusion of the merge. · Flatten Pages When this option is selected form fields will be removed (flattened) in merged PDF files. Deselecting this option will preserve the form fields. Note: This option flattens the entire PDF page which means that all annotations, including non-form fields, will be flattened. · Open Merged PDF After Saving When "PDF" and "Single File" are selected as the output mode in Variform this preference will cause the resulting PDF to be automatically opened in Acrobat after Variform is finished merging. Page 11 of 28 ARTS PDF Variform Plus 1. 0. 2 Copyright © 2004 ARTS PDF ARTS PDF Variform Plus 5. 1. 2 Default Folder Preferences · Use Default Query File Folder: Variform uses these folders when you click "Load/Save" to select a query. · Use Default Delimited File Folder: This determines the default path where Variform will look for delimited data files when "Set" is clicked. · Use Default Output Folder: This determines the default folder where ARTS PDF Variform Plus will send PDF files when "PDF" is selected in the main window. Page 12 of 28 ARTS PDF Variform Plus 1. 0. 2 Copyright © 2004 ARTS PDF ARTS PDF Variform Plus 5. 2 The "ARTS PDF Variform Plus" Main Window This window is the first step in preparing to merge data. With the PDF form open in Acrobat the user selects the data source options and other features such as highlighting. 5. 2. 1 Data Source Options · Use Database When selected the Setup button becomes active and allows the user to connect to a registered ODBC data source. See Database Basics later in this document. · Use FDF/XFDF Files When this option is chosen the Select FDF Folder button becomes active. Clicking the button allows the user to select a folder containing Adobe FDF or XFDF files to be used for merging. FDF/XFDF Folder: This box will display the path to the selected folder. Page 13 of 28 ARTS PDF Variform Plus 1. 0. 2 Copyright © 2004 ARTS PDF ARTS PDF Variform Plus · Use Delimited File This allows the user to select a tab, comma, semicolon or space delimited text file for merging. File Name: This box will display the path to the selected file. Delimiter: This drop-down list is used to select the type of delimiter used in the data file. Valid delimiters are Tab, Comma, Semicolon, or Space. Qualifier: Delimited data files may contain qualifiers to separate blocks of data that contain the delimiter. Supported options are None, Double Quote ("), or Single Quote (`). The qualifier is used only if the data has an instance of the delimiter in it to differentiate it from a regular delimiter so it is recognized as a single value. Note: Delimited data files must have the field names in the first line of the file. 5. 2. 2 Other Options · Highlighting There are three options for highlighting fields in the output. Note: No Highlighting is the default. ARTS PDF Variform Plus will not apply any highlighting when merging data. Highlight Blank Fields: Choosing this option will cause any field which does not contain data from the data file to be highlighted in the output. Highlight Fields Containing: This allows the user to specify a text string that will cause highlighting in the output if the data file contains that text. Highlight Color: This gives the user the ability to specify a color to be used for highlighting in the output. Page 14 of 28 ARTS PDF Variform Plus 1. 0. 2 Copyright © 2004 ARTS PDF ARTS PDF Variform Plus · Auto-Map Fields When selected this option means that Variform will compare the field names in the selected data source with the field names in the PDF form. When exact matches are found ARTS PDF Variform Plus will "connect" the fields so that they will merge. · Map Fields If Auto-Map Fields is deselected you may manually map fields. Clicking Match Fields will cause Variform to attempt to match field names in the PDF with those in the delimited file. You can clear any pre-filled mapping by using the Clear Mapping button. Fields can be manually mapped by double-clicking a row in the Delimited File Field column or by using the Select button. 5. 2. 3 Print Records This section of the window allows you to select which records from the data file are to be included in the merged output. The user may select All or specify records in the Range: box. When a data file has been selected the total number of records in the data file will be displayed next to Number of Records:. [. . . ] Queries take the form of a command language that lets you select, insert, update, find out the location of data, and so forth. A database query can be either a select query or an action query. A select query is simply a data retrieval query. An action query can ask for additional operations on the data, such as insertion, updating, or deletion. Variform only supports select queries since its purpose is to merge data from a database, not to change or manage data. [. . . ]