TaskCentre v4.5 Send Fax (Tobit) Tool White Paper

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1 TaskCentre v4.5 Send Fax (Tbit) Tl White Paper Dcument Number: PD _0-WP Orbis Sftware Limited 2010

2 Table f Cntents COPYRIGHT 1 TRADEMARKS 1 INTRODUCTION 2 Overview 2 FEATURES 2 GLOBAL CONFIGURATION 2 TECHNICAL SUMMARY 3 Wrking with ther Steps 3 Dependencies 3 Objects Cnsumed 3 Objects Expsed 4 CONFIGURATION 4 General 5 Main 6 Select Recipients dialg 6 Recipient dialg 7 Address Bk dialg 7 Cverpage 8 Optins 9 i

3 Cpyright & Trademarks Cpyright The cpyright in this dcument is wned by Orbis Sftware All rights reserved. This publicatin may nt, in whle r part, be reprduced, transmitted, transcribed, stred in a retrieval system r translated int any language in any frm r by any means withut the prir written cnsent f Orbis Sftware Limited. Head Office: Orbis Sftware Limited (UK) 2 Nuffield Rad Nuffield Industrial Estate Ple, Drset BH17 0RB United Kingdm Tel: +44 (0) Fax: +44 (0) Trademarks Orbis Sftware Ltd wns the registered Trademark TaskCentre. All ther Trademarks used within this dcumentatin are acknwledged as the prperty f their respective wners. The infrmatin prvided in this publicatin may cntain errrs, missins, r typgraphical errrs r may be ut f date. Orbis Sftware may change, delete, r update any published infrmatin at any time and withut prir ntice. The infrmatin published in this dcument is prvided fr infrmatinal purpses nly and is nt binding n Orbis Sftware in any way except t the extent that it is specifically indicated t be s. 1

4 Send Fax (Tbit) Tl Intrductin Overview The Send Fax (Tbit) is an Output Tl which is used t create a Task Step that sends faxes that cntain static r dynamic cntent t ne r mre recipients via the market-leading mid-range fax slutins frm Tbit Sftware. The Tl supprts Tbit FaxWare and Tbit David; the pwerful unified messaging server. Tbit address bk and fax cver pages are als directly supprted. The Send Fax (Tbit) Step incrprates data frm Input and Frmat Steps int fax messages and then sends them t any number f recipients. It supprts bth Text and HTML data frm Steps such as Frmat as Text, Frmat as HTML and Run Crystal Reprt. If the riginal Input Step recrdset used by the Frmat Step includes a clumn that cntains a fax number, then this may be used as a dynamic recipient address. Features Select the cver page per step Static r dynamic cver page variables Glbal Cnfiguratin TaskCentre supprts Tbit FaxWare and Tbit David, the pwerful unified messaging server, fr use with the Send Fax Tl. Fr any User t create a new Send Fax Step the name f the DvISE Server t be used must first be specified thrugh the Glbal Cnfiguratin dialg, (Ref: Figure 1). The dialg cntains a field in which the DvISE Server name may be manually entered. Figure 1. Send Fax (Tbit) Glbal Cnfiguratin dialg. 2

5 Send Fax (Tbit) Tl Technical Summary Wrking with ther Steps The ther Steps that the Send Fax (Tbit) Step will interact directly with, whether by expsing infrmatin t it r cnsuming infrmatin frm it are listed belw. Step Icn Name Step Type Schedule Event Step MS SQL Server Trigger Oracle Trigger SMTP Wrkflw Jb Submissin Frmat As Text Event Step Event Step Event Step Event Step Frmat Step Frmat As HTML Run Crystal Reprt Merge MS Wrd Dcument XML t Recrdset Frmat Step Frmat Step Frmat Step Frmat Step Create Wrkflw Jb Frmat Step Text Parser Decisin General Step General Step Dependencies The prducts, technlgies, prtcls r systems that are required fr the Send Fax (Tbit) Step t wrk are listed belw. Objects Cnsumed Objects that the Send Fax (Tbit) Step cnsumes that are expsed by ther Steps are listed belw. 3

6 Send Fax (Tbit) Tl Objects Expsed Objects that the Send Fax (Tbit) Step expses that can be utilised by ther Steps are listed belw. Cnfiguratin The Send Fax (Tbit) Step is cnfigured thrugh the Send Fax (Tbit) dialg which is the main interface fr creating a new Step. The dialg is displayed thrugh the methds described belw. T create a new Step: T pen an existing Step: The dialg cntains the fur tabbed panes listed and described belw thrugh which a Send Fax (Tbit) Step may be created and cnfigured. 4

7 Send Fax (Tbit) Tl General Figure 2. Send Fax (Tbit) General tab. The cntents f the General tab (Ref: Figure 2) are as fllws: 5

8 Send Fax (Tbit) Tl Main Figure 3. Send Fax (Tbit) Main tab. The Main tab (Ref: Figure 3) allws the selectin f fax recipients and the cntent t be cnfigured thrugh the fllwing: Message nly If this ptin is selected then the message will cnsist f the text entered in the Message text bx area, including any clumns, prperties and variables incrprated within the text that are current at the time the Task is run. Dcument utput nly If this ptin is selected then text cannt be entered in the Message text bx area and the message will cnsist f the dcument r reprt frm the chsen data surce in the General tab. Select Recipients dialg The Select Recipients dialg (Ref: Figure 4) is used t chse the recipient f the SMS message thrugh the fllwing: 6

9 Send Fax (Tbit) Tl Figure 4. Select Recipients dialg. Recipient dialg The Recipient dialg (Ref: Figure 5) is displayed when either the Add r Edit buttns are selected in the Select Recipients dialg and is used t enter details fr new recipients f edit details fr existing nes. The cntents f this dialg are as fllws: Address Bk dialg Figure 5. Recipient dialg. The Recipient dialg (Ref: Figure 6) is displayed when the Address Bk buttn is selected in the Select Recipients dialg and enables any number f addresses t be lcated and selected. The dialg cntains the fllwing: 7

10 Send Fax (Tbit) Tl Figure 6. Address Bk dialg. Cverpage Thrugh the Cverpage tab (Ref: Figure 7) f the Send Fax (Tbit) dialg a frnt page r cverpage may be selected fr use with each Send Fax (Tbit) Step. Figure 6 Send Fax (Tbit) Cverpage tab. A number f pre-cnfigured cverpage templates are prvided by the Tbit sftware cntaining variables which can be assigned literal values r dynamic values frm clumns, prperties and variables expsed in the Task Brwser. 8

11 Send Fax (Tbit) Tl The tab cntains the fllwing: Variable - Shws the variable name. Value - Shws any value assigned t it. Figure 7. Variable Value Editr dialg. Optins The Optins tab (Ref: Figure 8) f the Send Fax (Tbit) dialg is used t cnfigure the Step behaviur if an errr ccurs when the Step is being prcessed. The fllwing ptins are prvided fr selectin: Figure 6 Send Fax (Tbit) Optins tab. Abrt Step - If an errr ccurs then the Step is abrted. Cntinue - If an errr ccurs then the Step will cntinue. Abrt Task - If the Step is abrted then the Task is abrted. 9

12 Send Fax (Tbit) Tl Cntinue - If the Step is abrted then the Task will cntinue nt the next Step in the prcess if ne exists. 10

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