BubbleSheet 2/19/2015. BubbleSheet. BubbleSheet

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Raymond Hines
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1 2/19/2015

2 2 Table of Contents System Requirements... 3 Hardware Requirements... 3 Other Requirements... 3 Installation... 3 Plugin Registration and Licensing... 4 Creating your first form using Bubble Sheet... 4 Maintenance... 22

3 3 System Requirements Reform 15 PDC Base MOST Plugin Plugin TagDoc Plugin If you are using FabSoft Variable Data Printing technology then the VDP Plug- in is required. If you are using FabSoft scanning technology then you may not need the VDP Plug-in technology. For the tutorial below the VDP Plug-in is required. For Evaluation and Demonstration: Windows 7, 8, Server 2008, or Server 2012 (64bit only). For Production Systems: Windows Server 2008 or Server 2012 (64bit only) Virtual servers are fully supported. All required Reform software downloads can be found at in the Downloads section. Hardware Requirements Please refer to the MOST Documentation regarding Hardware Requirements. Other Requirements MOST and TagDoc must be configured before installing. Installation To install to your existing Reform installation, you will need to download and run the bubblesheet.exe installation executable. Step through the prompts, and the installation will begin. After you have completed the installation of, the Reform Spooler Service must be restarted. Open up the Spooler by going to Start > Programs > Reform > Spooler. Click the Refresh button or the red stop button and then the blue start button.

$4 The default installation directory for Reform and its Plugins is C:\Program Files\Reform \.$

4 4 The default installation directory for Reform and its Plugins is C:\Program Files\Reform \. If you have changed the path during the Reform installation routine, please refer to the appropriate path instead of the default one referenced throughout this documentation. Plugin Registration and Licensing When evaluating Reform, the Plugins will also be in an evaluation mode for that period of time. Once Reform has been purchased and licensed, the required Plugins must also be licensed in order to continue functioning correctly. Please see the Reform Licensing and Registration section of the Reform User Manual for more information on how to license Reform Plug-ins. After the license is entered, the Reform Spooler will need to be restarted to refresh licenses. More information regarding the Reform Spooler Service can be found in the Reform User Manual. Creating your first form using Bubble Sheet In this tutorial, we are going to create a new form, add bubbles to the form and then configure it using Workflow Designer. First, the VDP Designer must be opened. To open it, go to Start > Programs > Reform > Variable Data Printing > VDP Designer. 1. For this example, we will be creating a new form with an existing template. Go to File > New > New. Select the Bubble_Satisfaction Survey.FTM template and click OK.

5 5 2. When it ask if you would like to open a test file for designing, select No. 3. Next, go to File > Save to save your form. Name it SatisfactionSurvey.FOM. *Now that we have our form, we can begin to add bubbles to our form. 4. We will start with question 1. To add bubbles, drag the Bubble Sheet Object from the left pane and drop it into the form.

In the properties pane on the lower right side, change the fields: NumChoices (Numbers of Choices)

6 6 5. Now, we want to change this set of 40 bubbles to just 5 horizontal bubbles. We do so by modifying its properties. In the properties pane on the lower right side, change the fields: NumChoices (Numbers of Choices) to 5, NumQuestions (Numbers of Questions) 1 and set QuestionPrefix to Question_1. We then need to resize, move and align this bubble object underneath the choices for question 1.

7 7 6. For question 2, we perform the same process but change the properties to: NumChoices to 5, NumQuestions to 1 and set QuestionPrefix to Question_2. 7. For question 3, we perform the same process but change the properties to: NumChoices to 5, NumQuestions to 1, set QuestionPrefix to Question_3 and set SelectionDirection to TopToBottom. The result should be a vertical set of 5 bubbles. 8. For question 4, we want to join 2 individual bubbles aligned to form a horizontal row. For the first, perfom the same steps as before but set NumChoices to 1, NumQuestions to 1 and set QuestionPrefix to Question_4A&. Then move the bubble to the left of Yes. For the second, it s the same process but set NumChoices to 1, NumQuestions to 1 and set QuestionPrefix to Question_4B&. Then move the bubble to the left of No. 9. For question 5, we want to join 3 individual bubbles aligned to form a vertical column. For the first, set NumChoices to 1, NumQuestions to 1 and set QuestionPrefix to Question_5A&. Then move the bubble to the left of Quickly identify the problem. For the second, set NumChoices to 1, NumQuestions to 1 and set QuestionPrefix to Question_5B&. Then move the bubble to the left of Appear very knowledgebable. For the third, set NumChoices to 1, NumQuestions to 1 and set QuestionPrefix to Question_5C&. Then move the bubble to the left of Help you understand. 10. For question 6, the same process will be done once and set NumChoices to 9, NumQuestions to 1 and set QuestionPrefix to Question_6. We should have a horizontal set of 9 bubbles. Move and align the bubbles underneath the horizontal list of numbers. 11. In question 7, set NumChoices to 5, NumQuestions to 1, set QuestionPrefix to Question_7 and set SelectionDirection to TopToBottom. Then move the bubble to the left of the answers. The end result should looks similar to this:

8 12. Save the file by going to File > Save, You can now close the VDP Designer since we have our form which will be used alongside the Workflow Designer to route

8 8 12. Save the file by going to File > Save, You can now close the VDP Designer since we have our form which will be used alongside the Workflow Designer to route the document 13. To open it, go to Start > Programs > Reform > Workflow Designer. 14. Once open, we must go to File > New 15. Select Document Automation and click OK.

We can now start adding the necessary components to the workflow.

9 9 16. You will now notice your Inputs, Processes and Outputs have been populated by the various plug-ins you have installed ( being one of the Processes). 17. We can now start adding the necessary components to the workflow. First, drag and drop a Form and File object onto the workflow by clicking and holding your mouse on Form and File and then moving your mouse over to the workflow and releasing the mouse button.

10 *You will be prompted with a dialog to describe the input. 18.

This can be done by typing in the provided box.

This will take you back to your workflow. 19.

10 10 *You will be prompted with a dialog to describe the input. 18. Enter a description for the object you just added. This can be done by typing in the provided box. Type Demo and click Finish. This will take you back to your workflow. 19. Now we are ready to configure the form and input file. To do so, right click on the newly added object and select Configuration or simply double-click on it.

11 20. You are now presented with the Input Setup window. First, we want to select the TextFile or data stream that our form will be using.

11 You are now presented with the Input Setup window. First, we want to select the TextFile or data stream that our form will be using. To do so, you can simply begin typing in the box, or you can browse to find it. We want to select the SatisfactionSurvey.out file. Click the small folder icon to bring up a window which will let us choose that file. Select the file and click Open. 21. After choosing the text file, you are taken back to the Input Setup page so that you can select a form. Click the small folder icon to bring up a window which will let us choose the desired SatisfactionSurvey.FOM form file. Select the FOM file and click Open.

12 Now that you have both your Input Text File and Reform Form selected, the setup of Form and File is complete. You can quickly double check that the correct files are selected and then click Finish. 23. You will also be prompted to add a page-break field to the form. At this point, we want to select No. 24. Next we want to add a Process to our workflow. We use the same drag and drop procedure as with the Form and File (see step 18). Take your mouse and drag the from under Process onto the workflow

13 13 somewhere below your Input. Once you release your mouse, you will be prompted to describe. Type in the box and then click Finish. 25. Once you click Finish, you are taken back to your workflow. Your will have a Red caption because it is not yet configured. To configure, you must first connect the Form and File object titled Demo. To do so, first select the Add Connector button from the menu bar. Next, drag your mouse from the small x above Demo to the small x above as picture below. When the connection is complete, the connector will turn black (if red, connection has not been made correctly, try again) and the Demo caption will turn green. 26. You will be prompted to configure upon completing the connection. Click Yes. If you click No, you can also double click on the object or rightclick on the object and select Configuration at a later time. This configuration will consist of adding the attribute labels, choosing where to embed the barcode and what to with the bar-coded document.

14 27. You will now be prompted to enter optional attributes.

14 You will now be prompted to enter optional attributes. Click the button Click here to select variable (dynamic) information. 28. Select Steve Angels and click Next. 29. Click Stop Looping, to end entering optional attributes.

15 30. The next piece of information is the position of the barcode. Select Lower Right and click Finish. (The barcode can be moved around in the Designer after the workflow is executed). 31.

15 The next piece of information is the position of the barcode. Select Lower Right and click Finish. (The barcode can be moved around in the Designer after the workflow is executed). 31. Next, you must select where to print the bar-coded document. Please select a printer that is currently working for your workstation. Click Finish. For this demonstration we have selected PLC6 202, you will have a different list of printers.

16 32. You have completed configuring the Process. Now we will setup the output of the Process.

16 You have completed configuring the Process. Now we will setup the output of the Process. The output(s) of the process will dictate where the document will be routed once it is scanned in and the bar code is read. We want to archive (SaveToFile) the document once it is scanned. To do so, we must drag SaveToFile object on the workflow underneath. After dragging the SaveToFile object, you are asked to describe the object. Type Archive and click Finish. 33. Next you have to make a connection from to Archive. To do so, first select the Add Connector button from the menu bar and then drag your mouse from the small x on to the one on Archive. Once the connection is complete the connector will turn black and with turn green.

17 Upon completing the connection, you will be prompted to configure Archive. Click Yes. You can also configure Archive by double clicking on it. The first prompt is the type of file you want to save. Select PDF File and click Next. 35. Now, we can configure where to save the archived file. Create a directory called SampleArchive on your C:\ drive and select it in the wizard by clicking Browse and choosing the folder. Then, click Next.

18 The next screen will ask you to enter a static value for Folder 1, click Stop Looping. 37. The next screen will ask you to enter a static value for Filename, enter Result and click Next. 38. For the next screen we will not be creating a meta data file. Click Skip.

19 39. The next screen will ask you if you want to overwrite existing files. Highlight the No, don t overwrite option and click Finish. 40.

19 The next screen will ask you if you want to overwrite existing files. Highlight the No, don t overwrite option and click Finish. 40. You have completed configuring your workflow. Your 3 objects ( Demo, and Archive ) should all be green meaning they have been successfully configured and the workflow is ready to be created.

20 41. To make all the appropriate forms and changes, the workflow must be executed.

20 To make all the appropriate forms and changes, the workflow must be executed. This is done by clicking the Execute button on the menu bar. After execution, you will be notified about what has taken place. Click OK. 42. Next we need to open our form in VDP Designer, go to Start > Programs > Reform > Variable_Data_Printing > VDP Designer. 43. Now that you have VDP Designer open, go to File > Open and select SatisfactionSurvey.FOM. 44. When it asks if you would like to open the associated text file, select Yes.

21 45. Now we want to print our form, go to File > Print, click OK. 46.

Log into MOST from MFP using UserName: Demo and Password: Demo.

Click the Tag Doc collection (you should see a screen similar to

21 Now we want to print our form, go to File > Print, click OK. 46. You will now have a hard copy of the form, fill in the form. Log into MOST from MFP using UserName: Demo and Password: Demo. Click Log In. 47. Click the Tag Doc collection (you should see a screen similar to below). Place your filled in Satisfaction Survey on the feeder of the MFP and click Scan. You will see a preview of your scan, select Finish.

22 If you navigate to C:\SampleArchive\ you should have a file called Results.PDF which is copy of your image you scanned in and in your Reform...\Plugins\Bubble_Sheet\Test Results\ folder there should be a file called.csv which will have the results of the bubbles filled in from your scan. Maintenance There are certain directories and SQL tables that need to be monitored for growth along with the Ricoh plugin for Reform. As a system processes more and more jobs, the size of these directories and SQL tables can grow very quickly. Overall system performance can be affected by the large amounts of space that the files may take up. Also, there exists a 10GB database limit if using the Microsoft SQL Server Express supplied with this installation. Obsolete files/database entries should be deleted according to your needs and file retention specifications. Please see the Reform Health Monitor and Maintenance Utility section in the Reform User Manual for more information and instructions for monitoring and maintaining your server. It is recommended to monitor the following directories and SQL tables for growth: Directories: C:\Program Files\Reform \Backups C:\Program Files\Reform \Plugins\Bubble_Sheet\Test Results C:\Program Files\Reform \Plugins\Bubble_Sheet\Results

23 23 Other company or product names mentioned herein may be trademarks or registered trademarks of their respective companies

Reform To Tag Doc 7/21/2016. Tag Doc

Reform To Tag Doc 7/21/2016. Tag Doc Reform To 7/21/2016 Reform To 2 Table of Contents About TagDoc... 3 How Works... 3 Phase I... 3 Phase II... 3 Phase III... 5 Benefits of Implementing TagDoc... 5 System Requirements... 6 Hardware Requirements...