CREATING WORLDOX SEND TO TARGETS

Transcription

1 CREATING WORLDOX SEND TO TARGETS The Worldox Send To command packs tremendous power. Once you know the workings of this command you can tap into its power by defining your own Send-To targets. For example, Worldox uses a Send To when passing documents to Burn to CD ROM drive. If you've created in-house programs or processes that accept documents as input, then you might want to consider Worldox Send To as a means for your users to send documents to such applications or folder locations. There are two methods for adding targets to the Worldox Send To command. The first is through the Add/Edit command that appears in the Send To context menu. This command allows Worldox managers and users to create their own Send To targets (provided Worldox is configured to allow users this capability). The second method for creating Send-To targets is by creating a Bookmark to a folder location outside of a Worldox cabinet s control. These will also appear in the Send To Menu in a separate grouping. The following example is a typical Send To menu as it appears in Worldox, listing Send-To targets in alphabetical order (your menu will vary). Each item in the menu, except for Add/Edit at the bottom, represents a target application or location for the Send To command. As this menu shows, Send To supports an array of uses, from sending files to drives and Printers, to other programs, such as PDF conversion software. If an .msg file is highlighted in the list, then the Send To menu shows the Outlook: Worldox\<Manually Profile> shortcut. 1 Creating Worldox Send To Targets

2 The critical factor in defining Send To targets is knowing the unique requirements of each application in accepting file input. The target definition, which you enter into Worldox, contains all the information Worldox needs to pass files to the target application. This information, however, is not dependent upon Worldox so much as it is based on the requirements of the target application. Creating Send To Shortcuts The mechanics of defining a Send-To target are relatively straightforward: 1. Right-click any file in the Worldox file list. 2. Choose Send To from the context menu. (This pop-up context menu is the only point of access for the Send To command). 3. Choose Add/Edit. The Send To > Add/Edit dialog displays a list of all the Send To targets defined, regardless of whether the applications are available on the current workstation. It provides a My Send-To s tab for your personal Send-To s. The Public Send-To s tab features global Send To s. As is generally the case throughout Worldox, managers can define global targets for all users and users can only define their own. The following illustration shows a target list as it might appear on a Worldox manager's workstation: 2 Creating Worldox Send To Targets

3 4. Click the Add button to create a new Send To shortcut. Note you create new Send To s in the My Send To s and Public Send-To s tabs. Only Worldox Managers can create Send To shortcuts shown in the All tab. 5. Clicking Add displays the Add Send-To Target dialog, where you enter the information Worldox requires to set up the Send-To target. If you've ever defined a shortcut for your Windows desktop, then this dialog should be familiar. 3 Creating Worldox Send To Targets

4 The Send-To Add Target dialog provides entry boxes for the following information: Field Description Shortcut Description A short descriptive name for the target. This is what the user sees in the Send To menu listing, so make the label short and easily understood. OPTIONAL. You can choose an optional keyboard shortcut for the Send To target by selecting a key combination from the Shortcut key drop-down: Run Parameters The path and name of the target program's executable file. Define the path as you would for a standard Windows shortcut. Accordingly, it's generally safest to enclose the program specification in double-quotes, as follows: "C:\Program Files\Worldox\WDCOPY.exe" An Icon button will display the icon next to the selected.exe file for the associated Send To in the Worldox interface. The parameters required by the target program. Each program has its own parameter requirements. You can use the standard Windows substitution parameters: %1, %2, and so on, up to %9. Each of these percent parameters represents a single file from the Worldox file list. If more than one file is checked, then they fill the percent parameters in top-down sequence, according to the sort order in effect when the Send- To target is chosen by the user. If the number of files selected is more than the number of substitution parameters in the definition, then files are substituted up to the number of parameters specified. Worldox provides a special parameter for passing a reference to a list of files: %@ (percent symbol, at symbol).if you need to go beyond the nine file limit of substitution parameters, Worldox can do so with the special two-character Send To parameter: %@ (percent symbol, at symbol). When you specify %@ as a Send To Parameter, Worldox does two things. First, it creates a temporary text file that lists all the files selected within the Worldox file list, including path and drive letter (or UNC name). Second, Worldox passes the name of that temporary file to the target application. 4 Creating Worldox Send To Targets

5 Field Registry Key Description OPTIONAL. You can enter an optional registry key for Worldox to verify whether a program is installed on a user's workstation. If you provide a key that is not present in the Windows registry, then Worldox will not display the Send To target on the workstation. If no key is defined, the presence or lack of the EXE defined in the RUN section will then dictate whether or not the Send To appears. WDCOPY.EXE and Send To Shortcuts Worldox ships with its own.exe file which can be used with Send To shortcuts to copy files to locations on your PC or Network. This.exe file is called WDCOPY.EXE. You can use it with the following syntax and switches for a wide variety of uses. Command Line Syntax: WDCOPY.EXE [destination] [option switches] Options Switches: Switch /CLEAN /CLOSE /LFN /NOP /NOVERS /RO /RW [+A -A] [+H -H] [+R -R] Description Deletes the files in the destination folder Close after successful completion Exports the Profile Description to Long FileName No Profile information is copied Versions are not copied Set the Read-Only attribute on the destination folder database Clear the Read-Only attribute on the destination folder database Sets Clears the Archive attribute Sets Clears the Hidden attribute Sets Clears the Read-Only attribute 5 Creating Worldox Send To Targets

6 The Basic Methodology for Creating Send To Shortcuts This section provides an example for creating a Send To shortcut for the Microsoft OneDrive application on a local C drive. By creating this Send-To target, you will integrate Worldox with OneDrive so files from Worldox can be seen in this OneDrive account. You define the Send-To target by invoking the Add/Edit command from the Send To men. However, the process of creating a Send-To target requires some initial preparation. The obvious place to begin is with the program for which you want to define the Send-To target. Remember that the point of the Send To is to transfer one or more files from a Worldox file list to another program or storage location. The program you work with will determine the nature of the Send To and the definition details. For example, does the program accept only one file at a time as input, or can it accept multiple files? If so, is there a limit to the number of files it accepts? How does the target program require that these files be specified on the command line? Should they be separated by spaces, commas, or some other delimiter? Can it access a WinZip-style file that lists the names of the files to pass? Are there any specific switches or command-line parameters that might affect how or what Worldox sends to the application? Before you even begin to define the Send-To target in Worldox, you need to understand how to invoke the target program from a command line. You need to know how the program accepts files as input. It is important to be aware of which command-line switches the program accepts, what actions they perform, and how they are specified. This information is specific to the target application program, rather than being dependent upon Worldox in any way. However, Worldox must invoke the program and pass it parameters in accordance with the target program's requirements. Once you've familiarized yourself with the target application's command line, use the Windows Run command to test it, invoking the program from the command line. Make sure you can specify the program name and the command-line parameters so the program loads and does what you expect. If the application works from the Windows Run command, then it's more likely to work as anticipated when defined in Worldox Send To shortcut. If not, at least you can concentrate your troubleshooting more effectively, if you know what works from Windows as your baseline. Check list for Creating Send To Targets Determine the target program Determine the calling syntax (command-line) Identify any command-line switches Determine the file-passing syntax for the command line Test the command line using the Windows Run command Assess the need to specify a registry key Add the Definition to the Worldox Send To command 6 Creating Worldox Send To Targets

7 Test it from Worldox Distribute it to users (set for Everyone) Document the Send To target for your users Example: Creating a Send-To Target for OneDrive The following example demonstrates how to create a Send-To target for users to send documents from Worldox to a local OneDrive folder. We start the process by learning how to send files to this location from a Windows command line. Since in this example we are not sending the files to an application but a target folder, we will be using the Worldox WDCOPY.EXE to copy the files from Worldox into that folder location. This location is in the users Windows Profile and we want the files to have the full descriptive Worldox name so we will use the /LNF switch. This will not require a keyboard shortcut nor do we need a Registry key since it s a Worldox EXE that will always be there. The sample Send To here will look something like this: In Send To Add or Edit dialog, type the Description, Run, Parameters, and Registry Key values listed below: Description: OneDrive Run: %wdcodepath%\wdcopy.exe %userprofile%\onedrive\worldox\*.* /LFN Registry Key: HKEY_CURRENT_USER\Software\Microsoft\SkyDrive UserFolder 7 Creating Worldox Send To Targets

8 After you select Save, you will be able to view the new shortcut s Description in the Send To > Add/Edit dialog. You can also view the new shortcut if you right-click a file and select Send To on the context menu. For more information, please contact your Worldox Value-Added Reseller (VAR), Worldox Technical Support, or access documentation from the Knowledge Base. Example: Creating a Send-To Target with the Copy to Windows with Folder Browse Option This custom Send To will allow you to copy a file or files from any Worldox file list and then browse using a standard Windows dialog to a target folder of your choosing. An additional Send To shortcut option is available in Worldox GX4 with code dated from 2/26/16 or later. Depending upon your rights, you or an admin can define this Send To shortcut to be either Personal or Public when it is created as a right-click option. 8 Creating Worldox Send To Targets

9 Creating the Copy to Windows Folder Browse Send To Shortcut To create the Copy to Windows Folder Browse Send To right-click menu shortcut, you must first add target information and parameters using the Sent To > Add/Edit option. 1. Right-click any file in the Worldox file list. 2. Choose Send To from the context menu. (This pop-up context menu is the only point of access for the Send To command). 3. Choose Add/Edit. 4. Click the Add button. The Send To > Add dialog appears. Enter the following: Description: Copy to Windows with Folder Browse (or any Description of your choice) Run: %wdnetpath%\wdstwd.exe Parameters: /pf= /AsExport 5. Select Save. The Send To right-click menu will now show the Copy to Windows with Folder Browse option. 9 Creating Worldox Send To Targets

10 Using the Copy to Windows with Folder Browse Send To shortcut From any Worldox file list, you right-click a file or tag multiple files and select this option, a Windows Browse Folders dialog appears. You can select a drive on your machine, navigate to a folder and then click OK. A pop-up asks you to confirm that you want to copy the file to that folder. Click Yes. As in previous versions of Worldox, the Send To shortcut can still send copies of files to predefined targets, such as Windows Desktop, Windows Documents or Windows Pictures or a specific folder that you define ahead of time. The value of the Copy to Windows with Folder Browse option is that you can spontaneously navigate to a folder in the Browse Folders dialog. * Please note that World Software Corporation makes no representations with respect to this program or any other third-party product. We are using it here not as an endorsement, but simply to demonstrate the options available through the Send To command. There may be other products available that can perform similar actions, which may or may not be a better fit for your specific needs. 10 Creating Worldox Send To Targets