Source Settings

The Source Settings tab is used to define where the PDF documents are coming from and how often to look for them. This tab has the following settings available.

Establish Job Scheduling

Set the job scheduling options in this section.

Basic Functions

Delay (in seconds) before the next watch: This delay in seconds tells PAS how often to look for PDF documents from a source. This roughly determines how often the server should check to see if there are any files at the watched source. If the server is currently processing an incoming file, it will finish with that file before it attempts to obtain any other files. The server measures this interval from the end of the last watch cycle. If the server is working through several files, it will still check to see if this time has elapsed after finishing each individual file.

Look Inside Zip Files:

Select this option to open any incoming file with a ".zip" extension and extract files within it to be processed as part of the job.

Pattern: Only the immediate internal files which match the pattern will be submitted for processing, and only those with an extension which is appropriate to the job type. After obtaining the matching files, the zip file, in its entirety, will be deleted. This feature is for implementing a specifically designed process flow that encapsulates the incoming files within transient zip files.

Order: Specifies the order in which files within the zip files will be extracted (and thus to be processed).

Alphabetical: processes the files in order by name
Timestamp: processes files based on the creation timestamp

Look Inside PDF for Embedded Files:

PDF files such as portfolios can contain embedded files as attachments. Select this option to open any incoming PDF file and extract embedded files within it to be processed as part of the job.

Pattern: Only the immediate embedded files which match the pattern will be submitted for processing, and only those with an extension which is appropriate to the job type.

All embedded files: Will process all files embedded within the PDF that is able to be processed by the selected job type.

Selected embedded files: Enter a range of indices to process only specific embedded files within the incoming PDF files. Enter a single index, an index range, or multiple indices and ranges, separated by commas. For instance 1,3-5,8 will process the first embedded file, files 3 to 5 and file 8.

Ignore PDF container when portfolio: Check this if PAS should ignore the PDF container file when it's a portfolio. Most PDF portfolios are indeed only containers and do not need to be processed themselves as part of the job.

Recovery Options

Set the number of recovery attempts if there are any errors (such as not being able to connect to an email server) and the interval between recovery attempts.

Recovery Attempts: the number of attempts the server will make to reach the source folder if an error occurs

Interval (in minutes): the amount of time in minutes between each of the recovery attempts

Watch a Local Folder for Files

Use this section when the PDF document will be placed in a folder on a local or network drive. The section requires the name of the folder and the file pattern to look for.

Folder Path: the full path to a local directory (on the server) to watch for files.

Note: This directory is local to where the server is running not the PAS Manager and so the file path must follow the format set by the OS of the server.

File Pattern: You may select a file name pattern, including the asterisk character. The server will limit its view to those files which match the pattern. To be processed, a file must make it through this filter, and also have a file extension that matches with the processing capabilities of the job type. You do not need to specifically limit the pattern to the appropriate extensions as the server will check this. If you specify an extension in the pattern that does not match with the process, then no files will make it through to be processed.

Watch an FTP Server

Use this section if PAS is picking up PDF documents from an FTP server. On every watch interval, PAS will log into the FTP server and check for any files that match the given file pattern. After the files are transferred to a local working folder, they are deleted in the FTP server folder.

Server: the URL of the FTP server

Folder: the directory on the FTP server to watch for files

File Pattern: You may select a file name pattern, including the asterisk character. The server will limit its view to those files which match the pattern. To be processed, a file must make it through this filter, and also have a file extension that matches with the processing capabilities of the job type. You do not need to specifically limit the pattern to appropriate extensions as the server will check this. If you specify an extension in the pattern that does not match with the process, then no files will make it through to be processed.

User: the user name to access the server

Password: the password for the user set above

Check E-Mail for Attached Files

Use this section if PDF documents are being delivered via e-mail. On every watch interval, PAS will log into the E-Mail server and check all incoming emails for a given e-mail address. If any e-mails have PDF documents attached, they will be processed by the server and deleted from the email address once processed.

Server Name: The email server name

Recipient: the email address used to access the server

Server Type: POP3 or IMAP

SSL: Check if the server requires SSL encryption

Password: the password for the user set above

Set Passwords to Open

Enter a password to use when opening source PDF documents that are password protected

Passwords to Try: To set a password click in the password field or on the Edit button. Then enter the password you want to be used when attempting to open a password protected PDF. Do this for up to four passwords to try on password protected PDFs during the process.