High Volume Variable Output PDF Workflow

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High Volume Variable Output PDF Workflow, a presentation from Crawford Technologies Inc. http://www.crawfordtech.com/

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High Volume Variable Output PDF Workflow

  1. 1. High Volume Variable Output PDF Workflow<br />A presentation fromCrawford Technologies Inc.<br />www.crawfordtech.com<br />Follow, Like and Join us at<br />about.me/CrawfordTechInc<br />
  2. 2. Agenda<br />Background<br />High Volume Output Application review<br />Review objectives and requirements for PDF <br />Role of PDF<br />Examine Workflow <br />Implementation<br />
  3. 3. Introducing Crawford Technologies<br />Founded in 1995 and based in Toronto, CrawfordTech is a privately held global software company<br />On PROFIT 100 list of fastest growing companies in Canada<br />Core competency is in transaction print stream and document production software, including:<br />Automated Document Factory and Integrity solutions<br />Document Re-engineering solutions<br />Print stream conversions/transform solutions<br />Document Archive Solutions<br />Document integration/workflow solutions<br />Document Accessibility Services<br />
  4. 4. High Volume Output <br />All applications originally designed to be printed<br />Snapshot reporting instruments<br />Include Legacy output<br />AFP, LCDS, metacode<br />Also new applications<br />PostScript, PCL, Word, RTF<br />
  5. 5. High Volume Applications<br />Bills<br />Invoices<br />Customer Statements<br />Confirmations<br />Letters<br />Assessments<br />Reports<br />Insurance Policies<br />Assessment Notices<br />Receipts<br />…almost anything…<br />
  6. 6. Adding PDF to Workflow<br />Proofing<br />Electronic Document Distribution<br />Archival<br />
  7. 7. Objectives<br />Proofing<br />Get approval from customer before printing starts<br />Offer new services to customers and users<br />Electronic Document Distribution<br />For distributed printing<br />For viewing<br />Web Presentment<br />Feed other work flows<br />Move from paper to electronic processes<br />Print only what needs to be printed<br />Let users/customers print their own<br />Index and Archive<br />Store for future retrieval, view and reprint<br />
  8. 8. Alternatives<br />Browser (HTML/XML)<br />Acrobat (PDF)<br />Plug-in (Custom)<br />Download format (i.e. ZIP)<br />Source Format<br />AFP<br />Xerox metacode<br />PostScript<br />PCL<br />
  9. 9. Why PDF?<br />Ease of management and viewing on any platform<br />Fidelity to printed document is important<br />Document Distribution when formatting is important<br />Color is important<br />Typeface matching is important<br />When the document will be printed by the user<br />Document needs security controls<br />Users sophisticated enough to download Acrobat Reader<br />
  10. 10. Benefits<br />Competitive advantage<br />Keeping up with customer expectations<br />Provide quick access to information<br />More information can be distributed easily<br />Marketing opportunities<br />Hyperlinks, messages, graphics, dynamic 1 to 1 features<br />Paper reduction<br />Cost reduction potential<br />
  11. 11. Where does HTML fit in?<br />Document formatting is not critical<br />No need to replicate printed document with fidelity<br />Document will not be printed by user<br />Excellent for web page linking users to PDFs or other files<br />Dynamic viewing of information<br />
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  16. 16. Good Quality PDF<br />Type 1 Fonts for clean look<br />Vector graphics where possible<br />Bookmarks for easy navigation<br />Full Color<br />1 to 1 with paper document<br />Small file size for quick downloads<br />Appropriate security <br />Supports maximum releases of Acrobat<br />No full page images<br />No Private Objects requiring plug-ins<br />
  17. 17. Advanced Features of PDF<br />Browsers available on many platforms<br />Millions of users are comfortable with Acrobat<br />Protection built in<br />Keep users from modifying, printing & copy/pasting <br />Digital Signatures<br />Bookmarks<br />Text searchable<br />Interactive Forms capability<br />Embedded Scripts<br />Prints on most printers with reasonable fidelity<br />Annotations<br />Interactivity<br />Web site linkage<br />
  18. 18. Print Spool<br />Application Print Files<br />Previous Workflow<br />Inserters<br />
  19. 19. Proofing Desired Workflow<br />Print Spool<br />Server<br />Application Print Files<br />Transform<br />W W W<br />Inserter<br />
  20. 20. Electronic Document DistributionDesired Workflow<br />Print Spool<br />Server<br />Application Print Files<br />Splitter<br />W W W<br />Individual sub-document packages<br />
  21. 21. Server<br />Server<br />Print Spool<br />ArchivalDesired Workflow<br />Application Print Files<br />Inserter<br />W W W<br />Splitter<br />W W W<br />Transform<br />Individual sub-document packages<br />
  22. 22. Challenges and Requirements<br />Document Fidelity<br />Clean up document (i.e. eliminate OMR, Barcodes)<br />Automated management process<br />Splitting into subdocuments without errors<br />Lack of Pre-printed forms<br />Size of PDF files and storage requirements<br />Conversion time<br />Quality of PDF<br />Font matching<br />Invoke PDF features beyond paper “emulation”<br />Security<br />User adoption<br />
  23. 23. Additional Requirements<br />High Performance (5,000 to 10,000 ipm and up)<br />Fidelity (match printed documents)<br />Indexing for document management/retrieval<br />Flexible to fit in workflow<br />Platform independence (run transform where you need it)<br />Error handling clean<br />Logging (audit, error, accounting<br />Create “Good Quality PDF”<br />Ability to add advanced PDF objects to documents<br />Create <br />
  24. 24. Server<br />Server<br />Print Spool<br />Realistic workflow<br />Application Print Files<br />Inserter<br />W W W<br />Splitter<br />W W W<br />Transform<br />Individual sub-document packages<br />
  25. 25. Crawford TechnologiesPDF Transform Workflow<br />Server<br />Server<br />Print Spool<br />Application Print Files<br />PRO Meta to PDF<br />PRO AFP to PDF<br />WWW<br />Splitter<br />PRO JES Spool Extraction <br />PRO Transform Manager<br />PRO Meta Normalization & Indexing Facility<br />WWW<br />Transform<br />Individual sub-document packages<br />PRO Meta to PDF<br />PRO AFP to PDF<br />
  26. 26. Server<br />Server<br />When to Transform?<br />AFP Metacode LCDS Line Data, EBCDIC, PostScript, PCL, ASCII<br />PRO Meta to PDF<br />PRO AFP to PDF<br />WWW<br />WWW<br />Transform<br />Individual sub-document packages<br />PRO Meta to PDF<br />PRO AFP to PDF<br />
  27. 27. When To Transform?It Depends…<br />BATCH<br />When<br />Batch window is long<br />CPU cost low<br />PDFs are small<br />Disk space cheap & large<br />No flexibility in contents<br />Hit rate high<br />Use PDF for proofing<br />Use PDF for archival<br />DYNAMIC<br />When<br />Using PDF for customer/user delivery<br />Web site hosting the information<br />Batch window is short<br />CPU cost high<br />PDFs are large or numerous<br />Disk space at a premium<br />Flexibility in contents<br /> Marketing, Hyperlinks<br />Hit rate low<br />
  28. 28. PDF For Archival<br />Advantages<br />Files are fully contained<br />No worry about resource changes<br />Disadvantages<br />Conversion time can be high<br />Disk space usage can be great as PDF files larger than AFP/metacode<br />Flexibility missing<br /> Forms, links, etc. locked in<br />Data extraction requires new tools<br />Getting back to source file not easy<br />
  29. 29. Server<br />Server<br />Print Spool<br />Crawford TechnologiesPDF Transform Workflow<br />Application Print Files<br />PRO Meta to PDF<br />PRO AFP to PDF<br />WWW<br />Splitter<br />PRO JES Spool Extraction <br />PRO Transform Manager<br />PRO Meta Normalization & Indexing Facility<br />WWW<br />Transform<br />Individual sub-document packages<br />PRO Meta to PDF<br />PRO AFP to PDF<br />
  30. 30. PRO JES Spool Extraction<br />Pulls jobs out of MVS spool for automatic transform based on dataset attributes<br />Returns converted output files to spool for printing <br />Or send by FTP to remote system<br />MVS, OS/390, z/OS, JES2 & JES3<br />Runs in 3 modes<br />BATCH program (External Writer)<br />Started Task (SAPI)<br />Functional Subsystem (FSS)<br />Optional component that can provide some interesting benefits<br />Optionally transmits original spool files via FTP<br />
  31. 31. PRO Transform Manager<br />Automated capability to manage conversion of documents<br />Receives Input files from any host<br />Output converted to PostScript, AFP, metacode, PCL or PDF, XML, HTML<br />Converted files routed to specified printer, folder or FTP server<br />Multi-threading and supports multiple printers and multiple directories <br />GUI interface provides dashboard on processing activity<br />Handles Errors <br />Optionally retains input files<br />Creates and manages logs of transform activities<br />Runs on Windows, Solaris, AIX, Linux and HP-UX<br />
  32. 32. PRO Meta Normalization & Indexing Facility<br />Creates page independent metacode print steam<br />Any page can be printed without reading through the preceding pages in the file<br />Each page fully composed (metacode and DJDEs)<br />Can be stored in file on DASD or archive media<br />Allows quick direct access to specific pages for viewing or printing<br />Splits print file into multiple output files<br />Individual statements<br />Groups of statements (branch, broker or agent)<br />Branch report splitting<br />Creates an index file containing filenames and index fields from the data<br />Can be XML, HTML, CSV, or user-defined format<br />Files can be named using variable data information<br />MVS, Windows or Unix<br />
  33. 33. PRO Meta PDF<br />Transforms from Xerox LCDS and metacode to PDF<br />Automatically converts Xerox resources to PDF<br />Maps fonts to standard Acrobat or embedded Type 1 fonts<br />Bookmark support<br />No limit on number of indexes <br />Can be multi-level indexes<br />Can merge PDF “Overlay” files to emulate pre-printed forms<br />Or extend your marketing reach<br />Exits for pre-scan of data & field suppression and modification<br />Acrobat security feature (encryption) is supported<br />All PDF resources are compressed to keep file size small<br />Use in server-side application for Dynamic PDF<br />Can also be run in batch mode<br />MVS, Windows or Unix<br />
  34. 34. PRO AFP to PDF<br />Converts from AFP to PDF<br />Supports AFPDS (MO:DCA-P) and mixed-mode AFP<br />Automatically converts AFP resources to PDF<br />Maps fonts to standard Acrobat or embedded Type 1 fonts<br />Bookmark support<br />No limit on number of indexes <br />Can be multi-level indexes<br />Can merge PDF “Overlay” files to emulate pre-printed forms<br />Or extend your marketing reach<br />Exits for pre-scan of data & field suppression and modification<br />Acrobat security feature (encryption) is supported<br />All PDF resources are compressed to keep file size small<br />Use in server-side application for Dynamic PDF<br />Can also be run in batch mode<br />MVS, Windows or Unix<br />
  35. 35. PRO Document Indexer<br />Creates Index files while a document is being processed<br />Plugs into all PRO transform and normalization products<br />Runs in same pass as transform<br />Creates Index files in different formats:<br />Comma Separated Values (CSV)<br />Fixed Fields, Fixed Records<br />HTML or XML<br />User-Defined<br />Field manipulation capabilities (I.e. text reversal)<br />Any number of index keys selected from print stream<br />Can extract all fields from a statement<br />
  36. 36. PRO Document Enhancer<br /><ul><li>Re-engineering of final form print stream documents
  37. 37. Manipulates fields on documents
  38. 38. Plugs into all PRO transform and normalization products
  39. 39. Runs in same pass as transform
  40. 40. Add objects to pages
  41. 41. OMR marks with integrity counts
  42. 42. Bar codes
  43. 43. Control numbers
  44. 44. Annotations
  45. 45. Web links
  46. 46. Full colour overlays
  47. 47. images
  48. 48. Add slip sheets
  49. 49. Suppress OMR, Barcodes, text fields, images</li></li></ul><li>Server<br />Server<br />Print Spool<br />Crawford TechnologiesPDF Transform Workflow<br />Application Print Files<br />PRO Meta to PDF<br />PRO AFP to PDF<br />WWW<br />Splitter<br />PRO JES Spool Extraction <br />PRO Transform Manager<br />PRO Meta Normalization & Indexing Facility<br />WWW<br />Transform<br />Individual sub-document packages<br />PRO Meta to PDF<br />PRO AFP to PDF<br />
  50. 50. You’ve been watching:High Volume Variable Output PDF Workflow<br />Connect with us on<br /> Twitter Facebook LinkedIn<br />Visit about.me/CrawfordTechInc now<br />

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