Batch PDF operations - Revision history

Admin: Redirected page to Batch PDF processes

2015-03-12T13:37:04Z

Redirected page to Batch PDF processes

Admin: /* Running the conversion process */

2015-03-12T10:03:16Z

Running the conversion process

Admin: /* Upload */

2015-03-12T10:01:13Z

Upload

Admin at 08:56, 23 June 2014

2014-06-23T08:56:30Z

Admin: /* Configuration */

2012-11-20T20:44:46Z

Configuration

Admin: /* Configuration */

2012-11-20T10:58:50Z

Configuration

Admin at 13:37, 19 July 2012

2012-07-19T13:37:24Z

Admin at 17:06, 6 December 2011

2011-12-06T17:06:24Z

Admin at 17:02, 6 December 2011

2011-12-06T17:02:57Z

Admin: New page: Insight offers two batch PDF processes to aid in producing verbatim output to users from your reporting systems. These processes are Conversion, which converts existing documents in the S...

2011-12-06T17:02:22Z

New page: Insight offers two batch PDF processes to aid in producing verbatim output to users from your reporting systems. These processes are Conversion, which converts existing documents in the S...

New page

Insight offers two batch PDF processes to aid in producing verbatim output to users from your reporting systems. These processes are Conversion, which converts existing documents in the SIMS Document Server to PDF format, and Upload, which takes an archive of documents, and stores them to the SIMS Document Server against the correct student. Both are accessed from the menu item Batch PDF Conversion.

==Conversion==
Before you can use the Conversion process, some stages need to be performed actually on the Insight IIS server. Having performed the initial configuration, users can drive the process using only Insight.

=Configuration-
On the IIS server, create a local, machine administrator called "Account1" (you can actually call it what you like, it will continue to be referred to as Account1 here), and make sure it has log in to console rights. Domain admins and power users etc. will NOT be suitable. You will not be able to do this if your Insight IIS server is also a domain controller. Make sure the password for Account1 never expires and can't be changed.

Next, install Install Word 2010, alternatively or Word 2007 with http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=9943.

Log in as Account1, and run Microsoft Word. Enter initials where requested, agree to any licencing terms or activation processes, decide whether to post errors to Microsoft experience, activate over the web, etc. until you can just start Word and have it load up a blank document each time you run it, logged in as Account 1.

Next, click Start - Run and then either DCOMCNFG.EXE, or if you have a 64bit server, MMC comexp.msc /32.
In the Component Services window, expand Component Services, your server, DCOM Config and look down the list for “Microsoft Word 97-2003 Document”, “Microsoft Office word 97-2003 Documents” or the APPID {00020906-0000-0000-C000-000000000046}.

[[image:dcomconf.png]]

Right click on the relevant node and select Properties, then the Identity tab. Now select “This user” and enter the [machinename]\Account1 details. Click OK to close the dialog.

That has set up the environment we need on the server, but if you would rather not need to provide the Account1 details each time the batch PDF conversion is run, you should also create an account, Account, as a local, machine administrator account (again, can be anything), and deny it log in to computer rights. This account can now be used when you come to run the conversion process, and by denying logon you can give it to an administrative Insight user, without them being able to actually use it to log in to the server.

There is now some initial configuration to be performed in Insight too. Log in as an administrator, and go to Manage – Preferences – Batch PDF Conversion. In the two boxes, again enter the Account1 details, and click the Update button.

At this point, you can attempt a conversion! Still logged in as Admin, click on Manage – Batch PDF Conversion. Select the earliest and latest dates for those reports you would like considered,and select the relevant students form the list below. You can use the filters, and shift- or ctrl- clicks here.
Click on the toolbar icon that looks like two pages with a cog. When you are prompted for credentials, enter the username and password for Account2 (remember you can distribute this if needed) and click OK.

You will see a popup detailing the conversion process, and when it is complete, a summary will be displayed.

If you are using this process it is advisable to also set the Role options for end-users to show only PDFs, thereby hiding the original documents from them.

==Upload==
If you would rather upload existing PDF documents to the SIMS Document Server, or other documents which you will then later convert to PDF, you should use then Upload tab. To perform the upload, you will need to have to hand a ZIP file containing all the documents to upload. Each document must have something in its file name which can identify a student, which can either be their UPN or Admission number.

On the Upload tab, click the Add button and browse to your archive file. When the files are uploaded to SIMS, they will be given the Summary you specify. It is good practice to name the uploads in a consistent and conventional way, so it is easy to pick out the files uploaded in this manner. Additionally, when choosing which documents Insight will display, you may need to specify a phrase which marks out the documents.

Select the field used to identify students, from either Admission number or UPN, and go on to define how this data is represented within the file name. You can choose from a character offset, where you know the data will be at a certain position, or by use of a separator character. For example if your file names follow the convention of REP001234FredBloggs.PDF, you would select a Character Offset of 4. If your file name looks more like Fred_Bloggs_001234.PDF, you would select a Separator character of "underscore", and a field index of 3, as the Admission number is in the third "block".

Click on the toolbar icon that looks like two pages with a cog to begin the upload.

You do not need to do the Word configuration if you only need to use the Upload feateure, but if you later need to convert to PDF, it will need to be done.

← Older revision		Revision as of 13:37, 12 March 2015
Line 1:		Line 1:
−	Insight offers two batch PDF processes to aid in producing verbatim output to users from your reporting systems. These processes are Conversion, which converts existing documents in the SIMS Document Server to PDF format, and Upload, which takes an archive of documents, and stores them to the SIMS Document Server against the correct student. Both are accessed from the menu item Batch PDF ~~Conversion.~~	+	#REDIRECT[[Batch PDF processes]]
−
−	~~=Conversion=~~
−	Before you can use the Conversion process, some stages need to be performed actually on the Insight IIS server. Having performed the initial configuration, users can drive the process using only Insight.
−
−	~~===Configuration===~~
−	On the IIS server, create a local, machine administrator called "Account1" (you can actually call it what you like, it will continue to be referred to as Account1 here), and make sure it has log in to console rights. Domain admins and power users etc. will NOT be suitable. You will not be able to do this if your Insight IIS server is also a domain controller. Make sure the password for Account1 never expires and can't be changed.
−
−	Next, install Word 2010, alternatively or Word 2007 with http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=9943. If your operating system gives you a choice, you should always install the 32 bit version of Microsoft Word.
−
−	~~Log in as Account1, and run Microsoft Word. Enter initials where requested, agree to any licencing terms or activation~~ processes~~, decide whether to post errors to Microsoft experience, activate over the web, etc. until you can just start Word and have it load up a blank document each time you run it, logged in as Account 1.~~
−
−	~~Next, click Start - Run and then either DCOMCNFG.EXE, or if you have a 64bit server, MMC comexp.msc /32.~~
−	In the Component Services window, expand Component Services, your server, DCOM Config and look down the list for “Microsoft Word 97-2003 Document”, “Microsoft Office word 97-2003 Documents” or the APPID {00020906-0000-0000-C000-000000000046}.
−
−	~~[[image:dcomconf.png~~]]
−
−	~~Right click on the relevant node and select Properties, then the Identity tab. Now select “This user” and enter the [machinename]\Account1 details. Click OK to close the dialog.~~
−
−	That has set up the environment we need on the server, but if you would rather not need to provide the Account1 details each time the batch PDF conversion is run, you should also create an account, Account2, as a local, machine administrator account (again, can be anything), and deny it log in to computer rights. This account can now be used when you come to run the conversion process, and by denying logon you can give it to an administrative Insight user, without them being able to actually use it to log in to the server.
−
−	There is now some initial configuration to be performed in Insight too. Log in as an administrator, and go to Manage – Preferences – Batch PDF Conversion. In the two boxes, again enter the Account1 details, and click the Update button.

← Older revision		Revision as of 10:03, 12 March 2015
Line 21:		Line 21:

	There is now some initial configuration to be performed in Insight too. Log in as an administrator, and go to Manage – Preferences – Batch PDF Conversion. In the two boxes, again enter the Account1 details, and click the Update button.		There is now some initial configuration to be performed in Insight too. Log in as an administrator, and go to Manage – Preferences – Batch PDF Conversion. In the two boxes, again enter the Account1 details, and click the Update button.
−
−	~~===Running the conversion process===~~
−
−	At this point, you can attempt a conversion! Still logged in as Admin, click on Manage – Batch PDF Conversion. Select the earliest and latest dates for those reports you would like considered, and select the relevant students from the list below. You can use the filters, and shift- or ctrl- clicks here.
−	Click on the toolbar icon that looks like two pages with a cog. When you are prompted for credentials, enter the username and password for Account2 (remember you can distribute this if needed) and click OK.
−
−	~~You will see a popup detailing the conversion process, and when it is complete, a summary will be displayed.~~
−
−	~~If you are using this process it is advisable to also set the Role options for end-users to show only PDFs, thereby hiding the original documents from them.~~

← Older revision		Revision as of 10:01, 12 March 2015
Line 30:		Line 30:

	If you are using this process it is advisable to also set the Role options for end-users to show only PDFs, thereby hiding the original documents from them.		If you are using this process it is advisable to also set the Role options for end-users to show only PDFs, thereby hiding the original documents from them.
−
−
−
−	~~=Upload=~~
−	If you would rather upload existing PDF documents to the SIMS Document Server, or other documents which you will then later convert to PDF, you should use then Upload tab. To perform the upload, you will need to have to hand a ZIP file containing all the documents to upload. Each document must have something in its file name which can identify a student, which can either be their UPN or Admission number.
−
−	On the Upload tab, click the Add button and browse to your archive file. When the files are uploaded to SIMS, they will be given the Summary you specify. It is good practice to name the uploads in a consistent and conventional way, so it is easy to pick out the files uploaded in this manner. Additionally, when choosing which documents Insight will display, you may need to specify a phrase which marks out the documents.
−
−	Select the field used to identify students, from either Admission number or UPN, and go on to define how this data is represented within the file name. You can choose from a character offset, where you know the data will be at a certain position, or by use of a separator character. For example if your file names follow the convention of REP001234FredBloggs.PDF, you would select a Character Offset of 4. If your file name looks more like Fred_Bloggs_001234.PDF, you would select a Separator character of "underscore", and a field index of 3, as the Admission number is in the third "block".
−
−	~~Click on the toolbar icon that looks like two pages with a cog to begin the upload.~~
−
−	~~You do not need to do the Word configuration if you only need to use the Upload feature, but if you later need to convert to PDF, it will need to be done.~~
−
−	~~[[Category:Admin]]~~
−	~~[[Category:Staff]]~~
−	~~[[Category:Technical]]~~

← Older revision		Revision as of 08:56, 23 June 2014
Line 43:		Line 43:

	You do not need to do the Word configuration if you only need to use the Upload feature, but if you later need to convert to PDF, it will need to be done.		You do not need to do the Word configuration if you only need to use the Upload feature, but if you later need to convert to PDF, it will need to be done.
		+
		+	[[Category:Admin]]
		+	[[Category:Staff]]
		+	[[Category:Technical]]

@@ Line 7: / Line 7: @@
 On the IIS server, create a local, machine administrator called "Account1" (you can actually call it what you like, it will continue to be referred to as Account1 here), and make sure it has log in to console rights.  Domain admins and power users etc. will NOT be suitable.  You will not be able to do this if your Insight IIS server is also a domain controller.  Make sure the password for Account1 never expires and can't be changed.
-Next, install Word 2010, alternatively or Word 2007 with http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=9943.
+Next, install Word 2010, alternatively or Word 2007 with http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=9943.  If your operating system gives you a choice, you should always install the 32 bit version of Microsoft Word.
 Log in as Account1, and run Microsoft Word.  Enter initials where requested, agree to any licencing terms or activation processes, decide whether to post errors to Microsoft experience, activate over the web, etc. until you can just start Word and have it load up a blank document each time you run it, logged in as Account 1.

@@ Line 18: / Line 18: @@
 Right click on the relevant node and select Properties, then the Identity tab.  Now select “This user” and enter the [machinename]\Account1 details. Click OK to close the dialog.
-That has set up the environment we need on the server, but if you would rather not need to provide the Account1 details each time the batch PDF conversion is run, you should also create an account, Account, as a local, machine administrator account (again, can be anything), and deny it log in to computer rights.  This account can now be used when you come to run the conversion process, and by denying logon you can give it to an administrative Insight user, without them being able to actually use it to log in to the server.
+That has set up the environment we need on the server, but if you would rather not need to provide the Account1 details each time the batch PDF conversion is run, you should also create an account, Account2, as a local, machine administrator account (again, can be anything), and deny it log in to computer rights.  This account can now be used when you come to run the conversion process, and by denying logon you can give it to an administrative Insight user, without them being able to actually use it to log in to the server.
 There is now some initial configuration to be performed in Insight too.  Log in as an administrator, and go to Manage – Preferences – Batch PDF Conversion.  In the two boxes, again enter the Account1 details, and click the Update button.

@@ Line 7: / Line 7: @@
 On the IIS server, create a local, machine administrator called "Account1" (you can actually call it what you like, it will continue to be referred to as Account1 here), and make sure it has log in to console rights.  Domain admins and power users etc. will NOT be suitable.  You will not be able to do this if your Insight IIS server is also a domain controller.  Make sure the password for Account1 never expires and can't be changed.
-Next, install Install Word 2010, alternatively or Word 2007 with http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=9943.
+Next, install Word 2010, alternatively or Word 2007 with http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=9943.
 Log in as Account1, and run Microsoft Word.  Enter initials where requested, agree to any licencing terms or activation processes, decide whether to post errors to Microsoft experience, activate over the web, etc. until you can just start Word and have it load up a blank document each time you run it, logged in as Account 1.
@@ Line 24: / Line 24: @@
 ===Running the conversion process===
-At this point, you can attempt a conversion!  Still logged in as Admin, click on Manage – Batch PDF Conversion.   Select the earliest and latest dates for those reports you would like considered,and select the relevant students form the list below.  You can use the filters, and shift- or ctrl- clicks here.
+At this point, you can attempt a conversion!  Still logged in as Admin, click on Manage – Batch PDF Conversion.   Select the earliest and latest dates for those reports you would like considered, and select the relevant students from the list below.  You can use the filters, and shift- or ctrl- clicks here.
 Click on the toolbar icon that looks like two pages with a cog.  When you are prompted for credentials, enter the username and password for Account2 (remember you can distribute this if needed) and click OK.
@@ Line 42: / Line 42: @@
 Click on the toolbar icon that looks like two pages with a cog to begin the upload.
-You do not need to do the Word configuration if you only need to use the Upload feateure, but if you later need to convert to PDF, it will need to be done.
+You do not need to do the Word configuration if you only need to use the Upload feature, but if you later need to convert to PDF, it will need to be done.

@@ Line 1: / Line 1: @@
 Insight offers two batch PDF processes to aid in producing verbatim output to users from your reporting systems.  These processes are Conversion, which converts existing documents in the SIMS Document Server to PDF format, and Upload, which takes an archive of documents, and stores them to the SIMS Document Server against the correct student.  Both are accessed from the menu item Batch PDF Conversion.
-==Conversion==
+=Conversion=
 Before you can use the Conversion process, some stages need to be performed actually on the Insight IIS server.  Having performed the initial configuration, users can drive the process using only Insight.
-=Configuration=
+===Configuration===
 On the IIS server, create a local, machine administrator called "Account1" (you can actually call it what you like, it will continue to be referred to as Account1 here), and make sure it has log in to console rights.  Domain admins and power users etc. will NOT be suitable.  You will not be able to do this if your Insight IIS server is also a domain controller.  Make sure the password for Account1 never expires and can't be changed.
@@ Line 22: / Line 22: @@
 There is now some initial configuration to be performed in Insight too.  Log in as an administrator, and go to Manage – Preferences – Batch PDF Conversion.  In the two boxes, again enter the Account1 details, and click the Update button.
-=Running the conversion process=
+===Running the conversion process===
 At this point, you can attempt a conversion!  Still logged in as Admin, click on Manage – Batch PDF Conversion.   Select the earliest and latest dates for those reports you would like considered,and select the relevant students form the list below.  You can use the filters, and shift- or ctrl- clicks here.
@@ Line 32: / Line 32: @@
-==Upload==
 If you would rather upload existing PDF documents to the SIMS Document Server, or other documents which you will then later convert to PDF, you should use then Upload tab.  To perform the upload, you will need to have to hand a ZIP file containing all the documents to upload.  Each document must have something in its file name which can identify a student, which can either be their UPN or Admission number.