User manual NUANCE OMNIFORM INTERNET PUBLISHER ADDENDUM

OmniForm Internet Publisher Addendum ® For Windows 95/NT 4.0/NT 3.51 CAERE CORPORATION 100 Cooper Court Los Gatos, California 95030 European Offices: Caere GmbH Innere Wiener Strasse 5 81667 Munich Germany 1 Please Note To use this program, you should know how to work in the Microsoft Windows environment. Please refer to Windows documentation if you have questions about how to use menu commands, dialog boxes, scroll bars, edit boxes, and so on. OmniForm Internet Publisher 2.02 Addendum Windows 95/NT 4.0/NT 3.51 Copyright© 1996 Caere Corporation. All rights reserved. CAERE®, Logical Form Recognition, and OmniForm® are trademarks of Caere Corporation. Formonix is a trademark of Formonix, Inc. Many of the designations used by manufacturers and sellers to distinguish their products are claimed as trademarks. Such designations appearing in this manual have been printed in initial caps. Product Serial Number: _______________________________________________ (from Disk #1 label) 2 Chapter 1 What is OmniForm Internet Publisher? OmniForm Internet Publisher is the easy way to publish forms on intranets and the Internet. It contains all the features of the original OmniForm, plus a variety of unique features that let you customize forms before publishing them on your Web site. This book is an addendum to the OmniForm Reference. This chapter contains the following sections: · Overview of OmniForm Internet Publisher · Features Unique to OmniForm Internet Publisher · System Requirements · Using the OmniForm Reference Screenshots in this chapter were taken in Windows 95. Your dialog boxes and windows may look slightly different if you are using Windows NT 3.51. What is OmniForm Internet Publisher? - 3 Overview of OmniForm Internet Publisher Overview of OmniForm Internet Publisher This section provides a basic overview of how to use OmniForm Internet Publisher to publish forms on your Web site. These are the basic steps to follow: 1 2 3 4 Scan, import, or create a form. Customize the form as desired. Save the form in the appropriate format. Copy the form to the appropriate location on your Web server; for example, by using a File Transfer Protocol (FTP) program such as WS_FTP32. View, fill, and print or submit the form by using: · OmniForm Internet Filler for OFML forms · Your Web browser for HTML forms · Adobe's Acrobat Reader for PDF files 6 Process the submitted data by using Common Gateway Interface (CGI) scripts. Check Caere's Web site at www.caere.com for samples. 5 See Chapter 2, Using OmniForm Internet Publisher, for detailed information on the forms publishing process. What is OmniForm Internet Publisher? - 4 Features Unique to OmniForm Internet Publisher Features Unique to OmniForm Internet Publisher This section gives an overview of the new features that have been added to the regular version of OmniForm to make it an internet publishing program in addition to its form recognition and design features. Chapter 2, Using OmniForm Internet Publisher, explains how to use these features to customize, save, and publish a form to your Web server. Support for OFML, HTML, and PDF file formats You can save forms in: · Caere's non-proprietary Open Form Markup Language (OFML) · Hyper Text Markup Language (HTML) · Portable Document Format (PDF) Properties dialog box Use the Properties dialog box to enter summary information for a form and form data submission information. Password field type in the Object Definition dialog box Set an object's field type as Password in the Object Definition dialog box so that users can enter confidential data privately. Information will appear as asterisks on the user's screen but will be readable by the recipient of the form data. Validation for option groups as well as an option for stricter validation requirements You can now set validation for Check Box or Circle Text option groups, requiring that information must be entered. The Allow user to override validation option can be turned off so that users must enter the required information. You can require data to match an entry in a list of choices. Support for hidden fields and objects OmniForm Internet Publisher provides four field/object visibility options. CGI script writers can decide how to handle form data while keeping this information hidden from users who fill out the form. Tip of the Day dialog box and Help menu item This dialog box provides handy tips and hints about using the program. It appears when you launch OmniForm Internet Publisher. You can view a randomly selected tip at any time by choosing Tip of the Day... in the Help menu. What is OmniForm Internet Publisher? - 5 System Requirements System Requirements To install and run OmniForm Internet Publisher, you need this setup: · Computer with an 80386 or higher processor. · VGA or SVGA monitor. · Windows-compatible mouse. · CD-ROM drive. · A minimum of 11MB hard disk space. · If you plan to scan forms, you need a Hewlett-Packard (ScanJet Plus or above), Visioneer, or TWAIN-compatible scanner. · Total system memory of at least 8MB RAM for Windows 95; 12MB for Windows NT. Using the OmniForm Reference Use the OmniForm Reference to find information on all other features of OmniForm, including: · Converting existing paper forms to electronic forms. · Filling forms and printing, faxing, or mailing them. · Designing your own forms using OmniForm's design tools. · Creating a database of records. · Automating data entry by using calculations. · Using OmniForm's special features such as Object Linking and Embedding (OLE), shared forms, and the Scrapbook. · Finding technical information such as how to improve performance, troubleshoot potential problems, and how to contact Caere Product Support. See "Using the Documentation" in the OmniForm Reference for information on using online help, and how instructional and formatting conventions are used in this Addendum and the Reference. What is OmniForm Internet Publisher? - 6 Chapter 2 Using OmniForm Internet Publisher This chapter describes how to install and begin using OmniForm Internet Publisher to create forms for your Web site. It also contains helpful technical information and answers commonly asked user questions. This chapter contains the following sections: · Installing OmniForm Internet Publisher · Registering OmniForm Internet Publisher · Getting Started · Technical Information Screenshots in this chapter were taken in Windows 95. Your dialog boxes and windows may look slightly different if you are using Windows NT 3.51. Using OmniForm Internet Publisher - 7 Installing OmniForm Internet Publisher Installing OmniForm Internet Publisher This section describes how to install OmniForm Internet Publisher on Windows 95/NT 4.0 and Windows NT 3.51. Close all applications -- including screen savers and mail applications -- to free memory before installing OmniForm Internet Publisher. Installing on Windows 95 and NT 4.0 1 2 3 4 5 6 Start Windows 95 or NT 4.0. Click Start in the Taskbar and choose Settings Control Panel. The Control Panel appears. Double-click Add/Remove Programs. The Add/Remove Programs Properties dialog box appears. Click Install... in the Install/Uninstall tab. Insert the OmniForm Internet Publisher compact disk (CD) in your computer's CD-ROM drive. Select setup.exe from the list of executable programs. Follow the instructions in the dialog boxes. OmniForm Internet Publisher installs by default to the location c:\Program Files\OmniForm Internet Publisher. You can select another location if you wish. Windows fills the Command line for installation program text box automatically and the InstallShield Wizard opens to guide you through the setup process. Follow the instructions in each dialog box that appears. 7 Using OmniForm Internet Publisher - 8 Installing OmniForm Internet Publisher Installing on Windows NT 3.51 1 2 Start Windows NT 3.51 and open the Program Manager window. Insert OmniForm Internet Publisher compact disk (CD) in your computer's CD-ROM drive and follow the instructions in the dialog boxes. Choose Run in the Program Manager File menu. The Run dialog box appears. Type d:\setup.exe in the Command Line text box and click OK. The InstallShield Wizard appears to guide you through the setup process. Follow the instructions in each dialog box that appears. OmniForm Internet Publisher creates a Caere Applications folder if one does not exist. You can select another folder in the Select Program Folder dialog box if you wish. An OmniForm Internet Publisher icon is added to the Caere Applications program group when installation is complete. 3 4 5 Using OmniForm Internet Publisher - 9 Registering OmniForm Internet Publisher Registering OmniForm Internet Publisher You are prompted to call in and register your copy of OmniForm Internet Publisher during installation. Unregistered users can only use OmniForm Internet Publisher for 25 sessions without registering it. After 25 sessions, the Registration dialog box appears when OmniForm Internet Publisher is launched and the program exits if you do not register at that time. To register OmniForm Internet Publisher: 1 Click the Register menu to open the OmniForm Internet Publisher Product Registration dialog box. This dialog box also appears during installation and the first time you start OmniForm Internet Publisher. Click the Call drop-down list and locate the phone number for your country. Call the phone number and ask for a registration number. You will be asked to provide the serial and key numbers listed in the dialog box. Enter the registration number that is given to you in the Registration Number text box and click OK. The Registration menu disappears from the menu bar after you register. Alternatively, you can register on Caere's World Wide Web site: www.caere.com/live/content/support/ registration/prodreg.htm 2 3 4 5 Using OmniForm Internet Publisher - 10 Getting Started Getting Started This section describes how to use all unique features of OmniForm Internet Publisher to customize, save, and publish your forms. Crossreferences to the OmniForm Reference refer you to additional information on basic form procedures as necessary. Install your scanner and test it in Windows before using it with OmniForm Internet Publisher. Consult your scanner documentation or the scanner manufacturer to resolve any scanner problems that occur. Launching OmniForm Internet Publisher 1 Click Start in the Taskbar and choose Programs OmniForm Internet Publisher. Windows NT 3.51 users: double-click the OmniForm Internet Publisher icon in the Caere Applications folder. The Tip of the Day dialog box appears. It contains handy tips on using the program. You can click Next Tip to see more tips. Click Close when you are done reading tips. (You can choose Tip of the Day... in the Help menu to reopen the dialog box.) Form Assistant appears. It contains six options. Each is a basic OmniForm Internet Publisher procedure. 2 3 Select an option and click Next>. Click Cancel to close Form Assistant if you do not want to choose a particular option. See the next section to continue. Using OmniForm Internet Publisher - 11 Getting Started Acquiring a Form To start, do one of the following: · Scan a paper form. See "Scanning a Paper Form" in the OmniForm Reference. · Import an existing PCX or TIFF form file. See "Importing an Image File" in the OmniForm Reference. · Open an existing OmniForm (OFM) or Open Form Markup Language (OFML) form. See "Opening a Form" in the OmniForm Reference. · Create your own form. See Chapter 6, Designing a Form, in the OmniForm Reference. Customizing the Form This section explains how to use OmniForm Internet Publisher features not included in the regular version of OmniForm to customize your form. See the OmniForm Reference for information on using other program features. The Properties Dialog Box Use the Properties dialog box to set summary and submission information for a form. 1 Choose Properties in the File menu. The Properties dialog box appears. 2 Click the Summary tab. Using OmniForm Internet Publisher - 12 Getting Started 3 4 5 Enter information appropriate to your form. This becomes part of the form's source information. Click the Submission tab. Type an action in the Action text box. It will be saved in the drop-down list for selection the next time you open this dialog box. An action describes where form data will be sent after submission from OmniForm Internet Filler (see Chapter 3, OmniForm Internet Filler, for more information), a Web browser, or Adobe's Acrobat software. · The action could point to a Common Gateway Interface (CGI) script on a Web server; for example: http://www.caere.com/location-bin/script.pl This would tell OmniForm Internet Filler to submit data to a script on Caere's Web server. · The action could also be an e-mail address; for example: mailto:name.othername@company.com The form data would be submitted to that e-mail address. 6 Select a means of submitting data. · Select GET to append text to the Universal Resource Locator (URL) specified in the Action drop-down list. · Select POST to notify the Web server to open the CGI application and pass it the data. Using OmniForm Internet Publisher - 13 Getting Started The Object Definition Dialog Box This section describes object definition options unique to OmniForm Internet Publisher. See "Defining Objects" in the OmniForm Reference for detailed information on defining objects. 1 2 Select the object to define. Click the Object Definition button in the standard toolbar or choose Object Definition... in the Format menu to open the Object Definition dialog box. You can set the following object definitions: · Properties tab: Select Password in the Type drop-down list. Data entered in a Password field will appear on the screen as asterisks. This protects user confidentiality, as shown below. The data will be visible after submission to a location or recipient. · Validation tab: Deselect Allow user to override validation to force data entry in the selected field. Otherwise, users can choose to override the warning that appears if they enter either no or inappropriate information in a field (such as five instead of 5 in a Number field). OmniForm Internet Publisher, unlike the regular version of OmniForm, also contains a Validation tab for Check Box and Circle Text objects. Using OmniForm Internet Publisher - 14 Getting Started · Validation tab: Select Data Must be in List of Choices to force the user to enter a choice from the field's drop-down list. (Use the Filling tab to create a List of Choices.) 3 Click OK to close the dialog box when you are done. The Object Appearance Dialog Box This section describes object appearance options unique to OmniForm Internet Publisher. See "Changing Object Appearance" in the OmniForm Reference for detailed information on object appearance. 1 2 Select a field or object to change. Click the Object Appearance button in the standard toolbar or choose Object Appearance... in the Format menu to open the Object Appearance dialog box. Using OmniForm Internet Publisher - 15 Getting Started 3 Click the Visible tab. 4 Select how you want the selected object to appear to the user. · Always: the field/object always appears on screen and when printed. · Never: the field/object never appears. The designer of the form can see the object in design view when the form is opened in OmniForm Internet Publisher. · Print Only: the field/object appears on the printed form, but not on screen. · Screen Only: the field/object appears on screen, but not when printed. 5 Click OK to close the dialog box when you are done. These settings only apply when filling the form with OmniForm Internet Publisher or OmniForm Internet Filler. Using OmniForm Internet Publisher - 16 Getting Started Saving the Form 1 Click the Save button or choose Save in the File menu. The Save As dialog box appears. 2 Select a format in the Save as type (List Files of Type in Windows NT 3.51) drop-down list. OFML (Open Form Markup Language) is the default. This is Caere's non-proprietary format. You can reopen OFML forms in OmniForm Internet Publisher. You cannot reopen forms saved in HTML or PDF format. See "Saving in HTML Format" on page 18 for more information on how forms saved in this format appear. Type a name in the File Name text box and click Save (OK in Windows NT 3.51). 3 Publishing the Form on a Web Site You can copy the saved form to your World Wide Web Server. Depending on your Web server platform, you may or may not need a File Transfer Protocol (FTP) program to do this. See your FTP or Web server documentation for information on how to copy forms to your Web site. You may want to create a link to this form from your existing HTML pages so that users can access it easily. See the next chapter, OmniForm Internet Filler, for information on using your form in the Web environment. Using OmniForm Internet Publisher - 17 Technical Information Technical Information This section provides technical information on troubleshooting common problems you may encounter in OmniForm Internet Publisher. See Chapter 10, Technical Information, in the OmniForm Reference for additional information not covered here. Server Does Not Include OFML as a MIME Type If your Web server does not include OFML (*.FML) as a MIME type, clients will receive ASCII characters when attempting to view a form. You can edit the MIME types list on your Web server to include this format. Check your server documentation for more instructions. You may have to restart the server software for changes to take effect after editing the MIME types list. Saving in HTML Format The HTML format is more primitive than Caere's OFML format. Select OFML if you want to be able to view and use all supported form features. HTML does not support: · Exact object placement In HTML forms, text and form objects flow from line to line rather than retaining the location assigned to them during form creation. Very simple, one-column form formats will be retained in HTML; complex or multiple-column formats will not be retained. · Calculations created using functions or operators Simple default values, such as a manually entered text string, are supported. · Help messages in the status bar · Field validation Using OmniForm Internet Publisher - 18 Chapter 3 OmniForm Internet Filler This chapter describes how to use OmniForm Internet Filler to open, fill, and submit published forms from your Web browser, and how to use it as a "helper" application to open, fill, and print forms from your hard drive. This chapter contains the following sections: · Installing OmniForm Internet Filler · Using OmniForm Internet Filler Screenshots in this chapter were taken in Windows 95. Your dialog boxes and windows may look slightly different if you are using Windows NT 3.51. OmniForm Internet Filler - 19 Installing OmniForm Internet Filler Installing OmniForm Internet Filler This section describes how to install OmniForm Internet Filler. · Install the 32-bit version if you are running Windows 95 or NT 4.0. · Install the 16-bit version if you are running Windows 3.1 or greater or Windows NT 3.51. Close all applications -- including screen savers and mail applications -- to free up memory before installing OmniForm Internet Filler. Installing the 32-bit Version 1 2 Follow steps 1­5 on page 8. Select oif32.exe from the list of executable programs. Follow the instructions in the dialog boxes. OmniForm Internet Filler installs by default to the location c:\Program Files\OmniForm Internet Filler. You can select another location if you wish. Windows fills the Command line for installation program text box automatically and the setup wizard guides you through the setup process. Follow the instructions in each dialog box that appears, and insert other installation disks as prompted. (Installation may not require all the disks provided. 3 Installing the 16-bit version 1 Follow steps 1­5 on page 8. Type d:\oif16.exe in the Command Line text box and click OK. The setup wizard guides you through the setup process. Follow the instructions in each dialog box that appears. OmniForm Internet Filler creates a Caere Applications folder if one does not exist. You can select another folder in the Select Program Folder dialog box if you wish. An OmniForm Internet Filler icon is added to the Caere Applications program group when installation is complete. 2 OmniForm Internet Filler - 20