Operations Transformation

FY22 New Hires OpenText Bootcamp

June, 2021
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 Agenda

Formula, Function, Rules and Subroutine

Sections and Paragraphs
Messages and Campaigns
Barcodes
Components

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 Rules, Formula, Function and
Subroutine

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 Rules:

Rules allow you to set objects to be included or excluded based on the customer data.

Types of Rules:
 Unnamed Rules
 Library/Named Rules
 Priority Rules

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 Unnamed Rule

• Unnamed rules let you use logic to control the inclusion or exclusion of a single object.
• The logic for unnamed rules is stored directly with the object that it controls.

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 Creating an Unnamed Rule:

1. Access the Rule tab for the object to which you want to apply the unnamed rule.
2. Create the rule logic.
3. Click OK. The dialog box closes, and the unnamed rule is applied to the object.
4. From the Standard toolbar, click. The object and the unnamed rule are saved.

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 Library/Named Rules:

Library rules let you create and store rule logic in the Design Manager Library and apply that logic to multiple
objects.
You can reference a Library rule.
If you change the logic of the Library rule, the logic is automatically updated wherever the Library rule is
referenced. This makes it easier to make changes to logic that is shared across multiple objects.

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 Creating a Library Rule

1. In Design Manager, from the Library, right-click the Rules heading, and, from the shortcut menu,
select New Rule. The New Rule dialog box opens.
2. In the Name box, enter a name. In the Description box, enter a description (optional).
3. Click Finish. The Library rule opens in the Property Panel for you to define.
4. Click in the Logic area. The Rule dialog box opens.
5. Create the rule logic.
6. Click OK. The Rule dialog box closes and the logic is applied to the Library rule.
7. From the Standard toolbar, click .The Library rule is saved.

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 Formulas:

 Formulas allow you to take customer information and use it to calculate new
values without modifying the original information.
 Formulas, are not just used with numerical calculations, however. Formulas
can also be used to manipulate customer data so that it can be used
differently.
 All formula logic is stored in a formula variable. This allows formulas to be
placed anywhere in an application where you can use variables.

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 Functions:

 Functions are special pieces of code that cause an action to occur based on information in the
customer data. For example, you can use a function to look up or write a specific reference file if a
customer has a certain type of account.
 Functions are also used to search data for specific types of information. For example, you can use
a function to return a customer’s anniversary month only, even if the month, day, and year are
listed in the data.
 Types of Functions:
◦ Built-in Functions
◦ User defined Functions

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 Creating a Library Function Object

1. In Design Manager, in the Library, right-click the Functions heading, and, from the shortcut
menu, select New Function.
2. In the Name box, enter a name. As with variables, you cannot make a Library function with a
duplicate name, nor can the name have spaces or non-alpha or numeric characters in it. If the
name does not meet these criteria, you receive an error message. If you rename a function, all
references to that function are updated to reflect the change in the name.
3. In the Description box, enter a description (optional).
4. Click Finish. The new function opens in the Property Panel for you to define.

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 Creating a Library Function Object(Cont.)

5. In the Type area, specify the type of function you are creating. Select one of the following options:
Function—Analyzes data and returns a value
Subroutine—Does not return a value. Instead, it performs an action based on data.
6. If you select the Function radio button, the Data Type drop-down list lets you specify the type of
data the function returns. Select from the following options:
String—Text, Integer—Whole number
Boolean—True or false, Float—Numeric value with decimals
Date—Date (with or without time of day), Currency—Monetary amount

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 Built-in Functions:

Built-in functions are available to provide a variety of actions with your data. When you add a built-in
function to logic, you can locate functions easily by filtering the functions by categories based on the
actions they perform or based on the specific type of data they can manipulate.

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 Type of Built-in Functions:

Array: Use to manipulate or retrieve information about an array of data elements.

Data Section: Use to manipulate or retrieve information about data sections.
Date: Use to manipulate or retrieve information about dates.
General: Use to perform a variety of actions, specific to the design and production environment.
I/O: Use to set input/output information for the engine.
Live: Use to perform a variety of actions specific to Live Editor .
Math: Use to perform mathematical operations, such as adding and averaging.
String: Use to perform a variety of actions with string functions.

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 Sections and Paragraphs

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 Paragraphs:

Paragraphs in Exstream are reusable chunks of content that you arrange in container objects, called
sections, to build complex documents.
Paragraphs typically correspond to one or more textual paragraphs that are used often in different
applications, or that require specific wording for legal or regulatory purposes.
Paragraphs are often used to contain the different components of policy information so that you can
easily build a complex document by selecting the appropriate pre-approved components required for
a particular document.

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 Sections:

Sections let you group together and order paragraphs to form groups of related information.
Sections, like paragraphs, are reusable and allow you to repeat whole groups of paragraph content
without having to write the information multiple times. You can also add sections to other sections to
build a hierarchy of information.
Sections and paragraphs are slightly different from pages because they are not stand-alone content
containers.

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 Content is added to paragraphs, but then paragraphs are placed on a page. We set
up placeholders, called frames, on the pages where the paragraphs and sections will
be placed in the final customer output.
Frames give us flexibility to make sure that flowing content is placed appropriately
on pages.

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 Creating a Paragraph:

1. From Design Manager, in the Library, right-click the Paragraph heading and select New
Paragraph. The New Paragraph dialog box opens.
2. In the Name box, enter a name. In the Description box, enter a description (optional).
3. Click Finish. The New Paragraph dialog box closes, and the paragraph opens in the Property
Panel for you to define.
4. Design the paragraph content.

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 Creating a Section:

1. From Design Manager, from the Library, right-click the Sections heading and select New Section.
The New Section dialog box opens.
2. In the Name box, enter a name. In the Description box, enter a description.
3. Click Finish. The New Section dialog box closes, and the section opens in the Property Panel for
you to define.
4. Add paragraphs and sections to the section.

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 Campaigns and Messages

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 Messages:

 Messages are individual customer communications, such as legal notices, coupons, news articles,
statements, or just about anything you can imagine.
 Messages are designed as objects in the HP Exstream library, separate from the design page. These
message objects contain the design and all the setup and targeting controls for the message.

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 Types of Messages:

 Text Message: contains any amount of text; variables; based on complexity of text formatting, add
the text through design manager’s content tab/ use designer if formatting is more.
 Graphic Message: any combination of text and graphics; except indexes, table of contents and
frames objects.
 Insert Message: helps you identify the preprinted message associated with your insert message.
Never used to generate output.
 Graphic/Insert Messages: These are used only if you run out of preprinted messages during
production; Then the message acts as a graphic message and can be included in the output for the
remainder of the run.

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 Adding Message to a Campaign (Campaigns; Teaser Message; Adding Messages to campaign)
Adding Message to Document (Page; Messages; Frames in the page for message content)
Frames on Page that accept messages are of two types: Message Frames and Content Flow frames.
Message frames accept only messages and these are used generally when the content of the message
is a part of the document content.
Content Flow frames accept variety of objects and not only messages. We use this type of frame
when the message needs to print only to fill the remaining available whitespace.
We can adjust the frame size to control how frames accept messages. Eg: if a graphic message
template’s size is larger than our graphic message frame, it will skip that graphic message and look for
the next frame that it can fit in.

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 Barcodes

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 Barcodes

• Barcode is a standard method to represent data to be easily read by mailing machines, processing
and tracking equipments.
• Barcode has the following uses
 Tracking
 Labeling
 Automated Scanning
• Commonly used barcodes
 US Postnet
 3of9
 OMR

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 Types of Barcodes

• Postnet: Barcodes,also called USPS or 3of5 barcodes, conform to standards set by the United
States Service and consist of evenly spaced bars of two different heights. They must have tall bars
in the start and stop positions. Each character is represented by five bars, two tall, and three short.
The character set includes the digits 0 through9.Example
• Barcodes 3 of 9: 3 of 9 barcodes use five bars to denote a character it often referred as a
39barcodes because there are 39 possible characters the alphanumeric characters 0-9 and A-Z in
caps, and some symbol characters(‘+-)used to mark the start and end of the barcode. Example

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 Types of Barcodes(Cont.)

• OMR-You generally use Optical Mark Reader(OMR) barcodes to control an inserter. There are eight
possible lines that never vary in thickness. They are either present or not to represent a one or
zero. In the following figure, only six lines appear out of a possible eight. Example:

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 Components

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 Components

• To save time and ensure a consistent appearance across multiple projects, you can create and use
components in a design.
• Components are design objects that you save to the Library so that they can be reused by yourself or
other users in multiple designs. You can save objects that you create in Designer as components, or you
can save objects you import, such as images, as components.
• You can save any type of design object as a component, including design objects that contain variables.
• For example, when you import your corporate logo as an image, you can save it as a component so it can
easily be added to all your future correspondence designs.

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