Bubble Sheet

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System Requirements

  • Reform 15 Base
  • MOST Plugin
  • BubbleSheet Plugin
  • Tag Doc Plugin
  • VDP Plugin
  • For Evaluation and Demonstration: Windows 7, 8, Server 2008, 2012 & 2016 (64bit only).
  • For Production Systems: Windows Server 2008, 2012 & 2016 (64bit only)
  • Virtual servers are fully supported.

All required Reform software downloads can be found at www.fabsoft.com in the Downloads section.

Hardware Requirements

Please refer to the MOST Documentation regarding Hardware Requirements.

Other Requirements

  • MOST and TagDoc must be configured before installing.

Installation

To install BubbleSheet to your existing Reform installation, you will need to download and run the bubblesheet.exe installation executable.

Bubble Sheet 02.png

Step through the prompts, and the installation will begin.

After you have completed the installation of BubbleSheet, the Reform Spooler Service must be restarted. Open up the Spooler by going to Start > Programs > Reform… > Spooler. Click the Refresh button or the red stop button and then the blue start button.

Bubble Sheet 03.png

The default installation directory for Reform and its Plugins is C:\Program Files\Reform…\. If you have changed the path during the Reform installation routine, please refer to the appropriate path instead of the default one referenced throughout this documentation.

Plugin Registration and Licensing

When evaluating Reform, the Plugins will also be in an evaluation mode for that period of time. Once Reform has been purchased and licensed, the required Plugins must also be licensed in order to continue functioning correctly.

Please see the "Reform Licensing and Registration" section of the Reform User Manual for more information on how to license Reform Plug-ins. After the license is entered, the Reform Spooler will need to be restarted to refresh licenses. More information regarding the Reform Spooler Service can be found in the Reform User Manual.

Creating your first form using Bubble Sheet

In this tutorial, we are going to create a new form, add bubbles to the form and then configure it using Workflow Designer.

First, the VDP Designer must be opened. To open it, a shortcut can be found on the desktop in the folder FabSoft Reform PDC > VDP > VDP Designer

  1. For this example, we will be creating a new form with an existing template. From the menu bar, click on File > New > New. Select the Bubble_Satisfaction Survey.FTM template and click OK.
  2. When it ask if you would like to open a test file for designing, select No.
  3. Next, go to File > Save to save your form. Name it SatisfactionSurvey.FOM.
    Bubble Sheet 04.png
  4. Now that we have our form, we can begin to add bubbles to our form. We will start with question 1. To add bubbles, drag the Bubble Sheet Object from the left pane and drop it into the form.
    Bubble Sheet 05.png
    Note
    To help increase the accuracy of Bubble Sheet scans, an additional marker is placed near the middle-right side of the page. This marker can be disabled or enabled as needed by clicking on the BubbleSheet System object, then selecting True/False for the Properties window.
    Middle-right-marker.png
    DisableMiddleRightMarker.png
  5. Now, we want to change this set of 40 bubbles to just 5 horizontal bubbles. We do so by modifying its properties. In the properties pane on the lower right side, change the fields: NumChoices (Numbers of Choices) to 5, NumQuestions (Numbers of Questions) 1 and set QuestionPrefix to "Question_1".
    Bubble Sheet 06.png
    We then need to resize, move and align this bubble object underneath the choices for question 1.
  6. For question 2, we perform the same process but change the properties to: NumChoices to 5, NumQuestions to 1 and set QuestionPrefix to "Question_2".
  7. For question 3, we perform the same process but change the properties to: NumChoices to 5, NumQuestions to 1, set QuestionPrefix to "Question_3" and set SelectionDirection to TopToBottom. The result should be a vertical set of 5 bubbles.
  8. For question 4, we want to join 2 individual bubbles aligned to form a horizontal row.
    For the first, perfom the same steps as before but set NumChoices to 1, NumQuestions to 1 and set QuestionPrefix to "Question_4A&". Then move the bubble to the left of "Yes".
    For the second, it’s the same process but set NumChoices to 1, NumQuestions to 1 and set QuestionPrefix to "Question_4B&". Then move the bubble to the left of "No".
  9. For question 5, we want to join 3 individual bubbles aligned to form a vertical column.
    For the first, set NumChoices to 1, NumQuestions to 1 and set QuestionPrefix to "Question_5A&". Then move the bubble to the left of "Quickly identify the problem".
    For the second, set NumChoices to 1, NumQuestions to 1 and set QuestionPrefix to "Question_5B&". Then move the bubble to the left of "Appear very knowledgebable…".
    For the third, set NumChoices to 1, NumQuestions to 1 and set QuestionPrefix to "Question_5C&". Then move the bubble to the left of "Help you understand…".
  10. For question 6, the same process will be done once and set NumChoices to 9, NumQuestions to 1 and set QuestionPrefix to "Question_6". We should have a horizontal set of 9 bubbles. Move and align the bubbles underneath the horizontal list of numbers.
  11. In question 7, set NumChoices to 5, NumQuestions to 1, set QuestionPrefix to "Question_7" and set SelectionDirection to TopToBottom. Then move the bubble to the left of the answers.
    The end result should looks similar to this:
    Bubble Sheet 07.png
  12. Save the file by going to File > Save, You can now close the VDP Designer since we have our form which will be used alongside the Workflow Designer to route the document
  13. To open it, a shortcut can be found on the desktop in the folder FabSoft Reform PDC > Base > WorkFlow Designer.
  14. Once open, we must go to File > New…
  15. Select "Document Automation" and click OK.
    Bubble Sheet 08.png
  16. You will now notice your Inputs, Processes and Outputs have been populated by the various plug-ins you have installed (BubbleSheet being one of the Processes).
    Bubble Sheet 09.png
  17. We can now start adding the necessary components to the workflow. First, drag and drop a Form and File object onto the workflow by clicking and holding your mouse on Form and File and then moving your mouse over to the workflow and releasing the mouse button.
    Bubble Sheet 10.png
  18. You will be prompted with a dialog to describe the input. Enter a description for the object you just added. This can be done by typing in the provided box. Type "BubbleSheet Demo" and click Finish. This will take you back to your workflow.
    Bubble Sheet 11.png
  19. Now we are ready to configure the "BubbleSheet" form and input file. To do so, right click on the newly added object and select "Configuration…" or simply double-click on it.
    Bubble Sheet 12.png
  20. You are now presented with the Input Setup window. First, we want to select the TextFile or data stream that our form will be using. To do so, you can simply begin typing in the box, or you can browse to find it. We want to select the SatisfactionSurvey.out file. Click the small folder icon to bring up a window which will let us choose that file. Select the file and click Open.
    Bubble Sheet 13.png
  21. After choosing the text file, you are taken back to the Input Setup page so that you can select a form. Click the small folder icon to bring up a window which will let us choose the desired SatisfactionSurvey.FOM form file. Select the FOM file and click Open.
    Bubble Sheet 14.png
  22. Now that you have both your Input Text File and Reform Form selected, the setup of "Form and File" is complete. You can quickly double check that the correct files are selected and then click Finish.
    Bubble Sheet 15.png
  23. You will also be prompted to add a page-break field to the form. At this point, we want to select No.
  24. Next we want to add a BubbleSheet Process to our workflow. We use the same drag and drop procedure as with the "Form and File" (see step 18). Take your mouse and drag the "BubbleSheet" from under Process onto the workflow somewhere below your Input. Once you release your mouse, you will be prompted to describe "BubbleSheet". Type "BubbleSheet" in the box and then click Finish.
    Bubble Sheet 16.png
  25. Once you click Finish, you are taken back to your workflow. Your BubbleSheet will have a Red caption because it is not yet configured. To configure BubbleSheet, you must first connect the Form and File object titled "BubbleSheet Demo". To do so, first select the "Add Connector" button from the menu bar.
    Bubble Sheet 17.png
    Next, drag your mouse from the small "x" above "BubbleSheet Demo" to the small "x" above "BubbleSheet" as picture below. When the connection is complete, the connector will turn black (if red, connection has not been made correctly, try again) and the "BubbleSheet Demo" caption will turn green.
    Bubble Sheet 18.png
  26. You will be prompted to configure BubbleSheet upon completing the connection. Click Yes. If you click No, you can also double click on the BubbleSheet object or rightclick on the object and select "Configuration…" at a later time. This configuration will consist of adding the attribute labels, choosing where to embed the barcode and what to with the bar-coded document.
  27. You will now be prompted to enter optional attributes. Click the button Click here to select variable (dynamic) information.
    Bubble Sheet 19.png
  28. Select Steve Angels and click Next.
    Bubble Sheet 20.png
  29. Click Stop Looping, to end entering optional attributes.
    Bubble Sheet 21.png
  30. The next piece of information is the position of the barcode. Select Lower Right and click Finish. (The barcode can be moved around in the Designer after the workflow is executed).
    Bubble Sheet 22.png
  31. Next, you must select where to print the bar-coded document. Please select a printer that is currently working for your workstation. Click Finish. For this demonstration we have selected PLC6 202, you will have a different list of printers.
    Bubble Sheet 23.png
  32. You have completed configuring the BubbleSheet Process. Now we will setup the BubbleSheet output of the BubbleSheet Process. The output(s) of the BubbleSheet process will dictate where the document will be routed once it is scanned in and the bar code is read. We want to archive (SaveToFile) the document once it is scanned. To do so, we must drag SaveToFile object on the workflow underneath BubbleSheet. After dragging the SaveToFile object, you are asked to describe the object. Type Archive and click Finish.
    Bubble Sheet 24.png
  33. Next you have to make a connection from BubbleSheet to Archive. To do so, first select the "Add Connector" button from the menu bar and then drag your mouse from the small "x" on BubbleSheet to the one on Archive. Once the connection is complete the connector will turn black and BubbleSheet with turn green.
    Bubble Sheet 25.png
  34. Upon completing the connection, you will be prompted to configure Archive. Click Yes. You can also configure Archive by double clicking on it. The first prompt is the type of file you want to save. Select "PDF File" and click Next.
    Bubble Sheet 26.png
  35. Now, we can configure where to save the archived file. Create a directory called SampleArchive on your C:\ drive and select it in the wizard by clicking Browse and choosing the folder. Then, click Next.
    Bubble Sheet 27.png
  36. The next screen will ask you to enter a static value for Folder 1, click Stop Looping.
    Bubble Sheet 28.png
  37. The next screen will ask you to enter a static value for Filename, enter BubbleSheetResult and click Next.
    Bubble Sheet 29.png
  38. For the next screen we will not be creating a meta data file. Click Skip.
    Bubble Sheet 30.png
  39. The next screen will ask you if you want to overwrite existing files. Highlight the "No, don’t overwrite" option and click Finish.
    Bubble Sheet 31.png
  40. You have completed configuring your BubbleSheet workflow. Your 3 objects ("BubbleSheet Demo", "BubbleSheet" and "Archive") should all be green meaning they have been successfully configured and the workflow is ready to be created.
  41. To make all the appropriate forms and changes, the workflow must be executed. This is done by clicking the "Execute" button on the menu bar.
    Bubble Sheet 32.png
    After execution, you will be notified about what has taken place. Click OK.
    Bubble Sheet 33.png
  42. Next we need to open our form in VDP Designer. To open it, a shortcut can be found on the desktop in the folder FabSoft Reform PDC > VDP > VDP Designer
  43. Now that you have VDP Designer open, go to File > Open and select SatisfactionSurvey.FOM.
    Bubble Sheet 34.png
  44. When it asks if you would like to open the associated text file, select Yes.
    Bubble Sheet 35.png
  45. Now we want to print our form, go to File > Print, click OK.
  46. You will now have a hard copy of the form, fill in the form. Log into MOST from MFP using UserName: Demo and Password: Demo. Click Log In.
    Bubble Sheet 36.png
  47. Click the Tag Doc collection (you should see a screen similar to below). Place your filled in Satisfaction Survey on the feeder of the MFP and click Scan. You will see a preview of your scan, select Finish.
    Bubble Sheet 37.png
  48. If you navigate to C:\SampleArchive\ you should have a file called BubbleSheetResults.PDF which is copy of your image you scanned in and in your Reform...\Plugins\Bubble_Sheet\Results\ folder there should be a file called BubbleSheet.CSV which will have the results of the bubbles filled in from your scan.

Maintenance

There are certain directories and SQL tables that need to be monitored for growth along with the Ricoh BubbleSheet plugin for Reform. As a system processes more and more jobs, the size of these directories and SQL tables can grow very quickly. Overall system performance can be affected by the large amounts of space that the files may take up. Also, there exists a 10GB database limit if using the Microsoft SQL Server Express supplied with this installation. Obsolete files/database entries should be deleted according to your needs and file retention specifications.

Please see the Reform Health Monitor and Maintenance Utility section in the Reform User Manual for more information and instructions for monitoring and maintaining your server. It is recommended to monitor the following directories and SQL tables for growth:

Directories:

C:\Program Files\Reform…\Backups

C:\Program Files\Reform…\Plugins\Bubble_Sheet\Test Results

C:\Program Files\Reform…\Plugins\Bubble_Sheet\Results


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