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callas pdfaPilot - New Key Features



 
 
callas software pdfaPilot - Logo

Solutions to preflight, correct and repurpose PDF files for
for document archiving/e-archiving and long-term preservation



Key Features - Details


    New features in callas pdfaPilot 8:

      callas pdfaPilot v8 converts even more file formats to PDF or PDF/A,
      improves cloud integration and brings greater flexibility in
      automatic processing of PDF files.

    • More format conversion options
    • With the new release of pdfaPilot, users can now also convert all RTF-format emails,
      as well as other office formats such as WordPerfect, to PDF or PDF/A.
      Reliable conversion of PDF files based on the new PDF 2.0 standard to PDF 1.x or PDF/A.

    • Sifter & Processing Steps
    • Another useful feature is the so-called 'Sifter',
      It uses mathematical algorithms to identify hidden objects, whether they overlap,
      intersect, are in close proximity… so that they can be removed to reduce file sizes
      which is very useful during PDF/A conversion.

      pdfaPilot 8 also supports the new ISO standard for processing steps.
      It identifies objects within a PDF file which contain additional processing information
      such as punch outlines which are not part of the print material itself.

    • New PDF editing features
    • pdfaPilot 8 lets users rearrange or reorganize groups of pages within a PDF file.
      The new release also offers a wider range of ways to view
      the inner technical structure of a PDF file for analytical purposes.
      Parts of these files can then be saved within new PDF files.
      In addition, users can compare individual processing profiles or
      those collected together in libraries, improving their overview over
      different profile variants and making them easier to maintain.
callas software pdfaPilot - Switchboard - Document - Picture

    • Greater Automation.
    • pdfaPilot 8 give users even greater flexibility with automated PDF tasks,
      such as editing or validation. This means that processing sequences in
      process plans can contain a greater range of variables.
      Users can also output multiple files:
      this can be used when there are issues converting to PDF/A,
      for example, to also create a PDF where all pages are rastered as images.
      In this type of situation, pdfaPilot can also automatically check back over
      previous results to use them for further processing,
      allowing PDFs containing images to be generated using the original file.

    • New license server automates processing instances in the cloud.
    • Finally, pdfaPilot can now also be operated using a new callas license server,
      allowing users to automatically start and operate processing instances within
      cloud environments.


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    New features in callas pdfaPilot 7:

    • callas pdfaPilot v7 is now compatible with veraPDF.

    • callas software underscores the importance of standards as
      pdfaPilot v7 is fully compatible with the veraPDF project
      currently being promoted by the European Union.

      veraPDF involves the creation of a new test data set for all standard PDF/A components,
      as well as an open source PDF/A validator, covering all areas and compliance
      levels of PDF/A, the ISO format for long-term archiving.

      veraPDF is an initiative led by the PDF Association and the Open Preservation Foundation.
      Over the course of around two years, the project first created a test corpus which was
      significantly more extensive than the previously used Isartor test suite.

      The project also provides an open-source PDF/A validator with which businesses
      can check whether files comply with the PDF/A standard,
      keeping them reproducible and readable for decades to come.

      callas pdfaPilot v7 being compatible with veraPDF means
      users achieve the same level of quality by using
      the PDF/A validator embedded in callas pdfaPilot.

      Users can thus use a single tool, callas pdfaPilot, for PDF/A validation,
      and also for PDF/A correction and PDF/A conversion!


    • Placement of any type of content.
callas software pdfaPilot - Switchboard - Decorate - Picture
      callas pdfaPilot v7 enables automated, flexible placement of any type of content
      - including barcodes, images, logos and stamps - through the switchboard,
      without requiring any programming knowledge.
      This gives users additional options for automating their PDF-related processes.

      Typical applications include consecutive numbering of multi-page documents (Bates numbering),
      stamping documents on receipt, watermarking test prints,
      adding barcodes for print management and for document classification
      for storage within an enterprise content management system (CMS).
      The solution also allows users to insert new pages thanks to
      support for cover and separator sheets templates.


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    New features in callas pdfaPilot 6:

    • Object Inspector
    • Inspector that allows looking at the properties of
      the different objects used in the PDF document.
callas software pdfaPilot - Object Inspector - Picture


    • Conversion of documents to PDF/A and PDF/X at the same time.
    • Useful for organisations that archive (PDF/A) and also need to print (PDF/X).

callas software pdfaPilot - Conversion to both PDF/A and PDF/X - Picture


    • Preservation of all spreadsheet data (no data-loss)
      during conversion from MS Excel to PDF/A.

    • New pdfaPilot Server / CLI parameters:
      • "Show hidden columns"
      • "Shrink cell content to fit"
Input: MS Excel Spreadsheet
callas software pdfaPilot - Input: MS Excel Spreadsheet - Picture

Output: PDF/A file - No data-loss
callas software pdfaPilot - Output: PDF/A file - Picture


    • callas pdfaPilot warns when
      font substitution is made by MS Word for missing fonts.

    • Missing fonts are automatically replaced by MS Word (without warning)
      when converting to PDF/A.
      This often leads to changing layout, different page breaks, etc...
      pdfaPilot will now warn when such font substitutions (caused by MS Word) takes place.

callas software pdfaPilot - Warning Message: Missing fonts have been substituted by MS Word - Picture



    • Template-based creation of PDF/A-3 index pages.
callas software pdfaPilot - 1: Template-based Creation of PDF/A-3 Index Page - Picture

callas software pdfaPilot - 2: Template-based Creation of PDF/A-3 Index Page - Picture


    • Support for "Accessible PDF"
      the ISO Standard (ISO 14289-1)for Universal Accessibility.

    • To allow for people with disabilities to access PDF information callas pdfaPilot
      now integrates callas pdfGoHTML technology.

      pdfGoHTML displays document structure, reading order and alternative texts
      for images in a color-coded way: ideal to rapidly diagnose possible problems.
pdfGoHTML displays the structure of a tagged PDF file
callas software pdfaPilot - PDF/UA Syntax Check - Picture
      Note!
      This function works even after the evaluation license for callas pdfaPilot has expired.
      callas pdfaPilot can thus continue to be used, for free, to show document structure,
      reading order and alternative text for images.


    • pdfaPilot provides tools to check both
      the syntax and the semantic for PDF/UA compliance.

callas software pdfaPilot - Syntactic and semantic verification of compliance with the PFD/UA standard - Picture
      pdfaPilot provides PDF/UA compliance checks for both
      • machine-checking of the syntax, and
      • interactive (human) checking of the semantic
      in a tightly integrated fashion.
      After validation has been successful, a PDF/UA validation report can be generated.


        Validation Reports (Customizable)

        Example:
        Test of "accessible PDF" - PDF/UA validation by software

        Note!
        Important to always consider for conformance validation against the ISO Standard PDF/UA:
          PDF/UA conformance requires validation of both syntax and semantic.
          The Matterhorn Protocol specifies a common set of
          31 "Checkpoints" with 136 failure conditions, whereof
          - 89 failure conditions can be checked by software, and
          - 47 failure conditions usually require human judgment.


          Two results - Success or Failure:

          PDF/UA validation successful
          Actino software - Actino DPS Validation Report - Successful - Picture
          The PDF document did pass the software check.
          It remains to also make a human judgement
          before it can be declared as an "accessible PDF"


          PDF/UA validation failure
          Actino software - Actino DPS Validation Report - Unsuccessful/Failure - Picture
          The PDF document did not pass the software check.
          Thus the PDF document is not PDF/UA conformant
          and is not an "accessible PDF"


    • Support of ZUGFeRD invoice with barcode data.

    • ZUGFeRD (German standard) is one of the key initiatives of
      German BMWi to facilitate business for SMEs.
      • Combines PDF/A-3 with XML and GiroCode/QR Code into an electronic invoice
      • Allows for "blind exchange” between computer systems for exchange of invoices
      • XML is based on UN/CEFACT (CII)

      "Tripple invoice" formats:
      • PDF
      • XML
      • GiroCode/QR Code
callas software pdfaPilot - ZUGFeRD Invoice - PDF, XML, QR GiroCode - Picture


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    New features in callas pdfaPilot 5:

    • Comfortable and secure email archiving in PDF/A for long-term legibility

      • callas software pdfaPilot - Flow: Archiving of Email in PDF/A - Picture

      • Email can be comfortably archived in PDF/A (PDF/A-1, PDF/A-2, PDF/A-3) format.

      • The electronic messages and attachments in PDF/A format and
        the original email are linked in a PDF/A-3 document.

      • Each email is converted into a standards compliant PDF/A document
        that is guaranteed to be readable for years to come.

      • All email attachments can be embedded in the created PDF/A document; either
        as PDF/A (where callas pdfaPilot takes care of the conversion on the fly into PDF/A),
        in their original format or as both.

      • System-independent archiving with PDF/A:
        Archived content (documents, emails and attachments) in PDF/A
        are independent of the actual archive system in use.
        The complete system independence provided in this way prevents vendor lock-in.

      • callas pdfaPilot is capable of providing these archival conversions in a manual or
        automated way with callas pdfaPilot Desktop or callas pdfaPilot Server.
        The technology is also available for closer integration using
        the fully command-line driven callas pdfaPilot engine.

        When choosing for the automated way, email archiving rules can be saved.
        Rules can define which emails should be archived in what part of the standard or
        how attachments should be processed by callas pdfaPilot.
        Users can define whether they should be converted to PDF/A or
        embedded in the original format or both.
        During the conversion, no other software, such as MS Outlook or
        other email clients have to be installed be installed.

        When it comes to email archiving, callas pdfaPilot works completely by itself.
        The software is implemented quickly and ready for use
        (with extremely high performance) with just a few setting preparations.

    • Electronic invoicing with PDF/A.

    • Additional design options of overview pages in a PDF/A-3 file.
    • These can be created automatically when generating a PDF/A-3 collection and
      provide information about what documents are embedded in the PDF/A-3 file.
      Users now have more flexibility and can customize these
      pages to their individual requirements.

    • Optimized transparency flattening for PDF/A.
    • Optimized transparency flattening for PDF/A.

    • Export to PDF/UA and EPUB.
    • Export to PDF/UA (PDF for universal accessibility) and to
      EPUB, the standard format for eBooks.


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    Key features in callas pdfaPilot:

    • Support for recent ISO standards: PDF/A-3 and PDF/UA and
      conversion of PDF files to EPUB/eBook files.

      • PDF/A-3:
        • Verification of PDF files plus conversion of Office and PDF files into
          fully compliant PDF/A-3 documents while automatically embedding
          the source documents into the generated PDF/A file.

        • PDF/A collections may contain not just only other PDF/A files
          but arbitrary file formats like Word or Excel files or XML structures.
          These are features of the standard part PDF/A-3.

      • PDF/UA: The new standard for universal accessibility.
        • PDF/UA has been gaining momentum as more and more legislation
          requires documents to be universally accessible for everyone,
          including people with physical disabilities.
        • Checking against the PDF/UA standard has gained importance for
          service providers, governments and enterprise customers alike.

      • EPUB: Converts PDF files to EPUB/eBook files.
        • New and unique feature (based on PDF tagging) for conversion of
          PDF files into EPUB/eBook files that can immediately be used on
          mobile devices such as smartphones or tablets.

    • Easy PDF/A-file creation adds flexibility to workflows using
      Digital Dossiers and Process Plans

      • Digital dossiers:
        Easy and convenient creation of digital dossiers from file and folder structures.

      • Process plans:
        • Highly flexible PDF document processing feature allows
          building logic into PDF processing.

        • Now easy to create a profile that actually is a combination of various steps into
          a single profile to be executed and then to adapt the order of the steps to
          the specific needs of the sequence.
          The execution of a processing step can be done in response to
          the results of previous steps.
          A detailed result view shows how actions or corrections are applied while
          files are being processed and what the results of each step are.

        • And most important:
          • Process plans are not only limited to callas pdfaPilot Desktop but
            can also be used in callas pdfaPilot Server.

    • Distributed processing / load balancing
    • Distributed processing makes it easier to load balance between
      multiple callas pdfaPilot Server instances in high-volume workflows.

    • Guaranteed, correct PDF/A conversion
    • Guaranteed and correct PDF/A conversion; pdfaPilot automatically tries
      different conversion methods to create the best PDF/A file possible.


    • Integration with Microsoft SharePoint

    • Support for running as a Windows service

    • Improved conversion of:
      • form fields and annotations
      • object level metadata in PDF/A-2
      and the possibility to remove incompatible signatures when converting to PDF/A-2.

    • Enfocus Switch configurator
    • Enfocus Switch configurator to fit callas pdfaPilot Server into a Switch workflow.



    Key features in callas pdfaPilot Server:

    • Network-enabled setup and load balancing through dispatcher

      • callas pdfaPilot Desktop can now be used to setup a
        callas pdfaPilot Server installation anywhere on the network.

      • Workflow manager/staff can:
        • test everything on their own machine;
          and afterwards can easily setup their server,
          again from the comfort of their own machine.

        • monitor running copies of callas pdfaPilot Server from within
          callas pdfaPilot Desktop without having to go to the server.


    callas pdfaPilot Desktop and callas pdfaPilot Server uses the same validation technology as
    the Preflight function licensed by callas software to Adobe® for the Adobe® Acrobat® application.


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