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Updating PODs

Overviewautotag-wiki-logo.png

A very useful function of PODs is the ability to update them when changes have been made.  For example, let's say a company uses their logo as a header for all reports and documents on their system.  If they decide to change their logo, it would be a very tedious process to manually remove and insert the new logo in each and every document.  But if this logo was originally created and added as a POD file to the document, it can easily be updated to the new logo without all that hassle.The following steps will walk you through how to update PODs. Or, please refer to our Updating PODs video. 

Note 1: Updating PODs is a feature that works only with AutoTag in MS Word.

Note 2: Update PODs only updates PODs in the DOCX template. It does not update variables or data sources.

Instructions

POD Framing

PODs must be framed in order for them to update correctly.  Under the AutoTag Manager, you need to select the options button to find the POD framing menu.  On the bottom we will see a Frame PODs drop down menu with the following four options:
 

None-  This is the default setting and will not frame your PODs nor allow them to be updated

Bookmark-  Frames PODs allowing the start and end to be anywhere in the document.  This allows you to easily create PODs that are segments of larger paragraphs or tables.  However, because they can be any shape or size these PODs are more difficult to locate later on.

Content Control- Frames PODs within a rectangular region.  These PODs are limited to their rectangle shape, but are much easier to find.
 
Locked Content Control-  Same as content control only locked so they may not be modified at a later time.
 

 Frame Pods.png

 

Replacing the POD File

Once we have successfully created, loaded and saved a framed POD file to a document now we are ready to update.  First we need to replace the old POD file with the new one we would like to update with.  Select the image, text, table or chart you would like to replace your POD with and press the create PODs button in the AutoTag manager.  We must use the same POD name and file as the original POD we would like to update.  Once this is complete and we select OK we will be prompted that we are about to replace the POD which we should select yes. 

 

Pod Replace.png

Updating the POD through the .NET Engine

After our POD file has been replaced with the new one, we need to run our updatePODs.exe program so the existing documents containing that POD will be updated accordingly.  The updatePODs.exe file can be located in the Windward Reports .NET Engine folder.  In order to update PODs we will need to add this to file location to our path.  Once this is complete we need to open our command prompt to run the update PODs program.  Both our POD files and documents that need to be updated should be located in the same folder to make the update process easier.  Next, in the command prompt we simply change directory to the folder containing our PODs and documents, type “updatePODs.exe” followed by the .rdlx POD file followed by the document.  (Example C:\PODs>updatePODs.exe logo.rdlx a_windward_report.docx).  Click enter and the PODs will be updated accordingly.

 

Command Prompt.png

 

Updating the POD through the Java Engine

Updating PODs using the Java engine is very similar to how it is done using the .NET engine. The difference is in a tool you have to run. In the Java engine you have to run the net.windward.tools.UpdatePODs class. The following command runs the class.

 

java -cp <class path> net.windward.tools.UpdatePODs <rdlx file> <report file>

 

The <class path> must include the following items separated by a semicolon (a colon on Unix-like systems). Make sure you provide the full path to the items depending on where they are located on your system.

WindwardReports.jar
log4j.jar
dom4j-1.6.1.jar
commons-codec-1.6.jar

The WindwardReports.properties file with a valid license key must be located in the current directory as well.

 

Example. This assumes that all files, including WindwardReports.properties are located in the current directory.

java -cp WindwardReports.jar;commons-codec-1.6.jar;jaxen.jar;dom4j-1.6.1.jar;log4j.jar net.windward.tools.UpdatePODs SamplePODs.rdlx SampleReport.docx

 

You should receive an output similar to this

reading POD files:

  SamplePODs.rdlx

Updating templates:

  SampleReport.docx

Updating complete!

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