Zend_Service_LiveDocx
Introduction to LiveDocx
LiveDocx is a SOAP service that allows developers to generate word
processing documents by combining structured data from PHP with a
template, created in a word processor. The resulting document can be saved as a
PDF, DOCX, DOC,
HTML or RTF file. LiveDocx implements mail-merge in
PHP.
The family of Zend_Service_LiveDocx components provides a clean
and simple interface to the LiveDocx API
and additionally offers functionality to improve network performance.
In addition to this section of the manual, if you are interested in learning more about
Zend_Service_LiveDocx and the backend SOAP
service LiveDocx, please take a look at the following resources:
Shipped demonstration applications. There are a large
number of demonstration applications in the directory
/demos/Zend/Service/LiveDocx of the Zend Framework
distribution file or trunk version, checked out of the standard SVN repository.
These are designed to get you up to speed with
Zend_Service_LiveDocx within a matter of minutes.
Zend_Service_LiveDocx blog and web site.
LiveDocx SOAP API documentation.
LiveDocx WSDL.
LiveDocx blog and web site.
Sign Up for an Account
Before you can start using LiveDocx, you must first sign up
for an account. The account is completely free of charge and you only need to
specify a username, password and
e-mail address. Your login credentials will be dispatched to
the e-mail address you supply, so please type carefully.
Templates and Documents
LiveDocx differentiates between the following terms: 1)
template and 2) document. In order to
fully understand the documentation and indeed the actual API, it
is important that any programmer deploying LiveDocx understands the difference.
The term template is used to refer to the input file, created
in a word processor, containing formatting and text fields. You can download an
example
template, stored as a DOCX file. The term
document is used to refer to the output file that contains the
template file, populated with data - i.e. the finished document. You can download an
example
document, stored as a PDF file.
Supported File Formats
LiveDocx supports the following file formats:
Template File Formats (input)
Templates can be saved in any of the following file formats:
DOCX -
Office Open XML format
DOC -
Microsoft Word DOC format
RTF -
Rich text file format
TXD - TX Text Control
format
Document File Formats (output):
The resulting document can be saved in any of the following file formats:
DOCX -
Office Open XML format
DOC -
Microsoft Word DOC format
HTML -
XHTML 1.0 transitional format
RTF -
Rich text file format
PDF
- Acrobat Portable Document Format
TXD - TX Text Control
format
TXT -
ANSI plain text
Image File Formats (import):
Images can be merged into templates in any of following file formats:
BMP -
Bitmap image format
GIF - Graphics
Interchange Format
JPG - Joint
Photographic Experts Group format
PNG
- Portable Network Graphics format
TIFF
- Tagged Image File Format
Image File Formats (output):
The resulting document can be exported to any of the following graphical file
formats:
BMP -
Bitmap image format
GIF - Graphics
Interchange Format
JPG - Joint
Photographic Experts Group format
PNG
- Portable Network Graphics format
TIFF
- Tagged Image File Format
WMF -
Windows Meta File format
Zend_Service_LiveDocx_MailMerge
Zend_Service_LiveDocx_MailMerge is the mail-merge object in the
Zend_Service_LiveDocx family.
Document Generation Process
The document generation process can be simplified with the following equation:
Template + Data = Document
Or expressed by the following diagram:
Data is inserted into template to create a document.
A template, created in a word processing application, such as Microsoft Word, is
loaded into LiveDocx. Data is then inserted into the template and the resulting
document is saved to any supported format.
Creating Templates in Microsoft Word 2007
Start off by launching Microsoft Word and creating a new document. Next, open up the
Field dialog box. This looks as follows:
Microsoft Word 2007 Field dialog box.
Using this dialog, you can insert the required merge fields into your document.
Below is a screenshot of a license agreement in Microsoft Word 2007. The merge
fields are marked as { MERGEFIELD FieldName }:
Template in Microsoft Word 2007.
Now, save the template as template.docx.
In the next step, we are going to populate the merge fields with textual data from
PHP.
Cropped template in Microsoft Word 2007.
To populate the merge fields in the above cropped screenshot of the template
in Microsoft Word, all we have to code is as follows:
setUsername('myUsername')
->setPassword('myPassword');
$phpLiveDocx->setLocalTemplate('template.docx');
$phpLiveDocx->assign('software', 'Magic Graphical Compression Suite v1.9')
->assign('licensee', 'Henry Döner-Meyer')
->assign('company', 'Co-Operation');
$phpLiveDocx->createDocument();
$document = $phpLiveDocx->retrieveDocument('pdf');
file_put_contents('document.pdf', $document);
]]>
The resulting document is written to disk in the file
document.pdf. This file can now be post-processed, sent via
e-mail or simply displayed, as is illustrated below in Document Viewer
2.26.1 on Ubuntu 9.04:
Resulting document as PDF in Document Viewer 2.26.1.
Merging image data
Using Zend_Service_LiveDocx_MailMerge it is also possible to merge images into
a template. This feature is useful, for example, in the case of a badge application
for a conference. In addition to the name and company name that should appear on
the badge, it is possible to insert a photo of the delegate, using the API.
Even it is sounds a little counter-intuitive, image-merging also work with
text fields, as described in the section above. In fact, inserting a text field
for an image is identical to inserting a text field for textual information.
The only difference is the naming convention of the text field. Whereas, a text
field for textual information can have (almost) any identifier, a text field for
an image must start with image:. For example, in the case of our badge
application, we would have the following 3 fields:
The text field, into which image data will be inserted is called image:photo
and can be populated just like any other text field, using the assign method. The
text fields name and company are regular
text fields for textual information.
Before we insert graphic data, we first have to upload the image to the backend
LiveDocx server. This can be achieved using the uploadImage($filename) method.
The following code snippet illustrates the flow:
setUsername('username')
->setPassword('password');
$photoFilename = 'dailemaitre.jpg';
if (!$phpLiveDocx->imageExists($photoFilename)) {
$phpLiveDocx->uploadImage($photoFilename);
}
$phpLiveDocx->setLocalTemplate('template.docx');
$phpLiveDocx->assign('name', 'Daï Lemaitre')
->assign('company', 'Megasoft Co-operation')
->assign('date', Zend_Date::now()->toString(Zend_Date::DATE_LONG))
->assign('image:photo', $photoFilename);
$phpLiveDocx->createDocument();
$document = $phpLiveDocx->retrieveDocument('pdf');
file_put_contents('document.pdf', $document);
$phpLiveDocx->deleteImage($photoFilename);
]]>
Note that all images uploaded to your LiveDocx account must have a unique
filename. In the case that you only intend to use the image once (such
as is probable for our badge application), it makes sense to immediately
delete it from the backend, using the deleteImage($filename) method.
Advanced Mail-Merge
Zend_Service_LiveDocx_MailMerge allows designers to insert
any number of text fields into a template. These text fields are populated with data
when createDocument() is called.
In addition to text fields, it is also possible specify regions of a document, which
should be repeated.
For example, in a telephone bill it is necessary to print out a list of all
connections, including the destination number, duration and cost of each call. This
repeating row functionality can be achieved with so called blocks.
Blocks are simply regions of a document, which are repeated
when createDocument() is called. In a block any number of
block fields can be specified.
Blocks consist of two consecutive document targets with a unique name. The following
screenshot illustrates these targets and their names in red:
The format of a block is as follows:
For example:
The content of a block is repeated, until all data assigned in the block fields has
been injected into the template. The data for block fields is specified in
PHP as a multi-assoc array.
The following screenshot of a template in Microsoft Word 2007 shows how block fields
are used:
Template, illustrating blocks in Microsoft Word 2007.
The following code populates the above template with data.
setUsername('myUsername')
->setPassword('myPassword');
$phpLiveDocx->setLocalTemplate('template.doc');
$billConnections = array(
array(
'connection_number' => '+49 421 335 912',
'connection_duration' => '00:00:07',
'fee' => '€ 0.03',
),
array(
'connection_number' => '+49 421 335 913',
'connection_duration' => '00:00:07',
'fee' => '€ 0.03',
),
array(
'connection_number' => '+49 421 335 914',
'connection_duration' => '00:00:07',
'fee' => '€ 0.03',
),
array(
'connection_number' => '+49 421 335 916',
'connection_duration' => '00:00:07',
'fee' => '€ 0.03',
),
);
$phpLiveDocx->assign('connection', $billConnections);
// ... assign other data here ...
$phpLiveDocx->createDocument();
$document = $phpLiveDocx->retrieveDocument('pdf');
file_put_contents('document.pdf', $document);
]]>
The data, which is specified in the array $billConnections is
repeated in the template in the block connection. The keys of the array
(connection_number, connection_duration and
fee) are the block field names - their data is inserted, one row
per iteration.
The resulting document is written to disk in the file
document.pdf. This file can now be post-processed, sent via
e-mail or simply displayed, as is illustrated below in Document Viewer
2.26.1 on Ubuntu 9.04:
Resulting document as PDF in Document Viewer 2.26.1.
You can download the DOC template
file and the resulting PDF
document.
NOTE: blocks may not be nested.
Generating bitmaps image files
In addition to document file formats,
Zend_Service_LiveDocx_MailMerge also allows documents to be
exported to a number of image file formats (BMP,
GIF, JPG, PNG and
TIFF). Each page of the document is saved to one file.
The following sample illustrates the use of getBitmaps($fromPage,
$toPage, $zoomFactor, $format) and
getAllBitmaps($zoomFactor, $format).
$fromPage is the lower-bound page number of the page range that
should be returned as an image and $toPage the upper-bound page
number. $zoomFactor is the size of the images, as a percent,
relative to the original page size. The range of this parameter is 10 to 400.
$format is the format of the images returned by this method. The
supported formats can be obtained by calling
getImageExportFormats().
setLocale('en_US');
$phpLiveDocx = new Zend_Service_LiveDocx_MailMerge();
$phpLiveDocx->setUsername('myUsername')
->setPassword('myPassword');
$phpLiveDocx->setLocalTemplate('template.docx');
$phpLiveDocx->assign('software', 'Magic Graphical Compression Suite v1.9')
->assign('licensee', 'Daï Lemaitre')
->assign('company', 'Megasoft Co-operation')
->assign('date', $date->get(Zend_Date::DATE_LONG))
->assign('time', $date->get(Zend_Date::TIME_LONG))
->assign('city', 'Lyon')
->assign('country', 'France');
$phpLiveDocx->createDocument();
// Get all bitmaps
// (zoomFactor, format)
$bitmaps = $phpLiveDocx->getAllBitmaps(100, 'png');
// Get just bitmaps in specified range
// (fromPage, toPage, zoomFactor, format)
// $bitmaps = $phpLiveDocx->getBitmaps(2, 2, 100, 'png');
foreach ($bitmaps as $pageNumber => $bitmapData) {
$filename = sprintf('documentPage%d.png', $pageNumber);
file_put_contents($filename, $bitmapData);
}
]]>
This produces two files (documentPage1.png and
documentPage2.png) and writes them to disk in the same
directory as the executable PHP file.
documentPage1.png.
documentPage2.png.
Local vs. Remote Templates
Templates can be stored locally, on the client machine, or
remotely, on the server. There are advantages and disadvantages
to each approach.
In the case that a template is stored locally, it must be transfered from the client
to the server on every request. If the content of the template rarely changes, this
approach is inefficient. Similarly, if the template is several megabytes in size, it
may take considerable time to transfer it to the server. Local template are useful
in situations in which the content of the template is constantly changing.
The following code illustrates how to use a local template.
setUsername('myUsername')
->setPassword('myPassword');
$phpLiveDocx->setLocalTemplate('./template.docx');
// assign data and create document
]]>
In the case that a template is stored remotely, it is uploaded once to the server
and then simply referenced on all subsequent requests. Obviously, this is much
quicker than using a local template, as the template does not have to be transfered
on every request. For speed critical applications, it is recommended to use the
remote template method.
The following code illustrates how to upload a template to the server:
setUsername('myUsername')
->setPassword('myPassword');
$phpLiveDocx->uploadTemplate('template.docx');
]]>
The following code illustrates how to reference the remotely stored template on all
subsequent requests:
setUsername('myUsername')
->setPassword('myPassword');
$phpLiveDocx->setRemoteTemplate('template.docx');
// assign data and create document
]]>
Getting Information
Zend_Service_LiveDocx_MailMerge provides a number of methods
to get information on field names, available fonts and supported formats.
Get Array of Field Names in Template
The following code returns and displays an array of all field names in the
specified template. This functionality is useful, in the case that you create an
application, in which an end-user can update a template.
setUsername('myUsername')
->setPassword('myPassword');
$templateName = 'template-1-text-field.docx';
$phpLiveDocx->setLocalTemplate($templateName);
$fieldNames = $phpLiveDocx->getFieldNames();
foreach ($fieldNames as $fieldName) {
printf('- %s%s', $fieldName, PHP_EOL);
}
]]>
Get Array of Block Field Names in Template
The following code returns and displays an array of all block field names in the
specified template. This functionality is useful, in the case that you create an
application, in which an end-user can update a template. Before such templates
can be populated, it is necessary to find out the names of the contained block
fields.
setUsername('myUsername')
->setPassword('myPassword');
$templateName = 'template-block-fields.doc';
$phpLiveDocx->setLocalTemplate($templateName);
$blockNames = $phpLiveDocx->getBlockNames();
foreach ($blockNames as $blockName) {
$blockFieldNames = $phpLiveDocx->getBlockFieldNames($blockName);
foreach ($blockFieldNames as $blockFieldName) {
printf('- %s::%s%s', $blockName, $blockFieldName, PHP_EOL);
}
}
]]>
Get Array of Fonts Installed on Server
The following code returns and displays an array of all fonts installed on the
server. You can use this method to present a list of fonts which may be used in
a template. It is important to inform the end-user about the fonts installed on
the server, as only these fonts may be used in a template. In the case that a
template contains fonts, which are not available on the server,
font-substitution will take place. This may lead to undesirable results.
setUsername('myUsername')
->setPassword('myPassword');
Zend_Debug::dump($phpLiveDocx->getFontNames());
]]>
NOTE: As the return value of this method changes very
infrequently, it is highly recommended to use a cache, such as
Zend_Cache - this will considerably speed up your
application.
Get Array of Supported Template File Formats
The following code returns and displays an array of all supported template file
formats. This method is particularly useful in the case that a combo list should
be displayed that allows the end-user to select the input format of the
documentation generation process.
setUsername('myUsername')
->setPassword('myPassword');
Zend_Debug::dump($phpLiveDocx->getTemplateFormats());
]]>
NOTE: As the return value of this method changes very
infrequently, it is highly recommended to use a cache, such as
Zend_Cache - this will considerably speed up your
application.
Get Array of Supported Document File Formats
The following code returns and displays an array of all supported document file
formats. This method is particularly useful in the case that a combo list should
be displayed that allows the end-user to select the output format of the
documentation generation process.
setUsername('myUsername')
->setPassword('myPassword');
Zend_Debug::dump($phpLiveDocx->getDocumentFormats());
]]>
Get Array of Supported Image Import File Formats
The following code returns and displays an array of all supported imput image file
formats.
setUsername('myUsername')
->setPassword('myPassword');
Zend_Debug::dump($phpLiveDocx->getImageImportFormats());
]]>
NOTE: As the return value of this method changes very
infrequently, it is highly recommended to use a cache, such as
Zend_Cache - this will considerably speed up your
application.
Get Array of Supported Image Export File Formats
The following code returns and displays an array of all supported export image file
formats. This method is particularly useful in the case that a combo list should
be displayed that allows the end-user to select the output format of the
documentation generation process.
setUsername('myUsername')
->setPassword('myPassword');
Zend_Debug::dump($phpLiveDocx->getImageExportFormats());
]]>
NOTE: As the return value of this method changes very
infrequently, it is highly recommended to use a cache, such as
Zend_Cache - this will considerably speed up your
application.