XM PIE uCreate” User GuideNotices ‘uCreate™ User Guide Copyright © 2007 XMPie Inc. U.S, Patent 6,948,115 and pending patents, All rights reserved For information, contact XMPie Ltd, 12 Hamelacha Street, POB 8687, Poleg Technology Park, Netanya 42504, Israel Tel: +9729 885 6750 Fax: +9729 885 6747 More information can be found at www.xmpie.com XMPie provides this publication ‘as is’ without warranty of any kind, either express or implied. This publication may contain technical inaccuracies or typographical errors, While every precaution has been taken in the preparation of this document, the publisher and author assume no responsibility for errors or omissions. Nor is any liability assumed for damages resulting from the use of the information contained herein, Changes are periodically made to the information herein; these changes will be incorporated in new editions ofthe publication. XMPie may make improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time The following are trademarks or service marks of XMPic and other companies: Tabel ‘Owner XMPie XMPie Tne Direct XMPic Ine wPlan XMPic Ine Greate XMPic ie Produce XMPie Inc ‘uChart XMPie ine ulmage XMPic Ine Store XMPie Tne Personalbifect XMPie Ine ADOR XMPic Ine XLIM XMPic Ine lim XMPie Inc xDOT XMPic ne Windows “Microsoft Corporation Windows 2000 Microsoft Corporation ‘Windows Server 2008 Microsoft Corporation Windows XP Microsoft Corporation ‘Mac 05 ‘Apple Computer, Inc Adobe InDesign Adobe Systems Incorporated ‘Adobe Acrobat ‘Adobe Systems Incorporated ‘Adobe GoLive ‘Adobe Systems Incorporated ‘Adobe Dreamweaver ‘Adobe Systems Incorporated (Other trademarks and service marks are the property of their respective owners,Contents Contents Preface .. Chapter 1: The Personaleffect Solution - Overview .... introduction to PersonalEffect. Dynamic Documents....... Campaigns... How Does PersonalEffect Work? ..... Personaleffect Core Applications uPlan.. uCreate, uProduce.. PersonalEffect Architecture........ Installing XMPie Software Chapter 2: Working with uCreate .. uCreate Palette ., Create for Adobe InDesign... Accessing the Options Menu... Linking a Document to a Pla?...... 15 Tagging Design Objects with ADOR Objects ...rssessrvee 16 Accessing Dynamic Object Properties...... 2B Editing a Plan es... - - 32 Reloading a Plan 33 Linking to a Proof Set... Working with Content Samples... Using XMPie Exchange Packages... Importing Formatted Text into a Design... Using Visibility Content Objects . Using the Set Assets Folder Option ..Contents (Cont.) Contents (Cont.) Using the Dynamic Print Option. Using Media Selection for Printin Using the Find and Replace Option .. Using the Register License Option....:usessee 53 uCreate for Adobe Dreamweaver ...... 54 Accessing the Options Menu.... 55 Linking a Document to a Pl&N .suseesseee Tagging Design Objects with ADOR Objects. Editing a Plan... Reloading a Pian Linking to a Proof Set ws... Using XMPie Exchange Packages .....:usesese Changing the Direction of Text .. Create for Adobe GoLive, Accessing the Options Menu. Linking a Document to PIaM ..ssstsseseste Tagging Design Objects with ADOR Objects... Editing a Plan... Reloading a Plan Linking to a Proof Set os... Using XMPie Exchange Packages Changing the Direction of Text... Chapter 3: Working with uCreate XM Setting up a New Dreamweaver Site .... Connecting to uProduce Server... Connecting to a uProduce Port. uCreate XM for DreamweaverContents (Cont.) Contents (Cont.) Appendix A: Web Server Prerequisites Verifying that IIS is Installed ..... Creating a Virtual Folder... Verifying that Session State is Enabled .... Caching ISAPI Applications... Appendix B: Working with uChart. Using Enhanced Options Appendix C: XLIM Capabi Glossary Index,List of Figures List of Figures Figure 1: Dynamic Document Components ...umnnnnesnnnnnnnnel Figure 2: Example Campaign wud Figure 3: Handling Dynamic Documents with PersonalEffect. 4 Figure 4: uProduce Interactive Content Ports Technology. 7 Figure 5: PersonalFffect Architecture. 8 Figure 6: XMPie uCreate Palette— Adobe InDesign... 2 Figure 7: Options Menu—Adobe InDesign ....ccnssnnnnnnnnnne 13 Figure 8: Dynamic Table Properties window, 20 Figure 9: Example Dynamic Table— Populated by the Table ADOR Values. 21 Figure 10: Dynamic Table Properties dialog 2 Figure 11: Example Dynamic Table (before Table ADOR columns are assigned to the Mold rows). 2 Figure 12: Dynamic Story Length Handling dialog ....... 26 Figure 13: Dynamic Graphic Properties dialog... 28 Figure 14: Maintaining Transparency using X-DOT Technology .....30 Figure 15: Opening a Proof Set. 33 Figure 16: Viewing Content Samples 34 Figure 17: XLIM Preview Selection dialog... Figure 18: Saving a Text Snippet as a XNIP File (*.xnip)....... Figure 19: Using XNIP files in your Document. 39 Figure 20: Nested Composition 41 Figure 21: Dynamic Print dialog —Policies View wo... Figure 22: Dynamic Print dialog— Copies view. Figure 23: Dynamic Print dialog —Step & Repeat view 47 Figure 24: Dynamic Print dialog — Advanced view. 49 Figure 25: Dynamic Media Selection dialog...List of Figures (Cont.) List of Figures (Cont.) Figure 26: Find and Replace dialog.... 52 Figure 27: uCreate Palette— Adobe Dreamweaver ..nsnnnnnnneen 54 Figure 28: Options menu — Adobe Dreamweaver. 55 Figure 29: uCreate Palette— Adobe GoLive. 61 Figure 30: Options menu — Adobe GoLive. Figure 31; uCreate XM Typical Connection Layout nuns 70 Figure 32: Site Definition, Editing Files - Part 1... 7 Figure 33: Site Definition, Editing Files ~ Part 2 n Figure 34: Site Definition, Editing Files - Part 3, 2 Figure 35: Site Definition, Testing Files... Figure 36: Site Definition Remote Server Location, Figure 37: Site Definition Summary B Figure 38: Deploy Supporting Files to Testing Server dialog, 74 Figure 39: uProduce Connection dialog... Figure 40; ICP Connection Details... Figure 41: Port dialog 76 Figure 42: Bindings Palette % Figure 43: Landing Page dialog. ....:mssnnennnnsnnnnnnn Figure 44: Preferences Window .. 77 Figure 45: Update ADORs dialog 80 Figure 46: Windows Components window 82 Figure 47: Internet Information Services (IIS) Component ......u-83 Figure 48: Internet Information Services Window ..... Figure 49: Virtual Directory Creation Wizard Welcome Screen.......84 Figure 50: Virtual Directory Alias Screen 84 Figure 51: Web Site Content Directory Screen 85 villList of Figures (Cont.) List of Figures (Cont.) Figure 52: Access Permissions Screen.....nmmmnnennnnnennnnnnne 8S Figure 53: Virtual Directory Propertics WindoW .....sssnnnnnnn 86 Figure 54: Application Configuration Window. 86 Figure 55: Internet Information Services Window. 87 Figure 56: Default Web Site Properties dialog... Figure 57: Application Configuration dialog w.....::sunnnnnnn 88 Figure 58: uChart Properties dialog... sree 90 Figure 59: Series Color Assignment dialog, 91 Figure 60: uChart, Example Chart Output before Modifications ....97 Figure 61: uChart Enhanced Chart Options... 97 Figure 62: uChart, Example Chart Output after Modifications........97Preface Preface Welcome to Personal ffect™ -XMPic™s revolutionary software solution for creating fully personalized, cross-media one-to-one marketing communication documents. With PersonalEffect you can effortlessly build creative and highly personalized documents for publishing in a variety of print, email and Web formats. The PersonalEffect foundation consists of three integrated applications: uPlan™, uCreate™, and uProduce™; other solution-specific modules can be added to this core application suite, to match specific applications, such as web-based e-commerce, personalized imaging, promotional transactional, etc. This guide focuses on uCreate, a desktop application used to design powerful one-to-one marketing campaigns within your favorite desktop publishing tools Audience This guide is intended for users who wish to better understand how to use the uCreate module of the PersonalEffect software. Users of uCreate are assumed to be familiar with the graphic design applications (e.g,, Adobe InDesign or Adobe GoLive) to which uCreate connects. What's in this Guide Chapter 1: Introduction to PersonalEffect — provides a basic overview of the PersonalEffect solution, Chapter 2: Working with uCreate - explains how to use the uCreate plug-in with popular design applications to create the design documents used in the campaign. Chapter 3: Working with uCreate XM - explains how to use the uCreate Cross Media (XM) for Adobe Dreamweaver. Appendix A: Web Server Prerequisites - explains how to configure the Web Server to enable the process of dynamic web pages when using uCreate XM. Appendix B: Working with uChart ~ provides detailed explanations of uChart add-on and its, available commands. Appendix C: XLIM Capabilities - provides a detailed description of XMPie XLIM technology and its capabilities. xiPreface ‘This guide is intended for all uCreate, uCreate XM and uDirect Professional users, and is relevant to all supported languages. Because some differences may exist between different computing platforms, some of the screen captures replicated in this guide may differ slightly from those in your specific version or platform. Contacting XMPie For further information, you can contact XMPie, using the details listed here. 767 Thied Avenue XMPie (Isracl) Ltd (at 48th Street) 12 Hamelacha St,, POB 8687 3rd Floor Poleg Technology Park New York, NY 10017 Netanya 42504, Israel 7.212.479 5166 T. (972) 9 885 6750, F.212.4795177 F, (972) 9 885 6747 Email: [email protected] Web Site: www.xmpie.com xiChapter 1: Introduction to PersonalEffect PersonalEffect is a software platform that provides solutions for Dynamic Publishing: the creation (design through production) of documents that can automatically vary based on recipients’ profiles or versioning criteria. Dynamic Publishing encompasses documents in print and digital media, such as email, Web pages, etc. Such documents, when used in communication with customers or partners, are known to generate great response rates, which in turn lead to great business results. ‘The challenge faced by service providers or their customers is how to implement the design through production phases of Dynamic Publishing in a cost-efficient and timely manner. Many other solutions address this challenge by forcing trivial design or trivial data and rules models, as well as limiting the solution's scope to print-only delivery. The PersonalEffect solution provides cost-effective Dynamic Publishing implementations, without limiting the design scope or trivializing the data or rules model, Moreover, PersonalEffect provides a unified, consistent and streamlined approach to handling multiple media channels, or integrating with other systems for automation, workflow, e-commerce, etc. The PersonalEffect Solution - Overview ‘The technology at the basis of Personall:ffect is XMPie's unique ADOR® Technology? It defines two key building blocks— Dynamic Documents and Campaigns —and provides the foundation for the applications in the PersonalEffect suite and their interoperability. Dynamic Documents ‘A Dynamic Document is a binding of three modular components: Data, Logic and Design (Figure 1). Figure I: Dynamic Document Components » ADOR stands for Automatic Dynamic-Object Replacement,Chapter 1: Introduction to Personaleffect The Design component is like a regular (Static) document, except that some of the design objects —such a text or graphic frames — derive their content and/or appearance from computations. Such design objects are called Dynamic Design Objects (Dynamic Objects, in short); the terms (XMPie) Tagged Document or (XMPie) Dynamic Document Template are sometimes used interchangeably with Design. The Logic component of a Dynamic Document provides the set of Rules for such computations, and the Data component provides the Data Source (e.g,, an Excel sheet or a database) for such computations. The modularity of the Dynamic Document construct enables changes in the Logic, Data, or Design components to be carried out almost independently. Moreover, no special custom programming is needed in order to bind these three components together into one Dynamic Document. As a result, PersonalEffect’s implementation of Dynamic Documents promotes highly concurrent and streamlined workflows Campaigns A Campaign is a collection of Designs (e.g,, tagged Adobe® InDesign® documents or tagged HTML files) that share a given Logic component and a given Data component. Effectively, a Campaign is an efficient representation of many Dynamic Documents in one "container": all the combinations (ie, triplets) of a Design in the container with the Logic and Data components of that container. Ina way, the Campaign construct is the manifest of sharing one Data component and one Logic component across many Designs, and possibly across various media types. Figure 2 shows an example Campaign, in which one Data component (consisting of Data Sources and Asset Sources) and one Logic component (the Plan) are shared by two Designs (ie., Documents): an HTML documents and an InDesign document. Figure 2: Example Campaign [aren Ben ‘tame 1 Type Heed Noaied by eheed onto Bosses (ge) howrms 52 fore sana on20r on Biseswces 9 mews noo sanosonron zene om Brow cere So Tor oanoaazovase on es osm 8 uN eana7no7 oF 26—M on roe eae‘The PersonalEffect Solution - Overview How Does PersonalEffect Work? In PersonalFffect, the Dynamic Document’s Logic component is represented by a Plan file; the Data component is represented by a Data Source (e.g,, an Excel sheet or a database); and the Design component is represented by a tagged, static document (e.g,, a tagged InDesign document or a tagged HTML file), The Plan defines the ADOR Objects (also known as Content Objects) that can be used by a designer to tag design objects. Once a design object—such as, say, a text frame or a graphic frame—is tagged, it becomes dynamic. This means that it derives its content and/or appearance from the value of the ADOR Object it is tagged with, For example, once a graphic frame is tagged with a graphic ADOR Object named “CarPicture”, the frame will show the particular car picture selected for this ADOR Object by the Plan's rules, as a function of each recipient's profile (ie, the recipient's data) The Plan also defines the Data Schema, which describes the structure of a Data Source that can be used by the Logic. The Data Schema specifies the following: the required tables; each table's column headers (e.g, "First Name”, “Customer ID”, etc.) and the type of data they represent (eg,,a string, an integer, etc.); and the relationship between these tables (¢.g,, a common field). For example, if the Data Schema defines a Data Source with three tables—“Customers”, “Products”, and “Purchases” — where each table has a given set of column headers (holding given types of fields), and there is some relationship? between these three tables, then any Data Source that supports this Data Schema can be used by the Dynamic Document, regardless of whether it is an Oracle, MS SQL, or MS Access database. In other words, whenever a particular Data Source and a Plan are bound together in a Dynamic Document, they must adhere to the convention that the Data Source’s schema (e.g,, the database’s schema) matches the Plan’s Data Schema. The Design component of the Dynamic Document can be of several different types: for print it is an Adobe InDesign document; for electronic media it is an HTML document; and other types of Designs may be added in the future, or as you continue using the PersonalEffect solution. The Dynamic Objects in the Design are tagged with the names and types of ADOR Objects. Whenever a Design file and a Plan file are bound together as part of a Dynamic Document, they must adhere to the convention that every tagged design object is calling upon ADOR Objects that are defined in the Plan. As described earlier, ADOR technology also provides the Campaign object, which essentially defines a collection of Dynamic Documents. The unique property of a Campaign is that all of its Designs can be matched (through their tags) to the ADOR Objects defined by its Plan, and that the Campaign's Data Source matches the Data Schema defined by its Plan. Whenever a 2 An example of a relationship between tables is a common field: both the “Customers” table and the “Purchases” table may share the “customer_id” field, where for “Customers” this field serves as a unique key, while for “Purchases' it identifies purchases made by that customer.Chapter 1: Introduction to Personaleffect Design is added to a Campaign, or whenever the Data component is changed, itis automatically checked to see if it matches the plan’s ADOR Objects or Data Schema (respectively); and if there is a match, then the binding of the three components — Logic, Data and Design—is automatic. PersonalEffect Core Applications PersonalEffect consists of three main applications: wPlan for specifying the Logic component of a Dynamic Document (essentially the Rules, the Data Schema and the ADOR Objects exported to the Design); wCreate for creating the Design component (ie, the Tagged Documents); and uProduce for adding the Data component’, binding the Logic, Data, and Design into Dynamic Documents', and for processing them as needed (Figure 3). Figure 3: Handling Dynamic Documents with PersonalEffect These applications are highly specialized to address the needs of the professionals they are serving: uPlan for the programmer or database administrator, uCreate for the designer or studio manager, and uProduce for the production manager. Sometimes these disciplines are handled by different people in different departments or organizations, and sometimes by one or two professionals that cover all disciplines. The use of separate tools for different professions, but with the common foundations of Dynamic Documents and Campaigns supporting them all, promotes a distributed, parallel and collaborative workflow. This removes unnecessary coordination bottlenecks, and makes the implementation of Dynamic Publishing projects much simpler, much more timely, and yet highly creative and sophisticated (as needed). > uPlan also has the ability to link to a Data component, as well as process the Logic with the Data to generate ‘combined results. For more information, please refer to the uPlan User Guide. «By linking to a Proof Set, uCreate also supports a certain form of binding, For more information, see the uCreate Guide. 4Personaleffect Core Applications uPlan uPlan is a standalone application installed on your desktop machine (running a Windows® or a Mac OS® operating system). It is used for creating the Campaign's Plan file, which defines the ADOR Objects, Data Schema and Rules. The Plan file consists of the following elements: * A Data Schema, which describes the structure of the Data Source needed to drive the ‘Campaign. * Asset of ADOR Objects, which can be used for tagging design objects (e.g, by using uCreate), thereby transforming them into Dynamic Objects * Asset of Variables, which are similar to ADOR Objects, except that they cannot be used for tagging design objects (hence, they are internal to the Plan). Their use is for computing intermediate results, and using such values in computing values for ADOR Objects. For example, a Plan may have a Variable called discount that holds the percentage discount one is entitled to, based on the given individual's purchase history, or affiliation with the Platinum, Gold, or Silver levels of some membership club. This discount Variable can be used to compute the value of an ADOR Object called, say, discountAmount, which will appear in the document, showing the monetary value (as opposed to the percentage value) of a discount that one receives. Variables allow for avoiding repetitive computations or data retrievals, as well as improved readability of the Plan, for later revisions, etc. © Aset of Rules ~ QLingo or SQL expressions that compute the values of the Plan's ADOR Objects and Variables, once for each recipient. In high-level terms, one should think of a Plan as a program that is being repeatedly executed, once for each recipient. In each of these iterations, the Plan performs computations that result ina set of values: one recipient-specific value for each ADOR Object. The process that executes" such Plan programs is known as Plan Interpreter, and it is part of uPlan and uProduce. For more information on uPlan, please refer to the uPlan User Guide. uCreate uCreate is a plug-in that adds dynamic design capabilities to leading applications, such as Adobe InDesign CS or Adobe GoLive™. There is a separate uCreate plug-in for each supported application (see the uCreate User Guide for the exact full list) uCreate integrates seamlessly with its host application and allows creating Tagged Documents. By linking to the relevant Plan file, a designer can populate the uCreate palette with the ADOR Objects that had been defined for the Campaign (ie, in the Plan file), and then use simple point-and-click operations to tag design objects with the desired ADOR Objects.Chapter 1: Introduction to Personaleffect uCreate supports online previewing or proofing by linking to Proof Sets or Content Samples, which essentially bind the Design with some Data. This allows for WYSIWYG previewing of document instances, by scrolling through the records of the bound Data. uCreate is described in detail in Chapter 2: Working with uCreate, on page 11 uProduce uProduce is server-based software that provides the Campaign construct, and the operations required to manage it and use it to do production. The user can operate uProduce through its browser-based application, known as the uProduce Dashboard. This Dashboard supports Campaign creation, Campaign management, Campaign production, Job management, and other operations. uProduce also supports a rich set of APIs that enable driving it from other programs, automatically, without relying on manual operation of the Dashboard user interface. As discussed earlier, Campaigns are actually compact representations of many potential Dynamic Documents: each Design in the Campaign (also know as a Document in the uProduce user interface), when bound to the Campaign's Logic and Data Sources, is such a Dynamic Document. Therefore, whenever a Design in the Campaign is selected, and an operation such as proofing or processing is performed, that Design is implicitly bound to the Logic and Data. This binding allows the uProduce algorithms to process the bound components, and create the needed personalized Document instances in the desired target media. uProduce allows for organizing Campaigns into Accounts, which represent different clients of the uProduce user. And so, for example, if the uProduce user has a client named “ ABC", this user can create an Account named “Account ABC’, and conveniently organize all of ABC’s Campaigns under that Account. The support of operations such a checking-in and checking-out Plans, Documents, and other objects, as well as being a server product, makes uProduce not only a production center, but also a collaboration hub. As such, uProduce enhances and streamlines the workflow of multi- person, or even multi-site, Campaign development teams, As mentioned above, uProduce is also the manifest of the Platform nature of the PersonalEffect solution: through its APIs and remote connection to databases, uProduce enables application development for supporting customers’ specific needs, such as automation (also known as "Lights-Out operation"), or custom-made Web-to-print solutions, Starting from release 3, uProduce presents the Interactive Content Ports technology, which is the key to a full creative freedom in dynamic web development and print/ web synchronicity in Cross Media campaigns. This revolutionary technology allows for the design of web sites and micro sites for Cross Media campaigns using industry-standard software without XMPie proprietary tools through Interactive Content Ports. It provides you with direct connection to 6Personaleffect Core Applications variables as if they were a standard database or via Web Services without needing to host the Campaign's web pages on uProduce. Figure 4: uProduce Interactive Content Ports Technology Company Server ‘The company's main web __Porsonaliaod site and Compaigrespecific Communication ‘mierosites can be fosted fon the same server Web Site and Micro Site — Developer using standard web development software — S Produce Dashboard & Production Server “ Database: es on For more information on uProduce, please refer to the uProduce User Guide. uCreate Cross Media (XM) is XMPie’s new platform for cross-media campaigns that utilizes the Interactive Content Ports (ICP) as its main engine for using ADOR objects. To learn more about uCreate XM, refer to Chapter 3: Working with uCreate , on page 69.Chapter 1: Introduction to Personaleffect PersonalEffect Architecture PersonalEffect’s basic architecture is illustrated in Figure 5. Figure 5: PersonalEffect Architecture uPlan uCreate Program BA Tool Designer Too! 2) \ Jf —_Personatizsd Communication uProduce Dashboard & Production Server Database (edrrouicy ris Access, MS SQL etc) Different members of the Campaign development team can work on various aspects of the same Campaign independently, as long as they do not change the Data Schema or the list of ADOR Objects: after creating an initial Plan that establishes the ADOR Objects, the database professionals, programmers and sometimes even business-managers can continue using uPlan, to further refine the Campaign's Data and Logic; while designers and studio professionals can use uCreate to work on the Design. ‘The binding of the various components into one coherent Dynamic Document is automatic, because they all adhere to the formal interfaces of ADOR Objects on the Plan/ Design side and of Data Schema on the Plan/Data side. This allows moving to production at any given moment, and it is the secret behind Personalliffect superior support of extremely fast incorporation of last-minute-changes.Installing XMPie Software Installing XMPie Software Before you install a new version of XMPie software, make sure to uninstall any previous version of all XMPie programs that are installed on your machine. Use the Windows Add/Remove Programs utility to do so. ‘To install the new version, insert the installation CD and follow the on-screen instructions. For instructions regarding uProduce installation, refer to the uProduce Installation Guide.Chapter 2: Working with uCreate uCreate is a set of plug-ins to the following print or web design applications: + Adobe InDesign * Adobe GoLive * Adobe Dreamweaver The uCreate plug-ins let you create dynamic design objects, within the relevant design layout. You can do this by assigning (binding) the ADOR Objects defined in uPlan to the relevant design objects (e.g., picture box, a text word, text box, etc.), thus creating a dynamic document. For example, a static picture box that is bound to a Graphic ADOR Object will be dynamically replaced with the actual picture during production. Similar to static objects, you can manipulate dynamic objects freely using the various tools available in the design application. When the design is uploaded to the uProduce server, the document can be proofed, printed, or published to the Web, provided that the associated plan, database, and assets have also been uploaded to the server. Upon production (or proofing), the dynamic objects in the design are replaced with actual data taken from the database and the rules defined in uPlan are applied; this stage creates personalized instances of the dynamic document. There are two ways to use uCreate: + Associate a plan with the document before the document is designed. If you first associate a plan with a document, you can insert dynamic objects into the document during the design stage. * Associate a plan with the document after the document has been designed. Using this method, you do not need any special plans when designing the document. You can insert regular objects (e.g,, text boxes, etc.) into the document and replace these objects with the relevant ADOR Objects when you link the design to a plan. A typical workflow consists of a combination of the above approaches. Usually, the initial draft(s) of the document is designed before a plan is ready. Once the draft is ready, the designer may have additional requirements from the plan creator. In this case, the plan creator updates the plan, and provides updated plans for more advanced drafts of the design document. uwChapter 2: Working with uCreate uCreate Palette The uCreate palette is generally displayed automatically when you open the design application. The appearance of the uCreate palette varies from one design application to another. However, the basic structure and menu options are similar in all applications. Some menus, however, may have additional options. You can only use the uCreate palette to create dynamic design objects after you open a document inside your design application and link it to a plan file. The sections that follow provide a description of the uCreate palettes and menu options for cach of the design applications: + uCreate for Adobe InDesign (see on page 12) © uCreate for Adobe Dreamweaver (see on page 54) + uCreate for Adobe GoLive (see on page 61) uCreate for Adobe InDesign You can use InDesign to create dynamic print documents for producing customer communication. The uCreate palette (Figure 6) is automatically displayed when you open InDesign. If the palette does not appear, select the Window > XMPie uCreate from the menu bar. Figure 6: XMPie uCreate Palette—Adobe InDesign 5 fom 0000 Frosch a seafotne sifted tee lust Gesu Tilvouereinais coun Croat ane i roabw MJrasesn The uCreate palette displays the name of the currently linked plan and lists the ADOR Objects included in the plan. You can choose to list ADOR Objects based on the group to which they 2uCreate for Adobe InDesign were assigned in uPlan. You can also list ADOR Objects according to their type, whether Text, Graphic, etc. The palette includes a Highlight Dynamic Objects check box that enables you to highlight the ADOR Objects in the design. The palette also includes two visibility icons HCL). ror more information, see Using Visibility Content Objects, on page 41 The drop-down at the bottom allows you to import a Proof Set for proofing the document in the design application, and to add content sample values for the ADOR Objects. The Proof Set is produced in uProduce or uPlan and allows you to view the document with actual data captured from the database. For more details, refer to Linking to a Proof Sel, on page 33 and Working with Content Samples, on page 34. Accessing the Options Menu To access the Options menu in InDesign: Click the IJ button at the top of the uCreate palette. The Options menu is displayed (Figure 7): Figure 7: Options Menu—Adobe InDesign nko, Etna Pala! nko oo Se, en oor set Sct At Fate ‘ee alse saute Cortert Obed. vate Dosanent or SU, su oeten Mode Preven sn Gost 2c Cohen Esp ses change pt. Fran spac, Expat Post et rel Dynaipnt ucteste Hep Poot crete Roget usse BChapter 2: Working with uCreate Select this option... Link to Plan... Edi uPlan Reload Plan Link to Proof Set... View Proof Set Set Assets Folder... Clear All Samples Evaluate Content Objects Evaluate Document for xLuIM XLIM Design Mode Preview .xlim Document XMPie Exchange Export XMPie Exchange Import Find and Replace Export Proof Set To... Select a plan file to which you will link the current document. You can then access ADOR Objects and insert them in your document. Open the linked plan file in the uPlan application, so you can make modifications to the plan objects. This option is available only if uPian is installed on your machine, Link the current document to a more up-to-date plan file. Select a Proof Set file and use it to view your document with actual data Open the linked Proof Set in the Proof Set Viewer to see the actual values of ADOR Objects for all recipients. This option is available only if uPian is installed on your machine, Select a folder in which uCreate will search for the assets referenced by the linked Proof Set. Delete content samples you created. For more information on using content samples, see Working with Content Samples, on page 34. View all possible literal values of a specific Text File, Graphic or Style ADOR®, as defined in the campaign logic. Checks the document for any design item that might not be supported by the XLIM format, provides information on such issues, and explains how the software will handle them. Enter a mode in which every time a page item is selected, the previously selected page item is checked for XLIM compatibility, and if problem is identified, itis immediately reported, Creates a XLIM version of the document and immediately displays it as an Untitled InDesign document, ‘Save your file as a document package (*.dpkg), a XLIM package (*-dpkg), or a XLIM file (*.xlim), so that it can be exported (e.g,, sent to uProduce for composition). For more information, see Using XMPie Exchange Packages, on page 35. Import a document from an existing document package file, For further details on importing document packages, see Using XMPie Exchange Packages, on page 35. Search for specified text or dynamic objects to be replaced with a dynamic object. Create a sub-set of the linked Proof Set. = The terms “Content Object” and “ADOR Object” are interchangeable 14uCreate for Adobe InDesign Select this option... Preflight... Dynamic Print uCreate Help About uCreate Register License Switch to uDirect Mode To... Checks the document for any design item that might cause performance issues during production run, when using transparency or contour wrapping techniques. Transparency techniques include drop shadow, feathering, opacity that is lower than 100% and transparent images. Contour wrapping refers to text that is wrapped around an object shape (i.e, shape contour). ‘The tool provides information on used techniques that affect production performance (i.e,, transparency and contour wrapping) and explains how the software will handle them. Furthermore, the design objects that relate to the problem are selected and displayed in the design for reference, Create a print file from the InDesign dynamic document using data from Proof Set or content samples, See Using the Dynamic Print Option, on page 43, Open the uCreate help file Display information on the current version of uCreate, Register a trial version of uCreate or add VI formats to a registered version. See Using the Register License Option, on page 53. Direct Professional provides Dual Mode support, which gives you the flexibility to choose between uDirect and uCreate as the application that is most suitable for processing a particular document. ‘Switching modes allows you to create @ new document from scratch in the appropriate mode, or to convert an existing document from uDirect to uCreate only. Switching back and forth between modes can be performed only at the application level, not at the document level: once a document is opened using uCreate or a document is linked to a plan, this option is disabled, For more information on Working in Dual Mode, refer to the uDirect User Guide. Detailed descriptions of these actions appear in the sections that follow. Linking a Document to a Plan To begin creating a dynamic document and using ADOR Objects, you must first link your document to a plan. For information on creating a plan, refer to the uPlan User Guide. To link a document to a plan: 1. From the Options menu, select Link to Plan. Alternatively, you can click the l°* Plan icon. The Select a Plan File dialog is displayed 15Chapter 2: Working with uCreate 2. Locate the plan file and click Open. The palette displays a list of all ADOR Objects in the plan. The name of the plan file is displayed at the top of the palette. The tool tip for the plan file name shows you the full path of the plan file and its modification date. To filter the list of ADOR Objects by type, you can select one of the following types from the View drop-down list: «Graphic © Text * Table «Text File = Style + Visibility B Note: The list of DOR Objects for InDesign documents does not include the Link type. This type is unique to Web designs. To filter the list of ADOR Objects according to the group with which they were associated in uPlan, select one of the groups from the View drop-down list. If you make changes to the linked plan while you are working on your document, uCreate displays a message notifying you that the plan has been modified. In this case, you are prompted to ‘reload’ the plan so that your document works with the most up-to-date plan objects. You can also re-link a document to another plan if it is already linked to a plan, For more information, see Reloading a Plan, on page 33. Tagging Design Objects with ADOR Objects Once you link your design to a plan file (see Linking a Document to a Plan, on page 15), you can begin tagging design objects with ADOR Objects. To insert ADOR Objects into your design: Create or select a design object in your document and then double-click an ADOR Object to bind it to the design object, thereby creating a dynamic design object. You can unselect or select the Highlight Dynamic Objects option to highlight the ADOR Objects in the design, 16uCreate for Adobe InDesign Tagging a Design Object with a Text ADOR Object To tag a design object with a Text ADOR Object: 1. Click the Type Tool icon and then use the mouse to draw a rectangular area in the document. Alternatively, you can make a text selection in an existing text box in the document. 2. Inthe uCreate palette, double-click the desired Text ADOR Object. The object is inserted into your document. You can now proceed to format the text using the standard InDesign methods For details on how to modify the Text ADOR Object’s properties, see Accessing Dynamic Text Properties, on page 23 Creating Dynamic Table of Contents and Index Dynamic Text Objects, of the appropriate paragraph styles, are included in InDesign's automatically-generated Table of Contents and Index. A dynamic Table of Contents is automatically updated with each record change. To create a dynamic index: 1. Inthe document window, select the text you want to index. You can create a temporary text box for the purpose of creating the index. Make sure to delete this text box when completing your index. 2. Use InDesign Index Palette to create an index entry. An index marker using the default settings is added at the beginning of the selection. 3. Select the text you have indexed and export it, using InDesign Export option, to an Adobe InDesign Tagged Text file (“.txt). Save the exported text file in the Campaign's default Assets folder. When exporting, make sure to: * Include the text you have indexed with the appropriate index marker, It is advisable to show hidden characters in the design window (use Alt+Ctrl#1). * Use Unicode encoding method. 4. Delete the index marker. 5. Repeat steps 1-4 for each index entry you want to generate. 6. Create a new Content Object (or set an existing Content Object if you chose to use it as the basis for an index reference) as a Text File Content Object, which will be populated with the files you have created. v7Chapter 2: Working with uCreate Tagging a Design Object with a Graphic ADOR Object The Graphic ADOR object is a pointer to a graphic file that is used in your campaign. DD set: You can creck te tera! vas dened ors Cape ADOR in te canpain oe by displaying the XMPie Options menu and choosing ‘Evaluate Content Objects’. For more information, see Accessing the Options Menu, on page 13, To tag a design object with a Graphic ADOR Object: «Inthe uCreate palette, double-click the desired Graphic ADOR Object. The object is inserted into your document. If there is a box selected in InDesign, the Graphic ADOR will be inserted to it. Otherwise, a new box will be created for the ADOR. * You can also make a text selection in InDesign, and insert the Graphic ADOR as an inline image. You can now proceed to modify the graphic using the standard InDesign methods. For details on how to modify the Graphic ADOR Object’s properties, see Accessing Dynamic Graphic Properties, on page 27. Tagging a Design Object with a Text File ADOR Object The Text File ADOR object is a pointer to a text file that is used in your campaign. DD sete: ou can check te tara! vaes dened or Tex Fle ADOR nthe canpatn og, by displaying the XMPie Options menu and choosing Evaluate Content Objects. For more information, see Accessing the Options Menu, om page 13. To tag a design object with a Text File ADOR Object: 1. Click the Type Tool icon and then use the mouse to draw a rectangular area in the document. Alternatively, you can make a text selection in an existing text box in the document. 2. Inthe uCreate palette, double-click the desired Text File ADOR Object. The object is inserted into your document. For details on how to modify the object's properties, see Accessing Dynamic Object Properties on page 23. Adding or Removing a Style ADOR Object to or from Your Design The Style Content Object is used to apply a desired format (as opposed to content), using one of the following types of Adobe InDesign styles: 18uCreate for Adobe InDesign * Character Styles—when applied to text, the Style Content Object can be used to format text attributes such as color, font, size, etc. * Object Styles—when applied to a frame (whether a text frame or a graphic frame), the Style Content Object can be used to format frame attributes such as fill, stroke, corner effects, etc. In both cases, the value of the Style Content Object must be the name of an InDesign document Character Style or Object Style. The Style Content Object can then be applied to any type of text or object, whether static or dynamic (ie., text or objects that are already tagged with another Content Object). For example, you can first make the text's content dynamic by tagging it with a Text Content Object, and then make its format dynamic by tagging it using a Style Content Object. When a Style Content Object is applied to text, the text is marked with a unique visual indication, in the form of a blue, wavy underline ( ). D Note: You can check the literal values defined for a Style Content Object in the Campaign Logic, by displaying the "Options" menu and choosing “Evaluate Content Objects" To insert a Style Content Object: 1. Click the Type Tool icon or Selection Tool icon, and then use the mouse to highlight any text or object (respectively) in the document. 2. Inthe uCreate palette, double-click the desired Style Content Object. When the value of the Style Content Object is populated for each recipient, the desired style is applied to the tagged text or object. To remove a Style Content Object: To remove a Style Content Object (that is, remove the Character Style or Object Style without removing the text or object itself), proceed as follows 1. Click the Type Tool icon or Selection Tool icon, and then use the mouse to highlight the text or object (respectively) to which a Style Content Object is applied. 2. Right-click the highlighted Style Content Object, and select Unapply Style Content Object *