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1. J Edit lt z g Awaiting Approval D gt Approved p let Sitecore is a registered trademark All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore Copyright 2001 2011 Sitecore All rights reserved Page 20 Sitecore InCopy Connector 1 0 Q SI teco re 5 2 Opening Project Items From the Workbox To work on an InDesign item in a workflow stage just select that particular item and click the Open project and jump to selected item bution The project which the item is a part of is opened in the project panel and the item is selected in the tree Open the project and jump to the current item lt z g Awaiting Approval e Q Approved e TE Web site contact p ga Direct publish gt T Vakdation b T less 4 Approve ka g Owmed by nobody Workflow Regular review State Awaiting Approval Changed from Edit to Awaiting Approval By sitecore Admin on 2 10 2012 5 3 Using Content Items and Media Items from the Workbox Content items that appear in the Workbox at some state can be used in drag and drop operations in the same way as described earlier in this manual That is also the case for media items For example e You can drag and drop a content item to a snippet item to assign the content item to the snippet e You can drag and drop a media item to an image frame item to assign the image to the image frame
2. 16 4 1 Choosing Language 0c ee eee ees 17 4 2 Using Low Resolution or High Resolution Images 00005 17 4 3 Clearing the Cache 0 ee eee eens 18 Chapter5 Using the Workbox 0 cece eee eee eee ens 19 Os TWWOCUGCION g ccney ch o90 6 e 6 tie 4 done eee bee caer eee ee eae wn ere 20 5 2 Opening Project Items From the Workbox 0 0 00 eee 21 5 3 Using Content Items and Media Items from the Workbox 21 5 4 Moving Items to the Next Stage 0 eens 21 Sitecore is a registered trademark All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore Copyright 2001 2011 Sitecore All rights reserved Page 2 Sitecore InCopy Connector 1 0 Q SI teco re Chapter 1 Introduction This document describes how to use the Sitecore InCopy connector that can be used to edit InDesign documents created with the Sitecore InDesign connector It assumes that you have good knowledge of Sitecore and InCopy e Chapter 1 Introduction e Chapter 2 Starting Up e Chapter 3 Editing pages e Chapter 4 Menu Settings e Chapter 5 Using the Workbox Sitecore is a registered trademark All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore Copyright 2001 2011 Sitecore All rights reserved Page 3 Sitecore InC
3. 5 4 Moving Items to the Next Stage To move an item to the next stage in the workflow select the command from the drop down list and then click the Submit button 4 l mi F Approve ka Owmed by nobodhy Workflow Regular rewiew Accept the current item State Awaiting Approval Changed from Edit to Awaiting Approval By sitecore Admin on 2 10 2012 Sitecore is a registered trademark All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore Copyright 2001 2011 Sitecore All rights reserved Page 21 User Manual Q SI teco re Sitecore is a registered trademark All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore Copyright 2001 2011 Sitecore All rights reserved Page 22
4. Copyright 2001 2011 Sitecore All rights reserved Page 13 User Manual Q sitecore 6 To save your changes select the page item in the tree and click the save button Le lt E Add_A4 Special offer A4 Pages p L bA Page 8 Click OK The changes are saved When ready with editing the page as a last step the page needs to be checked in again This unlocks the page and related content items To check in the page 1 Select the page item in the tree Sitecore is a registered trademark All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore Copyright 2001 2011 Sitecore All rights reserved Page 14 Sitecore InCopy Connector 1 0 SI teco re 2 click the Check in button lt E Add_A4 Special offer A4 ow H Pages p L 1 4 Page 3 The page and all related items are checked in again 3 4 Assigning content items With the InCopy connector you can also assign content items to a snippet This allows to assign a different content item to a snippet and work with that content instead To assign a content item to a snippet 1 Select the content item in the Content panel 2 Drag the content item to the project panel and drop it on the snippet item lt E Add_A4 Special offer A4 lt z J Pages p L bA Page ww 2A Page p D200 You can also drop it on the page item then t
5. Sitecore Adaptive Print Studio Sitecore InCopy Connector 1 0 User Manual February 28 2012 Q SI teco re sitecore InCopy Connector 1 0 User Manual Editing InDesign Documents with Sitecore CMS Sitecore is a registered trademark All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore Copyright 2001 2011 Sitecore All rights reserved Page 1 Sitecore InCopy Connector 1 0 Q SI teco re Table of contents Chapter MWOdUCUON so ss aee ceed eee helee pees Renew deed eet eee eee Rete eee R 3 Chapter 2 Starting Up 0 eee eee eee ees 4 2 1 Starting the Plug in in InCopy 0 eee eee 5 2 2 Buttons in Sitecore Panels 0 0c eens 5 29 Ihe Pane MENU 22 2 0 lt 20 lt 050d64o0F 46 e946 se en oh oe E edd bebe Sao A 7 24 Proj ct SIUCIUTE sce cd o dd 2 085 a06 ho ob eh E Er EEEE rE EREE RALEA 7 A5 L oginNt SITS CON a sty st na Be a eo ieren ERREA el a yet he cS 8 20 LOOQMO OW si cesouns open so di e OD See bie Pee OR oo oe 8 Chapters Editing pages 20 2202cenannace beans bd des One Kn dete eee eh ee wee eee eee 9 3 1 Opening Projects from the libraries panel 2 2 0 0 0 ee 10 3 2 Opening Projects from the workbox 0 0 eee 10 So EOUINGDA0CSstctecec ns boone Oe ade eee oe be ee Ae Eee ee k Rees 11 3 4 Assigning content iteMS 0 ce eee tenes 15 Chapter 4 Menu SettingS 0 0 ee eee eee eee ees
6. anual Q SI teco re 4 3 Clearing the Cache To speed up the process of downloading information from the Sitecore server to the InDesign desktop client data is cached That is similar to caching with your web browser To clear the cache select Clear cache from the panel menu Sitecore is a registered trademark All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore Copyright 2001 2011 Sitecore All rights reserved Page 18 Sitecore InCopy Connector 1 0 Q SI teco re Chapter 5 Using the Workbox This chapter contains e Introduction e Opening Project Items From the Workbox e Using Content Items and Media Items from the Workbox e Moving Items to the Next Stage Sitecore is a registered trademark All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore Copyright 2001 2011 Sitecore All rights reserved Page 19 User Manual SI teco re 5 1 Introduction Similar to the Sitecore workbox the InDesign connector also offers a workbox It shows the InDesign project items that are in a workflow stage and need the attention of the user 1 To load the workflow items click the Refresh button in the workbox panel w J Refresh the Content Tree 2 Select an item in a workflow stage gt E Regular review gt GG Direct publish lt a Bb Validation p
7. co re 2 3 The Panel Menu With the Panel menu you can choose different functions that are common to all panels h Log in to Sitecore Change password Select a Language Use High Resolution Images Clear cache About this plug in Note The panel menu is available and identical for all panels 2 4 Project Structure The project structure of each InDesign project contains several elements and folders A project consists of a number of elements with a structure corresponding to the InDesign model of a document e A project consists of an InDesign book corresponds to the InDesign book indb e A book can have one or more document items correspond to InDesign documents indd e A document can have one or more page items correspond to InDesign pages e A page can have one or more snippets that hold page items for example text frames images rectangles and so on which correspond to InDesign objects Open the project tree by clicking the nodes on each level E ka Let lt a BB Special offer a4 J Books v Book kra J Doounvents qy E Add_A4 Special offer A4 iN Pages p L 2a Page Sitecore is a registered trademark All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore Copyright 2001 2011 Sitecore All rights reserved Page 7 User Manual Q SI teco re 2 5 Log in to Sitecore T
8. e True Wornnorse level D SLR featuring a high performance 10 2 MP DX format CCD Nicam exc Processing Engine and continuous firing up to 5 fps FOoressional Guay pocket ngA Your Note You can double click a page item in the tree to jump to the corresponding page in InCopy Sitecore is a registered trademark All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore Copyright 2001 2011 Sitecore All rights reserved Page 12 Sitecore InCopy Connector 1 0 Q SI teco re 4 To check out the page item click the Check out button vy E Add_A4 Special offer A4 lt z J Pages p L 1 4 Page All the page items and the related content items assigned to the page snippets are locked and can be changed only by the owner until they are checked in again 5 The page is now unlocked and can be edited E B E eal E so BB Special offer A4 Copy lt z J Books lt Book J Documents qy E Add_A4 Special offer A4 UGU The absolute leader of the paci Professional quality nghi m your pocket Note You can only edit content in InCopy using the InCopy connector You can t edit notes in InCopy and or change images Sitecore is a registered trademark All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore
9. ening and editing an InDesign project with the InCopy connector This chapter covers e Opening Projects from the libraries panel e Opening Projects from the workbox e Editing pages Sitecore is a registered trademark All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore Copyright 2001 2011 Sitecore All rights reserved Page 9 User Manual Q SI teco re 3 1 Opening Projects from the libraries panel To start working on an InDesign project an existing project needs to be opened in the project panel A project can be opened from the Libraries panel or it can be opened through the workbox when an item is passed in a workflow To open a project from the Libraries panel 1 On the Libraries panel open the Print Studio Projects folder 2 Then locate the project you want to open and drag it to the root node in the Project panel E lt z E Libraries lt z Cd Print Studio Projects J Bemples b id HEW Projects b Cd HYH Projects b 7 Master documents The project is loaded in the project panel and you can start working with it 3 2 Opening Projects from the workbox When InDesign project items for example a document or page are passed through a workflow scenario to the InCopy user the item will be displayed in the workbox You can then open the project from the workbox To open a project from the workbox 1 On the Workbox
10. he content item is assigned to all snippet items on the page The content item is now assigned to the snippet 4 Publish the page to show the results Sitecore is a registered trademark All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore Copyright 2001 2011 Sitecore All rights reserved Page 15 Sitecore InCopy Connector 1 0 Q sitecore Chapter 4 Menu Settings This chapter describes how you control certain setting from the Panel Menu This chapter contains e Choosing Language e Using Low Resolution or High Resolution Images e Clearing the Cache Sitecore is a registered trademark All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore Copyright 2001 2011 Sitecore All rights reserved Page 16 Sitecore InCopy Connector 1 0 Q SI teco re 4 1 Choosing Language 1 To choose the language select the Language item from the panel menu Log out off Sitecore Change password Select a Language Use High Resolution Images Clear cache About this plug in The Select language dialog box is displayed The languages correspond with the languages in the Sitecore CMS wwe H Danish f Cancel Dutch Netherlands 2 Select the language of your choice and click OK The selected language is loaded meaning that when publ
11. ish or create new items the selected language is used The selected language is indicated in the interface by a flag and the name of the language placed at the bottom left of the project panel Note If the fields for example the width of a text frame are shared the width is the same for each language If the width field is set to non shared the width can be set for each language 4 2 Using Low Resolution or High Resolution Images When working online you can only use low resolution images which are extracted from the Sitecore media library and then downloaded to InDesign However when working on a local area network LAN with access to high resolution images stored on a file server you can also use the high resolution images without the need to run a server based production setup Consult your supplier on how to set up such a production environment To switch to high resolution images on the desktop select Use High Resolution Images from the panel menu To switch back to low resolution images select Use Low Resolution Images from the panel menu Log out off Sitecore Change password Select a Lanquage Use High Resolution Images NS Clear cache About this plug in Sitecore is a registered trademark All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore Copyright 2001 2011 Sitecore All rights reserved Page 17 User M
12. l gives access to the contents repository The Libraries panel gives access to all InDesign library items The Workbox shows the workflow stages and items in the workflow 2 2 Buttons in Sitecore Panels This table displays an overview of the buttons in the different Sitecore InCopy Connector panels Button Description Panels 5s 8 J D 2 hn X aE 5 S O I o Publish selected item X X A Save selected item Add Sitecore is a registered trademark All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore Copyright 2001 2011 Sitecore All rights reserved Page 5 User Manual Q sitecore Button Description Panels g D Xx S 5 A O 7 x Delete selected item xX e Cut item X E Copy item X fie Paste item X z Find assigned item xX E Refresh X X X X Al Move selected item to first position X Al Move selected item one position up X w Move selected item one position down X x Move selected item to last position X Open item X E Check out X Ba Check in X Accept item X Sitecore is a registered trademark All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore Copyright 2001 2011 Sitecore All rights reserved Page 6 Sitecore InCopy Connector 1 0 Q SI te
13. o log in in the Panel menu click Log in to Sitecore es bt Log in to Sitecore Change password Select a Lanquage Use High Resolution Images Clear cache About this plug in The Log in Sitecore dialog box is displayed Log in Sitecore Username fia Password Webserver http yourdomain Enter a valid username and password using a Sitecore extranet domain user account Select the url for the web server or select New value in the drop down list and then type the url This will save the new url so that it will appear in the drop down list the next time you start InDesign Note The url s are saved in the ini file located in the same folder as the plugin for example C Program Files x86 Adobe Adobe InCopy CS5 5 Plug Ins Sitecore When you are not able to save new urls this might be caused by insufficient access rights to that specific folder 2 6 Logging off To log off select Log out off Sitecore in the panel menu Log out off Sitecore Change password Select a Language Use High Resolution Images Clear cache About this plug in Sitecore is a registered trademark All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore Copyright 2001 2011 Sitecore All rights reserved Page 8 Sitecore InCopy Connector 1 0 Q sitecore Chapter 3 Editing pages This chapter describes the steps involved in op
14. opy Connector 1 0 Q sitecore Chapter 2 Starting Up This chapter briefly describes how you start the Sitecore InCopy connector plug in in InCopy This chapter contains e Starting the Plug in in InCopy e Buttons in Sitecore Panels e The Panel Menu e Project Structure e Log into Sitecore e Logging off Sitecore is a registered trademark All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore Copyright 2001 2011 Sitecore All rights reserved Page 4 Sitecore InCopy Connector 1 0 2 1 Starting the Plug in in InCopy 1 Open InCopy 2 Select the Window menu 3 Select Sitecore 4 Arrange Workspace Assignments Change Info C Command Bar Copyfit Info Extensions Galley amp Story Appearance E Hyperlinks Layers Links Mini Bridge Notes Alt Ctrl F10 Shift Ctrl F3 Shitt Ctrl F2 Shitt F Alt Ctrl Fo FF Shift Ctrl D Ctrl F10 Select the panel you wish to work with Sitecore Styles Swatches Text Macros Thesaurus Tools Track Changes Type amp Tables Utilities In total there are seven panels the Project panel the Content panel the Libraries panel and the Workbox F5 Shitt Ctrl F10 Alt Ctrl F Fl2 Shitt Ctrl F4 Content Libraries Project Workbox The Project panel is used for working on the InDesign projects The Content pane
15. panel select the item you want to edit Sitecore is a registered trademark All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore Copyright 2001 2011 Sitecore All rights reserved Page 10 Sitecore InCopy Connector 1 0 SI teco re 2 With the item selected click the Open project button Open the project and jump to the current item lt E Add A4 Special offer A4 lt z J Pages p L bA Page p L 2a Page 4 You can now start editing the page items in the project 3 3 Editing pages Once the project is loaded you can start editing pages To start editing a page 1 Select the page item you want to edit in the tree Sitecore is a registered trademark All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore Copyright 2001 2011 Sitecore All rights reserved Page 11 User Manual Q sitecore 2 Click the Publish button to publish the page lt E Add_A4 Special offer A4 T Pages p L 1A Page p F 2 4 Page 3 The page is published and displayed in InCopy All page items are locked and can not be changed until you have checked out the page PROC E ha et sg BBB Special offer A4 Copy z Ll Books sz Book lt z LJ Documents qy E Add_A4 Special offer A4 n

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