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1. Permissions Item Descendants Result for Item and Descendants applied permissions on Read By default the Everyone role grants read access If it does not you can grant read access for the item and or its descendants by setting Read permissions Write User can log in and edit content and save text on item User Me can assign content item and save Rename Not relevant Create Not relevant Delete Not relevant Inheritance Not relevant In case this is not desired it can be done explicit for folders and items as you can see in the following table Permissions Read Item Descendants Result explicit for item applied permissions on By default the Everyone role grants read access If it does not you can grant read access for the item and or its descendants by setting Read permissions Write User can log in and edit content and save text on item User can assign content item and save Rename Not relevant Create Not relevant 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 2012 Sitecore All rights reserved Page 75 Adaptive Print Studio Permissions Delete Item Descendants Q sitecore Result explicit for item applied permissions on Not relevant Inheritance Not relevant The following example
2. Projects Delete Rename Refresh Folders 4 8 Print Studio Projects Wi Catalogs E D00006 Catalog Products sale Region South Print Stu Catalog Workflow Review Wl Magazines Search amp Workbox 5 Linda double clicks to view the project and clicks Approve to push the item forward 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 2012 Sitecore All rights reserved Page 106 User Manual SI teco re 6 The project appears in Jeremy s workbox When Jeremy double clicks the item and he can click Open to open the catalog in Print Studio Editor Jeremy can now make the appropriate changes He can change text aus use snippets Catalog Pages Proimsonal quality nasi We your porast Figh qaabty TT magapowel 1 9 fps distal camera with Nicam f m aita a mida rh of Nikkor lansan High resolution outer Eor bada p pathusiasts seeking maximum picture quality Compact sims E an Page Structure i ai Page a ts DAO Ea Title ES Short Description ES Long Description ES Price E Button W Imagei E Image 7 Jeremy saves the catalog Next he pushes the item further in the workflow by selecting Approve in Print Studio Explorer amp Approve Approve Sitecore is a registered trademark All other brand and product names are the prope
3. Changing templates and settings may cause system failures We recommend not to apply any changes to the default settings if you don t have good knowledge of the APS module and or without consulting your supplier Print Settings Project Branch Print Studio Projects are defined in templates From these templates branches are created that are used to create new projects with Print Studio Explorer and InDesign Connector Document Branch Print Studio Project Documents are defined in templates From these templates branches are created that are used to create new documenis with Print Studio Explorer and InDesign Connector Page Types Print Studio Project Page Types are defined in templates From these templates branches are created that are used to create new pages with Print Studio Explorer and InDesign Connector Engine Templates Print Studio Engine templates are used for the complete Print Studio Projects structure These templates are used on the complete APS module Engine Branches Print Studio Engine branches are created from engine templates The InDesign Connector uses these branches to create specific items Project structure additional items Folder Templates the folder templates define the different folder types used for APS module These folder types are specifically created and do not need to be changed This field defines the location of these folders Page Previews Folder the folder that stores all
4. 3 Inthe following screenshot you can see the access rights set for the APS ICC Designer Access Viewer B Layout w X Read E Media Library Read E l Print Studio wt Read E i Print Studio Projects E x Read J catalogs B5 x Read E Magazines we Read E Magazine Example ll x Read E Cd Books W Read amp P_Book Read E H Documents es X Read E E Magazine 1 ee Read E H Fages se Read Front wt Read Front Inside we k Read w L Toc E x Read O Left Page Spread X Read El O Right Page Spread w X Read E E EEEE E Ai Write Ba Write BS Write BS Write E Write E Write Now we have set the roles and granted the rights we can assign the role to the users In this case David is the APS IDC Designer To assign a role to a user 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 2012 Sitecore All rights reserved Page 86 User Manual 1 Role Manager sitecore Analytics Content Profiling sitecore Analytics Maintaining sitecore Analytics Reporting sitecore APS Center Sales Manager sitecore AFS Center User sitecore AFS ICC Editor sitecore APS IDC Catalog Designer r amn fi Bat felel sitecore APS Media Manager For this example we select David Select an Account Selec
5. Save meta data Folder or file location can be changed Up Down First Last Convert and download Download original Download package Search Rename View files Rename files Rename folder Save meta data Folder or file location can be changed Up Down First Last Convert and download Download original Download package Search 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 2012 Sitecore All rights reserved Page 78 User Manual Permissions litem Create Descendants Q sitecore Result for Item and Descendants applied permissions on View files Rename files Create folder Rename folder Upload files Save meta data Folder or file location can be changed Up Down First Last Upload Convert Convert and download Download original Download package Search Delete Inheritance View files Rename files Delete files Create folder Rename folder Delete folder Upload files Save meta data Folder or file location can be changed Up Down First Last Upload Convert Convert and download Download original Download package Search Functionality can be used according to inherited permissions Sitecore is a registered trademark All other brand and product names are the property of their
6. As you can see the appropriate rights are granted Delete Name Read Write Rename Create l sitecore Wa Read Write Rename 4 Create amp content we X Read Ea Write EH Rename E Create B Layout we x Read E Write Rename E Create Media Library we x Read E Write E Rename E Create E DW Print Studio w Read E Write Rename Create E DQ Print Studio Projects Read E Write a Rename a Create wE Wiri ei Rename B Delete i Delete E Delete E Delete E Delete E Delete To see how the access rights in this example could be handled in a workflow see 9 6 Workflow Example 2 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 2012 Sitecore All rights reserved Page 93 User Manual Q SI teco re Chapter 9 Workflows This chapter describes how workflows can be used for the APS module This chapter contains the sections e Workflows General e Workflows and Print Studio Applications e Setting Configuration E Mail for Print Studio Applications e Workflows and Processing Jobs e Workflow Example 1 e Workflow Example 2 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 2012 Sitecore All rights reserved Page 94 User Manual
7. High Resolution Uri 66 1D20FE 9A0A 4EB1 A7EC A8770398BF6E Jpg Low Resolution File Path 6B1D20FE 9A04 4EB1 A7EC A877039BBF6E gif Low Resolution Url 6B 1D20FE 9A04 4EB81 A7EC A877039BBF6E gif For Web Reference Store Paths Image Store Paths e High Resolution File Path the file path of the image file for publishing high resolution documents InDesign or InDesign Server By default only the file name is added The first part of the path is read from the Image Store Paths item sitecore Print Studio App Seitings Url Settings Image Store Paths This makes it easier to find the images when location is changed e High Resolution URL the URL file path of the image file for downloading original files with Media Manager Default only the file name is added The first part of the path is read from the Image Store Paths item sitecore Print Studio App Settings Url Settings Image Store Paths This makes it easier to find the images when location is changed e Low Resolution File Path the file path of the image file for publishing low resolution documents InDesign Server By default only the file name is added The first part of the path is read from the Image Store Paths item sitecore Print Studio App Settings Url Settings Image store Paths This makes it easier to find the images when the location is changed e Low Resolution URL the URL file path of the image file for downloading files with Media Mana
8. This chapter contains the following sections e Application Settings e Export Settings e Modules e Files Processing e Publishing Settings 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 2012 Sitecore All rights reserved Page 6 User Manual Q SI teco re 3 1 Application Settings The Print Studio folder sitecore Print Studio contains the App Settings folder This folder contains the structure of items and folders J print Studio J Print Studio Projects 1 Export Settings WJ Libraries Modules ow Pattern Builder d LJ Files Processing E3 Publishing Settings f H es I H The application settings sitecore Print Studio App Settings App Settings are used for configuring the APS settings according to the system setup and Sitecore website Mostly the default settings are sufficient 3 1 1 App Settings The App Settings item child of folder App Settings contains the following fields for settings e Common e Media e Print Settings Common Common Media Manager Files Media Library Files Media Library Images Media Library Images Print Studio Images Project Manager Folder sitecore Print Studio Print Studio Projects Default Skin Gray Skin e Media Manager Files the files root folder that gives access to folders and
9. provides the following options for compressing and resampling Average Bicubic None and Subsample Default is Average e Sizing provides the following options for sizing Fitlo Scale Size Default is FitTo e FitToValue used when sizing value is Fitlo scales the document or page to the selected screen resolution Default is 1200 x 800 pixels e Width width of the page in pixels e Height height of the page in pixels e ScaleValue used when sizing value is Scale document or pages will be scaled proportionally if value is less then 100 Default value is 100 e TextExport value how text will be exported Default is Live e Transparency sets the way transparency is handled The options are Ignore Flatten or Native Default is Ignore e UseNetwork you determine the type of access allowed by the SWF file using the use network flag When the use network check box is cleared you can access resources in the local file system but not over the network The default value is selected which allows you to access resources over the network but not in the local file system e ViewAfterExport check box selected means after exporting the flash file is presented with use of IE browser Default is selected 3 2 2 PDF The PDF folder contains the PDF Export items These items are used for defining PDF Settings that correspond with joboptions for PDF conversions Example SmallestFileSize job options
10. Code 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 2012 Sitecore All rights reserved Page 57 Adaptive Print Studio Q SI teco re 7 1 Configuring Upload Options In the Media Manager the maximum number of files per upload batch is fifteen by default Users will receive a warning message when they are about to exceed the maximum number of files that they can upload at once to all items Warning x You cannot upload more than 15 files s Copy jpg w You can change the value of PrintStudio MaxUploadsCounts in the PrintStudio configuration file You can change the number of uploads that you see without having to scroll by changing the values of PrintStudio MaxVisibleUploadsCount media type setting name value setting name value 15 setting name value amp amp ji setting name value 7 setting name value setting name value setting name setting name setting name setting name settings media value z value value value 3 3 3 3 s 8 The default value is 10 File Upload Apply to all items Upload image and convert Chrysanthemum jpg Override Browse Upload image and convert Chrysanthemum Copy jpg Override Browse Upload image and convert Desert jpg Override Browse Upload image
11. Create Create Create Create Create Create Create Delete Delete Delete Delete Delete Delete Delete Delete Delete Delete Delete Delete Delete Delete Delete Delete 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 2012 Sitecore All rights reserved Page 85 Adaptive Print Studio Q sitecore 2 Inthe Access Viewer in the Users group select the role that you set the access rights for In the following screenshot you can see the access rights set for the APS IDC Designer is Acocece Viow nr a Media Library Sd Print Studio Read E l Print Studio Projects Read W catalogs Read Read i a Magazines E Magazine 1 Read E Fages Read Front Read _ Front Inside Read fw L Toc Read E3 Lj Left Page Spread _ Right Page Spread E E EEEE REE RE ERE EE g Read E E E EE EEE EEEE ft Create X Create Create Create Create Create Create Create Create Create Create Create Create Create Create E Delete E Delete Delete Delete Delete Delete Delete Delete Delete Delete Delete Delete Delete Delete X Admnste Administer Administer 26 Administer E Administer E Administer E Administer 36 Administer 36 Administer Administer Administer E Administer
12. Ez System user Defined 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 2012 Sitecore All rights reserved Page 45 Adaptive Print Studio Q SI teco re 4 Click the Media Processing Job template and click Create The new branch is created called Media Processing Job Click the child item of this new branch name rE Branches E 8 Media Processing Job El sname 7 Click Insert from template and select the required actions for this branch from the Processingltems folder a Processingltems il Settings P Check File size P_Check Input file P_Check Resolution high or low 29 P_ Color Conversions Ea P_ Convert HighRes A P_Convert Image a P Crop of P Proportional Resize P_Fill Field You can add P_Check File size action sitecore templates Print Studio Templates Processing Jobs Processingltems P_Check File size Child item P_Action sitecore templates Print Studio Templates Processing Jobs Processingltems Settings P_Actions Child items P_Ready sitecore templates Print Studio Templates Processing Jobs Processingltems Settings P_Actions P_Ready and P_Rejected sitecore templates Print Studio Templates Processing Jobs Processingltems Settings P_Actions P_Rejected 8 name P_Check File size P_Actions P Ready P_
13. FLASH e Search 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 2012 Sitecore All rights reserved Page 80 User Manual Q SI teco re Permissions Item Descendants Result for Item and Descendants applied permissions on Delete e View project ue hia e Modify and change settings on items e Rename items or folders e Create items or folders e Delete items or folders e Move items to other position Up Down First Last e View a preview e Create a PDF or FLASH e Search Inheritance Functionality can be used according to inherited permissions 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 2012 Sitecore All rights reserved Page 81 Adaptive Print Studio Q sitecore 8 9 Print Studio Editor Access Rights The Print Studio Editor users need permissions for the Print Studio Projects folder sitecore Print Studio Print Studio Projects or child folders and items of those folders The Print Studio Editor functionality can be used according to the permissions applied to those relevant items Refer to the following example Permissions item Read Descendants Result for Item and Descendants applied pe
14. Page Previews thumbs These previews are shown in the Page Browser of the Print Studio Editor and Print Studio Explorer 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 2012 Sitecore All rights reserved Page 8 User Manual Q SI teco re Note Changing templates and settings may cause system failures We recommend not to apply any changes to the default settings if you don t have good knowledge about the APS module and or without consulting your supplier 3 1 2 Image Editor Settings The Image Editor is available for editing web images created or uploaded with Media Manager The Image Editor Settings item child of folder App Settings contains the following fields for settings Data E Data Crop Fired M Crop Width 200 Crop Height 150 Crop Fixed this check box defines if users are allowed to change the Crop Width or Crop Height or not Selected means not allowed cleared means allowed By default Crop Fixed is selected e Crop Width you can enter the exact crop width dimension here e Crop Height you can enter the exact crop height dimension here Note After changing settings users might need to clear their browser s cache to make the settings apply 3 1 3 Print Editor Settings The Print Studio Editor supports restrictions for image objects that can be define
15. ProjectID Settings are used to define the ID values for the Print Studio Project items Project ID Document ID and Page ID These IDs are managed in the Print Studio Explorer In the data section the ID Number sets the start value used for numbering and the prefix used for numbering Data ID Number Poooo4 Prefix ur P 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 2012 Sitecore All rights reserved Page 13 Adaptive Print Studio Q SI teco re 3 2 Export Settings The Print Studio folder sitecore Print Studio contains the folder Export Settings g Export Settings J Flash is Default setting 3 J por High Quality Print isn Press Quality Smallest File Size W print a Printer Export Settings sitecore Print Studio Export Settings contains the folders e Flash e PDF e Print 3 2 1 Flash The Flash folder contains the item Default Setting The Default Setting item is used to define Flash publishing options The Section Data contains the following fields e PageCurl check box when selected page curl will be applied in flash page presentation Default is selected e SpineGradient check box when selected spine gradient will be applied in flash page presentation Default is cleared e ShowCornerTease check box when selected corne
16. Q SI teco re 9 1 General The APS module integrates with the CMS workflows and supports the standard functionality The Print Studio applications have a workbox included that show all items relevant for that specific application The InDesign Connector and InCopy Connector have a workbox panel that shows the workflows and the assigned items Please refer to the User Manual for working with the panel When a project document or page item has a workflow state assigned the assigned user with appropriate access rights can open the item from the workbox read the comments decides on the workflow status and pass it on to the next state of the workflow 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 2012 Sitecore All rights reserved Page 95 Adaptive Print Studio Q SI teco re 9 2 Workflows and Print Studio Applications By default the Print Studio Explorer and Media Manager application show a workbox You can make the workbox un available by configuring the PrintStudio config For more information on configuring the PrintStudio config see Configuration and Settings 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 2012 Sitecore All rights reserv
17. User Manager to add users to the system and to manage the roles that they are members of To create a user 1 Log in to the Sitecore Desktop Click Sitecore Security Tools User Manager to open the User Manager 2 Inthe User Manager window in the Users group click New 3 Enter the User Name Domain and all the other fields and click Next to validate the information you have entered and create the user g Sitecore Webpage Dialog x E bttp lecalhost sitecore shell Applications Security Createn Create a New User Enter information about the user User Name David Domain sitecore Full Name Email Comment Password Confirm Password Roles oOo User Profile FEE Next gt Cancel Internet Protected Mode Off LZ Note Please refer to the Security Administrator s Cookbook for more detailed information on creating users roles and setting security in Sitecore To create a role 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 2012 Sitecore All rights reserved Page 83 Adaptive Print Studio Q SI teco re 1 Log in to the Sitecore desktop and click Sitecore Security Tools Role Manager 2 Inthe Role Manager window in the Roles group click New Role Manager 3 Inthe Role Name field enter the name of t
18. and convert to GIF 3 Upload images for Print and Web File Type g Upload images for Print and Web Database Type 3 Upload file several formats H E 3 5 1 Adding Convert Download or Upload Processing Job To create an Upload Processing Job 1 Select the folder Upload 2 Click Insert from Template 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 2012 Sitecore All rights reserved Page 30 User Manual 3 Click the branch you need For example Upload Image n ul Insert from Template Select a template and enter a name for the mew a Th E Teroates G Print Studo Branches i Fle Proceseng Comel as Drarinad S Upload File E i Proyect Branches H i Syster J User Deitel i G Common E G Print Studo Templates t G Sampie t gal System i user Ce fran Template Branches Print Studio Branches Fila Processing Upload Imaga tem Mame Example Upload list 4 Enter the required name for the list and click OK 5 The process list is added to the parent folder Upload 3 5 2 Duplicating Processing Jobs When an existing Processing Job contains the same actions as required for a new Processing Job duplicate the Processing Job by the following steps Sitecore is a registered trademark All other brand and product names are the property of their respective
19. are the property of Sitecore Copyright 2001 2012 Sitecore All rights reserved Page 44 User Manual Q SI teco re 5 2 Editing Branches 5 2 1 Editing an Existing Branch You can edit the existing branches by changing values for actions or adding or removing actions from a branch 5 2 2 Duplicating an Existing Branch You can duplicate a branch and give it a recognizable name Remove all actions that are not needed or add the actions from the templates that are needed for the branch 5 2 3 Creating a New Branch When a specific processing job is required you can create a branch for it To create a branch 1 Click the Branches folder 2 Click New Branch 3 The template selection dialog box appears k ESSIG Webpage Dialog http focalhost sitecore sheil default aspx smicontrol Sitecore Shell Applications Dialogs Selectit Create a New Branch Select the template that you want to create a branch for EJ s branches i Common J Print Studio Templates amp ow Content Merge 4 J Export H J InDesign connector J PatternBuilder Publishing Engine CE Processing Jobs i Processingltems S Print Settings E Base Processing Job E Media Processing Job Print Processing Job g Processing Job Types i system 2 settings E Print Studio Mail Message E Print Studio Image E Print Studio RichText Message E Print Studio Text Message E p sample
20. brand and product names are the property of their respective holders The contents of this document are the property of Sitecore Copyright 2001 2012 Sitecore All rights reserved Page 33 Adaptive Print Studio Q SI teco re 3 6 Publishing Settings The Publishing Settings folder contains the Print Processing Job items These items contain the fields that are used for PDF processing jobs The Print Studio Explorer and Print Studio editor do use this jobs to send PDF or FLASH creating tasks for InDesign Server Default the following Print Processing jobs are there e PDF Smallest File Size Setting e PDF High Quality Setting e Flash Publishing Setting S J Print Studio l Print Studio Projects BD App Settings tj S Export Settings J Libraries t oD Modules Pattern Builder J Files Processing H Publishing Settings Pdf Smallest File Size Setting l Pdf High Quality Setting im Flash Publishing Setting A Print Processing job contains the following fields Section Book and Document Settings e Remove Book and document file after publishing this check box redundant and only available for backward compatibility Section Data e Name the name of the Print Processing Job The name will appear in the Publishing Workflows selection box for Print Studio Explorer and Print Studio Editor Publishing Workflows x PDF Publishing High Quality Pi e Description the description of the Print P
21. do not change this field it is controlled from the InDesign Connector and is filled automatically e Page height do not change this field it is controlled from the InDesign Connector and is filled automatically e Bleed do not change this field it is controlled from the InDesign Connector and is filled automatically e MasterFilename do not change this field e DocFilename do not change this field e InsertFile do not change this field e SaveAs do not change this field No value field is empty means as is in XML Odd means document always ends on odd page Even means document always ends on even page e PageCount the page count is driven by the PageCount value e ScriptFilename the dos path of the InDesign script that needs to be executed after the document is published See the InDesign Publishing Engine 1 1 Reference Manual e WaterMark this field can contain the values True or False True means a watermark is published False means no watermark is published e MarkText this field can contain the values True or False True means a watermark is published False means no watermark is published e MarkFontSize this field contains the value of the font size of the water mark text in points e MarkFontColor this field contains the value of the color used for the text in hexadecimal color value for example 555555 e ParagraphStyles this field value selects the Paragraph St
22. in Linda s workbox for her to review Folders JAE Lace Oren 4 98 Print Studio Images 4 98 Catalog Images buttn amp Jpg Print Studio 6 18 2012 4 WH Front Fruiti Jpg Print Studio 6 18 7017 Fruit 8 Buttons imageiS jpg Print Studio 6 18 2012 Wl Nicam Images Wl Magazine Images Wi Files i Search Workbox i F PE Product Content Workflow Review Product Content Workflow Review Product Content Workflow Review 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 2012 Sitecore All rights reserved Page 104 User Manual SI teco re Linda can double click the image in the workbox to review it In this example she pushes the item forward by clicking Approve Product Content Workflow e a Ye ry ae tate Review gt Approve amp Reject To apply the Workflow for document editing 1 Margret creates the project in InDesign PROJECT Jd eto O E a sy B Cta sample al j j j j j j j j j j lt B P_Book sz LJ Documents sy E A3 Catalogue Catalog Products sale Region North z LJ Pages p L 1A Page b gt L 2A Page gt I 4 Page b gt L A Page sy A3 Catalogue Catalog Products sale Region South sg Ll Pages gt 14 Page g
23. names are the property of their respective holders The contents of this document are the property of Sitecore Copyright 2001 2012 Sitecore All rights reserved Page 38 User Manual Q SI teco re 4 3 Print Studio Projects Folder in Media Library The Print Studio Projects folder is a child folder of the media library This folder contains the child folders e Master Documents e Page Previews e Snapshots Sa Media Library 5 Files 4 J Images J Print Studio Projects J Master documents Gg Page Previews t 5 Snapshots 4 3 1 Master Documents The master documents are InDesign CS5 5 documents stored as masters on the media library location The master documents are stored in the folder Master Documents sitecore media library Print Studio Projects Master documents This folder is selected as location in the Libraries sitecore Print Studio Modules InDesign connector Other Settings Library browser Libraries and used in the Libraries Panel for InDesign Connector and InCopy Connector The Print Studio Explorer selects the same root folder for selecting masters The master documents are stored in the specific APS media item called P_MasterDocument sitecore templates Print Studio Templates Publishing Engine P_MasterDocument 4 3 2 Page Previews Page previews are JPEG images that are created when a preview of a page in a document is requested in the Print Studio Explorer or Print Studio Editor The images are store
24. nee eens 39 4 3 2 Page PreVieWS 0 ee eee eee eee nee 39 AO OMGOSMOUS oda a 6 bore eee he ee lees ete cs oe 40 Chapter 5 Print Studio Branches 2 0 0 cc eee eee eens 41 5 1 Print Studio Branches aee oseon oad seek ae oo eee awed de deen werk ees 42 5 1 1 File Processing pce at o 8k ab dr ated dare SS eee wee ak ae on be ea re 42 5 1 2 ProcessingltemS a oy aes ceecae ar at nnana ea wh dedaae ane Ait see ie ne hh oe fans dae rede ace 43 5 2 Editing Branches 1 2 oxi deca we naaa nbs eee ee ke oka ee we nee ye 45 5 2 1 Editing a n Existing Bra anCh ess semeai nadasa ak ese Se a doh de wh sgh He a oar Gar wll 45 5 2 2 Duplicating an Existing Branch 0 eens 45 5 2 3 Creating a New Branch 0 0 0 ee ee eens 45 5 3 Project 82016 9 2 ee ee ae ee eee 47 5 3 1 Editing an Existing Page Type Branch 0 ccc ees 47 5 3 2 Duplicate an Existing Page Type Branch 0 0 cece 47 5 3 3 Creating a New Page Type Branch 0 ccc eee 47 Chapter6 Print Studio Templates 0 0 0 0 eee eens 49 6 1 Print Studio Templates Folder 0 0 cc ee eee 50 6 2 Processing Jobs Templates 0 0 0 ee eee 53 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 2012 Sitecore All rights reserved Page 1 Installation Manual Q SI teco re 6 2 1 P
25. respective holders The contents of this document are the property of Sitecore Copyright 2001 2012 Sitecore All rights reserved Page 79 Adaptive Print Studio Q SI teco re 8 8 Print Studio Explorer Access Rights Print Studio Explorer users need permissions for the Print Studio Projects folder sitecore Print Studio Print Studio Projects or child folders and its items The Print Studio Explorer functionality can be used according to the permissions applied to those relevant items See the following example Permissions Item Descendants Result for Item and Descendants applied permissions on Read By default the Everyone role grants read access If it does not you can grant read access for the item and or its descendants by setting Read permissions e View page and descendants e View a preview e Create a PDF or FLASH e Search Write e View project k e Modify and change settings on items e Move items to other position Up Down First Last e View a preview e Create PDF or FLASH e Search Rename e View project e Modify and change settings on items e Rename items or folders e Move items to other position Up Down First Last e View a preview e Create a PDF or FLASH e Search Create e View project e Modify and change settings on items e Rename items or folders e Create items or folders e Move items to other position Up Down First Last e View a preview e Create a PDF or
26. shell xaml Sitecore Shell Applications Security RoleManager ViewMemb Members Add or remove members from the current role 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 2012 Sitecore All rights reserved Page 91 Adaptive Print Studio Q SI teco re 10 Tom also needs the rights of the APS Center User We can grant him these rights by assigning the Media Manager role to the APS Center User role Click the APS Center User role click Members select the Roles checkbox click APS Media Manager click OK Role Manager Th Upload File 1of3 E Bosses ea TE a E http fecalhest sitecore shell xaml Sitecore Shell 4 Select an Account Select a role or a user Fri bi s Member Of Account Type Roles Users sitecore Analytics Maintaining sitecore Analytics Reporting sitecore Analytics Content Profiling j sitecore Analytics Maintaining sitecore Analytics Reporting Jee nE SANE sitecore APS Center Sales Manager sitecore APS IDC Catalog Designer sitecore APS Center User J sitecore APS IDC Designer sitecore APS ICC Editor j sitecore APS Media Manager sitecore APS IDC Catalog Designer sitecore Author TENE FES sitecore Designer E sitecore Developer To assign specific rights to a user 1 Danny ha
27. the image item original height the image item Max Image Scale Factor and maximum width of the image item original width the image item Max Image Scale Factor The value is usually from 0 to 1 Min Height Scale Factor The setting makes sense only if the Restrict Min Height setting is selected It is used to calculate the minimum height of an Image Frame item in Page Editor This calculation uses Min Height also The formula is the following minimum height of Image Frame in Page Editor original height of Image Frame Min Height Min Height Scale Factor The value is usually from 0 to 1 Min Height Value This setting makes sense only if the Restrict Min Height setting is selected It takes part in calculation formula The value is in millimeters Min Width Scale Factor This setting makes sense only if the Restrict Min Width setting is selected Min Width Value Min Image Scale Factor This setting makes sense only if the Restrict Min Width setting is selected It takes part in calculation formula The value is in millimeters To restrict the minimum height and width of an Image not Image Frame item in Page Editor The formulas for the calculation is minimum height of the image item original height the image item Min Image Scale Factor and minimum width of the image item original width the image item Min Image Scale Factor The value is usually from 0 to 1 Check box
28. 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 2012 Sitecore All rights reserved Page 49 Adaptive Print Studio Q SI teco re 6 1 Print Studio Templates Folder The Print Studio Templates sitecore templates Print Studio Templates folder is a child folder of the CMS templates folder Templates 4 i Branches J Common Print Studio Templates l Ww Content Merge i Export InDesign connector E J PatternBuilder oO Publishing Engine E DW Processing Jobs CJ system i J Settings Print Studio Mail Message E Print Studio Image E Print Studio RichText Message Print Studio Text Message Note Changing templates and settings may cause system failures We recommend not to apply any changes to the default settings if you don t have good knowledge about the APS module and or without consulting your supplier Media Media and File Path are both standard Sitecore Media item fields 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 2012 Sitecore All rights reserved Page 50 User Manual Q SI teco re Print Studio Attributes Print Studio Attributes High Resolution File Path 6B1D20FE 9A0A 4EB1 A7EC A877039BBF6E jpg
29. value C APSPublishing PublishingCache gt lt setting name PrintStudio PrintDashboardServiceType value InDesignServer gt setting name PrintStudio PrintDashboardServiceMethod value Publish gt setting name PrintStudio PrintResponseType value WithLinks gt setting name PrintStudio PrintServiceProvider value Sitecore PrintStudio WebServices Providers 5itec lt setting name PrintStudio FontsFolderPath value C APSPublishing Fonts gt lt setting name PrintStudio FontsListXmlPath value C APSPublishing Fonts FontsList xml gt lt settings gt General ID Number pooooi Name Document 1 Page width 9 999 9999999999361 Master Master documents Wintersport WinterSportMasl Swatch collection No selection Page height 296 99999999946107 Description Start Date Due Date 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 2012 Sitecore All rights reserved Page 59 Adaptive Print Studio Q SI teco re 7 3 Configuring Report Options in Print Studio Explorer In the PrintStudio config file you can set the report mode that indicates the number of times an image is used The value for the attribute PrintStudio ReportItemMinUsageCount indicates the minimum usages of Images shown in Report tab in Print Studio Explorer mooo PrintStudio config TI P
30. 1 2012 Sitecore All rights reserved Page 10 User Manual Q sitecore Image Frame Settings Setting Max Height Scale Factor Description This setting makes sense only if the Restrict Max Height setting is selected It is used to calculate the maximum height of an Image Frame item in Page Editor This calculation uses Max Height setting also The formula is the following maximum height of Image Frame in Page Editor original height of Image Frame Max Height Max Height Scale Factor The value is usually from 0 to 1 Max Height Value Max Width Scale Factor This setting makes sense only if the Restrict Max Height setting is selected It takes part in calculation formula The value is in millimeters This setting makes sense only if the Restrict Min Width setting is selected It is used to calculate the minimum width of an Image Frame item in page Editor The calculation uses Max Width setting also The formula is the following minimum width of Image Frame in page Editor original width of Image Frame Min Width Min Width Scale Factor The value is usually from 0 to 1 Max Width Value This setting makes sense only if the Restrict Max Width setting is selected It takes part in calculation formula The value is in millimeters Max Image Scale Factor To restrict the maximum height and width of an Image not Image Frame item in Page Editor The formulas for the calculation is maximum height of
31. 6FEC3B 5523 Sear oO Security Created From unknown DQ Syndication i i Item Owner sitecore Admin This the minimal requirement for login Permissions need to be set as in the following example Permissions Item Descendants Read kai kai Q sitecore Result for Item and Descendants applied permissions on User can log in and use materials Read Only Write Not relevant Rename Not relevant Create Delete Not relevant Not relevant Inheritance Not relevant 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 2012 Sitecore All rights reserved Page 77 Adaptive Print Studio Q sitecore 8 7 Media Manager Access Rights The Media Manager users need permissions for the Media Library folders Files and Print Studio Images or child folders and their items The Media Manager functionality can be used according to the permissions applied to the relevant items See the following example Permissions Read Item Descendants Result for Item and Descendants applied permissions on By default the Everyone role grants read access If it does not you can grant read access for the item and or its descendants by setting Read permissions View files Download original Download package Search Write View files
32. Connector Print Studio Explorer and Print Studio Editor This chapter contains the following sections e Print Studio Images Folder e Files Folder e Print Studio Projects Folder in Media Library 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 2012 Sitecore All rights reserved Page 36 User Manual SI teco re 4 1 Print Studio Images Folder The Print Studio Images folder is a child folder of the Media Library folder The Media Manager application uses this folder as the root folder for uploading images The Media Manager automatically presents users with upload lists You can decide if users are allowed to create their own folders Possibly you need to create a specific folder structure that allows users to upload images according to their access rights per folder You can set the access rights for users to dis allow them to create rename delete and reorder folders For more information on setting these rights please refer to the Security chapter Media Library sitecore Admin Files ee Images Assign Security E J Print Studio Images Security shared Catalog Images Account Permissions E Front E sitecore APS Media Manager Write Buttons W X Rename LJ Nicam Images i Magazine Images l Print Studio Projects a Print Studio Images Folders fe X Cr
33. Default the following items are created by installation e High Quality Print e Press Quality e Smallest File Size The Section Data contains the following fields e Name the name corresponds to a joboption as used for PDF Settings e Description the general description of the item usage 3 2 3 Print The Print folder contains by default the Printer item The Section Data contains the following fields e Copies value for number of copies to print e Duplex check box when selected duplex value set depending on printer type Default is cleared e Paper source value for paper source depending on printer type e Paper type value for paper source depending on printer type 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 2012 Sitecore All rights reserved Page 15 Adaptive Print Studio Q SI teco re 3 3 Modules The folder Modules contains the child item InDesign Connector The InDesign Connector folder contains the child folders e Collections e Other Settings e Transformations 3 3 1 Collections The Collections folder contains the following folders e Layer collections e ParagraphStyle collections e Swatch collections 6 Modules i InDesign connector SJ Uw Collections Layer collections ParagraphStyle collections Ww Swatch colle
34. EINE lt printstudioezplorer type Sitecore PrintStudio Configuration 5ettingssection Sitecore PrintStudio Confic E settings hint raw AddToS5ettingsList gt lt setting name PrintStudio MetaFields value Description Start date Due date gt lt Setting name PrintStudio Metasections value ProjectMeta gt mg z z shing PublishingCache gt lt setting name PrintStudio PrintDashboardServiceType value InDesignServer gt lt setting name PrintStudio PrintDashboardServiceMethod value Publish gt lt setting name PrintStudio PrintResponseType value WithLinks gt setting name PrintStudio PrintServiceProvider value S5itecore PrintStudio WebServices Providers Sit lt setting name PrintStudio FontsFolderPath value C APSPublishing Fonts gt lt Setting name PrintStudio FontsListXmlPath value C APSPublishing Fonts FontsList xml gt lt settings gt The image of the following screenshot is used five times Report imageD4 Seta P A a paa 1 PSIPECoOrey Media Ihi 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 2012 Sitecore All rights reserved Page 60 User Manual Q SI teco re 7 4 Configuring Workbox Options By default the Print Studio Explorer and Media Manager application show a workbox You can make the workbox un a
35. If selected it restricts maximum height for all Image Frame items in Restrict Max Height Page Editor Restrict Max Width Check box If selected it restricts maximum width for all Image Frame items in Page Editor Check box If selected it restricts minimum height for all Image Frame items in Page Restrict Min Height Editor Restrict Min Width Check box If selected it restricts minimum width for all Image Frame items in Page Editor 3 1 4 Reset Password Mail Settings The Reset Password Mail Settings are redundant and only available for backward compatibility 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 2012 Sitecore All rights reserved Page 11 Adaptive Print Studio Q SI teco re 3 1 5 Changing URL Settings for Storing Files The URL Settings folder contains two items Image Store Paths and Publish Paths Image Store Paths E Print Studio References Low Resolution File Path C APSPublishing LowResImages Low Resolution Url ed http localhost LowResImages High Resolution File Path C APSPublishing HighResImages High Resolution Url I http localhost HighResImages The Image Store Path settings must be according to the location where the image files are stored on the file server in the network The files are fetched by InDe
36. Inheritance APS uses inheritance to streamline the process of assigning access rights By using inheritance security administrators are spared the tedious task of assigning each role explicit access rights to every item in the content 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 2012 Sitecore All rights reserved Page 67 Adaptive Print Studio Q SI teco re An item can inherit the access rights that have been specified for other items that are higher up the content tree Any item can be configured to inherit the security settings of its parent item A security administrator can for example configure the security settings of a single item and by using inheritance let these settings influence the security settings of all the items that are lower down the content 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 2012 Sitecore All rights reserved Page 68 User Manual 8 3 Security Tools Q sitecore There are several tools available for managing security You can access the security tools through the Sitecore menu Marketing Center Administrator sitecore Admin Content Editor Ei Page Editor Manage your content 3 Prev
37. Rejected 8 Next you can add the other required actions from the templates and continue until the required branch is complete 9 Add the values for Name and Description for the actions 10 Select all required values parameters for the fields of the actions 11 You can rename the branch and drag it to the File Processing folder 12 When a branch is ready you can assign it to the relevant File Processing child folder sitecore Print Studio Files Processing 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 2012 Sitecore All rights reserved Page 46 User Manual Q SI teco re 5 3 Project Branches The Print Studio Projects are created with template items that are gathered in branches The branches are stored in the child folders of the Project Branches folder sitecore templates Branches Print Studio Branches Project Branches The projects branches folder contains the child folders e Print Studio Engine e Print Studio Project e Document Types e Page Types E l Templates k Branches E J Print Studio Branches File Processing E ie Project Branches l print Studio Engine l Print Studio Project E Document Types E l Page Types amp Single page These folders and branches should not be changed and are fundamental for the creation of projects document
38. Sitecore Adaptive Print Studio Adaptive Print Studio 1 1 Administrator Manual October 3 2012 Q SI teco re Adaptive Print Studio 1 1 Administrator Manual Adaptive Print Studio Settings in 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 2012 Sitecore All rights reserved Page 1 Administrator 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 2012 Sitecore All rights reserved Page 2 User Manual Q SI teco re Table of Contents Chapter 1 MNWOdUCUON sors caw ced eee ee tee ERR ew ee et eee eee Rete e eee a eews 3 Chapter 2 Print Studio Libraries 0 0 ene teens 4 2 1 Liprarnes FOJ 2 0 2 4 te ote etter ne eure oe cede neene ke dae aet ee ee oe 5 Chapter 3 Print Studio Settings 0 ee eee eens 6 3 1 Application Settings 06 0 ce eee 7 3 1 1 App Settings 4 h4e2265u56 se bak eeu ed oss aed oes bhek be ees edesenceaae 7 3 1 2 Image Editor SettingS 0 0 eee eee eens 9 213 Print Editor SENGS sae 24 ame ooen ts eoeeaccaateGpmeee es ome ones be E 9 3 1 4 Reset Password Mail SettingS 2 0 eens 11 3 1 5 Changing URL Settings for Storing FileS 0 0 0 0 0c cc eee eee ee
39. Studio WebServices Workflows ExtendedMailAction Sitecore PrintStudio WebServices 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 2012 Sitecore All rights reserved Page 98 User Manual Q SI teco re 9 4 Workflows and Processing Jobs The Media Manager does have a different procedure for getting media items files assigned to a workflow during the upload procedure Of course files can be assigned to workflow after uploading as well In that case the procedure is the same as for other Sitecore items When media items files should get assigned to a workflow during the upload process the Processing Job should have a workflow reference 1 Click the Processing Job that should assign media items files to a workflow See the following example Files Processing H g Convert E Item Settings it T Download Store Type i Upload File System 9 Upload image and convert to JPG E E Upload image and convert to GIF tl 3 Upload images for Print and Web File Type Print Studio Image Ef Upload images for Print and Web Database Type E E Upload file several formats 4 J Publishing Settings E E System 2 For the Section Item Settings find the field Workflow 3 Select the desired workflow i w Files Processing E Item Settings W Convert J Download Store Type unversion
40. These values should not be changed manually 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 2012 Sitecore All rights reserved Page 52 User Manual Q sitecore 6 2 Processing Jobs Templates The Processing Jobs templates are explained in the following paragraphs For creating branches for Processing Jobs it is necessary to understand the template actions Note Changing templates and settings may cause system failures We recommend not to apply any changes to the default settings if you don t have good knowledge about the APS module and or without consulting your supplier D Processing Jobs 4 i Processingltems ttl ga Print Settings El Base Processing Job El Media Processing Job E Print Processing Job E Processing Job Types E E E E 6 2 1 Print Settings The Print Settings values are used as the source for Print Processing Job template drop downs E p Processing Jobs gi Processingltems a Print Settings i lim Settings E lim Export Types E Print Types e Settings for PDF Export Settings e Export Types for Export Type e Print Types Draft and Final are not used 6 2 2 Base Processing Job The Base Processing Job hold the basic values for naming description and type E pe Processing Jobs E3 i Processingl tems itl Sa Prin
41. and convert Desert Copy jpg Override Browse Upload image and convert Jellyfish jpg Override Browse Upload image and convert Jellyfish Copy jpg Override Browse Upload image and convert Koala jpg Override Browse Upload image and convert Koala Copy jpg Override Browse Upload image and convert Lighthouse jpg Override Browse Upload image and convert v x x x x x x x x x x Lighthouse Copy jpg Override Browse Upload image and converrt v Upload Cancel 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 2012 Sitecore All rights reserved Page 58 sar Manual Q sitecore 7 2 Configuring Meta Fields To change the meta fields that appear in the UI in Print Studio Explorer 1 Go to the PrintStudio config file 2 Edit the meta fields by changing the value in the configuration key PrintStudio MetaFields The following screenshots show the config file with the values Description Start date and Due date in the PrintStudio Metafields key and the result in Print Studio Explorer Print Studs F lt Print gt Setting name PrintStudico MetasSections value ProjectMeta lt Setting name PrintStudio PrintHasWorkbox value True gt lt setting name PrintStudio ReportiItemMinUsageCount value 2 gt lt setting name PrintStudio PublishingCachePath
42. aster grids root folder Project branches Print Studio Branches Project Branches Print Studio Project Document branches Print Studio Branches Project Branches Document Types Page branches Print Studio Branches Project Branches Page Types e Default transformation select the default transformation used to map Rich Text Field content to InDesign structured content or vice versa For using transformations see the description further on in this document e Allow content updates from InDesign switch on this check box to allow InDesign users to change content from InDesign When on user access right control whether a user is allowed to make any changes When cleared the changes are not possible regardless user access rights e Projects root folder select the root folder where the Print Studio projects are stored default called Print Studio Projects e Master documents root folder select the root folder where the master documents are stored e Mater grids root folder this field is redundant and only available for backward compatibility e Project branches select the folder containing the Print Studio project branches used to create new projects in InDesign Connector e Document branches select the folder containing the Print Studio document branches used to create new documents in InDesign Connector e Page branches select the folder containing the Print Studio page branches used to create n
43. ation Security View My Toolbar M Hidden Items Raw Values M Standard Fields M Content Tree W Entire Tree E Hl Magazines E Magazine Example El i Books E P Book Validation Rules E Documents E E Magazine 1 E g Pages VEREEN EEE E Front Workflows Magazine Workflow Front Inside C toc State a G Left Page Spread Workflows Sample Workflow Draft E E Snp1 Lock lt r gt E ImageFrame TextFrame TextFrame Ly Right Page Spread Tip Please refer to the Workflow Cookbook or the Workflow Reference manual for more information on how to create a workflow 2 The Magazine Workflow has the following states Draft Edit Review Editing Finalize Review final version Completed Ga Workflows T Product Content Workflow WD Catalog Workflow E Magazine Workflow D Draft J Edit J Review editing Finalize D Review final version Completed 3 For this example David Jones changes the state from draft to edit he checks in a draft version of the magazine in InDesign To work on an InDesign item in a workflow stage just select that 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 2012 Sitecore All rights reserved Page 100 User Manual Q sitecore particular item and click the Open p
44. ction The Administrator Manual is designed for Sitecore CMS system administrators to help them use the Adaptive Print Studio APS module It contains information about settings security and workflow usage for the APS module The document contains the following chapters Chapter 1 Introduction This chapter is a description of the content aims and the intended audience of this manual Chapter 2 Print Studio Libraries This chapter describes the Print Studio Libraries and their location Chapter 3 Print Studio Settings This chapter describes all APS settings Chapter 4 Media Library Items This chapter describes how to use Print Studio folders in the Media Library Chapter 5 Print Studio Branches This chapter describes the Print Studio Branches that become available in CMS after installation Chapter 6 Print Studio Templates This chapter describes the templates that become available in CMS after installation Chapter 7 Configuration and Settings This chapter describes how to configure upload options meta field appearance workbox appearance report options and QR code Chapter 8 Security This chapter describes how to apply security settings for roles and users Chapter 9 Workflows This chapter describes how to use workflows 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 Copyrig
45. ctions oO Other Settinas J Transformations Layer Collections The Layer collections folder by default does not contain Layer collection items You can create these items for example when it is needed to switch on or off a certain layer in a certain language for publishing A Layer collection item can be created from the LayerCollection template sitecore templates Print Studio Templates InDesign connector Other Settings ItemCollections LayerCollection template i InDesign connector B Other Settings 3 l ttemcollections E LayerCollection E ParagraphStyleCollection SwatchCollection Select a collection of Layers that needs to be overruled when publishing the entire project The attributes of the selected layer items are used instead of the values from the master when publishing the entire project ParagraphStyle Collections By default the ParagraphStyle collections folder does not contain ParagraphStyle collection items You can create these items for example to publish a certain ParagraphStyle in a certain language with a 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 2012 Sitecore All rights reserved Page 16 User Manual Q SI teco re different font or fontsize A ParagraphStyle collection item can be created from the ParagraphStyleCollection template siteco
46. d in the Print Editor Settings Below the default values are shown These are the minimal restrictions According to the needed settings and restrictions the values can be modified and will be applied for all users The Print Editor Settings item child of folder App Settings contains the data section 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 2012 Sitecore All rights reserved Page 9 Adaptive Print Studio Q SI teco re Data Data l Snap Show Guides Show Gridlines Show Margins e Snap in Print Studio Editor if selected enables snap functionality by default for all pages e Show Guides if selected shows vertical and horizontal guides on the opened page The guides values are stored in P_Page item and can be different for different pages e Show Gridlines if selected grid lines that are used for snapping margins and guides are also used for Snapping appear on the page e Show Margins if selected shows the inside right outside left top and bottom margins on the opened page The margin values are stored in P_Page item and can be different for different 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 200
47. d in the folder Page Previews sitecore media library Print Studio Projects Page Previews When a new page preview is requested the image is automatically updated This way the user will see the actual status of the image 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 2012 Sitecore All rights reserved Page 39 Adaptive Print Studio Folders 4 i Print Studio Projects We Examples 4 WH Examples hyh Special offer A4 Copy i Documents 4 m Special offer A4 4 8 Pages product flyer Nicam Catalogue TE Examples John Search gt Workbox Note General VALID FROM MOMDAY 04 UNTIL FRIDAY 30 JUNE 2012 20 ON EVERY PRODUCT OF CHOICE FROM THE ENTIRE ASSORTMENT 20 pacu When there is no page preview created with Print Studio Explorer or Print Studio Editor it shows the Snapshot for the page if this is created for the page with InDesign Connector 4 3 3 Snapshots The Snapshot is a preview image of a page or snippet You can for example use the special create snapshot function in the InDesign Connector A preview image is created and this preview can be used the Print Studio Editor to show a preview of a page or snippet The Snapshot images format JPEG are stored in the Snapshots folder sitecore media library Print Studio Projects Snapshots S
48. das bd oe a eee ee oes eee ie ae a 71 8 3 4 ACCESS Viewer ie oi1cg ene obo weed oe ee a ee eee eee Ree BE eee 71 6 50 Conen ECON Jen Jota eede ieie enir need e wes Beare een oxbew esos 72 8 4 InDesign Connector Access RightS 0 0 0 0 ee eee 73 8 5 InCopy Connector Access Rights naana 00 ccc ees 75 8 6 Print Studio Center Access Rights 0 0 0 0 ccc eee 77 8 7 Media Manager Access Rights 0 000 ccc eee eee 78 8 8 Print Studio Explorer Access Rights 0 0 0 0 aa 80 8 9 Print Studio Editor Access Rights 0 0 cc ee eee 82 8 10 Example 1 InDesign Connector and InCopy Security Settings 83 8 11 Example 2 InDesign Connector and Print Studio Security 90 Chapter9 Workflows 0 0 0 0 ee ee eee ee teen eee ens 94 Ol AOE aa 2 445064 pe4n0 6 eee ed dt odo dood 2 pees Ge dnd eee ood 95 9 2 Workflows and Print Studio Applications 0 0 0 0 eee 96 9 3 Setting Configuration E Mail for Print Studio Applications 97 9 4 Workflows and Processing JODS 0 00 ee ees 99 9 5 Workflow Example 1 0 0 ccc eee eee ee 100 9 6 Workflow Example 2 0 00 103 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 2012 Sitecore All rights reserved Page 2 User Manual Chapter 1 Introdu
49. de z systems spool drivers color AdobeRGB1998 icc gt Setting MediaHasWorkbox value True gt ecore PrintStudic WebServices Providers 5itecoreMe r lt settings gt lt media gt 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 2012 Sitecore All rights reserved Page 61 Adaptive Print Studio Folders 4 Print Studio Images 8 Catalog Images ES buttns b W Magazine Images E Chrysanthemum WW Files oe E chrysanthemum Search Desert Workbox PA Desert Copy Note Up Workflow Print Studio 16 1 Product Content Workflow Rewiew Print Studio 19 6 Magazine Workflow Print Studio 1 97 6 Magazine Workflow Prnt Studio 19 6 Magazine Workflow When the workbox key is changed to False website recycle might be necessary and users should clear the cache of the browser 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 2012 Sitecore All rights reserved Page 62 User Manual sitecore 7 5 Adding QR Code You can add QR code images to a snippet The QR code image is rendered dynamically based on the value entered in Sitecore CMS To make QR code image possible you should add a fie
50. default aspx amicontral Sitecore Shell Apolications Dialogs Create a New Branch Select the template that you want to create a branch for E a Branches J common J print Studio Templates E 6 Content Merge E U export S l InDesign connector E J PatternBuilder S l Publishing Engine al P_Rectangle P_Book T P_Content i P_Document E GP Elipse G P Grid I a P_Image E P_ImageFrame Gh s P_line P_List P_MasterGrid E P_MasterGridcell E P_MasterScript P_MasterSnippet w P_Polygon x e 4 Click the P_Page template sitecore templates Print Studio Templates Publishing Engine P_Page template and click Create The new branch is created called P_Page Select the child item of this new branch name Add the values for Name and Description for the actions Select all required values parameters for the fields Oo ON DO You can rename the branch and child page item 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 2012 Sitecore All rights reserved Page 48 User Manual Q sitecore Chapter 6 Print Studio Templates The APS module uses templates that become available in CMS after installation This chapter contains the sections e Print Studio Templates Folder e Processing Jobs Templates Sitecore is a registered
51. describes the available settings for the page item ID Number sets the start value used for numbering and the prefix used for numbering in Print Studio Explorer Manager this field is redundant and only available for backward compatibility Start Date user can set the start date Due Date user can set the due date Select Grids this field is redundant and only available for backward compatibility Select Snippets this field is redundant and only available for backward compatibility This field selects a location of the Snippets layout objects starting from the root location as selected from the Project item level This selection can be done from the Print Studio Explorer interface GridColumnWidth this field value defines the grid columns width for the Print Studio Editor workspace canvas GridRowHeight this field value defines the grid row height for the Print Studio Editor workspace canvas SnapStrength this field value defines the snap strength for working with a grid on the Print Studio Editor workspace canvas HorizontalGuides this field contains the values for the horizontal guides Guides are defined in the Master with InDesign Connector VerticalGuides this field contains the values for the vertical guides Guides are defined in the Master with InDesign Connector Margin this field contains the value for the bleed setting in InDesign Script Reference this field contains t
52. dia item fields Media Meta Data e RTF sample of Rich Text type field that can be used for adding meta data e NumberField sample of Number type field that can be used for adding meta data e ChecklistField sample of Checklist type field that can be used for adding meta data e Designer sample of Single Line Text type field that can be used for adding meta data e Sort Order sample of Single Line Text type field that can be used for adding meta data e Reviewing Submit sample of Checkbox type field that can be used for adding meta data e TestDate sample of Datetime type field that can be used for adding meta data e PrinText sample of Print Text type field that can be used for adding meta data Note The Media meta data section fields can be changed in the template sitecore templates System Media Unversioned File Be aware that changes might cause data loss for previously used fields in Media meta data section For example when the field type and field name is changed Properties Format and Dimensions are both standard Sitecore Media item fields Other e Original Width original width of uploaded image that is needed to apply scaling restrictions and reverting image from scaling back to original width These values should not be changed manually e Original Height original height of uploaded image that is needed to apply scaling restrictions and reverting image from scaling back to original height
53. dles the next state in the workflow can read this comment when clicking the item in the project tree In this case it is Daniel who can open the Right Page Spread in InCopy to review David s work WORKEOX 3 PROJECT CONTENT LE a sutttel ig 8 E e E op E Magazine Example zz d Books lt z f P_Book sz 2 Magazine mi M ydi non reritae pra Jam rem dolopiam volopta di rep E ut acimpor ehenda corlomm a J Pages Db 1 A Front b 2A Front ir ji tur Te adhi acepe corem pebi ace gt amp 4 TOC m rolorpora tum del ea aocpsda mu eles doloris as of essh ui mhgh gt il 4 4 le Pag yalors tiberm parm Hami uj aot opi n uka Poribos pra si officide pel tpiias ijdeo bia natecea Pm wa ome at et Approve Onvned by nobody Sree ir Accept the current item Changed from Draft to Edit Ey sitecore David on 6 28 2012 info minor changes made looks ok After review and or after making changes Daniel can push the project forward by selecting Approve to Accept the current item 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 2012 Sitecore All rights reserved Page 102 User Manual Q SI teco re 9 6 Workflow Example 2 In this example we will work with a workflow for users that are involved in the creation of a product cata
54. ducts sale Region Nor Print Studio Projects Catalogs Catalog ex Catalog Workflow b Wi Magazines Front Print Studio Projects Magazines Magazine Magazine Workflow Search Front Inside Print Studio Projects Magazines Magazine Magazine Workflow Workbox Left Page Spread Print Studio Projects Magazines Magazine Magazine Workflow TOC Prnt Studio Projects Magazines Magazine Magazine Workflow Right Fage Spread Prnt Studio Projects Magazines Magazine Magazine Workflow To configure the workbox for Print Studio Explorer go to the key lt setting name PrintStudio MediaHasWorkbox value True gt in the PrintStudio config file True means workbox available lt Media gt media type Sitecore PrintStudio Conftiguration settingssection S5itecore PrintStudio Conftiguration gt Settings hint raw AddTosettingsList gt lt setting name PrintStudio MaxVisibleUploadsCount value 10 gt lt setting name PrintStudio MaxUploadsCount value 15 f gt lt setting name PrintStudio MediaThumbnailPath value media 0 ashx h 32 amp thn l amp w 32 gt setting name PrintStudio MediaDashboardsServiceType value ImageProcessingService gt lt Setting name PrintStudio MediaDashboardsServiceMethod value Queue ImageJobMethod gt lt setting name PrintStudio MediakesponseType value Notifying gt lt setting name PrintStudio ImageCleanTemp value image gt il w J La os
55. e Delete e edit content e save item e rename items e create items e edit content e save item e rename items e create items delete items Inheritance According to inherited permissions user can edit items The following example shows the setting in which users explicitly are not allowed to see items or folders Permissions Read Item Descendants Result explicit for item applied permissions on Everyone role applies read permissions Read permissions X denied User can log in but does not see folder or item Write Not relevant Rename Not relevant Create Not relevant Delete Not relevant Inheritance Not relevant 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 2012 Sitecore All rights reserved Page 74 User Manual Q SI teco re 8 5 InCopy Connector Access Rights InCopy Connector users can only edit content Text and re use items Read Only Users may not be allowed to see specific items To change that permissions need to be set for Content items Print Studio Projects Libraries Master Documents Media Library images The easiest way to apply these permissions is by applying the needed access rights on folders or root items The following example shows how permissions can be set for items and descendants
56. e extranet Calendar Update Visitor j PRE Security ribbon of the Role Manager Su Too ray ser Manager In the Security Editor you can select the security account that you want to manage 8 3 4 Use the Access Viewer to get an overview of the access rights that have been assigned to the security accounts Security Editor Access Viewer In the Access Viewer you can u sop Wowie a amp a man l a Security Editor Tools e Get an overview of the access rights assigned to each security account for each item in the content tree e See an explanation that describes how the current settings have been resolved E Access Viewer Select d extranet demo e Name E E sitecore i Content Nicam W Globals E R55 Feeds 3 Calendar Events B Layout E Media Library Print Studio System Templates Sitecore is a registered trademark All other brand and product names are the property of their respective holders The contents of p Delete Delete Delete fe Delete fe Delete E Delete 5 Delete 5 Delete Delete mw Delete B Delete Delete Administer 5 Administer Administer Administer E Administer Administer 5 Administer 5 Administer EX Administer 5 Administer Administer this document are the property of Sitecore Copyright 2001 2012 Sitecore All rights reserved Workflow Assigned Workflow Assign
57. e 12 3 1 6 Message Settings n nananana eee eee eens 12 3 1 7 ProjectiID SEUINGS nuda wh eoee ree Chen Ae See ee ROL ee ee a ee ee 13 22 EDOT SaN S c0 cd eden ods oleeee bee ee eee ce eee ek ore Se 14 PEF O 24 4 64 p2 o8 oe eee pete bee eeu os bees seu Saha aera eer eases oe 14 TPA POF eyed oe ee Se E Bee ee eee eed E oe ee ee ee E EES 15 co aya ed ee eee ee ee ne ee ee ee ee 15 39 MOGs 06525054 EErEE nE EEEE EEEE EAE E E tiene y eee onee 16 3 3 1 CollectionS aik esarisrkingreii ee ee eee eens 16 332 Other SCUINGS on lt ercen0 enoenue enews Beau PaEE ee eee eee eeteeeeneews 17 3 3 3 Transformations 23 6 at bee ead wd heed 64a SSdh eas OP eee Ak ore ees Se 22 3 3 4 Specific Project Attributes 0 0 eee nes 24 3 4 Pattern Builder 0 0 ee eee eens 29 35 Files Processi cs twee ee ee nee BU ew eee dae ee ee ee eo we 30 3 5 1 Adding Convert Download or Upload Processing Job 05 30 3 5 2 Duplicating Processing JODS 0 ccc ee eens 31 3 5 3 Modifying Processing JOOS 0 cc ee eens 32 3 6 Publishing Settings 2 lt cc0ccc anextacerdaes ueuedhedeondanecd stew Saa6 34 Chapter 4 Media Library Items 0 0 0 eee eee eens 36 4 1 Print Studio Images Folder 0 0 ccc eee 37 42 Files Folder isemi iamai epee ated Eaa se eek my A de ede ee a 38 4 3 Print Studio Projects Folder in Media Library 0 0 0 0 0 cee eee 39 4 3 1 Master Documents 1 0 0 0 0 0 eee
58. e Processing aS Convert aS Download 3 Upload File aS Upload Image For example in the branch Upload File the action P_Check File size in the branch Upload File has the parameter shown in the following screenshot In this case the upper limit file size is set to 150 mb This means that files of more than 150 mb are not accepted which means that they are not uploaded to the system El A Branches Description E w Print Studio Branches File size maximum 150mb fal DW File Processing E SS Convert aS Download e5 Upload File E name E P_Check File size E gf P_Actions fl P_Check Input file aS Upload Image The parameters that control the processing of files are arranged in the following branches e The Convert Branch sitecore templates Branches Print Studio Branches File Processing Convert is based on the processing jobs templates The branch contains actions for converting images The process job actions are active when relevant parameters are selected e The Download Branch sitecore templates Branches Print Studio Branches File Processing Download is based on the processing jobs templates The branch contains actions for converting and downloading images The process job actions are active when relevant parameters are selected 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 propert
59. e Upload Type the upload type of the list can be Print Studio Image or File e Workflow Sitecore workflows can be selected to assign a media item automatically when the Processing Job is used for uploading e Is For Web when check box is selected the image is only available for web use In the Print Studio Image editor the image can be modified When check box is not selected the image is used for print and can not be opened in the Print Studio Image Editor e Upload Folder if a file must be uploaded to a folder child of the selected folder for example the name of the folder can be defined For example web Processing Result Messages e Process Ready the standard e mail process ready message of the report e mail message can be selected here e Process Rejected the standard e mail process rejected message of the report e mail message can be selected here 6 2 4 Print Processing Job E H Processing Jobs H Processingltems a Print Settings E3 B Base Processing Job E3 a Media Processing Job El Print Processing Job lim Book and Document Settings lim PDF Settings Es lim Downloads Book and Document Settings Remove Book and Document file after publishing this field is not used It is kept for backward compatibility PDF Settings e PDF Export Setting determines the quality of the document Default values are Smallest File Size High Quality Print Press Quality If nothing i
60. eate Delete 4 Catalog Images WW Front 8 Buttons 8 Nicam Images EE Magazine Images WE Backgrounds WE Business Files Search 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 2012 Sitecore All rights reserved Page 37 Adaptive Print Studio SI teco re 4 2 Files Folder The files folder available in the media library is used as root folder by Media Manager for uploading of files other than images The Media Manager automatically presents the users an upload list for such files when the folder is selected for uploading of files Also when users create child items of the files folder only that upload list can be used You can decide if users are allowed to create their own folders or that a specific folder structure needs to be created and that users only can upload files according to their access rights per folder For more information refer to the Security chapter l Folder E sitecore Options amp content a Bar wo E Media inary Upload Files Upload Files New Folder Oris Advanced W Images LJ Print Studio Projects Print Studio E System Folders it E Templates E Print Studio Images Wi Files Search ef Workbox Sitecore is a registered trademark All other brand and product
61. ecurity This chapter describes how security settings can be applied for roles and users having access to one or more applications of the APS module This chapter contains the sections e Adaptive Print Studio Security e Assigning Roles Users and Access Rights e Security Tools e InDesign Connector Access Rights e InCopy Connector Access Rights e Print Studio Center Access Rights e Media Manager Access Rights e Print Studio Explorer Access Rights e Print Studio Editor Access Rights e Example 1 InDesign Connector and InCopy Security Settings e Example 2 InDesign Connector and Print Studio Security 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 2012 Sitecore All rights reserved Page 64 User Manual Q SI teco re 8 1 Adaptive Print Studio Security The APS module uses the Sitecore domain and the CMS security model to apply access rights for roles and users Security settings can be applied with the CMS Security Editor and reviewed with the Access Viewer The creation of roles and users can be done exactly the same as for the CMS with use of the Role Manager and User Manager applications Please refer to the Security Administrator s Cookbook for more detailed information on creating users roles and setting security in Sitecore The Security Administrator s Cookbook is designed to give securi
62. ed Page 96 User Manual Q sitecore 9 3 Setting Configuration E Mail for Print Studio Applications E mail actions allow you to send e mail reports to users from the Print Studio applications Media Manager Print Studio Explorer and Print Studio Editor The template type Email action is based on the sitecore templates System Workflow Email Action template This template contains the following fields Field Description Example To The e mail address of the recipient jd sitecore net From The e mail address of the sender printstudio aps com Subject The subject of the e mail site Name workflow notification state of the Sitem Name item had been changed Message The message Time time State of the item Name item located at item Paths Path had been changed from state DisplayName to nextState by user Profile FullName processor DisplayName Comment comment Mail server The SMTP server that is used to send the e localhost mails Type Use this field to override the provided NET Sitecore PrintStudio WebServices Workflow implementation method with a custom method s ExtendedMailAction Sitecore PrintStudio WebServices For example when the workflow assigns a review stage to a user The user receives an e mail message that notifies him her of the workflow state change To add an Email action to a Workflow state 1 Navigate to the Workflow state In this example we add an E
63. ed Workflow Assigned Workflow Assigned Workflow Assigned Workflow Assigned Workflow Assigned Workflow Assigned Workflow Assigned Workflow Assigned Workflow Assigned Workflow Assigned Adaptive Print Studio Q siteco re 8 3 5 Content Editor There are also some important security tools available on the Security tab in the Content Editor 6 Home Navigate Review Analyze Publish Versions Configure Presentation fE My Toolbar Developer In the Content Editor you can e Assign access rights to security accounts that give them access to individual items in the content tree e Get an overview of the roles and users that have access rights to individual items in the content tree e Change the ownership of items 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 2012 Sitecore All rights reserved Page 72 User Manual 8 4 Q sitecore InDesign Connector Access Rights InDesign Connector users use items from several folders Therefore permissions need to be set on Content items Print Studio Projects Libraries Master Documents Media Library images The easiest way to apply these permissions is to apply the necessary access rights on folders or root items Then the permissions can be set for items and descendants See the following example Permissions lite
64. ed shared _ Upload File System E Upload image and convert to JPG E Upload image and convert to GIF Upload Type 4 Upload images for Print and Web Print Studio Image E Upload images for Print and Web D 4 9 Upload file several formats E p Publishing Settings E System Sample Workflow 4 Save the selection 5 Now every media item file uploaded with this Processing Job will be assigned to that workflow 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 2012 Sitecore All rights reserved Page 99 Adaptive Print Studio Q SI teco re 9 5 Workflow Example 1 In this example we will apply a workflow to the group of users in the example of chapter seven There are three different users that work on an article for a magazine David Jones an InDesign user who needs to create the article in PDF The authors Daniel Jefferson John Doherty who needs to review and add some changes in content The author finalizes the content and the InDesign user finishes the article formatting e Lillian Moore the editor who reviews the draft To assign an item to a workflow 1 Inthe content tree select the Magazine item Add a workflow to the Magazine item In this example we use the Magazine workflow SSSA x Home Navigate Review Analyze Publish Present
65. esign Connector HLInfo this field contains the value defining hyperlink information for Flash interactivity animation The value is defined by use of InDesign Connector PageXml this field contains the value defining hyperlink information for Flash interactivity animation The value is defined by use of InDesign Connector Pattern Builder The Pattern Builder folder is redundant It is kept for backward compatibility 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 2012 Sitecore All rights reserved Page 29 Adaptive Print Studio SI teco re 3 5 Files Processing The Media Manager uses so called Processing Jobs for uploading converting and downloading Processing Jobs are lists created in branches containing actions that are processed when you upload or convert one or more files The Processing Jobs are divided into three groups e Convert the Processing Jobs used for Conversions are stored in the Convert folder e Download the Convert and Download Processing Jobs are stored in the Download folder e Upload the Upload Processing Jobs are stored in the Upload folder WJ Files Processing vd Convert E convert to IPG E E Convert to GIF ow Download E a Convert to JPG Convert to GIF 6 Upload j Ei Upload image and convert to JPG a g Upload image
66. et hrisi HA hra sitecore net a Admin sitecore sitecore Admin Administrator hyhi sitecore net Sitecore Administrator en a Apsa sitecore sitecore Apsa Apsa hew sitecore net a Audrey sitecore sitecore Audrey Audrey kha sitecore net en a demo sitecore sitecore demo dema hyh sitecore net ia rii jA Page 1of 3 33 item In the User Manager you can 8 3 2 Use the You can Create and edit users Delete users Change the password of users Enable and disable users Open the other security tools Role Manager Role Manager to create and manage the roles that you want to assign the users of your system access the Role Manager through the Security Tools menu or by using the button in the ribbon of the User Manager In the Role Manager you can Sitecore Create and delete roles Add members to and remove them from a role Make a role a member of and remove it from another role Open the other security tools 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 2012 Sitecore All rights reserved Page 70 User Manual Role Manager extranet Nicam 8 3 3 Use the Security Editor to manage the access rights that roles and users have to the items in the content tree You can access the Security Editor through the Security Tools menu or by clicking the button on th
67. ew pages in InDesign Connector 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 2012 Sitecore All rights reserved Page 18 User Manual Q SI teco re Images Viewer eI Images viewer Images viewer start node Media Library Images e Images viewer start node select the root folder from which the images are shown in the Images viewer panel of the InDesign Connector Template Browser Z Template browser Template fields 25 Field types S Z UJ Analytics Multi Line Text J Custom Types Single Line Text a J Simple Types 2 W List Types Link Types 2 J Developer Types System Types J Deprecated Types e Template fields field types selected for data adding on snippets Soft Texts a _ Soft texts Shore as plain bext Soft beats templabe Templates Print Studia Templates Publishing Engine P_Text Soft texts fiekiname Content Soft texts root folder e Store as plain text when selected the static texts created from InDesign are stored as plain text and will not contain any formatting information In such a scenario formatting of the content will not be saved e Soft texts template select the template to use when a new soft text item is created You can change the default template P_ Text but note that this makes some functionali
68. ext here for the D200x Some additional text lt p gt The content has two paragraphs The first is tagged with a style called W_ProductText the second is tagged with a style called PW_BodyTekxt Besides that the words featuring a high performance is tagged as bold with the lt strong gt element To format the content to InDesign 1 We need to map the paragraph element lt p gt to the corresponding InDesign element which is lt ParagraphStyle gt 2 Besides that we need to map the Class attribute with the Style attribute we also need to map the style names This will result in a paragraph in InDesign with the corresponding style applied To accomplish this we create a formatting set as described earlier We add a FormattingElement and fill in the appropriate values Ley ne oe Sue rs ELOTE ALI B paragraph 2h stvie Pabold XML Name shared a Pa subscript ParagraphStyle J Data tyles XHTML Name shared p 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 2012 Sitecore All rights reserved Page 23 Adaptive Print Studio Q SI teco re 3 Then we need to map the class attribute with the style attribute Therefore adda TransformationAttribute as described earlier and fill in the values i eapar apap Attributes iystvie pabold XML Attribute i T
69. files e Media Library Images the images root folder that gives access to folders and images e Project Manager Folder the projects root folder that gives access to folders and Print Studio Projects e Default Skin the default skin for Print Studio Center applications If no skin is selected for a user Print Studio User profile it uses the default skin 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 2012 Sitecore All rights reserved Page 7 Adaptive Print Studio Q SI te CO re Media E Media Media Meta Section Name Media meta data Image Template Templates Print Studio Templates Print Studio Image Validate Referred Items Delete Note Media Meta Section Name the name of section that is added to media files and is visible in the Media Manager meta Image Template the template used for creating Print Studio Image media items This template uses additional fields needed for print output Validate Referred Items Delete with this checkbox you can choose to perform a search for items that are referenced somewhere else in Sitecore when deleting an item image file or folder in Media Manager If the image the file or any of the folder s descendants is referenced somewhere in Sitecore a dialog box displays a warning The user needs to confirm deletion
70. ger Default only the file name is added The first part of the path is read from the Image Store Paths item sitecore Print Studio App Settings Url Settings Image Store Paths This makes it easier to find the images when location is changed e For Web check box when selected the image is created for web usages and will not become available for print usages The web image is stored in database and can be modified with the Image Editor feature of the Media Manager When the check box is cleared the image will be available for print usages and presented in the Image Browser of the Print Studio Editor e Reference Store Paths the Image Store Paths item s values are added here when an image or file is uploaded The Image Store Path item referenced from the Processing Job is used Means the path can easily be changed for images if these images must be placed on different locations in the network Image The fields Alt Width and Height are standard Sitecore Media item field Edit Info Convert History and Is In Sync are both kept for backward compatibility 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 2012 Sitecore All rights reserved Page 51 Adaptive Print Studio Q SI te CO re Information The fields Title Keywords Description Extension Mime Type and Size are standard Sitecore Me
71. ghts for AS you can see in the screenshot Daniel can only edit the Left and Right Page Spread WORKBOX ia gt pt Catalog Workflow y T Sample Workflow lt z hij Daf gt Left Page Spread gt L Front inside b gt Tet Frame p L Toc gt L1 From lt z haj Edit sz L_ Right Page Spread ia To see how the access rights in this example could be handled in a workflow setting see Workflow Example 1 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 2012 Sitecore All rights reserved Page 89 Adaptive Print Studio 8 11 The following users work on the creation of a product catalog Q sitecore Example 2 InDesign Connector and Print Studio Security e InDesign User Margaret Densmore responsible for the creation of a press ready catalog e Photo Editor Tom Jeffrey responsible for the photos for the catalog e Sales Manager Linda Salling e Sales Employee Danny Kensinton and Jeremy Polsen who need to work with the catalog and personalize the content for specific customers For the users that work on the product catalog you need to create and assign the following roles Role APS Center User Description This role gives access to APS applications and read access to Print Members Danny Jeremy Studio folder in the core database APS Media Manager APS Cen
72. gn master file s used for layout This selection can be done from the Print Studio Explorer interface Location Grids this field is redundant and only available for backward compatibility Location Snippets this field selects the root location of the Snippets layout objects This selection can be done from the Print Studio Explorer interface Start Item Data this field is redundant and only available for backward compatibility Name the name of the project Does not influence the InDesign Connector Description the description of the project Does not influence the InDesign Connector Units sets the unit if measurement for the project Is automatically created from the InDesign Connector Do not change this setting Start Item Images this field is redundant and only available for backward compatibility previous versions of InDesign Connector Startitem this field is redundant and only available for backward compatibility Footnote this field can be used to add content that should be repeated on several pages of a document The content needs to be fetched with use of scripting Low res setting the name of the default PDF export setting when creating a PDF with low resolution images High res setting the name of the default PDF export setting when creating a PDF with high resolution images Book Item Settings The attributes used in a Book item Name the name of the book Does not infl
73. he XML name and XHTML name fields Note If you want to map the values of certain attributes also you need to add one or more TransformationAttribute items to the selected TransformationElement To do so add an item by using the sitecore templates Print Studio Templates InDesign connector PatternBuilder Transformation TransformationAttribute template Note You can also create your own logic to transform the content Please refer to the Using Script Objects manual 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 2012 Sitecore All rights reserved Page 22 sar Manual Q sitecore An Example The following example shows the content as it is stored in Sitecore by using a rich text field In preview mode D ti Pro level D SLR featuring a high performance 10 2 MP DX format CCD Nicam s exclusive Image Processing Engine and continuous firing up to 5 fps Some new text here for the D200x som additional text In XHTML mode ie Sitecore Webpage Dialog bee Sm if S u uum f lt p class PW ProductText gt Pro level D SLR lt atrong gt featuring a high performancec strong gt 10 2 MP DX format CCD Nicam s exclusive Image Processing Engine and continuous firing up to 5 fps lt p gt lt p class PW BodyText gt Some new t
74. he new role For this example we create two roles APS IDC Designer and APS ICC Editor In the Domain field select the domain that this user should belong to E Sitecore Webpage Dialog http localhest sitecore shell xaml Sitecore Shell Applications Security Rol Create a new role The role name can only contain the following characters A Z a z 1 9 and space Role Name APS IDC Designer The new role is added in the Role Manager window In this case David is the APS IDC Designer Select the user for the role Select an Account Select a role or a user Account Type Roles i Users Drag a column to this area to group by it Search s Domain Local Name Full Name Email Comment default a Anonymous default Anonymous extranet a Anonymous extranet Anonymous sitecore Admin sitecore Admin Sitecore Administrator sitecore Daniel sitecore Daniel ssa _ sitecore a John sitecore John sitecore Lilian sitecore Lilian 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 2012 Sitecore All rights reserved Page 84 User Manual Editor role Role Manager g Sitecore Webpage Dialog a E http ecalhest sitecore shell xaml Sitecore Shell Applications Security RoleManager Domains Usi sitecore Analytics Gontent Pr
75. he value of the selected script When a script is selected for this field the script is processed when the document item is published Select Data this field is redundant and only available for backward compatibility Select Additional Data this field is redundant and only available for backward compatibility Skip when selected the document will not be published Name the name of the document item Does not influence the InDesign Connector Description the description of the document item Does not influence the InDesign Connector Flow this field is redundant and only available for backward compatibility Number the page number used to identify the page MasterPrefix the master prefix corresponds to the master prefix of a master page in InDesign This value is automatically filled in when assigning a master page to a 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 2012 Sitecore All rights reserved Page 28 User Manual Q SI teco re 3 4 MasterBase the name of the master page corresponds to the Name field in InDesign see image above Width this field contains the width of the page in mm or pixels as defined by saving the Master with InDesign Connector Height this field contains the height of the page in mm or pixels as defined by sa
76. her way around when saving the content from InDesign 3 3 4 Specific Project Attributes Most of the attributes are maintained from the InDesign Connector You can of course change them in Sitecore but eventually might be overridden from the InDesign Connector usage However some of the 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 2012 Sitecore All rights reserved Page 24 User Manual Q SI teco re settings in a project can be controlled from Sitecore to influence the production of the InDesign document This only applies to the structure inside a Print Studio Project 3 Print Studio Ww Print Studio Projects _ sampe project LI Books SP Book J Documents EB sample document 1 Wl Pages k Page _j Page Project Item Settings When creating a new project a branch is used to create the structure and settings The following descriptions explain more about the attributes item fields and values used in a Project item ID Number sets the start value used for numbering and the prefix used for numbering Manager this field is redundant and only available for backward compatibility Start Date user can set the start date Due Date user can set the due date Location Masters this field selects the root location of the Masters InDesi
77. holders The contents of this document are the property of Sitecore Copyright 2001 2012 Sitecore All rights reserved Page 31 Adaptive Print Studio Q SI teco re 1 Select the required Processing Job Files Processing G convert 5 Download wg Upload a 3 Upload image and convert Oe E Upload image and convert _ 8 upload images for Print and Cut o Upload images for Print an Bo Copy E upload file several forma paste a g Publishing Settings i 9 System D Date B E Templates Delete Ti Rename Copying gt Sorting d 2 Refresh 2 Click Duplicate 3 Enter a name for the new Processing Job 4 Confirm with OK 3 5 3 Modifying Processing Jobs You can modify all Processing Jobs Simply change the parameters for actions or remove specific actions from the list Modifying Actions Examples To modify Processing Job actions 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 2012 Sitecore All rights reserved Page 32 User Manual 1 Select the required action on the Processing Job z Uv Files Processing Created From unknown S VD Convert Item Owner sitecore admin amp J Download upload E E Upload image and convert to JPG Name E E Upload image and convert to GIF E Upload images for Print and Web File T
78. ht 2001 2012 Sitecore All rights reserved Page 3 User Manual Q SI teco re Chapter 2 Print Studio Libraries This chapter describes the Print Studio Libraries and their location Libraries can for example contain paths to selections of content items and page layout snippets that are centrally stored in the Sitecore CMS This chapter contains the following section e Libraries Folder 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 2012 Sitecore All rights reserved Page 4 User Manual Q SI teco re 2 1 Libraries Folder The Libraries folder sitecore Print Studio Libraries is a child folder of the Print Studio folder This folder contains all library folders used for the APS module J print Studio l J Print Studio Projects i App Settings oO Export Settings iW Libraries iW Content merge library E Grids library iw Patterns library Scripts library D Snippets library Soft texts library Tasks library The following libraries are installed by default Content Merge Library this folder stores all Content Merges and can be re used in any other project Content merge items allow you to fetch content from several items and fields and merge those contents into one single text frame in an InDesign production Grids Library this library is
79. ialog l xj http localhost sitecore shell xaml Sitecore Shell Applications Security EditUser asp Edit User Edit the information about the user Language Settings Sitecore Client Client Language Default i ttp localhos Internet Protected Mode Off g 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 2012 Sitecore All rights reserved Page 66 User Manual Q SI teco re 8 2 Assigning Roles Users and Access Rights For APS you use security accounts to control the access that users have to the items content and functionality that APS contains After you have created a user we recommend to assign them one or more of the roles This avoids having to set the required access rights for every new user A role contains a set of access rights to the various items that make up your APS installation as well as permission to use the various tools that APS contains By assigning roles to users you simplify the security administration process The roles that a user is assigned determine the access rights that the user has You can easily create new roles and give these roles the appropriate access rights to the items and functionality that the Web site contains If a user is a member of several roles they are given the accumulated access rights of all the r
80. ies item by modifying it in the template sitecore templates Print Studio Templates System Template browser Template browser settings To add another field use the name Library start node 2 to add another use the name Library start node 3 and so on You can select the values in items after creating the fields in the templates 3 3 3 Transformations Rich Text field in Sitecore use the internal format XHTML In InDesign this format is not sufficient and therefore we use Print XML To be able to work with both we need to transform the Print XML to XHTML when saving content back from InDesign to Sitecore and transform XHTML to Print XML when publishing content from Sitecore to InDesign This formatting is done by using a set of transformations a so called Transformation Set These transformation sets are stored in the sitecore Print Studio Modules InDesign connector Transformations folder To create a new transformation set 1 Select the Transformations folder 2 Add anew item by using the sitecore Print Studio Modules InDesign connector Transformations TransformationSet template Select the new Transformation Set item Change the name if you are going to use different sets 4 Now add an item to the selected item by using the sitecore templates Print Studio Templates InDesign connector PatternBuilder Transformation TransformationElement template 5 Fillin the XML element name and the corresponding XHTML element name in t
81. iew J Configure marketing as Debug features Media Library nea Search Engine Optimization Maintain media content i a Carousel Developer Center l Create new functionality af Recyde Bin Sitecore Analytics Fo Search 3 All Applications gt The tools available for managing security are Analyze visitor behavior D Workbox Security Editor Grant and revoke permissions M Control Panel Template Manager Create new templates 7 Development Tools Publish Site Publish your content 4r Reporting Tools User Manager Role Manager Security Editor Access Viewer Content Editor 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 2012 Sitecore All rights reserved Page 69 Adaptive Print Studio Q SI teco re 8 3 1 User Manager You can use the User Manager to create and manage the users that have access to the system User Manager Te _ Md Serialize User 84 Serialize All Users B t User ay Revert All Users Gerjalizaton auon User Name Domain Fully Qualified Name Full Name Email Comment Language Locked a Anonymous default default Anonymous a Adobe extranet extranet Adobe hyh sitecore net a Anonymous extranet extranet Anonymous a demo extranet extranet demo demo hyh sitecore net a hrisi extranet extran
82. ining sitecore Analytics Reporting EST TO Oe aes eee a sitecore APS Center Sales Manager rag a COIUMN TO Ts area To grouo OV IL Searcn sitecore APS Center User Full Name pe ir maeltee sitecore Lilian For this example we want the InCopy content authors Daniel Jefferson and John Doherty to be responsible for a specific section of the magazine To assign access rights for users without role membership to assigned pages 1 Use the Security Editor to manage the access rights that roles and users have to the items in the content tree Navigate to the user in the top panel Navigate to the Magazine in the Content tree and grant John write rights for the Front page and the TOC Security Editor Roles and Users E Print Studio E i Print Studio Projects W Catalogs E Magazines E Magazine Example E l Books E amp P_Book E i Documents S Magazine 1 E El Pages 0 Front Lj Front Inside TOC Left Page Spread Read Write Right Page Spread Read Write 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 2012 Sitecore All rights reserved Page 88 User Manual Q SI teco re 2 In this example Daniel should be granted the write rights for the Left and Right Page Spread When Daniel logs into Sitecore in InCopy the red dots indicate the items Daniel only has read ri
83. itecore 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 2012 Sitecore All rights reserved Page 40 User Manual Q sitecore Chapter 5 Print Studio Branches The APS module uses branches that become available in CMS after installation This chapter contains the following sections e Branches e File Processing Editing Branches e Project Branches 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 2012 Sitecore All rights reserved Page 41 Adaptive Print Studio Q SI teco re 5 1 Print Studio Branches The APS module uses branches that are stored in the Print Studio Branches folder The Print Studio Branches folder contains the child folders e File Processing e Project Branches B Templates a Ka Branches oO Print Studio Branches LJ File Processing 4 H Project Branches 5 1 1 File Processing The File Processing branches are based on the processing jobs templates sitecore templates Print Studio Templates Processing Jobs A branch contains the actions for that specific processing job The process job actions contain parameters that can be selected to control the processing of files El P Branches E il Print Studio Branches E w Fil
84. ive holders The contents of this document are the property of Sitecore Copyright 2001 2012 Sitecore All rights reserved Page 12 User Manual Q SI teco re e Process file upload Ready item for adding text that describes the result of the upload process when successful that will appear in relevant e mail reports sent from Media Manager e Process files upload Rejected item for adding text that describes the result of the upload process when unsuccessful that will appear in relevant e mail reports sent from Media Manager e Process Ready item for adding text that describes the result of the conversion process when successful that will appear in relevant e mail reports sent from Media Manager e Process Rejected item for adding text that describes the result of the conversion process when unsuccessful that will appear in relevant e mail reports sent from Media Manager e Processing Subject item for adding text that describes the processing subject of the e mail and will appear in relevant e mail reports sent from Media Manager e Publishing Ready item for adding text that describes the publishing process when successful and will appear in relevant e mail reports sent from Print Studio Explorer or Print Studio Editor e Publishing Rejected item for adding text that describes the publishing process when unsuccessful and will appear in relevant e mail reports sent from Print Studio Explorer or Print Studio Edit
85. kept for backward compatibility for InDesign Connector previous versions It is not used in the APS module Patterns Library this library is kept for backward compatibility for InDesign Connector previous versions It is not used in the APS module Scripts Library this folder stores all Script items and can be re used in any other project You can assign a script item to a document pages folder page snippet text frame or image frame item P_Line P_ Path P_Ellipse P_ Rectangle P_Polygon and P_ImageFrame Snippets Library this folder stores all Master Snippet items and these items can be re used in any other project A snippet is a collection of page items text frames images and so on that publish the contents of a content item Snippets are created with InDesign Connector and can be used in the InDesign Connector InCopy Connector and Print Studio Editor Soft texts Library this library is kept for backward compatibility for InDesign Connector previous versions It is not used in the APS module Tasks Library this folder stores all task items that are used in the InDesign Connector 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 2012 Sitecore All rights reserved Page 5 we Q sitecore Chapter 3 Print Studio Settings This chapter describes all APS settings
86. l Subject the selected e mail subject for the Print Processing Job You can create more mail header items if necessary e Ready Message the selected e mail ready message for the Print Processing Job You can create more mail header items if necessary e Reject Message the selected e mail reject message for the Print Processing Job You can create more mail header items if necessary Section Downloads e Download File this check box is redundant and only available for backward compatibility e Export Type the export type is PDF by default Section Result Settings e Store High Resolution inherited from the Base processing job template used in Media processing job and irrelevant for Print processing job e Store Low Resolution inherited from the Base processing job template used in Media processing job and irrelevant for Print processing job 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 2012 Sitecore All rights reserved Page 35 nthe Q sitecore Chapter 4 Media Library Items The Media Library contains Print Studio folders after installing the APS module There are folders used for storing image and file media items by use of the Media Manager application Besides that there are folders used for storing publishing related files for InDesign Connector InCopy
87. ld of type QR Code Image to a new or existing template item Go to the Image frame and its Image item in the snippet and set the Item Reference field to the content item Set the Item Field to the name od the QR Code field Print Analytics Report Filter Tracking Custom Types bd QR Code mage Simple Types Checkbox Date Datetime File Image Integer Multi Line Text Number Password Rich Text single Line Text Word Document p G l x x Single Line Text In the example below the QR code image is rendered based on the value http www sitecore net When the QR code is scanned the URL http www sitecore net is loaded E sitecore E g content E j Home E Products p sR F D200 m 03 Fe D300 Fe 03x Fe Dao F DEO E Bpas E A Layout E E Media Library W Files E i Images 2 GP content QR Code unversioned shared http www sitecore net Browse Properties Open Media Library Edit Image Clear Refresh Button unversioned shared Images Print Studio Images Catalog Images buttons image15 Dimensions 600 x 600 Warning Alternate Text is missing 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 2012 Sitecore All rights reserved Page 63 User Manual Q SI teco re Chapter 8 S
88. le template is a standard Sitecore template item used for configuring the actions for checking the input file It contains the fields Name Description and Allowed Extensions Use the name field for giving the process list a recognizable name in the Sitecore tree for branches Use the description field for creating an action description for showing in the upload or download list for branches shown in list of Media Manager upload or download screen Check boxes are added for selecting the input format The formats EPS PSD TIF JPG are supported for Image conversion The formats DOC MP3 PDF ZIP EXE DOCX WMA AVI INDD HTML XML SWF WMF and WMV are supported for uploading files without conversion P_Check Resolution high or low The P_Check high or low template is a standard Sitecore template item that is used for configuring the actions for checking the files Resolution It contains the fields Name Description Lower limit resolution and Upper limit resolution Use the name field for giving the process list a recognizable name in the Sitecore tree for branches Use the description field for creating an action description to be shown in the upload or download list for branches shown in list of Media Manager upload or download screen The P_Check Resolution high or low template is used to make the resolution range selectable Files selected with a resolution outside that range will not be uploaded downloaded Set the parameter
89. lename the value of this field is used for the SWF file name Do not change this value without knowledge of the InDesign Publishing Engine 1 1 Reference Manual e Repaginate set to True when you want to repaginate the published file e PrintBook set to True when you want to print the published file e PrintPreset the name of the print preset used when the PrintBook field is set to True The Print preset is created in InDesign File gt Print presets e PageOrder controls the page order start number Previous means start from previous document in book Odd means start on odd page Even means start on even page When no value is inserted Odd will be used default e BlankPage when set to True a blank page is added to document When no value is inserted False will be used default e AutoUpdate when set to True the book is updated according to page order Values True False when no value is inserted True will be used default e ConvertVars field can contain values True or False When set to True the variable will be converted When set to False index variables are not converted to text For more information see the InDesign Publishing Engine 1 1 Reference Manual e Flash export this field selects the Default settings item The Default settings item contains all default values used for generating a Flash SWF file e ExportBookPDF this field is redundant Document Item Settings When creating a new d
90. log The following users are involved 1 Media Manager workflow assigned to first processing job Images Uploaded by Tom approved by Linda 2 Project created by Margaret approved by Linda Document North edited by Danny Document South edited by Jeremy 3 Sales Employees are allowed to change front page content text and image Besides that they can chose the snippets they want to use on pages and the order of products The users assigned to the project need to receive e mail messages when the Workflow state changes The Catalog Workflow that is assigned to this project exists of four stages Draft Review Edit and Completed E Gs Workflows Ga Product Content Workflow E Catalog Workflow Draft Approve El Review Approve E Reject Edit Approve Completed x Reset Gi Magazine Workflow Gs Sample Workflow To add an Email action to a Workflow state 1 Navigate to the Workflow state In this example we add an Email action to the Approve action of the Draft state of the Catalog Workflow E G Workflows Ga Product Content Workflow E Ga Catalog Workflow Draft gt Approve 2 Click Insert from Template Navigate Review Analyze Lof 1 cay i tea 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 2012 Sitecore All righ
91. m Read Write Descendants Result for Item and Descendants applied permissions on By default the Everyone role grants read access If it does not you can grant read access for the item and or its descendants by setting Read permissions e edit content e save item Rename edit content e save item e rename items Create e edit content e save item e rename items create items Delete edit content e save item e rename items e create items delete items Inheritance According to inherited permissions user can edit items If you don t want to apply access rights to root items it is also possible to make choices for each separate folder and item Permissions Item Read Descendants Result explicit for item applied permissions on By default the Everyone role grants read access If it does not you can grant read access for the item and or its descendants by setting Read permissions Write e edit content e save item 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 2012 Sitecore All rights reserved Page 73 Adaptive Print Studio Permissions Rename Item Descendants Q sitecore Result explicit for item applied permissions on e edit content e save item e rename items Creat
92. mail action to the Approve action of the Draft state of the Catalog Workflow E Bs Workflows E JB Product Content Workflow E Ga Catalog Workflow E amp Approve 2 Click Insert from Template Navigate Review Analyze lof 1 cay 7 ae 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 2012 Sitecore All rights reserved Page 97 sitecore Adaptive Print Studio 3 Navigate to Email action in the Workflow folder and click Insert g Sitecore Webpage Dialog x E http ocalhost sitecore shell default aspx xmlcontrol AddFr Insert from Template Select a template and enter a name for the new item l webpav El Gd workflow T Action Auto Submit Action gt Command Email action 2 State 3 Validation Action T Workflow 4 Fill in the appropriate fields See the table for the description of the fields W content q Email action Quick Info E Data To shared abc sitecore net From shared printstudio aps com Subject shared site Name workflow notification state of the sitem Name item had been changed Message sharec Sstate DisplayName to SnextState by Suser Profile FullName Sprocessor DisplayName Comment Scomment Mail server sharec localhost Type shared Sitecore Print
93. nsions Panel will show the Content Merge Library items in the InDesign Connector e Library start node 2 the value added for this field is the folder from which the Extensions Panel will show the Scripts Library items in the InDesign Connector e Library start node 3 the value added for this field is the folder from which the Extensions Panel will show the Tasks Library items in the InDesign Connector e Library start node 4 empty you can select a desired library if needed 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 2012 Sitecore All rights reserved Page 20 User Manual Q sitecore Library Browser Folder The Library browser folder contains the Libraries item The Libraries item contains the Settings section Settings Library start node 1 Print Studio Print Studio Projects Library start node 2 Media Library Print Studio Projects Master documents Print Studio Libranies Snippets library Library start node 4 Media Library Print Studio Projects Snapshots Library start node 3 i Library start node 5 This section default contains the following fields e Library start node 1 the root folder of the Print Studio Projects from which the Libraries Panel will show the Projects in the InDesign Connector and InCopy Connector e Library start node 2 the roo
94. ocument a branch is used to create the structure and settings The following descriptions explain more about the attributes used in a Document item e ID Number sets the start value used for numbering and the prefix used for numbering in Print Studio Explorer e Manager this field is redundant and only available for backward compatibility e Start Date user can set the start date e Due Date user can set the due date 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 2012 Sitecore All rights reserved Page 26 User Manual Q SI teco re e Script Reference this field contains the value of the selected script The script is processed when the document item is published e Skip when selected the document will not be published e Name name of the document item Does not influence the InDesign Connector e Description description of the document item Does not influence the InDesign Connector e Master this field contains the value of the selected script When a script is selected for this field the script is processed when the document item is published e Preview Reference the reference to the preview image Is automatically set from the InDesign Connector when creating a snapshot for the document item e Type do not change this field e Page width
95. ofiling sitecore Analytics Maintaining sitecore Analytigs Reporting sitecore APS Genter Sales Manager sitecore APS Center User To assign access rights Members Add or remove members from the current role Q sitecore 4 Dothe same for the other roles Navigate to the role and click members to see if you attached the correct user In the following screenshot you see that Lillian is made a member of the APS ICC sitecore Lilian 1 Inthis example we are going to assign rights for the APS IDC Designer role In the Security Editor select the APS IDC Designer role and navigate to the Magazine folder Grant the role Write Rename Create Delete access rights You don t need to assign Read access as it already gains this access right from the Everyone role T Qarn reihs Cite Eos ae pe aes E iG Print Studio E Gd Print Studio Projects 2 catalogs Magazines E Magazine Example l Books E P Book E g Documents 5 l Pages O Front _ Front Inside U Toc O Left Fage Spread Right Page Spread Read Write Rename Read Write Rename Read Write Rename Read Write Rename Read Write Rename Read ot X Write oo Rename w Read Write Rename Read Write Rename Read Write Rename Read Write Rename Read Write Rename Read Write Rename Read Write Rename Read Write Rename Read Write Rename Read Write Rename Read Write Rename Create Create Create Create Create Create Create Create Create Create
96. oles 8 2 1 Sitecore Administrator Sitecore Administrator users have access to all functionality and content of the APS module 8 2 2 Access Rights The access rights that you assign to a security account in APS determine the access that the account has to the items and functionality that APS contains The access rights that you can assign to an account are Note Refresh or save the configuration file to see the changes you made Access right Description Read controls whether or not a user can see an item in the content tree Write controls whether or not a user can update field values The write access right requires the read access right and field read and field write access rights for individual fields field read and field write are allowed by default Rename controls whether or not a user can change the name of an item The rename access right requires the read access right Create controls whether or not a user can create child items under this item The create access right requires the read access right Delete controls whether or not a user can delete an item The delete access right requires the read access right Inheritance controls whether functionality can be used according to inherited permissions An item can inherit the access rights that have been specified for other items that are higher up the content tree Any item can be configured to inherit the security settings of its parent item 8 2 3
97. on description for showing in the upload or download list for branches shown in list of Media Manager upload or download screen Use the P_Proportional Resize template for setting the resizing of an image The check box Use smallest side creates the option of making it depend on an image It makes it possible to have the image resized automatically according to the required values Set the parameter values for the properties in the settings P_ResizeSide P_Fill Field The P_Fill Field template is a standard Sitecore template item that is used for configuring the actions for selecting a meta data field and entering a value for it It contains the fields Description FieldName droplist FieldValue and check box Append to file name when you select the check box the category name will be added as the last part of the file name Use the P_Fill_ Field to enter a standard value for images meta data For example the category the image is part of Note The P_Actions template and child item templates P_Ready and P_Rejected are used for all actions set to generate an e mail message to the user reporting info of results For example when an action fails for a specific image it indicates which parameter was stopped or ignored wrong format damaged file or connection interruption and so on Sitecore is a registered trademark All other brand and product names are the property of their respective holders The contents of this document
98. or e Publishing Subject item for adding text that describes the publishing subject of the e mail and will appear in relevant e mail reports sent from Print Studio Explorer or Print Studio Editor e Upload file Ready item for adding text that describes the result of the upload process without conversion when successful that will appear in relevant e mail reports sent from Media Manager e Upload file Rejected item for adding text that describes the result of the upload process without conversion when unsuccessful that will appear in relevant e mail reports sent from Media Manager e Upload Ready item for adding text that describes the result of the upload and conversion process when successful that will appear in relevant e mail reports sent from Media Manager e Upload Rejected item for adding text that describes the result of the upload and conversion process when unsuccessful that will appear in relevant e mail reports sent from Media Manager e Uploading file Subject item for adding text that describes the uploading without conversion subject of the e mail and will appear in relevant e mail reports sent from Media Manager e Footer item for adding footer text that will appear in all e mail reports sent from APS applications You can create more footers for different usages that can be selected for example for Print Processing Jobs sitecore Print Studio Publishing Settings 3 1 7 ProjectID Settings The
99. r tease will be applied in flash page presentation Default is selected e EdgePercentage specifies the softness of the selection s edge e CurveQuality specifies the accuracy of the bezier curves e MediaHandling value IncludeAll means objects and interactivity presented or value AppearenceOnly objects only presented Default is IncludeAll e FrameRate value means number of frames per second Default is 24 e GenerateHtml check box when selected flash file is exported accompanied with html file for opening in IE browser Default is selected e TranspBack check box when selected background is transparent cleared the background is paper color Default is cleared e IncludePreloader check box when selected Preloader is presented when file is loading Default is selected e JPEGQuality value for conversion images included Default value is Medium e Compression value for compressing Default is Automatic e Resolution value for resolution Default is 72 e Spreads sets whether to merge in spreads Default is selected 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 2012 Sitecore All rights reserved Page 14 User Manual Q SI teco re e Threshold setting the threshold resolution for downsampling images Default is 72 e ResamplingType
100. re templates Print Studio Templates InDesign connector Other Settings ltemCollections ParagraphStyleCollection template Select a collection of paragraphstyles that need to be overridden when publishing the entire project The attributes of the selected paragraphstyles items are used instead of the values from the master when publishing the entire project Swatch Collections The Swatch collections folder does not contain Swatch collection items at startup You can create these items for example to publish a certain color swatch in a certain language with different color values RGB or CMYK A Swatch collection item can be created from the SwatchCollection template sitecore templates Print Studio Templates InDesign connector Other Settings ItemCollections SwatchCollection template select a collection of Swatches that need to be overruled when publishing the entire project The attributes of the selected swatch items are used instead of the values from the master when publishing the entire project 3 3 2 Other Settings The Other Setting folder contains the child folders e Content browser e Default settings e Extensions browser e Library browser e Template browser Content Browser Folder The Content browser folder contains the Libraries item The Libraries item contains the Section Settings In this section the field Library start node 1 is available by default The value added for this field is the item from which the Conten
101. red 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 2012 Sitecore All rights reserved Page 90 User Manual Q sitecore Tip There are several tools available for managing security For example the Content Editor Click Assign Security to get access to the Security Settings g Content Ei Home Layout FJ Sitecore Webpage Dialog x E A Layout T Lifetime http localhost sitecore shell xaml Sitecore Shell Applications Security ItemSec Media Library Publishing j Security Settings D Files The security settings that apply to the current item E images 3 Spink E Print Studio Images Owner el es i Catalog Images sitecore Admin sitecorel APS Media Manager C w Magazine Images Print Studio Projects Print Studio __ Add Remove 2 System E Templates BD sitecore APS Media Me Permissions for Catalog Images Read Ttem Descendants Write i Item i x Descendants Rename wt Item ew X Descendants Create Item E x Descendants Delete fe tem X Descendants Administer Ttem Descendants 6 Now we need to assign user Tom to the Media Manager role Click the APS Media Manager role in the Role manager window 7 Click Members Click Add Select the Users checkbox and navigate to user Tom Click OK E Sitecore Webpage Dialog http localhost sitecore
102. rint Settings 4 422 424 20s bees aiae Weed ee ee Wee e dA wad de e T hs mw een 53 6 2 2 Base Processing JOD 1 0 ce eee eens 53 6 2 3 Media Processing JOD 2 nw 2 in 208 de Orden eal ud oak eee a dawn a few ee 54 6 2 4 Print Processing JOD 1 2 ce ee eee eens 55 Chapter 7 Configuration and Settings 0 ccc eee eens 57 7 1 Configuring Upload Options 2 0 0 0 0 eens 58 7 2 Configuring Meta FieldS 0 0 cc eee nee 59 7 3 Configuring Report Options in Print Studio Explorer 20005 60 7 4 Configuring Workbox Options 0 0 0 0 eee 61 To Addo OR Code 00 65 a0es powder neee rabheeeeGar ede ghee naued a 63 Chapter 8 SSCUPY a iese cee wrap a at dees ch Ped em a trian oh Geese mie S Ged le eh A MPa Sm ona ad we eo dee ee Bee BAS 64 8 1 Adaptive Print Studio Security n anaana aaaea aa ees 65 8 1 1 Print Studio User Profile 0 0 20 0 ee eens 65 8 1 2 Language SettingS 0 ee eee eee teens 66 8 2 Assigning Roles Users and Access RightS 0 0 0 0 c cee eee ee 67 8 2 1 Sitecore Administrator 0 0 eee eens 67 8 2 2 Access Rights anaa rw Scud Bay A Adar te i Sse eh HA caske ae ee Apne oh Ae aw 3 67 8 2 3 Inheritance 1 ee eee eee eens 67 So SSC TOOS aeea ea E aoe bee E oe ee ee E E eee E ee 69 8 3 1 User Manager 0 nanana 70 8 3 2 Role Manager bc b dacea cee oe em Oe ee be hee oe Ee HE eR 70 8 5 0 SeCUIILY EANO serei ase e eek wien
103. rmissions on By default the Everyone role grants read access If it does not you can grant read access for the item and or its descendants by setting Read permissions View page View a preview Save document or page Create a PDF or FLASH Search Write Inheritance View page View a preview Save document or page Modify objects Assign content Create a PDF or FLASH Search Functionality can be used according to inherited permissions 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 2012 Sitecore All rights reserved Page 82 User Manual Q SI teco re 8 10 Example 1 InDesign Connector and InCopy Security Settings This example shows you how to apply permissions We need to create and assign roles for the employees that work on a magazine The InDesign user needs to create press ready document in PDF The authors need to review and add some changes in content The Editor needs to review the draft The authors finalize the content and the InDesign user finishes the formatting The following employees are involved with the creation of the magazine e InDesign user David Jones e InCopy content authors Daniel Jefferson and John Doherty e Chief editor Lilian Moore You need to create roles for the InDesign user and the InCopy user In Sitecore you use the
104. rocessing Job e Type the type is Publishing means publish with InDesign Server Section PDF Settings e PDF Export Setting the PDF Export Setting field value refers to a PDF Setting on the server The PDF Settings files job options as available on the publishing server Server with InDesign Server CS5 5 defines the actual PDF settings according to the name selected for this field Example SmallestFileSize job options 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 2012 Sitecore All rights reserved Page 34 User Manual Q SI teco re e Use High Resolution check box when selected the Print Processing Job uses the High Resolution paths images for publishing Default cleared In practice you should select check box only for high quality print or press ready PDF publishing Section Result e Storing Settings this field is used for selecting the Publish Path item relevant for the Print Processing Job More Publish Paths items can be created when different storing locations are used in the network for publishing e Mail Header the selected e mail header for the Print Processing Job You can create more mail header items if necessary e Mail Footer the selected e mail footer for the Print Processing Job You can create more mail header items if necessary e Mai
105. roject and jump to selected item button The project which the item is a part of is opened in the project panel and the item is selected in the tree WORKBOX PJE s7 Open the project and jump to the current item gt O Product Content Workflow gt Ga Semple Workflow sz Ga Magazine Workflow sz i Draft 4 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 You can add a comment that explains your decision aus nats et ab incise reptatem ent j WORKEOX qli plitias sus andae sit voluptatem Fa iz BEL OLS LOO POrrOrer ho ducuscis aut rape ex eaquis aligent j eil sima cus elida a doluptatem est s LJ Workflows al rihh ipsunt cdipsum nectus ences et i cdrepie ne re dolo oficae Conseriae p si L g idli mpos 15 SUIT euro SiE eum qu I aped magnatun imua ne dole Le quis est et dem Ut alibus volum ligue venduciam est exero eum facil f ales et voluptat rmodisim agnist f agui cusam Wes a consend ellabo gt E Product Content Workflow gt T Sample Workflow TE igei nonsendaci am aligug i od i li ie LL yah 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 2012 Sitecore All rights reserved Page 101 Adaptive Print Studio Q SI teco re 5 The person who han
106. rty of their respective holders The contents of this document are the property of Sitecore Copyright 2001 2012 Sitecore All rights reserved Page 107 Adaptive Print Studio Q SI teco re 8 Danny is allowed to edit the Region North document in Print Studio Editor Print Studio Editor EE Wensinatc Tools Catalog X x Library Denn Footman chur Sommer Promos Clu price Thc CGO cence ed oe pa a ELE F zE Tx i eari cha eee ques ofthe Di pe a d cami The i Teemana EE lom Sampip emn eee ages a ee ae ee ees 4 8 Catalog 4 Snippets Library p Ext1 d Ext3 Ext4 Content Library 9 Danny saves the changes he made and pushes the project forward by clicking Approve in the Print Studio Explorer application 10 Linda needs to give her approval for both North and South documents to complete the workflow Tip Please refer to the Workflow Cookbook or the Workflow Reference manual for more information on how to create a workflow 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 2012 Sitecore All rights reserved Page 108
107. s and pages Only when specific page types are needed existing page branches can be modified or new page type branches can be added to the Page Types folder Note Changing branches and settings may cause system failures We recommend not to apply any changes to the default settings if you don t have good knowledge about the APS module and or without consulting your supplier 5 3 1 Editing an Existing Page Type Branch You can edit the existing branches which means you can change values add or remove actions from a branch 5 3 2 Duplicate an Existing Page Type Branch You can duplicate a branch and give it a recognizable name Remove all actions that are not needed or add the actions from the templates that are needed for the branch 5 3 3 Creating a New Page Type Branch When a specific page type is required you can create a branch for it To create a branch 1 Click the Page Types folder sitecore templates Branches Print Studio Branches Project Branches Page Types 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 2012 Sitecore All rights reserved Page 47 Adaptive Print Studio Q SI teco re 2 Click New Branch to create a new branch 3 The template selection dialog box appears 2 Sitecore Webpage Dialog oy Lf 7 i cy http localhost sitecore shell
108. s selected Smallest File Size is set as the default value You can set your own PDF export settings in InDesign e Use High Resolution if checked the value of the High Res setting field of the published project is used If cleared use the value of the Low Res setting field Default values in sitecore Print Studio Export Settings PDF folder are High Quality Print Press Print Smallest File Size Downloads e Download File this field is not used It is kept for backward compatibility e Export Type determines the result PDF or Flash 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 2012 Sitecore All rights reserved Page 55 Adaptive Print Studio 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 2012 Sitecore All rights reserved Page 56 User Manual Q sitecore Chapter 7 Configuration and Settings This chapter describes how to configure meta field appearance workbox appearance report options upload options and how to add QR codes This chapter contains the sections e Configuring Upload Options e Configuring Meta Fields e Configuring Report Options in Print Studio Explorer e Configuring Workbox Options e Adding QR
109. s the APS Center User role assigned But he also needs to be able to edit the North edition of the catalog In this example we will use the Content Editor to assign Danny the appropriate right Go to the Pages of the Products sale Region North and click Assign Security in the Content section Home Navigate Review Analy Pa thigh Vers 1 sitecore B content P Layout Media Library gi Print Studio E i Print Studio Projects E l Catalogs E Catalog example Ac Catalog Products sale Region South J Magaznes 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 2012 Sitecore All rights reserved Page 92 User Manual 2 Click Write 4 Sitecore Webpage Dialog x E http loclhost sitecore shell xaml Sitecore Shell Applications Security ItemSecurityEdii The security settings that apply to the current item Roles or User Names sitecore Dan ny To view rights 1 Linda has the APS Center Sales Manager role assigned to her She needs to have read write rename create and delete rights for the whole catalog To make sure we assigned the appropriate rights we click Sitecore Security Tools Access Viewer 2 Weselect the APS Center Sales Manager role in the user section and we navigate to Catalogs in the content tree
110. shows the settings when users explicitly may not see items or folders Permissions Item Descendants Result explicit for item applied permissions on Everyone Everyone role applies read permissions User can log in and use materials Read Only Read Everyone role applies read permissions Read permissions denied User can log in but does not see folder or item Write Not relevant Rename Not relevant Create Not relevant Delete Not relevant Inheritance Not relevant 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 2012 Sitecore All rights reserved Page 76 User Manual 8 6 Print Studio Center Access Rights The Print Studio Center users need permission to Read in the Print Studio sitecore content Applications Print Studio folder that contains the interface items in the core database ie Print Studio e e E Center H Print Studio Explorer E DW Media Manager d The current item does not contain any fields E l Skin Types Quick Info E w Fanel Types E l Grid Column Types Item ID 83DFC514 6C3A 498B 93A3 4AB798C 12438 a Empty Selection Node Item Name Print Studio Publish Item Path sitecore content Applications Print Studio Reports a Gs mi Template sitecore templates Common Folder A87AQ0B 1 E6DB 45AB 8B54 63
111. sign Server when published Publish Paths The Publish Path settings must refer to the location where the published files must be stored PDF and or Flash on a file server in the network The files obtain download links sent in e mail message when published Authorized users can download these files Print Studio References Absolute Filename Path C APSPublishing PublishFolder Relative Filename Path http localhost PublishFolder Tip You can add locations for storing and publishing your files when necessary 3 1 6 Message Settings The folder Message Settings contains all items related to sending e mail messages The applications Media Manager Print Studio Explorer and Print Studio Editor send e mail reports to users For example when files are uploaded and converted the user receives an e mail message when finished The same procedure is used when a user publishes a document The user receives an e mail message with the download link for the PDF All these items contain the Section Data and field Message The folder Message Settings contains the items e Header item for adding header text that will appear in all e mail reports sent from APS applications Of course you can create more headers for different usages that can be selected for example for Print Processing Jobs sitecore Print Studio Publishing Settings Sitecore is a registered trademark All other brand and product names are the property of their respect
112. subscript 5 tyle J Data Styles XML Default value zharad Body XHTML Attribute class The default values are used when the mapped item is empty or does not exist In the example the value of Style will be set to Body when the class attribute does not exist in the XHTML or when the class attribute is empty This will map the lt p class style name gt some content lt p gt in Sitecore To lt ParagraphStyle Style style name gt some content lt ParagraphStyle gt in InDesign or the other way around when saving the content from InDesign 4 Finally we need to create the mapping for the bolded text tagged with the lt strong gt element In InDesign this is accomplished by using a CharacterStyle Therefore we add a new TransformationElement Fill in the values as shown in the following example eng Element Names pqbold 4 XML Name shared LEy ste CharacterStyle it pq subscript A sidji XHTML Name strong ie Te 5 To create the value of the style attribute we add a TransformationAttribute and fill in the values fybold XML Attribute a style Style pq subscript J Data XML Default value Styles Bold e 6 Since there is no attribute used in the lt strong gt element we use the default value and set the value to Bold This will map the lt strong gt some content lt strong gt in Sitecore to lt CharacterStyle Style Bold gt some content lt CharacterStyle gt in InDesign Or the ot
113. t L 2A Page gt L13A Page b L 4 Page Z F Z ereis Jala x Owned by Nobody 2 When Margret creates a new project in InDesign it needs to be approved by Linda Simply assign the workflow to the catalogue E J Print Studio El il Print Studio Projects E l Catalogs ga Statistics S E catalog example H Tasks i Books A validation Rules P_Book T Workflow E QQ Documents a Catalog Products sale Region North Workflow shared Pages Workflows Catalog Workflow Catalog Products sale Region South J Magazines State W app Settings Workflows Catalog Workflow Draft 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 2012 Sitecore All rights reserved Page 105 Adaptive Print Studio Q SI teco re 3 Margret pushes the document forward by approving the draft version in the Workbox and adding the comment Ready for your review z e Dat 3 5 Catalog Products sale Region South p E Catalog Products sale Region North ij Review ju Edt Wee gt Ged Magazine Workflow Chvned by nobody Workflow Catalog Workflow State Review Changed from Draft to Review By sitecore Margret on 7 24 2012 info Ready for your review 4 The draft version now appears in Linda s Workbox in Print Studio Explorer Print Studio Explorer
114. t Panel will show content in the InDesign Connector and InCopy Connector Default for the field Library start node 1 the Content Home item is selected If necessary you can change this value to the item value needed by selecting it f Settings Library start node 1 Content Home Note If you need to use multiple selections for the content browser you can add more fields to the Libraries items by modifying it in the template sitecore templates Print Studio Templates System Content browser Content browser settings To add another field use the name Library start node 2 to add another use the name Library start node 3 and so on You can select the values in items after creating the fields in the templates 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 2012 Sitecore All rights reserved Page 17 Adaptive Print Studio Q SI teco re Default Settings Folder The Default settings folder contain the Default Settings item The Default Settings item contains the following sections and fields Defaults Defaults Default transformation Print Studio Modules InDesign connector Transformations TransformationSet Allow content updates from InDesign F Projects root folder Print Studio Print Studio Projects Master documents root folder Print Studio Projects Master documents M
115. t Settings El Base Processing Job E Data E Result E3 lim Result Settings 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 2012 Sitecore All rights reserved Page 53 Adaptive Print Studio Q SI teco re Data e Name shows the name of the job e Description not used for print jobs for media jobs it is shown as part of the tool tip in upload box drop downs e Type sets the type of processing Upload Convert Download or Publish Result e Storing Settings the selected item contains the paths for storing high and low resolution images This means that when an image must be transported to a different location only changing the paths in this item will do it for all images if required Different storing items can be created here if required for different storing locations e Mail Header you can select the standard e mail header of the report e mail here e Mail Footer you can select the standard e mail footer of the report e mail here e Mail Subject you can select the standard e mail subject of the report e mail here e Ready Message you can select the standard ready e mail message of the report e mail here e Reject Message you can select the standard rejected e mail message of the report e mail here Result Setting e Store High Resol
116. t a role or a user Account Type Roles Users area To orouno ov it Dearc Lai Gi G SSA e at kil Sel LA G rd Domain Local Name Full Name default a Anonymous default Anonymous extranet a Anonymous extranet Anonymous sitecore Le Admin sitecore Admin sitecore Daniel sitecore Daniel sitecore a Danny sitecore Danny sitecore a Jeremy sitecore Jeremy Sitecore Administrator Q sitecore Use the Role Manager to create an manage the roles that you want to assign For this example we select the APS IDC Designer role and click Members In the Members dialog box click Add to open the Select an Account dialog box In the Select an Account dialog box in the Account Type section click Users to see a list of users 5 Click OK to add user David to the Members dialog box and make him a member of the APS IDC Designer role 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 2012 Sitecore All rights reserved Page 87 Adaptive Print Studio Q siteco re 6 Wecan do the same for the APS ICC Editor role Role Manager ett Tyrer E Sitecore Webpage Dialog Role http fecailhost sitecore shell xaml Sitecore Shell Applications Security RoleManager Members Add or remove members from the current role sitecore Analytics Content Profiling sitecore Analytics Mainta
117. t folder of the Master Documents from which the Libraries Panel will show the Masters in the InDesign Connector and InCopy Connector e Library start node 3 the root folder of the Master Snippets from which the Libraries Panel will show the Snippets in the InDesign Connector and InCopy Connector e Library start node 4 the root folder of the Snapshots from which the Libraries Panel will show the Snapshots in the InDesign Connector and InCopy Connector e Library start node 5 empty you can select a desired library if needed Template Browser Folder The Template browser folder contains the Libraries item The Libraries item contains the Section Settings In this section the field Library start node 1 is available by default The value added for this field is the item from which the Template Panel will show templates in the InDesign Connector 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 2012 Sitecore All rights reserved Page 21 Adaptive Print Studio Q SI teco re By default the Templates item is selected for the field Library start node 1 If necessary you can change this value to the item value needed by selecting it Settings Library start node 1 Templates Note If you need to use multiple selections for the template browser you can add more fields to the Librar
118. ter Sales Manager APS IDC Catalog Designer This role grants access to content Print Margaret Studio projects the Media Library APS Media Manager This role allows the user to upload Tom images APS Center Sales Manager Read write rename create and delete Linda rights for the whole catalog To create a role 1 Log in to the Sitecore desktop and click Sitecore Security Tools Role Manager 2 Inthe Role Manager window in the Roles group click New 3 Inthe Role Name field we enter the name of the APS Media Manager role In the Domain field we select the domain that this user should belong to 4 To assign rights for the APS Media Manager role we go to the Security Editor In the Roles and Users group we select the APS Media Manager role Go to Media Library Images Print Studio Images Catalog Images Tom needs Write Rename Create Delete access rights for the Catalog Images We don t need to assign Read access as it already gains this from the Everyone role Security Felitor Rename Create B i sitecore Read Write Rename Create Delete Ag E antent Read Write Rename Create Delete Ac a aye Read Write Rename Create Delete Ac E Media Read Write Rename Create Delete At File Read Write Rename Create Delete Ac w Images Read Write Rename Create Delete Ad fE z Write Rename Create Delete Ac Es DW Catalog Images Rename Ag La Magazine Images HEL Sitecore is a registe
119. the process list a recognizable name in the Sitecore tree for branches Use the description field for creating an action description for showing in the upload or download list for branches shown in list of Media Manager upload or download screen Use the P_Convert Image template for selecting the conversion output format JPG or GIF Set the parameter values for selecting the conversion format in the settings P_Convert format The P_Crop template is a standard Sitecore template item that is used for configuring the parameters for cropping files It contains the fields Name Description Width and Height Use the name field for giving the process list a recognizable name in the Sitecore tree for branches Use the description field for creating an action description for showing in the upload or download list for branches shown in list of Media Manager upload or download screen Use the P_Crop template for selecting the values for the width and height of the crop area of the image The image is automatically cropped from its center P_ Proportional Resize The P_Proportional Resize template is a standard Sitecore template item that is used for configuring the actions for proportional resizing of files It contains the fields Name Description Width Height and check box Use smallest side Use the name field for giving the process list a recognizable name in the Sitecore tree for branches Use the description field for creating an acti
120. ts reserved Page 103 Adaptive Print Studio 3 Navigate to Email action in the Workflow folder and click Insert g Sitecore Webpage Dialog E http ocalhost sitecore shell default aspx xmlcontrol AddFr Insert from Template Select a template and enter a name for the new item l webpav i workflow T Action E Auto Submit Action gt Command 3 Validation Action T workflow Yl User Defined Template Systemv Workflow Email action Item Name G e eee insert conei IE Internet Protected Mode Off 4 Q sitecore 4 Fillin the appropriate fields See Setting Configuration E Mail for Print Studio Applications for the description of the fields To apply the Workflow for image uploading 1 First we need to assign the Catalog Workflow to the file upload process ing jobs When Tom the APS Media Manager uploads an image this image is pushed forward in the workflow for Linda to review Therefore we select the Catalog Workflow for the Upload folder E i Files Processing T Workflow wv Convert Workflow shared E Download Workflows Catalog Workflow v upload Upload image and convert to JPG E Upload image and convert to GIF a Upload images for Print and Web File Type Upload images for Print and Web Database Type Se i State oad file several formats 2 Now when Tom uploads an image in the Media Manager it appears
121. ty administrators the information they need to administer security in Sitecore 8 1 1 Print Studio User Profile When an APS user is created the standard profile user or the Print Studio profile Print Studio User can be chosen The standard profile user uses the default skin Gray Skin for the applications For the Print Studio profile Print Studio User the skin choices are 1 Black Skin 2 Dark Blue Skin 3 Gray Skin 4 Light Blue Skin Es E bttp localhost sitecore shell xaml Sitecore Shell Applications Security EditUser asp Edit User Edit the information about the user Member Of Profile Language Settings Information General User Profile Start Url Default Content Editor Page Editor C Preview C Desktop URL Additional Properties Dark Blue Skin Gray Skin Light Blue Skin OK Cancel fnttp focalhos Internet IProtected mode 0f 7 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 2012 Sitecore All rights reserved Page 65 Adaptive Print Studio Q SI teco re 8 1 2 Language Settings By default the system selects the language of your Sitecore system configuration You can change the client language and content language in the Language Settings dialog box E Sitecore Webpage D
122. ty unavailable in the InDesign panels It is possible to change the storage field by default named Content to the Rich Text type If you do make sure to set the Default transformation set e Soft texts fieldname the field name of the soft texts template to store the content in e Soft texts root folder this field is redundant and only available for backward compatibility previous versions of InDesign Connector 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 2012 Sitecore All rights reserved Page 19 Adaptive Print Studio Q SI teco re Note Changing templates and settings may cause system failures We recommend not to apply any changes to the default settings if you don t have good knowledge about the APS module and or without consulting your supplier Extensions Browser Folder The Extension browser folder contains the Libraries item The Libraries item contains the Settings section Settings Library start node 1 Print Studio Libraries Content merge library Library start node 2 Print Studio Libraries Scripts library Library start node 3 Print Studio Libraries Tasks library Library start node 4 a oo ao o a This section default contains the following fields e Library start node 1 the value added for this field is the folder from which the Exte
123. uence the InDesign Connector 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 2012 Sitecore All rights reserved Page 25 Adaptive Print Studio Q SI te CO re e Description the description of the book Does not influence the InDesign Connector e CreateBook set to True when you want to create a book file when publishing an entire project When publishing a book file you can t produce a SWF file InDesign does not support the creation of SWF files for book files e BookFilename the value of this field is used for the book file name Do not change this value without knowledge of the refer to XML reference guide e ExportSWF set to True when you want to have a SWF file produced when publishing a document item Only used in the InDesign Connector and not on web to print solutions In that case the SWF creation is controlled from the front end e ExportPDF set to True when you want to have a PDF created connector when publishing the entire project or a document item Only used in the InDesign Connector and not on web to print solutions In that case the PDF creation is controlled from the front end e PDFFilename the value of this field is used for the PDF file name Do not change this value without knowledge of the InDesign Publishing Engine 1 1 Reference Manual e SWFFi
124. ution when check box is selected the original high resolution image is stored in the location selected with the StoringSettings If the check box is not selected the original file will be removed after the conversion and no high resolution file will be stored for printing e Store Low Resolution when check box is selected the low res image is stored in the location selected with the StoringSettings If the check box is not selected no low resolution file will be stored for print 6 2 3 Media Processing Job E DO Processing Jobs E3 w Processingltems E3 t Print Settings E3 E Base Processing Job Media Processing Job jE File Settings jE Item Settings l Processing Result Messages File Settings e High Resolution is Reference used by copy and convert actions It sets the new item highres url oath same as the values of the original item e Low Resolution is Reference used by copy and convert actions It sets the new item lowres url oath same as the values of the original item 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 2012 Sitecore All rights reserved Page 54 User Manual Q SI teco re Item Settings e Store Type images used by Sitecore and APS applications can be stored in the database or as file system image
125. vailable by configuring the PrintStudio config To configure the workbox for Print Studio Explorer go to the key lt setting name PrintStudio PrintHasWorkbox value True gt in the PrintStudio config file True means workbox available PrintStudio config lt f BPrint gt lt pPrintstudioezplorer type Sitecore PrintStudio Configuration 5ettingsSection S5itecore PrintStudio Confic E settings hint raw AddToS5ettingsList gt lt setting name PrintStudio MetaFields value Description Start date Due date gt Heat a Se Tone we a ee fl am fi ing REDpOr emhinlsageloun Value 2 f gt lt setting name PrintStudio PublishingCachePath value C APSPublishing PublishingCache gt lt setting name PrintStudio PrintDashboardServiceType value InDesignServer gt lt setting name PrintStudio PrintDashboardServiceMethod value Publish gt setting name PrintStudio PrintResponseType value WithLinks gt setting name PrintStudio PrintServiceProvider value Sitecore PrintStudio WebServices Providers Sit lt setting name PrintStudio FontsFolderPath value C APSPublishing Fonts gt lt setting name PrintStudio FontsListXmlPath value C APSPublishing Fonts FontsList xml gt lt settings gt The following screenshot shows the workbox available in Print Studio Explorer Folders a Print Studio Projects Number Display Name In Folder 8 Catalogs Fi DboO002 Catalog Pro
126. values for selecting the ranges in the settings P_Lower limit Resolution and P_Upper limit Resolution P_Color_Conversions The P_Color_Conversions template is a standard Sitecore template item that is used for configuring the actions for setting the color conversion settings It contains the fields Name Description and To Use the name field for giving the process list a recognizable name in the Sitecore tree for branches Use the description field for creating an action description for showing in the upload or download list for branches shown in list of Media Manager upload or download screen Use the P_Color_Conversion template for making the conversion To color selectable Set the parameter values for selecting the conversion format in the settings P_RGB profile and P_Grayscale profile P_Convert HighRes This template is redundant and only available for backward compatibility 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 2012 Sitecore All rights reserved Page 43 Adaptive Print Studio Processingltem P_Convert Image P_Crop Q sitecore Description The P_Convert Image template is a standard Sitecore template item that is used for configuring the format files are converted to It contains the fields Name Description and Format Use the name field for giving
127. ving the Master with InDesign Connector Select Images this field is redundant and only available for backward compatibility Select Additional Images this field is redundant and only available for backward compatibility Preview Reference the reference to the preview image item Is automatically filled from the InDesign Connector when creating a snapshot for the page item Preview Image filled when generating preview image in APS Editor and Explorer Spread ID this field contains the value that is used for identifying spreads Transition this field contains the value defining the transition for Flash interactivity animation The value is defined by use of InDesign Connector see InDesign Publishing Engine 1 1 Reference Manual Speed this field contains the value defining the speed for Flash interactivity animation The value is defined by use of InDesign Connector see InDesign Publishing Engine 1 1 Reference Manual Direction this field contains the value defining the direction for Flash interactivity animation The value is defined by use of InDesign Connector see InDesign Publishing Engine 1 1 Reference Manual HLink this field contains the value defining the hyperlink for Flash interactivity animation The value is defined by use of InDesign Connector HLLinkTo this field contains the value defining the hyperlink to link to for Flash interactivity animation The value is defined by use of InD
128. y of Sitecore Copyright 2001 2012 Sitecore All rights reserved Page 42 User Manual Q sitecore e The Upload File Branch sitecore templates Branches Print Studio Branches File Processing Upload File is based on the processing jobs templates The branch contains actions for uploading files The process job actions contain parameters that can be selected to control the processing e The Upload Image Branch sitecore templates Branches Print Studio Branches File Processing Upload Image is based on the processing jobs templates The branch contains for uploading images The process job actions contain parameters that can be selected to control the processing 5 1 2 Processingltems The following table lists the Processingltems that are available in Sitecore Processingltem P_ Check File size Description The P_Check File size template is a standard Sitecore template item used for configuring the parameter values for checking the file sizes It contains the fields Name Description and Upper limit file size Use the name field to give it a recognizable name in the Sitecore tree for branches Use the description field to create an action description shown in the upload or download list for branches shown in list of Media Manager upload or download screen The values of the Upper limit file size parameter are available from the Settings template P_Upper limit file size P_Check Input file The P_Check Input fi
129. yles used for overruling the Master file paragraph styles This field is redundant and only available for backward compatibility e ParagraphStyle collection this field value selects the ParagraphStyle collection item when Master file paragraph styles need to be overruled e Swatches this field value selects the Swatches used for overruling the Master file Swatches This field is redundant and only available for backward compatibility e Swatches collection this field value selects the Swatches collection item when Master file Swatches need to be overruled e Layers this field value selects the Layers used for overruling the Master file layers This field is redundant and only available for backward compatibility 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 2012 Sitecore All rights reserved Page 27 Adaptive Print Studio Q SI te CO re Layer collection this field value selects the Layer collection item when Master file Layers need to be overruled Country selection this field is redundant and only kept available for showing a sample of a customized field which can be added when required Region selection this field is redundant and only kept available for showing a sample of a customized field which can be added when required Page Item Settings This section
130. ype P_Check File size Description amp E P_Check Input file File size maximum 150mb P_Check Resolution high or low Sa P_Convert Image E E P_Color_Conversions yy P_Proportional Resize E Upload image web1 E Upload image web 2 Properties amp E Upload images for Print and Web Database m u limit file size nversioned shared amp E Upload file several formats i L valai aiaa has e 2 For example select a different value in the Upper Limit file size field 3 Change the description when required 4 Save the modifications 5 Select the next required action to change Fies Processing i convert amp Download Description 0 Upload Proportional resizing maximum width 600 pixels Upload image and convert to JPG E Upload image and convert to GIF E Upload images for Print and Web File Type P_Check File size iH 2 P_Check Input file E E P_Check Resolution high or low Parametes E P_Convert Image E ES P_Color_Conversions P_Proportional Resize E Ej Upload image web1 EF Upload image web 2 9 Upload images for Print and Web Database Change the description if required Save the modifications o pp Np For example change the value of the Width field of the P_Proportional Resize item When users log in again on the Media Manager these changes are added to the Processing Job Sitecore is a registered trademark All other

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