Template Publishing Best Practices

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    Template Publishing

    Best Practices

    An overview of Template Publishing including use of Adobe Illustrator,

    InDesign and Photoshop for template design, updated forthe AdobeScene7 Publishing System and Image Serving/AGM Serving 4.3

    Original Author: Rajkumari Neogy

    Revisions: Tanya Alva-Boone, Lonn

    Lorenz and Rajkumari Neogy

    October 2009

    Version 1.0

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    Overv iew

    Template Publishing is the web-to-print solution within the Scene7 Publishing System (SPS). Using

    resolution-independent FXG files, you can create customizable templates for output to print, web,

    e-mail, desktop, and devices. You can design templates in Adobe Illustrator CS4, AdobeInDesign CS4, or Adobe Photoshop CS4, and then convert them to FXG upon upload.

    FXG templates use tags to indicate variable objects within a document. When presented within a

    Scene7 template, variables allow the user to personalize the document. You can tag any design

    objects (text, graphics, images) as variables while designing your template in Illustrator orInDesign. You can also tag objects as variables within Scene7 Template Publishing after youveuploaded the document.

    In this Template Publishing Best Practices document, you will learn how to tag objects and scripts,

    upload your assets into SPS, parameterize your variables and publish your content so that you canaccess the URL for the template ready for users to access online and personalize.

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    W o r k f l o w D ia g r am & Ou t l i n e

    Below is a graphical representation of the workflow for publishing a template from start to

    finish.

    Work f l ow Ou t l i ne:

    1. Create Template Design in Adobe Illustrator, Adobe InDesign, or Adobe Photoshop.a. Choose the application that will best suit your needs.b. Create your design, including:

    i. Textii. Imagesiii. Graphicsiv. Add appropriate variable tags within the application

    2. Upload, Tag, Preview and Publish.a. Upload your Template into the S7 Template Publishing systemb. Tag or modify any additional template objects within the Publishing Systemc. Preview your template and variables, checking for appearance and functionalityd. Publish your template for personalization by userse. Or output a PDF, SWF or Image file for review or desktop use.

    3. User Facing Application (hosted by client).4. SPS Delivers a URL string for displaying, using, or manipulating your template.

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    Crea te Design Layou t i n I l l us t ra t o r , I nDesign , o r Pho t oshop

    Illustrator, InDesign and Photoshop are all applications suitable for designing templates. All

    three have the ability to add or define variables for the objects you create. Once the

    variables have been defined, they can be personalized and modified in the SPS Template

    Publishing application.

    Best Pract ices

    Complete the design of your document first, then add variable tags to the existingtext, graphics, and images.

    Illustrator source files may contain multiple artboards. InDesign source files canhave multiple pages. Additionally, you may have the same variables across multiple

    artboards /pages.

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    Tem p la t e Des ign i n I l l u s t r a t o r

    The following is the process in creating a template from your native Adobe Illustrator (AI) file. Design your

    document first, and then add variable tags to text, graphics and images. Within AI, there are methods fortagging content as variable: 1) Inline text, and 2) Objects. Any objects (text frame, graphics or images) that are

    to be used as variables MUST to be on their own named layer. This is important to keep this in mind while

    designing your file.

    1. Open your Illustrator file.

    Tagging Text Variables

    2. There are two ways to tag text as variables:a. Area Tex t Allows you tag an entire frame of text that will later be customized. Create

    an Area Tex t frame so that you can write flowing text, that is, so you can write

    sentences to fill up the text frame. To tag the frame, you must label the frame as

    id:value in the layers palette. See example below:

    Id:value = id:bubbletext will now allow you to dynamically change out WomensJackets as a variable. The system will automatically recognize any layer that is

    named as a variable (i.e., id:value).

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    b. I n l i ne Tex t allows you to tag a selection of text within a sentence as a variable,as opposed to allowing the entire text frame to be tagged as a variable. Inline text

    variables can cause text to reflow depending on the length of text added as the

    variable. To tag inline text, label the text with an identifier and curly brackets where

    the variable is: {per2:25} in curly brackets, the content preceding the : is the l abe l and the content proceeding the :is the va lue , in this case the percentage number.

    See example below:

    { l ab el :v al u e} = { p er 2 :2 5 } will now allow you to dynamically change out thepercentage as a variable. The system will automatically recognize the inline text

    variable (i.e., label:value).

    NOTE: Inline text strings must have the same font within the brackets. Sizing of fonts or

    attributes within a single variable is not possible.

    Tagging Object Variables

    Object variables can be entire text frames, graphics and images. Image is a bitmap

    image. A graphic is vector art. A background color is an example of vector art;

    anything that is not text or an image is a graphic.

    1. Select the object.2. From the W i n d o w s menu, select Layers.3. Create a separate layer for the object and name the layer, i d : va lue with v a l u e being

    the object variable. Any time you are creating a layer for a variable in Illustrator, the layer

    must be named with i d : f o l l ow e d b y t h e n a m e o f t h e v a r i ab l e . This is the name that

    will be displayed as the variable name within the Template Publishing system.

    a) The following artwork is on its own layer, called i d : j acke t . When this AI file is uploadedinto Template Publishing, the id: tag will be recognized as a variable called jacket and

    will be associated with that piece of artwork. This variable naming and association

    allows customized variables within the template using Template Publishing.

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    Best Pract ices

    Any object in your design can be a variable. The layer order is the stacking z order of the objects. Objects and layers are

    represented in a top-down stack or a z order. It is imperative to manage the layers

    and the stack of objects so the appearance and output is as expected.

    Object variable layers must only contain one object per layer, so that each objectcan be independently modified.

    NOTE: If an object in your design might be needed as a variable in the future, always place

    it on its own layer to isolate it for possible future reference.

    NOTE: Any linked images m u s t be embedded within the original Illustrator file. Otherwise,

    the graphic must be uploaded manually. From the links palette, check to make sure the file

    is embedded; otherwise you have to upload the image files separately. The icon in the layer

    below denotes that the image has been embedded.

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    Save your Illustrator file as an .AI file for reference.i. Names for source files (AI,ID,PS) cannot have any spaces, special characters,

    such as: ( & # ) _ @ $ , - / \.

    ii. No underlines or dashes. Once the overall design is completed, some additional production will ensure that

    the template will be created properly when the AI file is uploaded into the Template

    Publishing System.

    o If this template is for high quality print production, verify the following: Resolution set to 300ppi (unless only desired to be lower resolution

    output). No less than 200ppi is recommended for print. This is found

    under the EFFECT menu, select DOCUMENT EFFECTS RASTER

    RESOLUTI ON.

    Remove unused colors and ensure that CMYK and/or spot colors ONLYare used.

    o Clean up layers (removing unnecessary layers so they dont becomevariables).

    o Remember to embed your images.o Gather all fonts used in the document. Under the TYPE menu, select Find

    Font . This displays all the fonts used in the document. Go to your system file

    and place them in a folder to be uploaded into SPS.

    FROM HERE, GO TO PAGE 16 TO UPLOA D YOUR A SSETS.

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    Tem p la t e Design i n I nDesign

    The following is the process in creating a template from your native InDesign file. Design your document first,

    and then add variable tags to text, graphics and images. Within InDesign, there are methods for tagging contentas variable: 1) Inline text, and 2) Objects. Any objects (text frame, graphics or images) that are to be used as

    variables MUST to be on their own named layer. This is important to keep this in mind while designing.

    1. Open your InDesign file.

    Tagging Text Variables

    2. There are two ways to tag text as variables:a. Area Tex t Allows you tag an entire frame. Create an Area Tex t frame so that you can

    write flowing text, that is, so you can write sentences to fill up the text frame. To tag

    the frame, you must label the frame is [id:] in the script label window.

    i. Select object.ii. Under the W i n d o w s menu, select A u t o m a t i o n .iii. Select Scr ip t Labe l. Click INTO the Script Label window and type in id:value.

    Id:value = id:note will now allow you to dynamically write out a message as avariable. The system will automatically recognize any layer that is named as a

    variable (i.e., id:value).

    Repeat this process for tagging each object as a variable.

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    b. I n l i ne Tex t allows you to tag a selection of text within a sentence as a variable, asopposed to allowing the entire text frame to be tagged as a variable. Inline text variables

    can cause text to reflow depending on the length of text added as the variable. To tag

    inline text, label the text with an identifier and curly brackets, where the variable is:

    {greeting:Happy Birthday} in curly brackets, the content preceding the : is the l abe l andthe content proceeding the :is the va lue , in this case are the words Happy Birthday.

    See example below:

    { l ab e l: v al u e} = { g r e et i n g :H ap p y B ir t h d a y } will now allow you to dynamicallychange out the greeting as a variable. The system will automatically recognize the

    inline text variable (i.e., label:value).

    NOTE: Inline text strings must have the same font within the brackets. Sizing of fonts or

    attributes within a single variable is not possible.

    Tagging Object Variables

    Object variables can be entire text frames, graphics and images. Image is a bitmap image.

    A graphic is vector art. A background color is an example of vector art; anything that is not

    text or an image is a graphic.

    1. Select the object.i. Under the W i n d o w s menu, select A u t o m a t i o n .ii. Select Scr ip t Labe l. Click INTO the Script Label window and type in id:value.

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    Id:value = id:picture will now allow you to dynamically change out an image or graphicas a variable. The SPS system will automatically recognize any label that is named as a

    variable (i.e., id:value).

    NOTE: If an object in your design will be a variable, you can tag it.

    Examples below:

    Tagging an object as a variable uses i d : va lue as a script label.

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    NOTE: Any linked images m u s t be embedded within the original InDesign file. Otherwise

    you have to upload the graphic file. From the links palette, check to make sure the file is

    embedded; otherwise you have to upload the image files separately. The example below

    shows the links beingembedded. What is important here is to know where this command is

    located in the flyout menu.

    Best Pract ices

    Use InDesign package feature under File > Package to collect all fonts used withinyour InDesign document. This creates a new packaged directory storing all of the

    fonts, images and final InDesign file.

    Once the overall design is completed, some additional production will ensure thatthe template will be created properly when the InDesign file is uploaded into the

    Template Publishing System.

    a. If this template if for high quality print production, verify the following:i. Remove unused colors and ensure that CMYK and/or spot colors ONLY are

    used.

    b. Clean up layers (removing unnecessary layers so they dont become variables).c. Remember to embed your images.

    The same inline text variable can be used repeatedly across a multi-page document.This enables any change of that variable to affect any instance of that variable

    across that entire document.

    Once youve tagged anything in the source file as a variable, it will be automaticallyrecognized within the SPS system.

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    Save your InDesign file as an .IDD file for reference.i. Names for source files (AI,ID,PS) cannot have any spaces, special characters,

    such as: ( & # ) _ @ $ , - / \.

    ii. No underlines or dashes.

    FROM HERE, GO TO PAGE 16 TO UPLOAD YOUR ASSETS.

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    Create Des ign Layout in Photosho p

    Photoshop still makes use of the layer structure and layer naming applied to SPS prior to version

    4.3 and does not yet use the tagging features. However with 4.3, you can still use the old method,

    and/or combine the old with the new.

    1. Create your file using Photoshop.2. Create layers and name them.

    a. Assign each variable (i.e., text and graphics) its own layer. Name each layer, so that itcan be changed or assigned to a different attribute in SPS, separate from the other

    layers. This enables you to easily keep...

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