Quark Publishing Platform 10.1 Instruction Manual

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A Guide to Quark Publishing Platform 10.1

Contents

Introduction..................................................................................8

Where we're coming from.................................................................................8

Conventions in this book...................................................................................8

About Quark Publishing Platform..............................................10

Platform concepts...........................................................................................11

Platform components......................................................................................12

Platform architecture......................................................................................14

Platform features............................................................................................15

Configuration..............................................................................16

Administration client.......................................................................................16

System area.............................................................................................................17

Content Model area................................................................................................17

Workflow area.........................................................................................................17

Users and Groups area............................................................................................17

Configuring storage options...........................................................................18

Adding repositories.................................................................................................18

Deleting repositories...............................................................................................18

Working with content types............................................................................19

Working with collection types.................................................................................20

Working with attributes..................................................................................20

Defining attributes...................................................................................................20

Adding constraints to attributes..............................................................................26

Working with relationships.............................................................................28

Working with workflows.................................................................................29

Creating a workflow................................................................................................29

Working with statuses.............................................................................................30

Working with forms.........................................................................................31

Defining Roles and Privileges..........................................................................32

Roles and Privileges................................................................................................33

Creating and deleting users ...........................................................................33

Managing user lists with LDAP................................................................................35

Creating and deleting groups.........................................................................39

Configuring Redline colors..............................................................................40

Maintenance and asset management.........................................41

Monitoring user activity and logging off users...............................................41

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Deleting assets................................................................................................42

Archiving assets..............................................................................................42

Restoring assets..............................................................................................43

User interface.............................................................................45

Roles, views, and content structure overview................................................45

The Workspace Browser window....................................................................45

Workspace Browser window...........................................................................45

Workspace toolbar..................................................................................................47

View display options...............................................................................................51

Icon columns...........................................................................................................56

Preview pane...........................................................................................................57

Menus (Quark Publishing Platform Client)......................................................59

Quark Publishing Platform Client menu (Mac OS only)...........................................59

File menu.................................................................................................................59

Edit menu................................................................................................................59

View menu...............................................................................................................60

Actions menu..........................................................................................................60

Go To menu............................................................................................................62

Search menu............................................................................................................62

Window menu (Mac OS)..........................................................................................62

Help menu...............................................................................................................62

Menus (QCD)...................................................................................................62

QuarkCopyDesk menu (Mac OS only).....................................................................63

Platform menu.........................................................................................................63

Menus (QXP)...................................................................................................64

QuarkXPress menu (Mac OS only)...........................................................................64

Utilities menu...........................................................................................................64

Window menu.........................................................................................................64

Platform menu.........................................................................................................64

Menus (Platform adapter for Microsoft Word, Excel and PowerPoint)..........66

File menu.................................................................................................................66

Client tasks ................................................................................69

Understanding how Quark Publishing Platform works...................................69

Quark Publishing Platform Server and Quark Publishing Platform client applications.69

Administering a Quark Publishing Platform workflow.............................................69

Using XML Author with Quark Publishing Platform.................................................69

Using the Quark Publishing Platform Adapter for Microsoft Office........................70

Assigning and managing assets from QXP.............................................................70

Routing and tracking...............................................................................................74

Automating output and export...............................................................................75

Archiving and restoring...........................................................................................75

Logging on......................................................................................................75

Creating assets (QCD and QXP)......................................................................77

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CONTENTS

Working with collections.................................................................................77

Working with collection templates..........................................................................77

Creating a collection...............................................................................................78

Editing collections...................................................................................................86

Duplicating a collection...........................................................................................86

Deleting a collection...............................................................................................87

Appending content (QCD and QXP)...............................................................87

Checking in assets...........................................................................................87

Check In command.................................................................................................88

Check In Other command ......................................................................................89

Check in multiple assets..........................................................................................89

Check In Project With Pictures (QXP only)..............................................................90

Save to Server (Platform adapter for Microsoft Office)..................................91

Assigning assets..............................................................................................92

Assigning assets: Quark Publishing Platform Client................................................93

Assigning assets: QXP.............................................................................................94

Performing a search........................................................................................94

Using the Quick Search feature...............................................................................96

Performing a nested search.....................................................................................97

Performing a full-text search...................................................................................98

Performing a collection search................................................................................99

Search from here...................................................................................................100

Working with saved searches................................................................................100

Managing searches...............................................................................................101

Search results........................................................................................................102

Checking out assets.......................................................................................103

Checking out an asset: Quark Publishing Platform Client.....................................103

Checking out an asset: QCD.................................................................................103

Checking out an article or project: QXP................................................................103

Checking out a project with attachments: QXP....................................................104

Checking out and editing pictures: QXP & QCD..................................................104

Using Advanced search: QCD and QXP ..............................................................104

Cancelling a Checkout .........................................................................................105

Quark Publishing Platform Adapter for Microsoft Office......................................105

Working with templates................................................................................107

Attaching content to layouts.........................................................................108

Primary and secondary attachments.....................................................................108

Attaching article components by dragging...........................................................109

Attaching articles by dragging..............................................................................109

Attaching articles by assigning..............................................................................111

Attaching text files to layouts................................................................................112

Attaching pictures to layouts.................................................................................112

Attaching multimedia assets to reflow articles......................................................113

Tracking attachments............................................................................................113

Detaching components.........................................................................................113

Attaching digital assets to layouts.........................................................................114

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Replacing article geometry...........................................................................114

Working with libraries...................................................................................115

Using Read-Only to view an asset.................................................................115

Publishing assets...........................................................................................116

Viewing and editing attribute information....................................................116

Saving a revision of an asset.........................................................................117

Platform adapter for Microsoft Office...................................................................118

Customizing the search results pane.............................................................120

Setting Quark Publishing Platform Client preferences.................................121

General pane.........................................................................................................121

Workspace pane....................................................................................................124

Startup Mode pane...............................................................................................125

Archive pane.........................................................................................................126

Setting Quark Publishing Platform preferences: QXP .................................126

QXP preferences: General pane...........................................................................126

QXP preferences: Workspace pane......................................................................129

QXP preferences: Project and Attachments pane.................................................130

QXP preferences Article pane...............................................................................131

QXP preferences: Alerts pane...............................................................................132

Setting Quark Publishing Platform preferences: QCD..................................134

QCD preferences: General pane...........................................................................134

QCD preferences: Workspace pane.....................................................................136

QCD preferences: Article pane.............................................................................137

QCD preferences: Alerts pane..............................................................................138

Setting preferences for Quark Publishing Platform Adapter for Microsoft Office.139

Platform adapter for Microsoft Office preferences: General tab..........................139

Platform adapter for Microsoft Office preferences: Connection Settings tab.......140

Platform adapter for Microsoft Office preferences: Search tab............................140

Platform adapter for Microsoft Office preferences: Advanced tab.......................141

Redlining...................................................................................142

Using Redline controls...................................................................................142

Notes........................................................................................144

Working with notes.......................................................................................144

Opening and closing notes...................................................................................144

Showing and hiding notes.....................................................................................144

Deleting notes.......................................................................................................144

Converting between notes and text......................................................................145

Viewing notes by author, date, name, or color.....................................................145

Moving and resizing notes....................................................................................145

Printing notes........................................................................................................145

Notes in PDFs........................................................................................................145

Web Client................................................................................146

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Logging on with Quark Publishing Platform Web Client..............................146

Changing password.......................................................................................147

Customize search results display..................................................................148

Searching in Web Client................................................................................148

Archiving and Restoring in Web Client.........................................................148

Using display options....................................................................................148

Previewing assets with Quark Publishing Platform Web Client....................150

Using the Publish features............................................................................150

Editing asset attributes.................................................................................150

Viewing asset revisions.................................................................................151

Viewing relationship information..................................................................152

Creating articles in Quark Publishing Platform Web Client..........................153

Creating projects from templates in Quark Publishing Platform Web Client.154

Editing articles in Quark Publishing Platform Web Client.............................154

Editing text components.......................................................................................154

Editing picture components..................................................................................156

Managing components.........................................................................................157

Finding and replacing text in articles....................................................................158

Adjusting background color for editing................................................................159

Changing text size for editing...............................................................................160

Working with Rubi.................................................................................................160

Working with Grouped Characters........................................................................161

Using notes in articles...........................................................................................162

Editing projects in Quark Publishing Platform Web Client...........................162

Callouts in Quark Publishing Platform Web Client........................................162

Checking in Other files..................................................................................163

Editing Other Files........................................................................................163

Deleting, duplicating and getting a local copy of an asset...........................164

Deleting an asset...................................................................................................164

Duplicating an asset..............................................................................................164

Getting an asset....................................................................................................164

Using the Web Client Preview pane..............................................................165

Setting Quark Publishing Platform Web Client preferences.........................165

Script Manager ........................................................................167

Quark Publishing Platform Script Manager configuration............................167

Working with Quark Publishing Platform Script Manager............................168

Logging on with Quark Publishing Platform Script Manager................................168

Creating a script....................................................................................................169

Importing a script..................................................................................................170

Deleting and exporting scripts..............................................................................171

Writing, editing, and triggering a script.......................................................171

Accessing Quark Publishing Platform Server objects............................................171

Loading a script in a script....................................................................................171

Logging and debugging scripts............................................................................172

Using utility methods in scripts.............................................................................172

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Triggering a script.................................................................................................173

Quark Publishing Platform event-based script example.......................................174

Executing a script manually...................................................................................175

Privileges..................................................................................176

Content privileges.........................................................................................177

Content privileges: General..................................................................................177

Content privileges: Edit Attributes........................................................................178

Content privileges: Job Jackets............................................................................178

Content privileges: Edit Redlining........................................................................179

Content privileges: Article Components...............................................................179

Content privileges: Edit Pictures...........................................................................179

Content privileges: Editing...................................................................................180

Application privileges....................................................................................180

Application privileges: Administration..................................................................180

Application privileges: Workspace........................................................................181

Glossary....................................................................................182

Legal notices.............................................................................193

A GUIDE TO QUARK PUBLISHING PLATFORM 10.1 | vii

INTRODUCTION

Introduction

Quark® Publishing Platform™ is a collection of networked applications for creative

workgroups. This Guide provides a high-level introduction to the Quark Publishing

Platform Client application and the functionality Quark Publishing Platform adds to QuarkXPress® and QuarkCopyDesk®. You can use this Guide to learn what each

feature is, what it's for, how you can put it to work for you, and where you can find

it. For information about using Quark Publishing Platform with XML Author, see the

Quark XML Author for Quark Publishing Platform documentation.

Where we're coming from

This book assumes you are familiar with your computer and know how to:

• Launch an application

• Open, save, and close files

• Use menus, dialog boxes, and palettes

• Use the mouse, keyboard commands, and modifier keys

If you need help performing any of these tasks, consult the documentation resources

(user or reference guides) provided with your computer.

Conventions in this book

Formatting conventions in this guide highlight information to help you quickly find

what you need.

• Bold type style: The names of all dialog boxes, fields, and other controls are set in bold

type. For example: "Click Storage in the Administration pane."

• References: In descriptions of features, parenthetical references guide you in accessing

those features. For example: "The System Storage controls (Administration pane) let

you designate asset storage."

• Arrows: You will often see arrows (>), which map the path to a feature. For example:

"Choose Administration > User Profiles to add a user."

• Icons: Although many tools and buttons are referenced by name, which you can see

by displaying ToolTips, in some cases icons are shown for easy identification.

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INTRODUCTION

• Cross-platform issues: Some labels, buttons, key combinations, and other aspects of

Quark Publishing Platform client applications differ between Mac OS® and Windows®

because of user interface conventions or other factors. In such cases, both the Mac OS

and Windows versions are presented, separated by a slash, with the Mac OS

version presented first. For example, if the Mac OS version of a button is labeled Select,

and the Windows version is labeled Browse, you are directed to "Click Select/Browse."

More complex cross-platform differences are mentioned in notes or parenthetical

statements.

Notes provide helpful information about particular features and general techniques

for using the software.

A GUIDE TO QUARK PUBLISHING PLATFORM 10.1 | 9

ABOUT QUARK PUBLISHING PLATFORM

About Quark Publishing Platform

Quark Publishing Platform is a highly configurable solution for complete, automated,

end-to-end multichannel publishing. Quark Publishing Platform is purpose-built to

support end-to-end publishing needs, from complete manual publishing systems to

highly automated workflows.

The Platform consists of a set of core modules that can be combined in various ways

and integrated with third-party systems to accommodate almost any workflow. Its

capabilities can be described in terms of content creation, management, publishing,

and delivery.

Create

Quark Publishing Platform lets you:

• Design professional templates for different publications

• Author structured content in the familiar Microsoft Word environment

• Integrate content from databases with other forms of content

• Utilize multimedia content such as video, audio, and slideshows

Manage

Quark Publishing Platform provides:

• Workflow and collaboration tools

• Task and update notifications

• Component management

• Automated checks

• Version control

Publish

With Quark Publishing Platform, you can:

• Automatically assemble components of various types from various sources into

sophisticated layouts

• Automatically publish those layouts in a variety of formats for a variety of devices

10 | A GUIDE TO QUARK PUBLISHING PLATFORM 10.1

Deliver

The automation features built into Quark Publishing Platform make it easy for you to

deliver content to your content consumers in both public and secure environments.

Platform concepts

In order to use Quark Publishing Platform effectively, you should understand some of

the key concepts that it uses.

Assets: An asset is a unit of independent content. Quark Publishing Platform stores,

tracks, and manages assets along with their metadata. The Platform also provides

version control of assets, with both major and minor versions. Versioning policy can

be configured for each content type within a collection. The Platform also supports

multiple renditions of assets (such as previews, thumbnails, XML representations, and

so forth), storing renditions along with each version of their original assets. Assets are

stored in a configurable repository; the default repository on a file server, but pluggable

third-party repositories are also supported.

Content types: Every asset has a content type. The content type concept is a unified

mechanism for associating metadata, workflows, relationships, privileges, and rendering

and publishing actions with different types of content. The Platform can automatically

detect a variety of different content types, including pictures, QuarkXPress projects,

DITA topics, and DITA for Business Documents. Assigning content types to assets

allows the Platform to apply different lifecycles, workflows, and publishing requirements

to different types of content. Content types are hierarchical, with child content types

inheriting from their parents, for easy and logical configuration. Child content types

can be fine-tuned by associating specific metadata and publishing activities with them.

In addition to the standard set of content types, the Platform allows you to define

your own and provides an auto-detection mechanism for so that they can be

automatically recognized.

ABOUT QUARK PUBLISHING PLATFORM

Attributes: Assets can have attributes, which are containers for metadata that model

the intrinsic properties of those assets. The selection of attributes for an asset is

determined by its content type. You can use attributes to drive custom workflows and

publishing processes, and to reflect system-managed state. Attributes are created globally

and can be applied to one or more content types.

Relationships: A relationship links two assets with one another, with one asset being

the parent and the other being the child, and has some associated metadata. There

are different types of relationships, with different sets of associated metadata.

Relationships can be specific to a particular version of a child asset, or can apply to all

versions. Relationships enable component-content management use cases. There are

predefined relationships between QuarkXPress projects and article components, and

between QuarkCopyDesk article components and pictures, and there is a predefined

relationship for XML component references. You can also create your own relationships.

Component management and referencing features are available both for XML

content and for QuarkXPress/QuarkCopyDesk components. In this context, an asset

can be a single topic, a concept, an image, or a media file. Aggregated documents

(including DITA maps and QuarkXPress layouts) are also modeled as assets. The content

type of an asset determines its role.

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ABOUT QUARK PUBLISHING PLATFORM

The Platform uses asset relationships to model content-component references. For

cases of content reuse, the Platform creates multiple relationships, which define such

things as a component’s location, its update status, and so forth. You can selectively

burst content when you check it into the Platform, for easy reuse. You can pin content

to a particular version, or be automatically updated when the master version of the

content changes.

Collections: A collection is a generic hierarchy that you can use to organize assets.

You can model departmental hierarchies, folders, or jobs. You can then map one or

more workflows to each collection, and the assets in each collection will follow that

collection's workflow. Collections also have users associated with them, and different

users can have different roles in different collections. You can apply collection-specific

routing rules and revision control settings, and assign collection-specific attributes,

and search on a collection-specific basis. A collection's Job Jackets file defines the

resources available for the projects and articles in that collection.

Workflows: A workflow helps you to manage the lifecycle of assets by providing a

named, ordered set of statuses for those assets to move through. A status-based

auto-routing feature helps keep everything on track. You can create different workflows

for different content types, use different forms to present attributes in different

workflows, and color-code the statuses in a workflow for easy identification. Each

workflow can have its own QuarkXPress/QuarkCopyDesk redlining settings and Job

Jacket rule evaluations, and you can apply status-based constraints for each attribute.

Publishing Services: The Publishing Service Framework is a server-side framework

that automates publishing and delivery tasks. You can create configurable and extensible

publishing processes that use a variety of renderers, including third-party renderers.

• A Publishing Process is a pipeline consisting of re-usable Activities that encapsulate

common tasks such as resolving XML component references and QuarkXPress

attachments, applying transformations, submitting content to the appropriate rendering

engine, packaging and collecting the output, and delivering the rendered output to a

CMS or via FTP or HTTP.

• A Publishing Channel is a specific configuration of a publishing process that can be

mapped to specific content types. The Platform ships with a library of commonly

required Activities and several pre-configured Publishing Channels.

• An SDK for developing custom Activities is also available.

Platform components

Quark Publishing Platform consists of a set of core modules that can be combined in

various ways with each other and with other systems. Depending on the needs of your

organization, you may choose to use some or all of these modules.

Quark Publishing Platform Server: The heart of Quark Publishing Platform. The

Server manages content, controls and coordinates workflows, provides a hierarchical

scheme for organizing assets and tracks the relationships between those assets,

implements automated versioning, and lets you keep track of users and their

permissions. A Web-based administrative interface lets you control and configure the

Server.

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ABOUT QUARK PUBLISHING PLATFORM

Quark Publishing Platform Clients: A Platform client is any application that can talk

to Quark Publishing Platform Server. Available clients include QuarkXPress for Quark

Publishing Platform, Quark XML Author for Quark Publishing Platform, Quark

Publishing Platform Web Client, QuarkCopyDesk for Quark Publishing Platform, and

desktop client for Mac and Windows. You can also implement and integrate your own

clients with the Quark Publishing Platform SDK. A sample client for iOS "Gateway

Starter App" is also included with the SDK.

• Quark XML Author for Platform: For XML content authoring and reuse in Microsoft

Word.

• Quark Publishing Platform Adapter for Microsoft Office Word: Provides the ability to

work with Platform from Microsoft Word natively.

• Quark Publishing Platform Adapter for Microsoft Office Excel: Provides the ability to

work with Platform from Microsoft Excel natively.

• Quark Publishing Platform Adapter for Microsoft Office PowerPoint: Provides the

ability to work with Platform from Microsoft PowerPoint natively.

• QuarkXPress: For template development, custom layout, content authoring, and layout

and content review.

• QuarkCopyDesk: For content authoring and review.

• Quark Publishing Platform Web Client: For content authoring and review in a Web

browser.

• Quark Publishing Platform Client: A generic desktop client, available for Windows

and Mac OS.

Work-in-Progress Repository: A repository that provides versioning and component

management capabilities for XML assets, QuarkXPress assets, and QuarkCopyDesk

assets. Once a publication is finalized, the published files can be archived in a system

of record.

Quark Publishing Platform Renderer: QuarkXPress Server, an engine that produces

published files from component assets. QuarkXPress Server can produce output in a

variety of formats, including PDF, ePub, and App Studio Article/App Studio Package

(for deployment to the iPad and other devices).

DITA Open Toolkit: An engine that produces published files from XML content that

uses the DITA schema. Working with an XSL-FO processor such as Antenna House,

the DITA Open Toolkit can produce output in PDF, HTML, RTF, and HTML Help

formats.

Quark Publishing Platform Script Manager: A scripting engine that allows you to

build sophisticated custom functionality into Quark Publishing Platform Server without

having to know a programming language.

Quark Publishing Platform SDK and REST interface: Robust interfaces that allow

you to easily develop your own custom Quark Publishing Platform clients.

In addition to the clients listed above, Quark Publishing Platform can support custom

mobile client applications. The Platform includes the source code for a sample mobile

application called the Gateway iOS Starter App, which demonstrates how to create a

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ABOUT QUARK PUBLISHING PLATFORM

custom Platform client for iPhone or iPad. We also have the same for Windows 8.1, a

Gateway Starter App sample for Windows 8.1.

Platform architecture

Quark Publishing Platform is built using open industry standards such as SOA and the

Spring framework, to allow easy integration with existing business systems. The

architecture of Quark Publishing Platform is shown in the following diagram.

Quark Publishing Platform architecture

At the center is Quark Publishing Platform Server, which is a Spring-based Java

application running in a Web container. This application has a number of services,

hosted using the Spring framework, which it uses to perform various operations such

as querying, honoring privileges, and maintaining metadata. You can also write your

own custom services for business system integration.

The Publishing Service provides a component-aware publishing framework that can

integrate with multiple renderers and delivery systems to publish content in multiple

formats, including PDF, eBooks, iPad content, RSS feeds , syndications, and so forth.

At the top of the diagram are the Quark Publishing Platform client applications. These

include desktop applications (such as QuarkXPress, QuarkCopyDesk, and Quark XML

Author), Web applications (including the Web client and Web administrator), and

mobile clients such as the Gateway iOS Starter App. Such client applications can

communicate with Quark Publishing Platform Server via SOAP or the REST interface,

whichever is a better fit.

Also within the Web container are any adapters that are necessary for Quark Publishing

Platform Sever to talk to the Work-in-Progress repository or databases. Other adapters

connect Quark Publishing Platform Server with output technologies such as the DITA

Open Toolkit and the Antenna House XSL-FO formatter.

14 | A GUIDE TO QUARK PUBLISHING PLATFORM 10.1

The Web container also hosts Quark Publishing Platform Renderer, which provides

output in a variety of formats (shown in the boxes around the lower left corner). The

Renderer includes a load balancer called Server Manager and some number of

subrenderers running separately to handle requests as efficiently as possible.

Messaging within the system is handled with Java Message Service (JMS) messages,

managed by ActiveMQ.

The Platform can securely communicate with external resources such as LDAP servers

using either Kerberos or NTLM encryption. This enables the Platform to support single

sign-on and domain users.

Platform features

In addition to the features already discussed, Quark Publishing Platform offers the

following.

• Powerful content reuse features: You can easily use and reuse assets and XML content

in an interface that allows you to preview your changes as they will look at outlook

without leaving Microsoft Word. For more information, see the documentation for

Quark XML Author for Quark Publishing Platform.

ABOUT QUARK PUBLISHING PLATFORM

• Versatile automation features: Using the Quark Publishing Platform publishing

framework, you can create publishing channels (for automatically building output) and

delivery channels (for delivering published content to its destination).

• Workflow management: Quark Publishing Platform lets you construct workflows

that can automatically route files to the appropriate parties based on their statuses,

notify those parties of their assigned tasks, add comments to drafts of document, track

and review changes, and divide the work on a single document so that different users

can work on it simultaneously.

• Collections hierarchy: The Work-in-Progress repository can be organized into whatever

kind of hierarchy works for your organization.

• Sophisticated query engine: Quark Publishing Platform clients can take advantage

of a powerful query engine, including metadata search and full-text search, using an

intuitive user interface. Queries can be named, saved, and shared among users.

• Server-side scripting: Quark Publishing Platform Server comes pre-configured with

the Rhino scripting engine for JavaScript. Scripting is implemented using the Apache

Bean Scripting Framework (BSF). All services, data transfer objects (DTOs), and JMS

messages are available to the script engines. Scripts are executed on the server in a

separate thread of the server process for maximum safety and efficiency. Scripts can

be triggered manually, by a schedule, or by a server-side event. For more information,

see "Script Manager ."

• Directory server integration: You can import users from LDAP servers to enable single

sign-on. For more information, see "Managing user lists with LDAP."

A GUIDE TO QUARK PUBLISHING PLATFORM 10.1 | 15

CONFIGURATION

Configuration

Administration client

Users with the Administration role can configure and maintain a Quark Publishing

Platform workgroup's workflow. In addition to establishing structure for users and the

content they generate, Administrators control security, set defaults, specify storage

locations, and customize the parameters for tracking every asset in their workflow.

To administer Quark Publishing Platform Server, navigate to the following URL in a

Web browser:

http://[IP address of Platform Server computer]:61400/admin

You can also display the administration from the home page, which is http://[IP

address of Platform Server computer]:61400

The Quark Publishing Platform Web Administrator displays.

When you select User Activity, the admin client displays the list of all logged-on users,

including each user's name, the time and date each user logged on, each user's machine

name, and each user's application. If you need to log off a user, select the user's name

in the list and click Log Off Users. You can also log off users and send a message to a

logged-on user.

Admin client running in Web client

16 | A GUIDE TO QUARK PUBLISHING PLATFORM 10.1

System area

The System area includes the following controls:

• Storage: Use this control to specify one or more storage folders for assets and to

establish rules for storing different file types. For more information, see "Configuring

storage options."

• User Activity: Lets you view logged-on users. For more information, see "Administration

client."

Content Model area

The Content Model area includes the following controls:

• Content Types: Use these controls to specify which types of content the Platform is

managing. For more information, see "Working with content types."

• Attributes (also called "metadata" or "headers"): Use these controls to create and

configure attributes that can be associated with assets, article components, collection

types, and layout types. For example, you could create an attribute called "Image

approved" for picture file types. When a user approves an image, he or she can check

"Image approved" for the picture. When another user searches for approved pictures,

the user can include the "Image approved" attribute in the search criteria and limit

the search results to approved images. For more information, see "Defining attributes."

CONFIGURATION

• Relations: Use these controls to configure the relationships available between Platform

assets. For more informaiton, see "Working with relationships."

Workflow area

The Workflow area includes the following controls:

• Workflow Definition: Use these controls to create and configure workflows. For more

information, see "Working with workflows."

Users and Groups area

The Users and Groups area includes the following controls:

• Roles and Privileges: Use these controls to create, delete, rename, and modify roles

and their associated privileges. For details about setting privileges, see "Privileges." For

example, you can create a role called "Editorial," and assign this role to your writers

and editors. All users with this role will have the same privileges to perform editorial

functions.

• User Profiles: Use these controls to create a user, assign a role to the user, assign a

password, and enable or disable the user's ability to log on. You can also delete, rename,

and modify user accounts.

• Groups: Use these controls to combine user profiles into groups to which assets can

be routed. When you route an assignment to a group, that asset appears in the

assignments for everyone in that group. The first person in the group who checks out

the asset gains control of that asset. You can also delete, rename, and modify groups.

• Redline: Use these controls to specify default redline tracking colors for each user.

A GUIDE TO QUARK PUBLISHING PLATFORM 10.1 | 17

CONFIGURATION

Configuring storage options

In versions of Quark Publishing Platform prior to 9.5, you could set up separate

repositories for different file types. In version 9.5 and later, you can simply set up a

single repository for all asset types. You can add additional repositories if you need

additional space, and change the priority of your repositories to control which one

new assets are written into.

To configure storage options, click Storage.

Adding repositories

To add a storage repository:

Click the Repository tab in the Administration: Storage window.

Use the Repository tab of the Administration: Storage area to view and manage the folders where Quark Publishing Platform assets are stored.

Click + to display the New Repository dialog box.

Enter a name for the repository in the Name field.

To specify a specific file system directory, choose fileRepositoryAdapter and then

specify a URL in the URL field (for example: /Users/Name/QPP Repository for Mac OS, or C:\QPP Repository for Windows).

For information about creating a SharePoint repository, see the Quark Publishing Platform

SharePoint Adapter ReadMe.

The storage location must include read/write permissions.

Deleting repositories

To remove a storage repository, click the Repository tab in the Administration: Storage

window, select the repository you want to remove, then click – (minus sign). A warning

message prompts you to confirm the deletion.

18 | A GUIDE TO QUARK PUBLISHING PLATFORM 10.1

Working with content types

Quark Publishing Platform supports a variety of different types of content, including

QuarkXPress projects, QuarkCopyDesk articles, picture files, multimedia files, and

XML files. The Content Types pane lets you control the way in which information

about each of these content types display in Quark Publishing Platform user interfaces.

CONFIGURATION

Content Types pane

Different types of content have different attributes. For example, the list of attributes

for a picture includes values for "Pixel width," "Pixel height," and "Resolution," and

the list of attributes for a text component includes values for "Word count" and "Line

count." Some attributes, such as "Checked out duration," are relevant only to Quark

Publishing Platform, and are stored only in Quark Publishing Platform.

For XML files that adhere to the DITA and BusDocs schemas, Quark Publishing Platform

provides access to specific file-level element and attribute values. For example, you

can use the Quark Publishing Platform user interface to view the values of a DITA XML file's <title> and <author> elements without having to open the file.

By default, Quark Publishing Platform is configured to provide access to a variety of

attributes for four categories of content types:

• Article components

• Assets (of various types)

• Quark Publishing Platform collection types (for more information, see "Working with

collection types")

• QuarkXPress layouts

You can create new content types for asset, text components, and picture components.

You can also create new collection types. To add a new content type, select an eligible

parent content type, then click the plus button under the content type list on the left.

You can add new attributes to any content type. These can be existing attributes from

the Attributes pane, or entirely new attributes.

• To add an existing attribute to the selected content type, click the plus button under

the attribute list on the right and choose Select from Existing.

A GUIDE TO QUARK PUBLISHING PLATFORM 10.1 | 19

CONFIGURATION

• To create a new attribute, click the plus button under the attribute list on the right

and choose Create New. (For more information, see "Understanding attribute types.")

Any new attributes you create are automatically added to the attribute list displayed

in the Attributes pane.

There are two ways to disassociate an attribute from a content type:

• To permanently delete the attribute, select it, click the minus button under the attribute

list on the right, and choose Delete.

• To disassociate the attribute from the selected content type but leave it in the attribute

pool, select the attribute, click the minus button under the attribute list on the right,

and choose Remove Mapping.

Working with collection types

A collection type is similar to an asset type in that it has a particular set of attributes.

By applying a collection type to a collection, you enable users to view and edit attributes

for that collection and create a form for editing those attributes.

To configure a collection type, expand the Collection category in the content type

tree and select the collection type you want to configure.

Configuring a collection type

For more information, see "Working with collection types."

Working with attributes

Each content type has its own set of attributes. For convenience, all attributes are listed

in the Attributes pane. You can assign attributes to content types in the Content

Types pane. For more information, see "Working with content types."

Defining attributes

Each asset in Quark Publishing Platform has a corresponding set of attributes that

describes the asset and its status in the Quark Publishing Platform workflow. Each

content type can have its own set of attributes. These attributes include

20 | A GUIDE TO QUARK PUBLISHING PLATFORM 10.1

CONFIGURATION

system-generated information such as the date and time of the last modification,

default Quark Publishing Platform attributes such as Checked Out By, and any custom

attributes you create to meet the needs of your workflow. For example, you could

create an attribute called Image approved for picture file types. When a user approves

an image, he or she could check Image approved for the picture. When another user

searches for approved pictures, the user could include the Image approved attribute

in the search criteria and limit the search results to approved images.

You can create eight kinds of attribute types: Text, Date, Time, Number, Measurement,

Check Box, Drop-down Menu, and Date Time. Each attribute type can have a default

value. For each attribute, you can limit access so that only users with the privileges to

edit "limited-access" fields can edit the attribute values. Attributes are defined at the

server level, so each attribute can be used by multiple asset types and collection types.

To create, delete, and modify attributes, click Attributes in the navigation pane. The

right pane displays the list of attributes available in the system.

Use the Attributes pane to create, edit, and delete attributes that help identify Quark Publishing Platform assets.

Creating an attribute

To create an attribute:

Click + (plus sign) to display the Create Attribute dialog box.

A GUIDE TO QUARK PUBLISHING PLATFORM 10.1 | 21

CONFIGURATION

Specify the attribute name and type in the Create Attribute dialog box.

Choose an attribute type from the Type drop-down menu. (For more information

about attribute types, see "Understanding attribute types.")

Enter a name for the attribute in the Name field.

To allow only users with the "Edit normal- and limited-access fields" privilege to

access the attribute, check "Limited Access." For more information, see "Defining Roles

and Privileges."

Configure the remaining controls. These controls vary depending on which attribute

type is selected. For more information, see "Understanding attribute types."

To control which content types the attribute is applicable to, check the appropriate

boxes in the Applicable Types list.

Understanding attribute types

There are eight kinds of attributes: Text, Date, Time, Number, Measurement, Check

Box, Drop-down Menu, and Date Time.

Text

Use the Text attribute type to create text attributes.

• Enter a default value in the Default Text field.

• To indicate the maximum length of text in the field, enter a value in the Maximum

Length field.

Date

Use the Date attribute type to create date attributes.

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CONFIGURATION

• Enter a default date in the Default Date field.

• To constrain users to a particular date range, enter a starting date in the Start Date

field and an ending date in the End Date field.

Time

Use the Time attribute type to create attributes where users can enter times.

• Enter a default time in the Default Time field.

• To constrain users to a particular time range, choose a starting time from the Start

Time drop-down menu and an ending time from the End Time drop-down menu.

Time values are determined by the Quark Publishing Platform user's locale setting.

Number

Use the Number attribute type to create attributes where users can enter only numbers.

• Enter a default number in the Default Value field.

• To constrain users to a particular numeric range, enter a minimum number in the

Minimum Value field and a maximum value in the Maximum Value field.

Measurement

Use the Measurement attribute type to create attributes where users can enter only

measurements.

• Enter a default number in the Default Value field.

• Use the Units drop-down menu to specify the unified unit of measure (for example,

Picas or Millimeters).

• To constrain users to a particular measurement range, enter a minimum value in the

Minimum Value field and a maximum value in the Maximum Value field.

Check box

Use the Check Box attribute type to create check box attributes. To display the attribute

with a checkmark by default, check Checked by Default.

Drop-down Menu

Use the Drop-down Menu attribute type to create drop-down menu attributes.

A GUIDE TO QUARK PUBLISHING PLATFORM 10.1 | 23

CONFIGURATION

Choose Drop-down Menu from the Type drop-down menu to create a Drop-down Menu attribute type.

Drop-down menu attributes can display lists of values called attribute domains. For

example, if you create a drop-down menu attribute that requires the list of users on

your system, you can use the existing list of users with the attribute rather than entering

all the names manually.

To assign an attribute domain to a drop-down menu attribute, choose the attribute

domain from the Select Domain drop-down menu. The attribute domain's contents

display in the Menu Items list.

To create a custom attribute domain, click … to the right of the Select Domain

drop-down menu. The Attribute Domain dialog box displays.

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CONFIGURATION

Use the controls in the Attribute Domain dialog box to create and view lists that you can add to drop-down menu attributes.

The Domain Name list includes the available attribute domains. The Domain Values

column lists the values for the selected attribute domain.

To add an attribute domain, click + (plus sign) below the Domain Name column.

To enable users to add entries to the drop-down menu attribute, check the box in the

Allow Expansion column.

To warn users when they add an entry to the drop-down menu attribute, check the

box in the Display Warning column.

To alphabetically sort items in the drop-down menu attribute, check the box in the

Sort Items column.

To rename the domain name, double-click its name.

To add values to the selected attribute domain, click + (plus sign) below the Domain

Values column.

Click Done to close the Attribute Domain dialog box and continue creating your

drop-down menu attribute.

Date Time

Use the Date Time attribute type to create attributes for tracking both dates and times.

• Enter a default date and time in the Default Date field.

• To constrain users to a particular date/time range, enter a starting date and time in

the Start Date field and an ending date and time in the End Date field.

A GUIDE TO QUARK PUBLISHING PLATFORM 10.1 | 25

CONFIGURATION

Time values are determined by the Quark Publishing Platform user's locale setting.

Setting priority search attributes

Priority search attributes display at the top of the list of search criteria in the search

controls. After the priority search attributes, all search attributes display alphabetically.

Priority Search Attributes dialog box

To designate priority search attributes, click Attributes in the navigation pane, and

then click Priority Search Attributes. The Priority Search Attributes dialog box

displays. To add an attribute to the list, select it in the list on the left and then click

the right arrow button.

Adding constraints to attributes

Users can edit asset attributes when they check in an asset, when they save a revision,

and by selecting an asset and clicking Edit Attributes. Constraints let a Quark

Publishing Platform administrator place some controls on how users edit attributes at

these times. For example, if you want users with the Editor role to explicitly approve

an asset when it reaches Final status, you can use the Require Value constraint to

require these users to indicate that the asset is approved or not approved. If a user does

not enter a value, "Errors found" displays in red at the bottom of the Check In, Save

Revision, or Edit Attribute dialog box. The attribute is also highlighted in red, and

the user cannot proceed until he or she provides a value.

Only user-modifiable attributes can be constrained. In addition, you cannot constrain

the Workflow and Collection attributes because privileges determine whether these

attributes can be modified.

To constrain an attribute for a particular workflow:

Click Workflows. The Workflows pane displays.

Select a workflow in the Workflow Name list.

Click the Attribute Constraints tab.

26 | A GUIDE TO QUARK PUBLISHING PLATFORM 10.1

Select the attribute you want to constrain and click Add Constraints. The Add

Constraints dialog box displays.

Add Constraints dialog box

CONFIGURATION

Choose an option from the View as drop-down menu. This value controls how the

information in the list of statuses and roles displays while you establish a constraint.

Options include:

• Status then Role: Displays a hierarchical list with statuses as main headings and roles

as subheadings. You can apply the constraint to individual roles at specific statuses.

• Role then Status: Displays a hierarchical list with roles as main headings and statuses

as subheadings. You can apply the constraint to individual statuses for specific roles.

If you change the View as option, the active setting will be retained, but will display

according to the View as drop-down menu hierarchy.

Check the box for the status or user role the constraint is for.

When you check a role or status in the list, the constraint types become available for

the selected line in the list. There are three kinds of constraints:

• Prevent Change: Prevents users from altering the attribute's value.

• Require Value: Prevents users from leaving an attribute's value unspecified.

• Require Change: Forces users to change the attribute value.

To display the status only, check Select All. You can apply the constraint to all or

none of the roles at specific statuses. Unchecking Select All displays the roles only.

Constraints are applied based on the user's role and the asset's status at the time the

Check in, Save Revision, or Edit Attribute dialog box is displayed. The constraints

in effect in these dialog boxes remain the same even if you change the value of the

Status drop-down menu.

A GUIDE TO QUARK PUBLISHING PLATFORM 10.1 | 27

CONFIGURATION

Working with relationships

You can use constraints to enforce automatic routing according to status. For example,

you can set up automatic routing for a collection at the status level and use Prevent

Change (in the Add Constraints dialog box) to disable modifications of the Route to

drop-down menu in the Check In dialog box. This will cause assets to be rerouted

when their status changes and prevent users from changing the routing of the asset.

A relationship is an object that stores the metadata for the association between two

objects. Whenever you assign an article from a QuarkXPress layout, drag a picture into

a layout, or create an interactive object with App Studio, a relationship object is created

to store information about the link you've just created.

For example, if you drag a picture into a QuarkXPress layout, a relationship is created.

Among other things, that relationship stores the IDs of both the picture and the layout.

This makes it easy to find out which layouts are using a given picture, or how many

pictures are attached to a given layout.

There are six types of relationship:

• Primary attachment: Stores information about a primary attachment.

• Secondary attachment: Stores information about a secondary attachment.

• Overlay attachment: Stores an information about an App Studio or ePub attachment.

• Article component reference: Stores information about the association between an article

component and a linked asset such as a picture.

• XML component reference: Stores information about a reference from one XML file to

another.

• InDesign behaviour reference:

• InDesign hyperlink reference:

• Custom: Developers can create their own relationship types for custom applications.

For more information about attachments, see "Primary and secondary attachments."

Administrators can view the fields assigned to each type of relationship in the Relations

pane.

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CONFIGURATION

Relations pane

Administrators can also add custom relationship types and assign atributes to them.

To view or edit the attributes associated with a relationship type, double-click the

relationship type.

In Quark Publishing Platform Web client, users can view the relationships for an asset

by displaying that asset in List View with Relationship Status. Other Platform clients

can view relationships with Relationship View.

Working with workflows

In Quark Publishing Platform terminology, a workflow is a set of steps that helps you

to publish a document. You define workflows at the server level and then apply them

to collections.

Each workflow has the following characteristics:

• A name.

• A list of the asset types to which it applies.

• A set of statuses, in a particular order. The order of the statuses reflects the order of

the steps necessary for completing the workflow. For example, you might specify that

assets begin with a status called "Assigned," followed by "In Progress," "In Review," and

"Completed." You can specify that an asset with the "Completed" status automatically

routes to an editor for final approval (for more information, see "Setting up auto routing").

You can also enable or disable Redline tracking, check-in layout evaluation, and output

layout evaluation for each status.

• A list of asset attributes. Attributes are defined at the server level, so you can use an

attribute in any number of workflows. You can define constraints for some attributes

at the workflow level.

• An attribute form for each asset type. (The attribute form displays when you check an

asset in.)

Creating a workflow

To create a workflow:

A GUIDE TO QUARK PUBLISHING PLATFORM 10.1 | 29

CONFIGURATION

Click Workflows. The Administration: Workflows screen displays.

Administration: Workflows screen

To create a workflow, click + under the Name list. The Add Workflow dialog box

displays.

Add Workflow dialog box

Enter a name for the workflow in the Name field.

Under Asset Types, check the asset types you want this workflow to be available for.

Click OK.

For information on configuring a workflow, see the following topics.

Working with statuses

Each workflow has its own sequence of statuses. To work with a workflow's statuses:

Click Workflows. The Workflows pane displays.

Select a workflow in the Workflow Name list.

Click the Status tab.

To add a status, click + in the Status tab. The Create Status dialog box displays.

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CONFIGURATION

Create Status dialog box

Enter a name for the status in the Name field.

Use the Color control to associate a color with the status. This color displays in the

Status icon column in the Workspace window.

To enable redline tracking for articles with this status in this workflow, check Enable

Redline Tracking.

To automatically evaluate layouts with this status in this workflow when their projects

are checked in, check Check In Layout Evaluation.

To automatically evaluate layouts with this status in this workflow when they are sent

to output, check Output Layout Evaluation.

You can give a status an associated set of privileges based on the role privileges defined

at the server level, or you can custom design a set of privileges for the status.

• You can specify that a status grants the privileges defined for a particular role at the

server level by choosing an option from the Role drop-down menu and checking Use

Server-level Privileges.

• You can choose an option from the Role drop-down menu and then modify the

settings in the Privileges list. This does not affect the role privileges settings at the

server level; rather, it creates an exception for privileges when assets reach the chosen

status.

Click OK.

Use the arrows at the bottom right of the Status area to set up the statuses so that they

occur in the proper order (from top to bottom).

To delete a status, select it in the Status tab and click -.

To edit a status, double-click its name in the Status tab.

To duplicate a status, Option+click/right-click the status and choose Duplicate from

the context menu.

Working with forms

The Asset Form tab of the Forms pane lets you edit the asset forms for each of the

content types. The Collection Form tab lets you edit the forms associated with the

various collection types. To configure a form:

Click Forms in the navigation pane. The Forms pane displays.

A GUIDE TO QUARK PUBLISHING PLATFORM 10.1 | 31

CONFIGURATION

Forms pane

Click the Asset Form or Collection Form tab.

Select a content type or collection type in the tree on the left and click Form Designer.

The Form Designer dialog box displays.

Form Designer dialog box

To display all attributes in a default layout, check Use the Default View for All Fields.

To add individual attributes, drag them from the Attribute Name list to the grid. To

remove an attribute, click its close box at the upper left. Use each attribute's handles

to move and resize the attribute in the grid.

Click Save.

Defining Roles and Privileges

All users must belong to a role. A role defines the Quark Publishing Platform privileges

for its members.

32 | A GUIDE TO QUARK PUBLISHING PLATFORM 10.1

Roles and Privileges

A role specifies a set of privileges for working within Quark Publishing Platform

applications. Each Quark Publishing Platform user belongs to at least one role. To

create, delete, rename, and modify roles and their associated privileges, click Roles

and Privileges.

CONFIGURATION

Define classifications for different workgroup members in the Administration: Roles and Privileges area.

• To add a role, click + (plus sign). A new role displays in the Roles column. The role's

content-type privileges display in a tree in the Content Privileges tab, and the role's

available application-specific privileges display in a tree in the Application Privileges

tab. Check privileges to enable them, and uncheck privileges to disable them. For

detailed descriptions of the available resources, see "Privileges."

• To change the name of a role, Control+click/right-click the role, then choose Rename

Role from the context menu. You can also use the toolbar or the contextual menu to

rename a role.

• To make a copy of a role, Control+click/right-click the role, then choose Duplicate

from the context menu.

• To delete a role, click – (minus sign). An alert asks you to confirm the deletion. If users

are assigned to the role, you can assign them to a different role at this time.

Creating and deleting users

To create and delete user profiles, click User Profiles.

A GUIDE TO QUARK PUBLISHING PLATFORM 10.1 | 33

CONFIGURATION

Use the Administration: User Profiles window to add and delete users and override user-role settings.

• To create a user profile, click +. In the Create User Profile dialog box, enter a user

name and password, enter the user's last name and first name, choose a role, and enter

the user's e-mail address and phone number. To prevent the user from logging on (for

example, if the user is on extended leave), check Disable Log On.

Specify a user's name, role, password, and access in the Create User Profile dialog box.

You can edit a user name by double-clicking it or using the contextual menu.

When you add users, you can pull them from your Lightweight Directory Application

Protocol (LDAP) list. See "Managing user lists with LDAP" for instructions. You can add

Quark Publishing Platform users in addition to users you manage through the LDAP

service.

• To delete a user profile, select the profile and click–(minus sign). An alert prompts you

to confirm the deletion. If the user had assets routed to him or her, you can reroute

the assets at this time.

34 | A GUIDE TO QUARK PUBLISHING PLATFORM 10.1

• To duplicate a user profile, select the user profile and choose Duplicate from the

contextual menu.

Managing user lists with LDAP

Many system administrators use directory services to manage users on an enterprise

network, such as Lightweight Directory Application Protocol (LDAP). The LDAP protocol

provides global management over user names and passwords. Quark Publishing Platform

administrators are not required to use LDAP, but if they rely on LDAP for other systems,

such as e-mail, then Quark Publishing Platform can be configured so that Quark

Publishing Platform users can log on to Quark Publishing Platform Server with the

same domain username and password they use for other systems on their enterprise

network.

The LDAP service must exist within the same domain as your Quark Publishing Platform

Server.

Quark Publishing Platform Server is the only Quark Publishing Platform application

that maintains communication with the LDAP service.

CONFIGURATION

Quark Publishing Platform Server works with LDAP v3, and X.500 DAP is not required

for or supported by this implementation.

Refer to the Quark Publishing Platform Administration Guide and Quark Publishing Platform

ReadMe for more information about integrating LDAP and Quark Publishing Platform

Server.

Before you can integrate Quark Publishing Platform Server with an LDAP Directory

Server, you must create an LDAP profile and map the LDAP attributes to Quark

Publishing Platform user attributes. The topics below explain how to do this.

Managing LDAP profiles

Before you can import LDAP users into Quark Publishing Platform, you must create

an LDAP profile. An LDAP profile lets you supply the Active Directory Server credentials

that are necessary to allow you to import LDAP users.

To create an LDAP profile:

Click User Profiles.

Click Manage LDAP Profiles. The Manage LDAP Profile dialog box displays.

A GUIDE TO QUARK PUBLISHING PLATFORM 10.1 | 35

CONFIGURATION

Manage LDAP Profile dialog box

Click the + button under the LDAP Profiles list to create a new LDAP profile.

Enter a name for the LDAP profile in the Profile Name field.

Choose the LDAP server's authentication method from the Authentication Type

drop-down menu. Valid values include Kerberos, Digest-MD5, and Simple.

Enter the realm name in the Realm field.

The convention is to enter realm names in upper-case letters.

Each profile must have a unique realm name.

Enter the user name and password of a user who has read access to the Directory Server

(that is, the designated name in the Directory Server). This user authentication will

be used to retrieve the list of users from the Directory Server.

To add an LDAP server to the profile, click the + button under the Servers list.

Click Apply.

Click Done.

Mapping LDAP attributes

Before you can import LDAP users into Quark Publishing Platform, you must map the

LDAP attributes to Quark Publishing Platform user attributes.

To map LDAP attributes:

Click User Profiles.

Click LDAP Attribute Mapping. The LDAP Attribute Mapping dialog box displays.

36 | A GUIDE TO QUARK PUBLISHING PLATFORM 10.1

LDAP Attribute Mapping dialog box

For each field in the dialog box, specify the corresponding LDAP field.

Click OK.

CONFIGURATION

Importing LDAP users

To import users from your LDAP service:

Click User Profiles.

Click Import Users From LDAP. The Import Users From LDAP dialog box displays.

Use the Import Users From LDAP dialog box to add users to your Quark Publishing Platform user list.

The search controls at the top of the dialog box let you specify which users you want

to be able to import. To create a search:

A GUIDE TO QUARK PUBLISHING PLATFORM 10.1 | 37

CONFIGURATION

• Choose the name of the appropriate LDAP profile from the Profile Name drop-down

menu.

• Enter the search criteria in the Search Criteria field. For example, to import all LDAP

users that meet the criteria samaccountname=*, enter samaccountname=*

•

Enter the base string in the Base String field. In this string, ou is an abbreviation for "organizational unit" and dc is short for "domain component." This string represents

the search base used to search for users in the Active Directory server computer's

hierarchy.

• Click Save to save the search and provide a name for the search in the dialog box that

displays.

Choose the search to execute. The matching users are listed on the left.

Select one or more names from the LDAP Users list on the left and click the right

arrow to add selected users to the Platform Users list on the right. The Assign Role

dialog box displays.

Use the Assign Role dialog box to assign a Quark Publishing Platform user to a role.

Choose a role from the Role drop-down menu in the Assign Role dialog box and then

click OK.

You can change the search criteria, execute more searches, and continue to add users

until you click OK in the Import Users from LDAP dialog box.

Click OK. The users in the list on the right are imported.

If you duplicate a Quark Publishing Platform user that you imported from your LDAP

service, the duplicated user is not connected to your LDAP service (that is, it's like

creating a new user).

You cannot have two Quark Publishing Platform users with the same name. If you

attempt to add a user name that is the same as an existing user name, you will not be

allowed to add the duplicate user name.

38 | A GUIDE TO QUARK PUBLISHING PLATFORM 10.1

A Quark Publishing Platform administrator must have the "Manage LDAP Users"

privilege for the Import Users from LDAP functionality to be available.

Creating and deleting groups

If you combine users into groups, you can route an asset to a group, and any user in

that group can check out the asset and work on it. To create and delete groups, click

Groups.

CONFIGURATION

Use the Administration: Groups screen to create, edit, and delete groups of users.

• To create a group, click + (plus sign). In the resulting dialog box, enter a group name.

Use the -> arrow to add users to the group and the <- arrow to delete users from the

group.

Specify group members through the Create Group dialog box.

You can edit a group name by double-clicking it, using the toolbar, or using the

contextual menu.

A GUIDE TO QUARK PUBLISHING PLATFORM 10.1 | 39

CONFIGURATION

Configuring Redline colors

• To delete a group, select the group and click – (minus sign). An alert prompts you to

confirm the deletion.

• To edit a group, double-click the group name.

For users with redline privileges, administrators specify colors that identify each user's

changes.

To specify redline colors:

Click Redline. The Redline pane displays.

The Redline screen lets you assign redline colors to users.

Select a user from the User Name list, then click the box in the Redline Color list to

display the Colors dialog box. Use the controls in the Colors dialog box to specify a

specific color to be applied to text when the user enters text with redlining enabled.

Alternatively, you can check Display All Redline Deletions in One Color to use a

single color for identifying deletions by all users.

Click Apply.

QuarkXPress and QuarkCopyDesk users can specify default redline colors and styles

to differentiate insertions and deletions in WYSIWYG, Full Screen, and Galley views.

However, when a QuarkXPress or QuarkCopyDesk user is logged on to Quark Publishing

Platform and working on an article tracked by Quark Publishing Platform, the colors

assigned by the administrator override the colors specified in the Preferences dialog

box. See A Guide to QuarkCopyDesk for information about using the Redline feature

outside of a Quark Publishing Platform workflow.

You can turn the Redline feature on and off on a status-by-status basis. For more

information, see "Working with statuses."

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MAINTENANCE AND ASSET MANAGEMENT

Maintenance and asset management

Quark Publishing Platform provides remote server monitoring and other tools to

promote effective server maintenance. Using the Quark Publishing Platform Client,

administrators perform asset management functions to archive completed projects,

restore archives, and so forth. This chapter explains how to use these tools.

Monitoring user activity and logging off users

When you select the server name in the Quark Publishing Platform Web Administrator,

information about Quark Publishing Platform Server and the users logged on to it

displays. To use this information:

Click User Activity. The displayed list includes the number of users who are currently

logged on to Quark Publishing Platform Server, their names, the time and date each

user logged on, each user's machine name, and each user's application (including

Quark Publishing Platform Script Manager).

User Activity pane

To log off a user, select the user and click Log Off Users. You can select multiple users

to log off more than one at a time.

A GUIDE TO QUARK PUBLISHING PLATFORM 10.1 | 41

MAINTENANCE AND ASSET MANAGEMENT

Deleting assets

You can delete assets using Quark Publishing Platform Client, QuarkCopyDesk,

QuarkXPress, or Quark Publishing Platform Web Client. Your preference settings

determine how the deletion process for checked-out and attached assets works for

each application.

To specify how Quark Publishing Platform Client, QuarkCopyDesk, QuarkXPress, or

Quark Publishing Platform Web Client responds when you attempt to delete

checked-out assets and assets attached to QuarkXPress projects, use the Checked-out

Assets and Attached Assets drop-down menus in the Asset Deletion Options area of

the respective Preferences dialog box. The controls are identical for both options.

Choose Delete Asset Without Warning to delete checked-out or attached assets

without displaying a warning. Choose Never Allow Deletion to prevent the deletion

of checked-out or attached assets. Choose Ask Before Deleting to display an alert so

you can decide each time you delete a checked-out or attached asset.

To delete assets:

Display the search results pane and select one or more assets you want to delete.

Click Delete in the Quark Publishing Platform Client Workspace toolbar. If the selected

assets are not checked out or attached to a QuarkXPress project, they are deleted. If

the selected assets are checked out or attached, the delete process continues according

to your preference settings.

Archiving assets

You can use Quark Publishing Platform Client to archive Quark Publishing Platform

assets when you're finished with them, and Quark Publishing Platform provides a

restore mechanism if you need to reintroduce these assets to your Quark Publishing

Platform workflow. Archiving assets requires the "Enable Asset Archiving" privilege.

To archive assets:

Display the Workspace pane and select one or more assets to archive.

Choose Actions > Archive or click Archive in the Quark Publishing Platform Client

Workspace toolbar. The Archive dialog box displays.

Specify a folder for storing the archives, enter an archive name, and then click

Archive/Save.

The selected assets are copied to the location you specify, and the attribute information

for these assets is combined in a single XML file.

If you check Delete Assets Afterwards in the Archive pane of the Preferences dialog

box (Quark Publishing Platform Client > Preferences), Quark Publishing Platform

asks you if you want to delete the assets after a successful archive operation. If Delete

Assets Afterwards is unchecked, the original assets remain on Quark Publishing

Platform Server.

42 | A GUIDE TO QUARK PUBLISHING PLATFORM 10.1

Quark Publishing Platform confines an archive file and its corresponding XML file to

a single folder. When you name the XML file and the folder that contains it, you can

identify archive characteristics, such as the date the archive was created. Using

descriptive names will help you identify the archive if you need to restore the assets

later.

Your archive preferences are stored on Quark Publishing Platform Server, so your user

log-on name determines the archive preferences, regardless of the workstation you use

to archive assets. However, archive log files are stored in the same folder where you

store archive files.

Restoring assets

You can restore Quark Publishing Platform assets that have been archived if you have

the "Enable Asset Archiving" privilege.

In versions 9 and later of Quark Publishing Platform, restoring a project also restores

the corresponding versions of all assets attached to that project, and all of those assets

are attached to the project. However, if you revert to a previous version of a project,

any attached assets are detached.

MAINTENANCE AND ASSET MANAGEMENT

To restore assets:

Display the Workspace pane and choose Actions > Restore or click Restore in the

Quark Publishing Platform Client Workspace toolbar. The Restore dialog box displays.

On Mac OS, you can add the Restore button to your Workspace toolbar.

Use the Restore dialog box to locate the archive file you want to restore.

Select the XML file that corresponds to the archived assets you want to restore, then

click Restore.

Using descriptive names for the archive folder and XML file when you create the

archive will help you identify assets for restoration.

A GUIDE TO QUARK PUBLISHING PLATFORM 10.1 | 43

MAINTENANCE AND ASSET MANAGEMENT

If one or more of the attributes for the archived assets are no longer part of the server

configuration, you can choose alternative attributes in many cases. However, when

switching attributes is not possible, the restore process skips to the next archived file.

You will need to re-create the missing attribute to restore these skipped assets.

If an asset with the same name and file type is already checked in to Quark Publishing

Platform Server, an error occurs and identifies the asset in the log file.

Your "Restore" log files are stored in the same folder where you store archive files. If

you do not have write access to the folder where you store archive files, Quark

Publishing Platform Server will prompt you to specify a location.

44 | A GUIDE TO QUARK PUBLISHING PLATFORM 10.1

User interface

Users can access their Quark Publishing Platform workflow through the Quark

Publishing Platform Client application, Quark Publishing Platform Web Client, and (using XTensions® software) QuarkCopyDesk and QuarkXPress. This chapter provides

an overview of the Quark Publishing Platform user interface on both Mac OS and

Windows. To learn how to perform application-specific tasks, see the other chapters

in this document.

USER INTERFACE

Roles, views, and content structure overview

Before you can use Quark Publishing Platform, you must log on to the server. By

default, the Platform includes an existing user named "Admin" with a case-sensitive

password of "Admin." Administrators use this name and password to log on for the

first time, and Quark recommends enhancing administrative security by changing the

password the first time you log on.

For all users, the name and password you use to log on are associated with a particular

role. This role determines which privileges you have and which functions are available

to you. Consequently, your view of the Quark Publishing Platform user interface may

be different from someone else's.

See "Privileges" to learn about specific privileges for a role.

The Workspace Browser window

The Workspace Browser window displays when you log on to Quark Publishing

Platform from any Quark Publishing Platform client application.

Workspace Browser window

You can use the Workspace navigation pane to work with files in Quark Publishing

Platform.

A GUIDE TO QUARK PUBLISHING PLATFORM 10.1 | 45

USER INTERFACE

Workspace pane

You can control what displays in the main area on the right by clicking items in the

Workspace navigation pane on the left.

• Quick Search: Use the Quick Search field to search for Quark Publishing Platform

assets according to asset name, text within an asset, or a combination of asset name

and text content.

• Favorites: Drag frequently used collections and searches to this area, and they will be

available in every Quark Publishing Platform client you use. (In Quark Publishing

Platform Web Client, you can Option+click/right-click an asset and use the context

menu to add it to or remove it from the Favorites area.)

• Assignments: Displays all assets that are routed to you.

• Attachments (QuarkXPress only): Displays all assets that are attached to the active

layout.

• Depth (QuarkXPress only): Displays articles with text components that can fit in the

selected text box (within a certain range). For more information, see "QXP preferences:

Workspace > Workspace Browser."

• My Searches: Displays all of your searches. Click a search to see its results in the search

results pane. To duplicate, delete or reload a search, Option+click/right-click it and

choose Duplicate Search, Delete Search or Reload Search. You can also

Option+click/right-click a search and choose Manage Searches in order to edit, share,

duplicate, rename and delete searches.

• Shared Searches: Displays all of the shared searches that you have access to. Click a

search to see its results on the search results pane.

• Unsaved Searches: Displays all unsaved searches that you have created. To delete an

unsaved search, Option+click/right-click it and choose Delete Search.

• Collections: Displays, in tree format, all of the collections that the active user has

access to. You can add an asset to a collection by dragging the asset onto the collection

from elsewhere in the collections hierarchy, from the search results area, or from the

file system.

46 | A GUIDE TO QUARK PUBLISHING PLATFORM 10.1

Assign

Check Out

USER INTERFACE

The options for Quark Publishing Platform Web Client are slightly different. For more

information, see "Quark Publishing Platform Web Client."

Workspace toolbar

The Workspace toolbar provides the commands listed in this section. The overflow

menu on the right side of the toolbar includes many other commands.

On Windows, the controls in the Workspace toolbar are presented using the Windows

ribbon interface. This provides additional features, including the Quick Access Toolbar

feature.

DescriptionButton

Use the Assign drop-down menu to display the assignment options: Text File, Graphic, QuarkCopyDesk Article, QuarkCopyDesk Article Template, QuarkXPress Project, and QuarkXPress Project Template. QuarkCopyDesk Article displays a submenu with options to

create an assignment based on an existing article or based on default specifications from your Quark Publishing Platform Server.

Click this button to open and display the asset selected in the Workspace Browser window. The button accommodates different conditions. If you select a checked-in asset, this button checks the asset out. If you select an asset that you have checked-out, this button opens it. If you select an asset that you have open, this button brings that asset's window to the front.

When you check out a file, Quark Publishing Platform automatically copies the asset to your computer, stores it in a folder that you have designated for storing checked-out assets (or, if this is your first checkout, prompts you to designate the folder), and opens the asset.

Cancel Checkout

Read Only

Get

Get Collection

Click Cancel Checkout to cancel an asset checkout without updating Quark Publishing Platform Server with a revision. However, if you made any changes, an alert notifies you that your changes might be lost. If you saved a revision of the asset on Quark Publishing Platform Server, the revision becomes the current version. You can also cancel the checkout of assets that you have currently checked out in other applications.

Click Read Only to display an asset with read-only access. You can view the asset's contents, but you cannot change the asset.

Click Get to move a copy of the selected asset to your computer. If you have the privilege to check in new files, you can rename the asset and check it in.

Click Get Collection to move a copy of the selected collection to your computer.

Click Check In to check in a checked-out asset selected in the search results pane.

Check In

A GUIDE TO QUARK PUBLISHING PLATFORM 10.1 | 47

USER INTERFACE

Check In Other

Save Revision

Publish

DescriptionButton

(MAC OS client) Click Check In Other to display the Check In Other File dialog box. This dialog box lets you navigate to one or more assets stored locally or on a network. You can specify an asset's attributes before checking in the asset. This dialog also lets you choose folders on the disk to be checked in along with its content and any sub folders and their contents.

(Windows client ) Use the Check In Other drop-down menu to display the options: Check In File and Check In Folder. Click Check In File to display the Check In Other File dialog box. This dialog box lets you navigate to one or more assets stored locally or on a network. You can specify an asset's attributes before checking in the asset. Click Check In Folder to check in a folder and all of its subfolders.

Click Save Revision to display the Save Revision dialog box and update Quark Publishing Platform Server with the most current content from the selected asset.

Click Publish to publish the selected asset in one of the following formats:

App Studio Article: publish the selected asset as an HTML5 article. You must supply App Studio Publishing Portal credentials in QuarkXPress Server in order to be able to upload App Studio articles to the Portal; for more information, see A Guide to QuarkXPress Server

QuarkXPress Project: publish the selected asset as a QuarkXPress project.

Collect for Ouput: deliver the selected asset, along with all references (images, audio, videos,

reference XML), to the configured delivery channel or to a particular location.

HTML: publish the selected asset in HTML format.

PDF: publish the selected asset in PDF format.

App Studio Package: publish the selected asset as an App Studio Package.

ePUB: publish the selected asset in ePUB format.

Rich Text Format: publish the selected asset in RTF format.

Refresh

Edit Attributes

Displays

New Search

When you click Refresh, Quark Publishing Platform performs the active search again and refreshes the search results pane.

Click Edit Attributes to display the Edit Attributes dialog box for the asset selected in the window. Attributes are known as metadata in other systems, and they were called "headers" in earlier versions of Quark Publishing Platform. If you have the privilege and an attribute is available, you can change the attribute value in this dialog box and then click Update.

Use the Displays drop-down menu to control how assets display in the search results pane. For more information, see "View display options."

For users who have the "Enable Enhanced Search Displays in Workspace Browser" privilege, this menu also includes Project, Project and Page, Collections, and Relationships options for asset searches. Also, the dialog box that displays when you choose Custom includes Group By and Attachment tabs.

Click New Search to create a search with new search criteria.

Use the Saved Searches drop-down menu to execute saved searches. The Saved Searches list also includes shared searches from other users. Choose Manage to display the Manage Saved Searches dialog box, which lets you add, edit, share, duplicate, and delete search operations.

48 | A GUIDE TO QUARK PUBLISHING PLATFORM 10.1

Saved Searches

Preview

Selection Information

Relationship Information

USER INTERFACE

DescriptionButton

Click Preview to display a large preview of the selected image, QuarkCopyDesk article, or QuarkXPress project. The preview window also displays navigation controls for previewing different pages of the asset.

The Preview window remembers the last location and size.

By default, Quark Publishing Platform asset previews include the first five pages of a PDF and the first 20 pages of a QuarkXPress project or QuarkCopyDesk article. Quark Publishing Platform administrators can adjust the number of pages in a preview by editing configuration files. See A Guide to Quark Publishing Platform Administration for details.

Click Selection Information to display the Selection Information dialog box. This dialog box contains information about the selected asset or assets, such as whether you can check out the assets or delete components.

Click Relationship Information to view the primary attachments, secondary attachments (if any), and revision number for the asset selected in the window. For files, the Relationship Information dialog box also displays Layout Name, Page Name, Page Index &, and Component Name. For QuarkCopyDersk files, it displays Component Name. For XML files, it displays XPath.

View Revisions

Index Again

Delete

Asset Information

Click View Revisions to display the Revisions dialog box. This dialog box contains information about the revisions tracked by Quark Publishing Platform Server for the selected asset. You can print a revision, open a read-only copy of a revision, delete a revision, or revert to an earlier version to designate a revision as the current version.

Click Index Again to receive updated previews from QuarkXPress Server for articles and projects.

Click Delete to remove the selected asset from Quark Publishing Platform Server.

Click Asset Information to display the More Info window, which lists all the attributes and values for the selected asset.

Click View Slideshow to display a slideshow of the selected assets.

View Slideshow

Duplicate

Click Duplicate Item to create a copy of the selected asset on Quark Publishing Platform Server.

A GUIDE TO QUARK PUBLISHING PLATFORM 10.1 | 49

USER INTERFACE

Export Search Results

Compact View (Mac OS only)

Click Compact View to reduce the size of the Workspace Browser window and include

fewer controls. Many of the other controls automatically move to the overflow menu,

and the window identifies the name of the active application. For example, if you

choose Compact View and then switch to TextEdit, the Quark Publishing Platform

Client window displays the name of the active application and provides buttons for

checking in assets, checking out assets, viewing revisions of assets, and searching for

other assets.

Customizing the Workspace toolbar

You can customize your display on Mac OS by control-clicking the Workspace toolbar

and choosing Customize Toolbar. A window displays that allows you to add an icon

by dragging it to the toolbar or remove an icon by dragging it from the toolbar. You

can add the Customize icon to more quickly access this window. You can also add

spacing and dotted-line separators to the Workspace toolbar.

On Mac OS, use the Show drop-down menu at the bottom of the window to display

controls (such as the Check In button) with text and icons, text only, or icons only.

You can also control the size of the icons.

50 | A GUIDE TO QUARK PUBLISHING PLATFORM 10.1

On Windows, you can add a command to the Quick Access Toolbar by right-clicking

the command.

If you decrease the size of the Workspace Browser window, increase the size of icons,

and display icons and text, the Workspace toolbar automatically generates an overflow

menu that displays on the right side of the palette to include the controls that don't

fit on the toolbar.

View display options

View display options let you control how assets display in the workspace. These options

are available from the View menu (Mac OS only) and from the icons above the

workspace area in the Workspace Browser window.

Name view

The Name submenu includes the following options.

Choose List View to display assets in a list format.

USER INTERFACE

List view

In list views, you can show and hide all columns except the Name column.

• To sort (or reverse sort) the search results according to a column, click the column

title.

• To show or hide a column, Control+click/right-click the column title and choose the

attribute.

• To show or hide multiple attributes, Control+click/right-click the column title and

choose Customize Current View. The Configure Columns tab includes all the attribute

fields for you to show or hide.

You can add the Thumbnails column to display thumbnail asset previews.

• To reposition a column, click and drag the column title.

• To resize a column, click and drag the column edge.

Quark Publishing Platform assets that match your search criteria but are not attached

to projects are listed below Unattached. Quark Publishing Platform assets that match

your search criteria but are attached to projects that have never been checked in to

A GUIDE TO QUARK PUBLISHING PLATFORM 10.1 | 51

USER INTERFACE

the Platform Server are listed below Attached to other projects. Attached assets can

display below multiple projects if they are attached to multiple projects.

Choose Relationship View to display the relationships between assets. This lets you

determine which assets are used by other assets.

Relations view

Choose Thumbnails to display small previews of assets. You can display the color of

an asset's status in the border of the thumbnail preview by checking the Show Status

Color around Thumbnails preference (Quark Publishing Platform Client >

Preferences > Workspace). The status color border displays when you choose

Thumbnails, Filmstrip, or Detailed Thumbnails View from the Displays > Name

submenu.

Thumbnails view

Choose Filmstrip to display a large preview of the selected asset with all other assets

below it.

52 | A GUIDE TO QUARK PUBLISHING PLATFORM 10.1

USER INTERFACE

Filmstrip view

Choose Snippet View to display a thumbnail preview for each asset, with a thumbnail

preview and other asset information to the right of the preview.

Snippet view

Project view

Project view displays search results in a hierarchical structure with QuarkXPress projects

at the top. Articles and pictures attached to each project are listed below their respective

projects.

A GUIDE TO QUARK PUBLISHING PLATFORM 10.1 | 53

USER INTERFACE

Project view

Project and Page view

Project and Page view displays search results in a hierarchical structure with

QuarkXPress projects at the top. Each page is listed below its respective layout. Articles

and pictures in the layout are listed below their respective pages.

If one item attached to a layout matches the search, the project and all the other

attachments of the project also display.

An article or picture can display below more than one page if it is attached to multiple

pages in a project.

Project and Page view

This view is not available when you are browsing collections. To see the assets attached

to a project, use List View with Attachments.

Collections view

Collections displays search results in the hierarchical structure of the collections tree.

This view is not available when you are browsing collections.

54 | A GUIDE TO QUARK PUBLISHING PLATFORM 10.1

Collections view

Custom view

Custom view displays search results in a hierarchical structure based on four levels of

attributes you specify. Choosing Custom displays a window with three tabs: Configure

Columns, Group By, and Explore By.

USER INTERFACE

Use the Configure Columns tab to specify the attributes you want to display as columns in the search result.

Use the Group By tab to specify up to four hierarchical groups within which you can group your search results. This option is not available in Quark Publishing Platform Web Client.

A GUIDE TO QUARK PUBLISHING PLATFORM 10.1 | 55

USER INTERFACE

Use the Explore By tab to display QuarkXPress projects and attached assets or to display assets in the collections hierarchy. This option is not available in Quark Publishing Platform Web Client.

List View with Relationships

List View with Relationships displays assets in a list view where you can expand

projects to see their relationships, and expand articles to see their components.

List View with Relationships view

List View with Relationship Status

List View with Relationship Status displays assets in a list view where you can expand

projects to see their relationships and view their statuses.

Icon columns

In Quark Publishing Platform Client and QuarkCopyDesk, the Workspace Browser

window displays four icon columns that provide information about each asset. The

Workspace Browser window in QuarkXPress displays a fifth icon column called Local

Attachment. These icons display in columns on the left side of the Search Results

list in all extended views and List View, as well as under each asset's icon in

Thumbnails View and Filmstrip View. In order from left to right, the icons are as

follows:

• Clear Diamonds: A diamond indicates each asset's status, relative to the last search

performed in the Workspace Browser window. A green diamond indicates the asset

has been added to the list since the current search was executed. A white diamond

indicates that an asset's attributes have been updated since the current search was

56 | A GUIDE TO QUARK PUBLISHING PLATFORM 10.1

USER INTERFACE

executed, but the asset still meets the search criteria. A gray diamond and gray shade

to the line indicate that another user changed the asset's attributes and the attributes

no longer match the search criteria. However, if you made the same change to the

asset's attributes, the asset would simply be removed from the Workspace Browser

window. If you click the Clear Diamonds icon at the top of the column, all diamonds

are removed, the Workspace Browser window is updated, and the assets no longer

matching the search are removed from the display.

Press Option/Alt while clicking the Clear Diamonds icon at the top of the column to

lock or unlock the Clear Diamonds column. When the Clear Diamonds column is

locked , asset attribute changes do not display in the Clear Diamonds column.

Clicking the diamond next to an asset name removes the diamond for that asset, but

the rest of the Clear Diamonds column in the Workspace Browser window does not

change.

• Global Attachment: A symbol indicates whether each asset is attached to a QuarkXPress

project as a primary or secondary attachment. Select an attachment in the Workspace

Browser window and click Attachment Information to determine attachment status.

You can also position your mouse over the Global Attachment icon for the asset to

display a tooltip (for example, "Indirect Picture Attachment" and "Secondary Global

Attachment").

• Local Attachment (QuarkXPress only): A symbol indicates any local attachments for

the active project (that is, "local" project). Select an attachment in the Workspace

Browser window and click Attachment Information to determine attachment status.

You can also position your mouse over the Local Attachment icon to display a tooltip

(for example, "Unattached Secondary Attachment" and "Secondary Local Attachment").

• Checked Out: A symbol indicates whether assets are checked out. If an asset is checked

out by the logged-on user, a green checkmark displays. If an asset is checked out by

another user, a red checkmark displays. If the logged-on user cannot check out the

asset, a red X displays.

• Status: A color-coded circle indicates the Quark Publishing Platform status for the

selected asset. Your Quark Publishing Platform administrator defines these statuses

and associates a color with each status. A tooltip for each color-coded circle displays

the status name.

Preview pane

The Preview pane on the right side of the Workspace window displays additional

information about the selected asset.

A GUIDE TO QUARK PUBLISHING PLATFORM 10.1 | 57

USER INTERFACE

Preview pane

The Preview area displays a preview of the selected asset. If the asset is a project or

article, the Preview area displays a spread preview of all pages. If the asset is a project,

the Preview area can display a preview of every layout in the project. If the project

has multiple Print, Interactive, and/or App Studio layouts, a tab displays at the top for

each layout.

You cannot preview projects that contain Web layouts in the Preview area.

Beneath this area are the following tabs:

• Refers To: Displays all assets that the selected asset refers to (including assets that are

attached to it). You can right-click on a referenced asset and select Open Collection.

This takes you to the collection of the referenced asset..

• Where used: Displays all assets that refer to the selected asset..

• Attributes: Displays all of the asset's attributes. Right-click on any attribute to display

the Configure Attributes dialog box.

• The Revisions area displays the number of asset revisions. Click Revisions to display

the View Revisions dialog box. This dialog box allows you to see the full list of

revisions, view a read-only copy of a revision, revert to a previous revision, or print

the asset revision list.

Context menus are provided for references in the Refers To and Where used tabs.

If articles or projects do not display in the Preview Pane, select the assets and click

Index Again in the Workspace toolbar to receive updated asset previews from

QuarkXPress Server.

58 | A GUIDE TO QUARK PUBLISHING PLATFORM 10.1

Menus (Quark Publishing Platform Client)

The commands in the Quark Publishing Platform Client application window's menus

vary depending on the active application, the user's role, and the pane selected on the

left side of the window.

Only the Mac OS version of the Quark Publishing Platform Client application has

menus. On Windows, use the ribbon interface.

Quark Publishing Platform Client menu (Mac OS only)

The Quark Publishing Platform Client menu includes the following commands:

• About Quark Publishing Platform Client: Displays information about Quark

Publishing Platform Client, including the version number.

• Preferences: Enables you to specify default settings and customize the way Quark

Publishing Platform Client performs on your workstation.

• Log On/Log Off: The Log On command displays the Log On dialog box. The Log

Off command logs off the user but does not exit the application.

USER INTERFACE

• Quit Quark Publishing Platform Client: Exits the application.

If you click the close icon in the upper-left corner of the Quark Publishing Platform

Client window on Mac OS, the window closes. Click the Quark Publishing Platform

Client icon in the Dock to open a new window.

This menu also contains some commands supplied by Mac OS.

File menu

The File menu provides commands for printing the Quark Publishing Platform Client

window on Mac OS and Windows, as well as the Quit and Log Off commands on

Windows.

• New Window: Displays a new Workspace Browser window.

• Page Setup: Lets you configure the printed version of the active window.

• Print: Prints the active window.

• Close: Closes the active Workspace Browser window.

• Export Search Results: Lets you export the search results displayed in the search results

pane as an HTML file, an XML file, a tab-delimited file, or a comma-delimited file.

Edit menu

The Edit menu includes the following commands:

• Undo <Last Operation>: Reverses the last operation performed on content.

• Redo <Last Operation>: Reverses the last Undo command performed on content.

• Cut: Removes the selected content and stores it on the Clipboard.

• Copy: Copies the selected content and stores it on the Clipboard.

A GUIDE TO QUARK PUBLISHING PLATFORM 10.1 | 59

USER INTERFACE

• Paste: Pastes the Clipboard content at the text insertion point.

• Select None: Deselects all the contents of the active document, Workspace window,

or field.

• Select All: Selects all the contents of the active document, Workspace window, or

field.

• Rename: Lets you rename the selected item.

• Add: Adds a new instance of the selected item.

• Edit: Lets you edit the selected item.

• Duplicate: Makes a copy of the selected item.

• Program Language: Lets you change the language of the Quark Publishing Platform

interface.

• Delete Selection: Removes the selected content or item.

• Special Characters: Displays the Character Palette with the character options for

available fonts.

View menu

The View menu includes the following commands:

• Displays submenu: Use this submenu to control how assets display. For more

information, see "View display options."

• Compact: Use this command to change the Workspace display from Expanded View

to Compact View.

• Navigation Pane: Use this command to show or hide the navigation pane on the left.

Actions menu

The Actions menu includes the following commands: for assigning assets, checking

assets in and out, opening copies of assets, opening read-only versions of assets, viewing

asset information, viewing asset revisions, editing asset attributes, and checking in

assets in third-party file formats that cannot be opened with File > Open in QuarkXPress

or QuarkCopyDesk.

• Assign: Use the Assign drop-down menu to display six assignment options: Text File,

Graphic, QuarkCopyDesk Article, QuarkCopyDesk Article Template, QuarkXPress

Project, and QuarkXPress Project Template. QuarkCopyDesk Article displays a

submenu with options to create an assignment based on an existing article or based

on default specifications from your Quark Publishing Platform Server.

• Check In: Click Check In to check in a checked-out asset selected in the Workspace

Browser window.

• Check In Other: Click Check In Other to display the Check In Other File dialog

box. This dialog box lets you navigate to one or more assets stored locally or on a

network. You can specify an asset's attributes before checking in the asset.

• Check Out: Click Check Out to open and display the asset selected in the Workspace

Browser window.

60 | A GUIDE TO QUARK PUBLISHING PLATFORM 10.1

USER INTERFACE

• Read Only: Click Read Only to display an asset with read-only access. You can view

the asset's contents, but you cannot change the asset.

• Get: Click Get to move a copy of the selected asset to your computer. If you have the

privilege to check in new files, you can rename the asset and check it in.

• Publish > Publish as ePUB: Click Publish as ePUB to create an ePUB document fom

a layout's Reflow view.

• Publish > Publish as Collect for Output: Click Publish as Collect for Ouput to deliver

the selected asset, along with all references (images, audio, videos, reference XML), to

the configured delivery channel or to a particular location.

• Publish > Publish as App Studio Package: Click Publish as App Studio Package to

publish the selected asset as an App Studio Package.

• Publish > Publish as App Studio Article: Click Publish as App Studio Article to

create an HTML5 App Studio article from a layout and upload it to the App Studio

Publishing Portal. Note that you must supply App Studio Publishing Portal credentials

in QuarkXPress Server in order to be able to upload App Studio articles to the Portal;

for more information, see A Guide to QuarkXPress Server.

• Publish > Publish as PDF: Click Publish as PDF to create a PDF version of an article

or layout.

• Publish > Publish as HTML: Click Publish as HTML to create an HTML version of

an article or layout.

• Publish > Publish as QuarkXPress Project: Click Publish as QuarkXPress Project to

create a QuarkXPress project from a layout.

• Publish > Publish as RTF: Click Publish as RTF to create an RTF file from a layout.

• Cancel Checkout: Click Cancel Checkout to cancel an asset checkout without

updating Quark Publishing Platform Server with a revision. However, if you made any

changes, an alert notifies you that your changes might be lost. If you saved a revision

of the asset on Quark Publishing Platform Server, the revision becomes the current

version. You can also cancel the checkout of assets that you have currently checked

out in other applications.

• Edit Attributes: Click Edit Attributes to display the Edit Attributes dialog box for

the asset selected in the window. Attributes are known as metadata in other systems,

and they were called "headers" in earlier versions of Quark Publishing Platform. If you

have the privilege and an attribute is available, you can change the attribute value in

this dialog box and then click Update.

• View Revisions: Click View Revisions to display the Revisions dialog box. This dialog

box contains information about the revisions tracked by Quark Publishing Platform

Server for the selected asset. You can print a revision, open a read-only copy of a

revision, or revert to an earlier version to designate a revision as the current version.

• Asset Information: Click Asset Information to display the More Info window, which

lists all the attributes and values for the selected asset.

• Edit Collection Template: Click Edit Collection Template to edit collection templates.

• Restore: Click Restore to display the Restore dialog box to restore one or more archived

assets.

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USER INTERFACE

• Archive: Click Archive to display the Archive dialog box to choose the archive location

for the selected asset.

Go To menu

When the Workspace pane is selected, you can choose Go To > Assignments to

display all assets routed to you.

If you have administrator privileges, you can use the Go To menu to navigate to the

various administration panes.

Search menu

The Search menu includes the following commands:

• New Search: Creates a search.

• Saved Searches submenu: Choose a search from the Saved Searches submenu to

perform a search with predefined criteria. Choose Manage to display the Manage

Saved Searches dialog box. This dialog box lets you view and modify saved searches,

as well as view and share searches.

• Shared Searches: Choose a search from the Shared Searches submenu to use searches

that have been shared with you. The name of the user who shared the search displays

in parentheses.

Window menu (Mac OS)

The Window menu includes the following commands:

• Minimize: Stores the active window in the dock.

• Zoom: Displays the active window on your entire monitor.

• Bring All to Front: Brings all active Quark Publishing Platform Client windows to the

front.

• The area at the bottom of the Window menu identifies the active window with a

checkmark and lists all other open windows.

Help menu

The Help menu displays the Quark Publishing Platform Help file.

Menus (QCD)

See A Guide to QuarkCopyDesk for a detailed explanation of QuarkCopyDesk menu

commands. The information below applies only to QuarkCopyDesk in a Quark

Publishing Platform environment.

When you Control+click/right-click in the layout or on an item, the Platform submenu

makes it easy to get to the commands that are appropriate in the current setting.

62 | A GUIDE TO QUARK PUBLISHING PLATFORM 10.1

QuarkCopyDesk menu (Mac OS only)

The QuarkCopyDesk menu is a part of QuarkCopyDesk for Mac OS. This menu includes

the following Quark Publishing Platform related commands:

• Preferences > Quark Publishing Platform: Enables you to specify default settings

and customize the way QuarkCopyDesk works on your computer. Use the Quark

Publishing Platform area to specify Quark Publishing Platform specific parameters.

See "Setting Quark Publishing Platform preferences — QuarkCopyDesk" for more information.

Platform menu

The Platform menu displays when you install the Quark Publishing Platform XTensions

software module in the "XTensions" folder in your QuarkCopyDesk application folder.

This menu includes the following commands:

• Check Out Article: Displays the Check Out dialog box. This dialog box allows you

to check out a QuarkCopyDesk article, article template, or compatible third-party asset.

• Check In Article: Displays the Check In dialog box. This dialog box allows you to

check in a QuarkCopyDesk article.

USER INTERFACE

You can check in a QuarkCopyDesk template by choosing QuarkCopyDesk Template

from the Content Type drop-down menu in the Check In dialog box.

• Cancel Article Check Out: Removes a checked-out asset from your computer and

makes it available for others to check out. An alert displays, allowing you to save or

discard any changes made since your checkout. Also, if you saved a revision on Quark

Publishing Platform Server, it becomes the current version when you cancel a checkout.

• Save Article Revision: Displays the Save Revision dialog box. This dialog box allows

you to update Quark Publishing Platform Server to reflect recent changes while leaving

the article open for more editing.

• Attach Picture: Displays a dialog box that makes it easy for you to attach a picture to

the selected checked-out picture component or direct attachment. By default, all

pictures routed to you display, but you can also browse and search for other pictures.

• Replace Picture: Displays a dialog box that makes it easy for you to replace the picture

in the selected checked-out picture component or direct attachment with a new picture.

By default, all pictures routed to you display, but you can also browse and search for

other pictures.

• Edit Article Attributes: Displays the Edit Article Attributes dialog box. This dialog

box allows you to view and change attribute information for the active QuarkCopyDesk

article.

• View Revisions > Article: If you have an article checked out and displayed on screen,

this command displays the Revisions dialog box. This dialog box allows you to display

a read-only version of the article, revert the article to an earlier revision, and print the

contents of the Revisions dialog box.

• View Revisions > For All Articles: If you have the privilege and no checked-out articles

are displayed on screen, this command displays the Revisions dialog box. This dialog

box allows you to view article names, display read-only versions of articles, revert an

article to an earlier revision, and print the contents of the Revisions dialog box.

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Menus (QXP)

• Workspace Browser: Displays or hides the Workspace Browser window.

• Log On/Log Off: Logs the user on to or off of a Quark Publishing Platform Server.

See A Guide to QuarkXPress for a detailed explanation of QuarkXPress menu commands.

The information below applies only to QuarkXPress in a Quark Publishing Platform

environment

When you Control+click/right-click in the layout or on an item, the Platform submenu

makes it easy to get to the commands that are appropriate in the current setting.

QuarkXPress menu (Mac OS only)

The QuarkXPress menu is a part of QuarkXPress for Mac OS. This menu includes the

following Quark Publishing Platform related commands:

• Preferences > Quark Publishing Platform: Enables you to specify default settings

and customize the way Quark Publishing Platform-related tasks are performed within

QuarkXPress on your computer. Use the Quark Publishing Platform area to specify

Quark Publishing Platform specific parameters.

Utilities menu

If Quark Publishing Platform XTensions software is installed in the "XTensions" folder

in your QuarkXPress application folder, the Utilities menu includes the following

command.

• Redline: Displays the Redline palette. For more information, see "Redlining."

Window menu

If Quark Publishing Platform XTensions software is installed in the "XTensions" folder

in your QuarkXPress application folder, the Window menu includes the following

command.

• Article: Displays the Articles palette.

• Project Attachments: Displays the Project Attachments palette, which lists the assets

attached to the active layout.

Platform menu

If Quark Publishing Platform XTensions software is installed in the "XTensions" folder

in your QuarkXPress application folder, the Platform menu displays in QuarkXPress.

This menu includes the following commands:

• Check Out > Project: Displays the Check Out dialog box. This dialog box allows you

to search for and check out a QuarkXPress project or template (or open a read-only

version of a QuarkXPress project or template).

• Check Out > Article: Lets you check out the article selected in the layout.

64 | A GUIDE TO QUARK PUBLISHING PLATFORM 10.1

USER INTERFACE

• Check Out > Picture: Lets you check out the picture attached to the selected picture

box.

• Check Out > Library: Lets you check out a library.

• Check In > Project: Displays the Check In Project dialog box. This dialog box allows

you to check in the active QuarkXPress project.

If you also have one or more attached articles checked out when you choose Check

In Project, all articles are checked in along with the project.

You can check in a QuarkXPress template by choosing Project Template from the

Content Type drop-down menu in the Check In dialog box.

• Check In > Project With Pictures: Displays the Check In dialog box with attached

and imported pictures displayed in a list on the left. This dialog box allows you to

check in the active QuarkXPress project and its pictures.

• Check In > All Local Pictures: Lets you check in all pictures that have been locally

imported into the active layout. The pictures are not attached to the layout.

• Check In > Article: Lets you check in the article selected in the layout.

• Check In > Picture: Lets you check in the picture attached to the selected picture box.

• Check In > Library: Lets you check in the frontmost library.

• Cancel Checkout > Project, Cancel Checkout > Article, Cancel Checkout > Picture,

Cancel Checkout > Library: Removes the asset from your computer and makes it

available for others to check out.

• Save Revision > Project, Save Revision > Article: Updates Quark Publishing Platform

Server with your most current changes while leaving the project or article open for

more editing.

• Save Revision > Picture: Saves a revision of the picture attached to the selected picture

box.

• Save Revision > Library: Saves a revision of the frontmost library (if it has been

checked out from Quark Publishing Platform).

• Assign as Article: Assigns the selected text and/or picture boxes as an article.

• Assign as Picture: Assigns the picture in the selected box as a direct attachment.

• Attach Picture: Displays a dialog box that makes it easy for you to attach a picture to

the selected picture box or checked-out picture component. By default, all pictures

routed to you display, but you can also browse and search for other pictures.

• Replace Picture: Displays a dialog box that makes it easy for you to replace the picture

in the selected checked-out picture component or direct attachment with a new picture.

By default, all pictures routed to you display, but you can also browse and search for

other pictures.

• Detach: Detaches any articles or pictures assigned to the selected boxes.

• Add Component: To add a new component to an article in the active layout, select

one or more boxes and choose this option. If the layout contains more than one article,

the Select Article dialog box lets you choose which article you want to add to.

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• Edit Attributes > Project, Edit Attributes > Article, Edit Attributes > Picture: Displays

the Edit <Project/Article/Picture> Attributes dialog box. This dialog box allows you

to view and change attribute information for the active QuarkXPress project,

QuarkCopyDesk article, or picture.

• View Revisions > Project, View Revisions > Article: If you have the privilege, this

command displays the Revisions dialog box. This dialog box allows you to view project

names or article information, display read-only versions of projects or the active article,

revert a project or article to an earlier revision, and print the contents of the Revisions

dialog box.

• View Revisions > Picture: If you have the privilege, this command displays the

Revisions dialog box for the picture attached to the active picture box.

• View Revisions > For All Projects: If you have the privilege and no checked-out

projects are displayed on screen, this command displays the Revisions dialog box.

This dialog box allows you to view project names, display read-only versions of projects,

revert a project to an earlier revision, and print the contents of the Revisions dialog

box.

• Update > Update All: Updates all content and geometry in the active project.

• Update > Content: Updates all the content in the active box or boxes to include the

current content of attached assets stored on Quark Publishing Platform Server.

• Update > All Content: Updates all the content in the active QuarkXPress project to

include the current content of attached assets stored on Quark Publishing Platform

Server.

• Update > Geometry: Updates Quark Publishing Platform Server to include the current

page geometry of the active box or boxes. This enables a QuarkCopyDesk user who is

working on an article attached to the active box or boxes to have exact copyfit

information for the assignment.

• Update > All Geometry: Updates Quark Publishing Platform Server to include the

current page geometry of the active QuarkXPress project.

• Workspace Browser: Displays and hides the Workspace Browser window.

• Log On/Log Off: Logs the user on to or off of Quark Publishing Platform.

Menus (Platform adapter for Microsoft Word, Excel and PowerPoint)

The Quark Publishing Platform Adapter for Microsoft Office provides the ability to

work with Platform from Microsoft Office applications natively.

The information below applies only to Microsoft Office in a Quark Publishing Platform

environment

File menu

The File menu includes the following commands.

• Save to Server & Close: Updates the Quark Publishing Platform Server with your most

current changes, checks in and then closes the document.

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USER INTERFACE

• Open from Server: Displays the Open from Server dialog box. This dialog box allows

you to search for and check out a Microsoft document or template (or open a read-only

version of a Microsoft document or template) from the Platform server. Allows you to

search, used saved searches and change the view.

Info tab

The Info tab includes the following commands:

• Save to Server & Close: Updates the Quark Publishing Platform Server with your most

current changes, checks in and then closes the document.

• Save Revision to Server: Updates the Quark Publishing Platform Server with your

most current changes while leaving the document checked out and open for more

editing.

• Discard Changes: Discards the checkout, closes the document and makes the document

available for others to check out. An alert displays, allowing you to save or discard any

changes made since your checkout. If you saved a revision on Quark Publishing

Platform Server, it becomes the current version when you cancel a checkout.

• Edit: This will close the document and then re-open an editable checked out version

of the document. This option is only available if you have a read-only copy of a

document open.

New Document from Server tab

The New Document from Server tab includes the following commands:

• New Document from Server Template: Allows you to create a new document based

on a template. This displays the Select Template dialog box. Click

• New Document from Existing Document: Allows you to create a new document

based on an existing document. This displays the Select Document dialog box.

Preferences tab

The General tab of the Preferences dialog box enables you to specify location and

deletion options for checked-out documents.

General pane of the Preferences dialog box

The Connection Settings tab of the Preferences dialog box enables you to specify the

connection settings for Quark Publishing Platform.

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USER INTERFACE

Connection Settings pane of the Preferences dialog box

The Search tab of the Preferences dialog box enables you to specify the search settings

and to control how revision comments are displayed

Search pane of the Preferences dialog box

The Advanced tab of the Preferences dialog box enables you to reset all preferences

to their default state and to change the default configuration.

Advanced pane of the Preferences dialog box

68 | A GUIDE TO QUARK PUBLISHING PLATFORM 10.1

Client tasks

Many Quark Publishing Platform operations work the same way in all Quark Publishing

Platform client applications. Following a brief overview of the Quark Publishing

Platform workflow concepts, this chapter explains how to log on to a Quark Publishing

Platform Server, change your password, check assets in and out, assign assets, search

for assets, get read-only copies of assets, save revisions of assets, and set application

preferences.

CLIENT TASKS

Understanding how Quark Publishing Platform works

Quark Publishing Platform provides the tools for teams of people to integrate their

writing, designing, and editing skills and produce content for audiences to view and

read. This section describes how Quark Publishing Platform works in practice.

An ideal publishing workflow looks like a linear progression from start to finish. But

in truth, the process often requires changes, and Quark Publishing Platform

accommodates these changes.

Quark Publishing Platform Server and Quark Publishing Platform client applications

The full Quark Publishing Platform software suite includes a Quark Publishing Platform

Server that tracks all assets and a collection of client applications for writers, designers,

artists, editors, and managers to work on assets. Quark Publishing Platform users

transfer assets to one another using client applications, and Quark Publishing Platform

Server dynamically maintains a record of this activity for all Quark Publishing Platform

users to see.

Administering a Quark Publishing Platform workflow

The Quark Publishing Platform administrator defines the workflows for Quark

Publishing Platform, creates the list of users, and assigns each user to a specific role

that governs the privileges available to that user. The Quark Publishing Platform

administrator also controls where assets are stored, the progression of steps in each

workflow, default specifications for new assets, and the attributes (descriptive metadata

fields such as name and due date) that are attached to every asset in Quark Publishing

Platform. All Quark Publishing Platform users can track assets based on these attributes.

Using XML Author with Quark Publishing Platform

With the Quark XML Author for Quark Publishing Platform, you can create XML

content in the familiar Microsoft Word interface, and use the Platform to store it and

A GUIDE TO QUARK PUBLISHING PLATFORM 10.1 | 69

CLIENT TASKS

generate output. You can also break your content down into components and reuse

them, as needed, for maximum efficiency. For more information, see the XML Author

for Quark Publishing Platform documentation.

Using the Quark Publishing Platform Adapter for Microsoft Office

With the Quark Publishing Platform adapter for Microsoft Office (Word, Excel,

Powerpoint), you can use the familiar Microsoft Office interface, and use the Platform

to store, retrieve and manage content.

Assigning and managing assets from QXP

A Quark Publishing Platform workgroup for a brochure might include a QuarkXPress

user responsible for page layout, a QuarkCopyDesk user who writes the brochure copy,

a graphic artist who uses an image-editing application, and a remote editorial manager

who uses Quark Publishing Platform Web Client to work on text through a Web

browser.

Quark Publishing Platform users with an alternate workflow might rely almost entirely

on Quark XML Author.

Quark Publishing Platform Server is the central repository of Quark Publishing Platform. Quark Publishing Platform users connect to Quark Publishing Platform Server from Quark Publishing Platform clients, which include Quark Publishing Platform Client, QuarkXPress (with Quark Publishing Platform XTensions software), QuarkCopyDesk (with Quark Publishing Platform XTensions software), XML Author (with the XML Author Quark Publishing Platform Adapter), Microsoft Office (with the Quark Publishing Platform Adapters for Word, Excel and PowerPoint) and a Web browser with Quark Publishing Platform Web Client and Quark Publishing Platform Web Admin.

Let's consider a sample workflow. Note that this is only a sample; different organizations

set up their Quark Publishing Platform workflows in different ways. In this workflow,

the QuarkXPress user often works as the content manager through which all other

work flows.

The layout artist uses QuarkXPress to create the page layout by drawing boxes for text

and graphics. Once the layout artist has created the page, he or she checks it in to

Quark Publishing Platform Server. The layout is now backed up on the server, and

every time the layout artist checks it out and back in, a new revision is created.

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CLIENT TASKS

The layout artist checks in the layout.

Using Quark Publishing Platform, the layout artist assigns articles to QuarkCopyDesk

users and picture boxes to artists working in image-editing applications. The writers

and artists receive notification of these assignments, which can also include instructions

and other useful information in the attributes for the asset. Here, a designer has been

assigned to create a picture asset, and a writer has been assigned to write the brochure

text.

The designer receives the picture assignment, and the writer checks out the article in QuarkCopyDesk.

It is important to note that an article created from a layout comes with geometry, which

is a description of the article's size and shape within the layout. Geometry tells the

writer exactly how much space he or she has to fill.

Having received their assignments, writers and artists can now do their part to complete

the layout. The designer creates the picture, and the writer writes the text.

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CLIENT TASKS

The designer creates a picture to the layout artist's specifications, and the writer writes an article of the appropriate length.

Next, the designer and writer check in their work to update Quark Publishing Platform

Server. Now, like the layout, the picture and article are backed up in a central location,

and revisions of the assets will be saved. When the layout artist refreshes the layout,

the layout updates to show the work of the designer and the writer.

Once checked in, pictures and articles can be viewed in the layout with which they are associated.

So far we've been looking at a linear workflow. However, workflows are not always

linear. For example, what happens if the layout artist decides that the picture should

be larger and the text should be shorter? If a layout artist changes the size of a text

box in an assigned article, Quark Publishing Platform can automatically update the

page geometry to reflect the new size of the box. The writer can then add or remove

text to fit the updated page design.

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CLIENT TASKS

The layout artist updates the layout in Quark Publishing Platform. This automatically updates the geometry in the article. Quark Publishing Platform notifies the writer of the change.

The writer updates the text to fit the available space, checks in the article, and all is

well.

The writer updates the text to match the updated geometry and checks in the article. The layout updates to show the updated text.

Now, let's assume the copy editor assigned to fact checking is in another location, and

does not have access to the network where Quark Publishing Platform Server is running.

The copy editor can simply launch a Web browser, log in through Quark Publishing

Platform Web Client, check out the story, and do the copyediting. And because Quark

Publishing Platform Web Client is aware of article geometry, the copy editor knows

exactly how much space is available.

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CLIENT TASKS

The remote editor copyedits the article using Quark Publishing Platform Web Client.

As mentioned above, this layout-driven workflow is only one option. An organization

might instead choose to use a content-driven workflow, where the designer and writer

do their work first, and the layout artist then designs the layout to fit the content. In

such a workflow, the designer creates a picture and checks it in with Quark Publishing

Platform Client, and the writer creates an article from scratch in QuarkCopyDesk and

then checks it in with the Quark Publishing Platform XTensions software.

When this is done, the layout artist creates a layout and attaches the picture to the

layout by dragging the file icons from the Workspace Browser window to a picture

box, thus creating a relationship between the layout and the picture. The layout artist

can use the same method to attach the text of the article to a text box.

In addition, QuarkXPress users can attach the same article in separate QuarkXPress

projects. The first attachment is called the "primary attachment," or and all other

attachments are "secondary attachments." If the article content changes, all instances

are updated.

While working on an assignment, a Quark Publishing Platform user can update the

entire workgroup with the status of that assignment by using the Save Revision

command. This command updates Quark Publishing Platform Server with the most

current version of the assignment. For example, if a QuarkCopyDesk user finishes four

of five sections in a brochure assignment and then chooses Save Revision, the editor

can open a read-only copy of the text and preview it before the assignment is complete.

Routing and tracking

Many Quark Publishing Platform workflows include a sequence of hand-offs from one

team member to another. In Quark Publishing Platform, this is called routing. For

example, when a QuarkCopyDesk user completes an assignment, he or she might

route the asset to an editor who reads first drafts. Using Quark Publishing Platform

Web Client or QuarkCopyDesk, this first-draft editor might finish the job and route

the asset to a copy editor, who in turn might route it to a managing editor. As the

asset moves from workgroup member to workgroup member, other team members

can track the asset's movement using the Quark Publishing Platform search interface.

74 | A GUIDE TO QUARK PUBLISHING PLATFORM 10.1

The Quark Publishing Platform Copytasting feature lets users view the first 255

characters in a QuarkCopyDesk article in the Workspace Browser window. Users can

also view a list of all revisions of an asset, open a read-only copy of any revision, open

a read-only copy of any current asset, and Get (retrieve) a fully editable copy of any

asset tracked by Quark Publishing Platform.

Automating output and export

Organizations often report that the final step in the publishing process — output —

requires too much time and money to accommodate last-minute changes. Quark

Publishing Platform users can streamline much of the output process by using the

Quark Job Jackets controls within QuarkXPress and Quark Publishing Platform Server

to eliminate problems before the output stage.

For final output, Quark Publishing Platform provides three ways to automate tasks.

• Within QuarkXPress and QuarkCopyDesk, users can create output styles that specify

every aspect of output. With an output style, a single action can trigger output for one

or more assets.

• Working with Automation Services or the Quark Publishing Platform Script Manager

application for Quark Publishing Platform Server, administrators can write automation

profiles or scripts that automate output based on conditions within the Quark

Publishing Platform workflow. For example, when a user changes the status of a

QuarkXPress project to "Ready for Output," an automation profile or script can output or export the project in any of the supported formats (PostScript®, PDF,

PDF/X–1a,PDF/X–3, SWF, PPML, XML, or native QuarkXPress or QuarkCopyDesk

format). Automation Services can also transform content from one format to another

and upload content to a Web server.

CLIENT TASKS

• If an organization requires more automation, the open architecture of Quark Publishing

Platform allows third-party developers to fine-tune the output process with XTensions

software.

Archiving and restoring

When a project is complete, all the assets can be gathered for archiving within the file

system. If the designer needs to revise the brochure or create a similar project in the

future, he or she can use the Quark Publishing Platform Restore function to access the

content. For more information, see "Archiving assets" and "Restoring assets."

Logging on

You must log on to a Quark Publishing Platform Server to access assets on that server.

The Log On dialog box displays when you launch the Quark Publishing Platform

Client application, QuarkCopyDesk, or QuarkXPress. Quark Publishing Platform Web

Client users log on through the Quark Publishing Platform Welcome screen that

displays in the Internet browser window when the user enters the correct URL. If you

do not log on at launch, note that Log On displays in the Quark Publishing Platform

Client menu for Quark Publishing Platform Client, the Platform menu for QuarkXPress

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CLIENT TASKS

and QuarkCopyDesk, and the Welcome screen of Quark Publishing Platform Web

Client.

Use the Log On dialog box to access your Quark Publishing Platform Server and, if necessary, change your password.

• The values in the User Name and Password field are defined for each user by the

Quark Publishing Platform administrator. For Quark Publishing Platform sites that use

Lightweight Directory Application Protocol (LDAP) to manage user lists, Quark

Publishing Platform users log on with their network user names and passwords. Log-on

passwords may or may not be case-sensitive, depending on the Quark Publishing

Platform administrator's specifications.

• The Server Name drop-down menu displays Enter the Server Name by default. But

after you have logged on to one or more Quark Publishing Platform Servers, the Server

Name drop-down menu displays the machine names and IP addresses of separate

Quark Publishing Platform Servers (if your site runs more than one Quark Publishing

Platform Server). Choose an option from the drop-down menu or enter the Quark

Publishing Platform Server's IP address and port number in the fields that display.

• The Protocol controls let you choose whether to use HTTP or HTTPS for communication

with Quark Publishing Platform Server. If you're not sure which to use, ask your Quark

Publishing Platform administrator.

• To automatically enter your user name and password the next time you log on, check

Remember Me.

• To bypass the Log On dialog box the next time you log on, check Do Not Show This

Dialog Box Again and Remember Me. If you want the Log On dialog box to display

again the next time you choose the command, choose Quark Publishing Platform

Client > Preferences, click the Startup Mode icon, and uncheck Do Not Display Log

On Dialog Box.

• To change your password, click the Change Password button. Enter your old password,

your new password, and confirmation of your new password.

When using the Quark Publishing Platform adapter for Microsoft Office (Word, Excel

and PowerPoint) there is no login dialog, you set your connection settings in the

76 | A GUIDE TO QUARK PUBLISHING PLATFORM 10.1

Connection Settings tab of the Preferences dialog (File > Preferences). The connection

settings for the Quark XML Author Adapter for BUSDOC/DITA are set in the same way.

Creating assets (QCD and QXP)

In addition to creating QuarkCopyDesk articles and QuarkXPress projects according

to application defaults (File > New), QuarkCopyDesk and QuarkXPress users who are

logged on can create assets with default settings defined in Quark Publishing Platform

Server. For QuarkCopyDesk, the command is File > New > Article From Server Ticket.

For QuarkXPress, the command is File > New > Project from Server Ticket.

When you choose either of these commands, a New Article/Project from Server

Ticket dialog box displays. Choose the collection where you want to store the asset

from the Collection drop-down menu, then choose the Job Ticket that should define

the characteristics of the new article or project. If there is more than one Job Jackets

file associated with the collection, you can select the Job Jackets file and Job Ticket

template you want to use. (The default Job Jackets file for the collection displays in

bold.) When you're finished, click Continue. Quark Publishing Platform creates an

article or project using the Job Ticket template you select.

CLIENT TASKS

When creating a new article from Job Ticket, QuarkCopyDesk uses the dimensions

and margins defined in that Job Jackets file's default Print Layout resource. (Resources

that are not required for article creation are ignored.) If there is no such resource,

QuarkCopyDesk displays a dialog box where you can specify page dimensions and

margins. In any case, only one master page is used.

You can also create projects and articles from templates in Quark Publishing Platform.

For more information, see "Working with templates."

In QuarkXPress and QuarkCopyDesk, you can also create Quark Publishing Platform

assets by attaching or importing text or picture content and updating the Quark

Publishing Platform Server.

If you want to create a file based on a checked-out article or project, choose File > Save

As to create an asset outside of Quark Publishing Platform. If you want to check in the

asset, you must have the privilege to check in new files.

Working with collections

A collection is a group of related assets. Each collection can have one or more associated

workflows (optionally with automatic routing rules), a set of Job Jackets, a number of

associated users and groups, and revision settings for each asset type. A Quark

Publishing Platform server contains a hierarchy of collections.

Working with collection templates

Collection templates make it easier to create and maintain collections. For example,

assume you have several publications, and each publication needs its own identically

configured "Images" subcollection. Rather than creating each "Images" collection

manually from scratch, you can create an "Images Template" collection template, then

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create each "Images" collection from that template. If you later need to add a user or

make a change to the auto routing rules used by the "Images" subcollections, you can

simply make the change to the "Images Template" collection template, and the change

is automatically applied to all collections that use that collection template.

To create a collection template, Option+click/right-click a collection and choose New

Collection Template, then configure the template the way you want it (for more

information, see "Creating a collection").

Collection template icons are different from collection icons.

To create a collection from a collection template, Option+click/right-click a collection

and choose New Collection From Template, then choose a collection template in

the New Collection From Template dialog box and click Continue. Quark Publishing

Platform creates a collection from the template you indicate, as a child of the collection

you clicked. Note that you cannot change any of the settings of the new collection

(except for the name), because the collection pulls all of its settings from the collection

template.

To determine which collection template a collection is based on, look at its Collection

Template attribute. To see which collections are based on a collection template, click

that collection template in the collection tree. The collections based on that collection

template display in the Collections pane.

To break the link between a collection and its collection template,

Option+click/right-click a collection and choose Edit Collection, then uncheck Link

to Collection Template and click OK. The collection retains all of the template's

settings, but loses its link to the collection template. Any changes you make to the

collection template after this will not be applied to the collection.

There is no way to relink a collection with a collection template.

It's generally a good idea to create a collection named "Collection Templates" at the

root level of your collections hierarchy, and store all of your collection templates in

that collection.

You cannot check assets into a collection template.

Creating a collection

To create a new collection, Control-click/right-click the new collection's parent and

choose New Collection from the context menu. The New Collection dialog box

displays. Enter a name for the collection in the Collection Name field, then choose

a collection type from the Collection Type drop-down menu. The attribute form for

the selected collection type displays. (For more information, see "Working with collection

types.") The new collection will be inserted as a child of the collection you click.

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Use the New Collection dialog box to set up a collection.

By default, a new collection inherits all of the characteristics of its parent collection

except for its name and attributes. However, you can change these characteristics if

you want.

To edit an existing collection, Control-click/right-click a collection and choose Edit

Collection.

Adding workflows to a collection

Each collection can have one or more workflows. You can use the same workflow for

all assets in a collection, or use different workflows for different asset types. Users can

switch an asset to a different workflow at any time.

Only users with the appropriate privileges can add workflows to a collection or change

an asset to a different workflow. For more information, see "Privileges."

To add workflows to a collection:

Control+click/right-click the collection and choose Edit Collection. The Edit

Collection dialog box displays.

Click Workflows in the list on the left. The Workflows pane displays.

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Workflows pane

To add a workflow, click +. The Workflow Mapping dialog box displays.

Workflow Mapping dialog box

To add a workflow to the collection, select it in the list on the left and then click the

right arrow button. To remove a workflow from the collection, select it in the list on

the right and then click the left arrow button.

Click OK.

Adding users to a collection

Each collection can have its own list of users. To add users to a collection:

Control+click/right-click the collection and choose Edit Collection. The Edit

Collection dialog box displays.

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Click User Profiles in the list on the left. The User Profiles pane displays.

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User Profiles pane

To add a user, click +. The User Mapping dialog box displays.

User Mapping dialog box

To add a user to the collection, select it in the list on the left and then click the right

arrow button. To remove a user from the collection, select it in the list on the right

and then click the left arrow button.

Click OK to return to the Edit Collection dialog box.

To change a user's role within this collection, choose a different user role for that user

from the drop-down menu in the Role column.

Click OK.

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Adding groups to a collection

Each collection can have its own list of groups. To add groups to a collection:

Control+click/right-click the collection and choose Edit Collection. The Edit

Collection dialog box displays.

Click Groups in the list on the left. The Groups pane displays.

Groups pane

To add a group, click +. The Manage Groups dialog box displays.

Manage Groups dialog box

To add a group to the collection, select it in the list on the left and then click the right

arrow button. To remove a group from the collection, select it in the list on the right

and then click the left arrow button.

Click OK.

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Setting up auto routing

Routing rules let you automatically route assets to a particular user or group when

those assets reach a certain status.

You must create workflows, users and/or groups, and statuses before you can specify

workflow routing.

To set up automatic routing:

Control+click/right-click the collection and choose Edit Collection. The Edit

Collection dialog box displays.

Click Auto Routing in the list on the left. The Auto Routing pane displays.

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Auto Routing pane

You can use this pane to set up auto routing for any of the workflows associated with

this collection. Choose the workflow you want to configure from the Workflow

drop-down menu. The sequence of statuses for that workflow displays.

Select a status name and click the Destination column to choose the user or group to

whom assets with this status should be routed.

• To specify that these assets should retain their current Route to value from the previous

status, choose No Auto Routing.

• To specify that these assets should not be routed to a specific user or group, choose

No Group or User.

• To specify that these assets should be routed to a specific group, choose the group

name.

• To specify that these assets should be routed to a specific user, choose the user name.

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Click OK.

Setting up Job Jackets

A Job Ticket is a package of QuarkXPress resources (preferences, style sheets, colors,

and so forth). A Job Jackets file is a container for Job Tickets. In QuarkXPress, you can

pre-configure a new project by creating that project from a Job Ticket that contains

the desired resources.

In Quark Publishing Platform, you can use a Job Jackets file to define a Job Ticket with

a collection of default resources for each collection.

Job Jackets files must be created in QuarkXPress. For more information, see A Guide to

QuarkXPress.

When you are configuring resources (for example, style sheets, colors, and H&Js) at

the collections level, make sure you do not have more than 80 resources per Job Ticket.

A larger number of resources can hinder performance in QuarkCopyDesk, QuarkXPress,

and Quark Publishing Platform Web Client. If you require more than 80 resources per

Job Ticket, you can improve performance by adding unique resources through separate

Job Tickets for each collection.

To assign Job Jackets:

Control+click/right-click the collection and choose Edit Collection. The Edit

Collection dialog box displays.

Click Job Jackets in the list on the left. The Job Jackets pane displays.

Job Jackets pane

To import a Job Jackets file, click +, navigate to the target Job Jackets file, and then

click Open.

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To specify which Job Jackets file to use with the collection, select the Job Jackets file.

To specify which Job Ticket to use with the collection, expand its Job Jackets file and

then select the Job Ticket.

Controlling asset revision handling

To specify asset revision parameters for a collection:

In the Workflow navigation pane, Control-click/right-click the collection and choose

Edit Collection. The Edit Collection dialog box displays.

Click Revision Controls. The Revision Controls pane displays.

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Revision Controls pane.

You can specify different parameters for different file types. For example, you might

choose to retain all versions of text files because they have relatively small file sizes,

but you might save only the original picture and the most recent revision for larger

picture files. Choose an option from the Asset Type drop-down menu.

To control the default versioning for asset check-in, click Major or Major and Minor

under Create a Version.

Configure revision settings for the chosen asset type:

• To retain every revision of the chosen asset type, click Keep All.

• To limit automatic revision retention to a specific number of early and recent versions,

click By Number and then enter values in the Keep first and keep last fields.

• To limit automatic revision retention to a specific number of days, click By Days and

then enter values in the Keep first and keep last fields.

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Editing collections

To edit a collection, Control-click/right-click the collection in the Workspace

navigation pane and choose Edit Collection from the context menu. The Edit

Collection dialog box displays. This dialog box is very similar to the New Collection

dialog box (see "Creating a collection").

All of the panes in the Edit Collections dialog box include the Apply settings to child

Collections drop-down menu.

Apply settings to child Collections drop-down menu

You can use the options in this drop-down menu to control how the changes you

make in each pane affect the active collection's child collections.

• None: No changes are made to child collections.

• Merge: This option adds the parent collection's settings to all of its child collections.

Only settings that are not already present in child collections are added to the child

collections. For example, if a child collection has a workflow named "W1," and you

assign a workflow named "W2" to the parent collection, then after the operation the

child collection has both the "W1" and "W2" workflows. If a user has different roles

assigned in the child collection and the parent collection, the role assignment for the

child collection is not changed.

• Override: This option overrides all settings for child collections with the new settings

for the parent collection. For example, if a child collection has a workflow named

"W1," and you assign a workflow named "W2" to the parent collection, then after the

operation the child collection has only the "W2" workflow.

If someone make changes to a collection, an asterisk displays in the label for the

Collections area in the Workspace navigation pane, and the collection's name displays

in italics for everyone except the user who made the change. To update the collection,

Control-click/right-click the collection in the Workspace navigation pane and choose

Refresh Collection from the context menu.

If you want to change a collection that is based on a collection template, you must

change the collection template or unlink the collection from the collection template.

For more information, see "Working with collection templates."

Duplicating a collection

When you duplicate a collection, Quark Publishing Platform creates a duplicate of

that collection, but not of the assets the collection contains. You can specify whether

you want to simply duplicate the collection or also duplicate the hierarchy inside the

collection.

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To duplicate a collection, Control-click/right-click the collection in the Workspace

navigation pane and choose Duplicate Collection from the context menu.

Deleting a collection

To delete a collection, Control-click/right-click the collection in the Workspace

navigation pane and choose Delete Collection from the context menu.

You cannot delete a collection if it or any of its subfolders contains assets.

Appending content (QCD and QXP)

In QuarkXPress and QuarkCopyDesk, you can use the Append Content button

in the Workspace Browser window toolbar to add text from an article component to

an article component or a QuarkXPress text box. To use the Append Content button:

Select a text box in QuarkXPress or text component in QuarkCopyDesk.

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Select a text component or article in the Workspace Browser window.

Click the Append Content button in the Workspace Browser toolbar. The text flows

into the text box or text component.

(Mac OS only) If the Append Content button is not visible, add it to the toolbar. For

more information, see "Customizing the Workspace toolbar."

If you are working in QuarkXPress and select an article that contains multiple

components in step 5, the Select Text Component dialog box displays, which allows

you to select a text component. If you are working in QuarkCopyDesk, text in all the

components is appended. Picture components are not appended.

The appended text is no longer linked to the article component from which it was

appended. If you change the text in the original article component, the change is not

updated in the text box or text component.

If you selected text before clicking Append Content, the appended content replaces

the selected text.

Checking in assets

Although the fields in the Check In dialog box may vary, the check-in process is

fundamentally the same for all Quark Publishing Platform client applications. The

steps vary slightly if you are checking in an asset you have checked out or if you are

checking in an asset for the first time. You can also use the Check In Other command

to check in new QuarkCopyDesk articles, QuarkXPress layouts, and files in third-party

formats.

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Check In command

The Check In command is available as a menu command and an icon.

Open the asset you want to check in to Quark Publishing Platform Server.

Choose Actions > Check In or select the checked-out asset in the Quark Publishing

Platform Client toolbar and click the Check In button. The Check In dialog box

displays.

Use the Check In dialog box to add an asset to Quark Publishing Platform Server (or return a checked-out asset to Quark Publishing Platform Server control).

The Name list on the left shows all of the components that will be checked in along

with this asset. For example, if you're checking in an article with a picture component

and two text components, the Name list displays an item for the article, plus two child

items for the text components, plus a child item for the picture component. In addition,

the picture component has a child item for the picture in the picture component.

You can supply different attribute values for each item. If you do not specify values

for the child items, the child items inherit the values specified for the parent item.

Choose a target collection from the Collection drop-down menu.

You can use the search field to find a collection quickly. Mouse over each search result

to see its collection path.

Choose a workflow from the Workflow drop-down menu.

To indicate the asset's current status, choose an option from the Status drop-down

menu.

To send the asset to a particular user or group, choose an option from the Route to

drop-down menu. (Note that if your workflow relies on automatic status-based routing,

the Route to drop-down menu value might change automatically when you choose

an option from the Status drop-down menu.)

If you do not choose any name from the Route to drop-down menu when you check

in an asset for the first time, the asset is routed to the active user.

To specify whether the asset is saved with a major or minor version number, click

Major or Minor under Revision.

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Access to the Minor option is controlled by privileges.

Use the Revision Comment field to enter a revision comment for the version of the

asset you are checking in. The revision comment will be stored with the asset.

Depending on the preference setting of the user who checks out the asset, the revision

comment displays during the check-out process. The revision comment also displays

when you view revisions of the asset.

Modify any other available attribute fields as appropriate. Note that access to these

attribute fields is determined by your privileges.

Click OK. Depending on your preferences, when the check-in process completes, Quark

Publishing Platform Server may delete the local copy of the asset.

Check In Other command

The Check In Other command lets you check in new QuarkCopyDesk articles,

QuarkXPress layouts, and files in third-party formats.

(MAC OS client) To use the Check In Other command, click the Check In Other

button. (Quark Publishing Platform Client users can also choose Actions > Check In

Other). Then navigate to the target asset and follow the procedure in the "Check In

command" section. Click Check In Folder to check in a folder and all of its subfolders.

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(Windows client ) To use the Check In Other command, click the Check In Other and

the drop-down menu displays the options: Check In File and Check In Folder. Click

Check In File to display the Check In Other File dialog box.Then navigate to the

target asset and follow the procedure in the "Check In command" section. Click Check

In Folder to check in a folder and all of its subfolders.

The Last Modified and Last Modifier attributes indicate the name of the user who

checks in a file, as well as the time and date the file is checked in.

Check in multiple assets

You can check in multiple assets in one check-in process with Quark Publishing

Platform Client, QuarkXPress, and QuarkCopyDesk. The process is different if you are

checking in assets you have checked out or if you are using the Check In Other

command to check in new assets.

To check in new assets using Quark Publishing Platform Client, (MAC OS client) Click

Check In Other or choose Actions > Check In Other. (Windows client ) Use the Check

In Other drop-down menu to display the options: Check In File and Check In Folder.

In QuarkCopyDesk and QuarkXPress, display the Workspace Browser window and

click Check In Other. A directory dialog box displays for you to select one or more

assets.

You can select a range of assets or non-consecutive assets in the list. To select a range

of assets, press Shift, select the first asset in the range, select the last asset in the range,

then click Open. To select non-consecutive assets in the list, press Command/Ctrl,

select an asset, select one or more other assets you want to check in, then click Open.

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The Check In dialog box lists the assets on the left. Articles, pictures, and other files are listed in separate groups.

Select an asset in the list on the left, and modify the attribute information on the

right.

The asset selection on the left determines the attribute options on the right. You can

specify attributes once for multiple assets in a group.

After you specify attributes for the assets, click OK.

To check in multiple assets you have checked out, select the assets in the Workspace

Browser window and click Check In. The Check In dialog box displays sequentially

for each asset. If Quark Publishing Platform Client users select checked-out QuarkXPress

projects or QuarkCopyDesk articles in addition to other checked-out files, the articles

and projects are not included in the sequence of Check In dialog box displays. See

"Check In command" for more information about the Check In dialog box.

In Quark Publishing Platform Client, QuarkXPress, and QuarkCopyDesk, you can also

check assets into a collection by dragging the assets from the file system to the

collection's icon in the Workspace Browser window.

Check In Project With Pictures (QXP only)

If a checked-out project contains imported pictures, you can attach the pictures and

check them in when you check in the project by choosing Platform > Check In Project

With Pictures. This command allows you to specify Quark Publishing Platform

attributes for each imported picture. See "Check in multiple assets" for more information

about the Check In dialog box for multiple assets.

In QuarkXPress, open a project that contains at least one imported picture.

Choose Platform > Check In Project With Pictures.The Check In dialog box displays

with the project name and picture names in separate groups on the left. If the project

contains only one imported picture, the picture name displays below the layout name.

Click the project name at the top of the list. The available attributes apply to the

project.

Click one or more pictures in the Pictures group. The available attributes apply to the

pictures.

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Follow the instructions in the "Check In command" section to check in the project and

its imported pictures.

Save to Server (Platform adapter for Microsoft Office)

You can save a Microsoft Office (Word, Excel and PowerPoint) document to the Platform

server by using the following command::

• The Save to Server & Close command from either the File menu or the Info tab of

the File menu. This command will update the Quark Publishing Platform Server with

your most current changes and then close the document.

Selecting this command will bring up the Save dialog:

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Choose a target collection from the collection list..

Enter a file name for the document in the File Name field.

To specify whether the asset is saved with a major or minor version number, click

Major Version (1.0) or Minor Version (0.1).

Access to the Minor Version (0.1) option is controlled by privileges.

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Choose a content type from the Content Type drop-down menu.

Choose a workflow from the Workflow drop-down menu.

To indicate the asset's current status, choose an option from the Status drop-down

menu.

To send the asset to a particular user or group, choose an option from the Routed to

drop-down menu. (Note that if your workflow relies on automatic status-based routing,

the Routed to drop-down menu value might change automatically when you choose

an option from the Status drop-down menu.)

If you do not choose any name from the Routed to drop-down menu when you check

in an asset for the first time, the asset is routed to the active user.

Use the Revision Comment field to enter a revision comment for the version of the

asset you are checking in. The revision comment will be stored with the asset.

Depending on the preference setting of the user who checks out the asset, the revision

comment displays during the check-out process. The revision comment also displays

when you view revisions of the asset.

Modify any other available attribute fields as appropriate. Note that access to these

attribute fields is determined by your privileges.

Click Save. Depending on your preferences, when the check-in process completes,

Quark Publishing Platform Adapter may delete the local copy of the asset, based on a

confirmation dialog.

Assigning assets

Assignments make it easy for each user to know which jobs they should be working

on. When you check in an asset, you can assign it to a particular user or group, or to

No One. When you assign an asset, the following things happen:

• A dialog box displays for the user to whom the asset is routed, indicating that the asset

is assigned to them.

• The asset is listed in the Assignments area in the Workflow navigation pane for the

user to whom the asset is routed.

If the asset is routed to a group, the above is true for every user in that group.

Each user can view the assets assigned to them from any Quark Publishing Platform

client in the Assignments area in the Workflow navigation pane.

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Assignments displayed in the Workspace Browser window

Assigning assets: Quark Publishing Platform Client

Quark Publishing Platform Client users can make seven kinds of assignments from

the Actions > Assign submenu.

To make an assignment from Quark Publishing Platform Client:

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Click Workspace in the Quark Publishing Platform Client window.

To assign a text file, choose Text File.

To assign a graphic file, choose Graphic.

To assign a QuarkCopyDesk article based on Quark Publishing Platform Server default

settings, choose QuarkCopyDesk Article > From Defaults.

To assign a QuarkCopyDesk article based on an existing QuarkCopyDesk article, choose

QuarkCopyDesk Article > From Article.

To assign a QuarkCopyDesk article based on a QuarkCopyDesk template, choose

QuarkCopyDesk Article Template.

To assign a QuarkXPress project based on an existing QuarkXPress project, choose

QuarkXPress Project.

To assign a QuarkXPress project based on an existing QuarkXPress template, choose

QuarkXPress Project Template.

You can click the Assign button in the Workspace toolbar to access the Assign

submenu.

When you create a graphic assignment, Quark Publishing Platform Client checks in a

placeholder image that can be opened in an image-editing application and replaced

with picture content.

The Content Creator field is empty when you check in a placeholder.

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Assigning assets: QXP

When you route an asset to another user, you effectively assign it to that user. But

Assign is also a specific command in the Workspace Browser window. To assign an

asset from QuarkXPress:

Open or display a QuarkXPress project.

Draw a box.

Display the Workspace Browser window (Platform menu).

Do one of the following things:

• With the box selected, click the Workspace Browser window and choose Assign. (If

you are assigning from picture boxes, you can select more than one.)

• Choose Platform > Assign as Article or Platform > Assign as Picture.

• Control+click/right-click the box and choose Platform > Assign as Article or Assign

as Picture from the context menu.

• Click Assign in the Project Attachments palette.

If you choose Assign as Picture, the Assign Picture Options dialog box displays with

options to assign a picture asset or a picture component of a QuarkCopyDesk article.

Choose an option and click OK. The Check In dialog box displays.

If you selected a box containing text before choosing Assign, the Check In dialog box

displays. Follow the instructions for "Check In command."

You can enter asset attribute information in the Check In dialog box.

You can assign an article as a QuarkCopyDesk article or a QuarkCopyDesk article

template by choosing an option from the Content Type drop-down menu in the

Check In dialog box.

To display the Assign Picture dialog box when you drag a picture from the Workspace

Browser window to a box in a QuarkXPress project, uncheck Attaching a picture

under Do not show Assign dialog box when in the Attachments tab of the Alerts

pane in the Preferences dialog box.

If you duplicate a picture box that contains an attached picture, the picture attachment

displays as two separate attachments in the Project Attachments palette after you

save a revision of the project or check it in.

To see which projects and articles are assigned to you, choose Platform > Workspace

Browser.

Performing a search

You can use a variety of methods to search for assets and collections in Quark Publishing

Platform. You can click Assignments in the Workspace navigation pane to display

all assets routed to you. You can click New Search to specify parameters for a new

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search. And you can choose from predefined search operations that you have created

or that other users have shared with you.

To create a search:

In the Quark Publishing Platform Client, click the Workspace navigation pane.

Click New Search in the toolbar. Alternatively, you can Option+click/right-click a

saved search in the Workspace navigation pane and choose New Search from the

context menu.

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A new, unsaved search

Use the drop-down menus at the top of the window to specify search criteria.

• Choose a file type and collection from the two drop-down menus in the Find Items

search criteria row. To search the subcollections of the selected collection as well as

the selected collection itself, check the box on the right end of the row.

• Use the controls in the Where row to narrow the search. To add a row of search options

and further narrow the search, click +.

• To specify inclusive or exclusive criteria, choose And or Or. Choosing And narrows

your search. Choosing Or widens your search.

• To delete a row, click the – (minus symbol) button for that row.

When you finish defining your search criteria, you can click Count to see how many

assets match the criteria.

If the Count value is too high, you can refine your search and save time by displaying

a smaller search.

If you plan to save this search and use it to search for different values, you can use the

Ask feature. To use this feature, choose an attribute from the drop-down menu, then

click the gray Ask icon . The Ask icon displays orange .

When someone executes the search, the Ask dialog box will display.

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Ask dialog box

To add a saved search to the conditions of a search, click New Search, add a row in

the search criteria, choose Asset matches search or Asset does not match search

from the attribute drop-down menu, and then choose a saved search from the

drop-down menu to the right of the attribute drop-down menu. You can add as many

conditions as you want on subsequent rows.

If you choose Asset matches search or Asset does not match search, searches that

contain an "Ask" parameter are not included in the list.

To execute the search, click Go.

To save a search for future use, click Save and specify a name for the search. The search

name is added to the My Searches area of the Workspace navigation pane and the

Search drop-down menu.

To execute a search again, Control+click/right-click the search in the Workspace

navigation pane and choose Reload Search from the context menu or click Refresh

in the toolbar.

In QuarkXPress and QuarkCopyDesk, if you add the Save as PDF button to the

Workspace Browser toolbar, you can create a PDF of your search results display. See

"Customizing the Workspace toolbar" to learn how to add the Save as PDF button.

Using the Quick Search feature

You can quickly find Quark Publishing Platform assets with the Quick Search feature,

regardless of the active application. To use the Quick Search feature, click the magnifier

icon at the top of the Workspace navigation pane.

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Use the Quick Search control to search for assets according to text contained in the assets.

Choose an option from the drop-down menu.

• Choose Name to search according to asset name exclusively.

• Choose Content to search according to asset content exclusively.

• Choose Name and Content to search according to asset name and content.

Performing a nested search

You can narrow a search by creating a nested hierarchy of search conditions. In the

example below, the search uses a nested search to look for all assets routed to Tracy

or Pat.

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Click New Search.

To add a row of search options, click +.

To add a nested condition, choose Asset matches condition from the Where

drop-down menu. The Asset matches condition dialog box displays.

Asset matches condition dialog box

Specify an attribute and choose a condition. You can click + in the Asset matches

condition dialog box to combine multiple conditions.

You can also click the Ask icon in the Asset matches condition dialog box to display

a prompt when a user performs a conditional search.

After you specify parameters in the Asset matches condition dialog box, click Join.

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Nested search

The Nested icon displays when you specify a nested search.

Performing a full-text search

The Quick Search control lets you search for assets according to text contained in the

assets.

Click the Quick Search control to display the Quick Search drop-down menu.

Use the Quick Search control to search for assets according to text contained in the assets.

Choose Content to search according to asset content exclusively. Choose Name and

Content to search according to asset name and content.

Enter text in the Quick Search field and press Enter. The Workspace Browser window

displays the results of your Quick Search. The search is also displayed in the Unsaved

Searches area in the Workspace navigation pane.

By default, only assets with all the text you enter in the Quick Search field are returned.

To refine your full-text search, you can use the following in the Quick Search field:

• Phrase search: You can specify exact wording for more than one word by enclosing

your phrase in quotation marks, such as "Bike History." A space between words in a

phrase functions like the "AND" operator, and all the words in quotation marks must

be together to display in the search results.

• Proximity search: Use "~<number of words>" after a phrase search to specify the

number of words that can exist between the words in your phrase. For example, if you

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CLIENT TASKS

enter "Bike History" ~10, the search will find instances of "Bike" and "History" within

10 words of each other.

• Wildcard search (single character): Use "?" to specify a search with a single wildcard

character, such as "r?de" to find "ride" and "rode."

• Wildcard search (multiple characters): Use "*" to specify a search with multiple wildcard

characters, such as "ride*" to find "rider" and "riders."

• Fuzzy search: Use "~" to specify a search with a range of possibilities for a single word,

such as "gearing~" to find "hearing," "gears," and "gearing."

• Boolean operators (AND): You can narrow a search by using the "AND," "&&," and

"+" operators to search for exact word combinations. For example, you can search for

"Bike" and "History" by entering Bike AND History in the Quick Search field. Use "+"

before search terms to search for one mandatory term and another possible term. For

example, use +Bike History to find instances where "Bike" exists and "History" might

or might not exist.

Boolean operators must be entered in ALL CAPS.

• Boolean operators (OR): You can expand a search by using the "OR" operator to search

for one or more words. For example, if you enter "Bike" OR "History" in the Quick

Search field, the results can include one or both words.

By default, a space between search terms works like the "AND" operator.

• Boolean operators (NOT): You can limit a search by excluding certain words after

"NOT" in the Quick Search field. For example, if you enter "Bike History" NOT "History

of Skiing," the search results will not include the "History of Skiing" text string

combinations.

You can use "!" or "-" instead of "NOT."

You cannot use the "NOT" operator with a single term, such as NOT "Bike History."

Performing a collection search

You can use a collection search to locate a collection that has specific attributes. To

perform a collection search:

Click the Workspace navigation pane.

Click New Search in the toolbar. In Quark Publishing Platform Web Client, click New

Search in your browser window.

In the Find Items drop-down menu, click Collections to make collection options

available.

To search a particular collection, choose the collection's name from the following

drop-down menu. You can also type the collection's name in the Quick Search field.

To search the selected collection's subcollections, check the box at the end of the first

row.

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Use the drop-down menus at the top of the window to specify search criteria.

• Use the controls in the Where row to narrow the search. To add a row of search options

and further narrow the search, click +.

• To specify inclusive or exclusive criteria, choose And or Or. Choosing And narrows

your search. Choosing Or widens your search.

• To delete a row, click the – (minus symbol) button for that row.

When you finish defining your search criteria, you can click Count to see how many

collections match the criteria.

If the Count value is too high, you can refine your search and save time by displaying

a smaller search.

To execute the search, click Go.

Not all view options are available for the results of collection searches.

To save a search for future use, click Save and specify a name for the search. The search

name is added to the My Searches area of the Workspace navigation pane and the

Search drop-down menu.

To execute a search again, Control+click/right-click the search in the Workspace

navigation pane and choose Reload Search from the context menu or click Refresh

in the toolbar.

In QuarkXPress and QuarkCopyDesk, if you add the Save as PDF button to the

Workspace Browser toolbar, you can create a PDF of your search results display. See

"Customizing the Workspace toolbar" to learn how to add the Save as PDF button.

Search from here

To create a search that starts from a particular collection, Option+click/right-click that

collection and choose Search from Here. Quark Publishing Platform creates an unsaved

search in that collection and includes its subcollections.

You can limit the search to that particular collection by unchecking Search this

Collection and its Subcollections (on the right end of the first row in the search

interface).

Working with saved searches

To save the active search for future use, click Save and specify a name for the search.

The search name is added to the My Searches area of the Workspace navigation pane

and the Search drop-down menu.

To return to an unsaved search, click the search in the Unsaved Searches area in the

Workspace navigation pane. Unsaved searches are named "New Search XX," where

XX is a number.

100 | A GUIDE TO QUARK PUBLISHING PLATFORM 10.1

Quark Publishing Platform 10.1 Instruction Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

CONTENTS

INTRODUCTION

Where we're coming from

Conventions in this book

ABOUT QUARK PUBLISHING PLATFORM

Platform concepts

Platform components

Platform architecture

Platform features

CONFIGURATION

Administration client

System area

Content Model area

Workflow area

Users and Groups area

Configuring storage options

Adding repositories

Deleting repositories

Working with content types

Working with collection types

Working with attributes

Defining attributes

Creating an attribute

Understanding attribute types

Text

Date

Time

Number

Measurement

Check box

Drop-down Menu

Date Time

Setting priority search attributes

Adding constraints to attributes

Working with relationships

Working with workflows

Creating a workflow

Working with statuses

Working with forms

Defining Roles and Privileges

Roles and Privileges

Creating and deleting users

Managing user lists with LDAP

Managing LDAP profiles

Mapping LDAP attributes

Importing LDAP users

Creating and deleting groups

Configuring Redline colors

MAINTENANCE AND ASSET MANAGEMENT

Monitoring user activity and logging off users

Deleting assets

Archiving assets

Restoring assets

User interface

Roles, views, and content structure overview

The Workspace Browser window

Workspace Browser window

Workspace toolbar

Compact View (Mac OS only)

Customizing the Workspace toolbar

View display options

Name view

Project view

Project and Page view

Collections view

Custom view

List View with Relationships

List View with Relationship Status

Icon columns

Preview pane

Menus (Quark Publishing Platform Client)

Quark Publishing Platform Client menu (Mac OS only)

File menu

Edit menu

View menu

Actions menu