Quark QuarkXPress Server - 9.0 Operation Manual
A Guide to QuarkXPress
Server 9.0
CONTENTS
Contents
About this Guide...............................................................................5
What we're assuming about you............................................................................5
Where to go for help..............................................................................................5
Conventions............................................................................................................6
Getting started with QuarkXPress Server........................................7
QuarkXPress Server architecture...........................................................................7
Understanding QuarkXPress Server.......................................................................8
Server templates and static projects...............................................................................8
The document pool.........................................................................................................9
Projects and layouts........................................................................................................9
Job Jackets and resources..............................................................................................9
Caching.........................................................................................................................10
QuarkXPress Server preferences...................................................................................10
Quark License Administrator.........................................................................................11
Master-renderer environment.......................................................................................11
Changing logging levels in "log4j.xml"........................................................................11
Understanding QuarkXPress Server XTensions software.....................................12
The QuarkXPress Server XTensions API........................................................................12
Configuring QuarkXPress Server for launch.........................................................13
Launching QuarkXPress Server.............................................................................14
Quitting QuarkXPress Server...............................................................................14
The QuarkXPress Server user interface..........................................15
Navigation pane....................................................................................................15
Administration menu.............................................................................................17
General Preferences dialog box....................................................................................17
Renderer Preferences dialog box..................................................................................20
Job Jackets dialog box.................................................................................................28
Check Out License dialog box......................................................................................28
Creating URL requests....................................................................29
Understanding URL requests................................................................................29
Understanding QuarkXPress Server namespaces.................................................30
Looking up a namespace..............................................................................................30
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CONTENTS
Understanding QuarkXPress Server parameters..................................................31
Looking up a parameter................................................................................................31
QuarkXPress Server Web Integration Guide overview........................................31
Render types.................................................................................................................31
General parameters.......................................................................................................31
Specialized parameters.................................................................................................32
Server control parameters.............................................................................................32
Document providers......................................................................................................32
Modifying layouts with XML...........................................................33
Using SSL.........................................................................................34
Secure Sockets Layer (SSL) support......................................................................34
Enabling SSL..................................................................................................................34
Enabling HTTP and HTTPS............................................................................................35
Verifying and using SSL.................................................................................................35
Keystores and SSL certificates.......................................................................................35
QuarkXPress Server XTensions software.......................................37
CopyDeskArticle XTensions software...................................................................37
Rendering articles..........................................................................................................37
Exporting articles...........................................................................................................37
Adding articles to projects............................................................................................38
Creating and deleting components..............................................................................38
PDF Filter XTensions software.............................................................................39
Modifier XTensions software................................................................................39
Using Modifier XTensions software...............................................................................40
Creating XML for Modifier XTensions software............................................................41
Layer XTensions software.....................................................................................41
InteractiveDesignerSXT Server XTensions software............................................41
Telegraph XTensions software........................................................43
Setting Telegraph preferences.............................................................................43
Specifying a server for template upload.......................................................................44
Using Telegraph XTensions software...................................................................46
Identifying QuarkXPress items and groups...................................................................46
Naming items and groups.............................................................................................46
Uploading templates.....................................................................................................47
Uploading missing or modified pictures.......................................................................49
QuarkXPress Server Manager.........................................................50
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CONTENTS
Understanding QuarkXPress Server Manager......................................................50
Load balancing..............................................................................................................50
Request timeout interval...............................................................................................51
Determining QuarkXPress Server instance availability..................................................52
Logging.........................................................................................................................52
Caching.........................................................................................................................53
Web services.................................................................................................................53
Working with QuarkXPress Server Manager........................................................53
Starting QuarkXPress Server Manager..........................................................................54
Request handler binding...............................................................................................56
Configuring QuarkXPress Server instances...................................................................56
Managing the cache......................................................................................................61
Managing logs...............................................................................................................63
Controlling load balancing............................................................................................66
Using a proxy server......................................................................................................67
Generating automatic e-mail messages........................................................................68
Using other global settings...........................................................................................69
Saving a server configuration........................................................................................71
Exporting a server configuration...................................................................................71
Using custom error messages.......................................................................................71
Sending requests from a browser.................................................................................73
Glossary..........................................................................................75
Legal notices...................................................................................76
iv | A GUIDE TO QUARKXPRESS SERVER 9.0
About this Guide
You do not need to read this guide from cover to cover. Instead, use this guide to quickly
look up information, find out what you need to know, and proceed with your work. Use
the detailed table of contents at the beginning of the guide to find information quickly.
What we're assuming about you
In writing this guide, we assume that you are familiar with your computer and know how
to:
ABOUT THIS GUIDE
• Launch an application
• Open, save, and close files
• Use menus, dialog boxes, and palettes
• Work within a networked computing environment
• Use the mouse, keyboard commands, and modifier keys
Consult the documentation provided with your computer or other resources if you need
more information in any of these areas.
Where to go for help
If you're new to QuarkXPress® Server, or if you want to explore one of its other longstanding
features, consult the following resources:
• A Guide to QuarkXPress Server
• The QuarkXPress Server Web Integration Guide
• Third-party books
• General books about desktop publishing
If your issues are at the system level — saving files, moving files, activating fonts, for
example — consult the documentation resources provided with your computer.
A GUIDE TO QUARKXPRESS SERVER 9.0 | 5
ABOUT THIS GUIDE
Conventions
Formatting conventions 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 OK."
• References: In descriptions of features, parenthetical references guide you in accessing
those features. For example: "The Find/Change dialog box (Edit menu) lets you find and
replace text."
• Arrows: You will often see arrows (>), which map out the menu path to a feature. For
example: "Choose Edit > Style Sheets to display the Style Sheets dialog box."
• 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. For example,
"Click the button on the Measurements palette to center text."
• Cross-platform issues: This application is quite consistent across operating systems. However,
some labels, buttons, key combinations, and other aspects of the application must 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.
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Getting started with QuarkXPress Server
QuarkXPress Server lets you render QuarkXPress projects in a variety of formats.
QuarkXPress Server architecture
GETTING STARTED WITH QUARKXPRESS SERVER
The QuarkXPress Server architecture is shown in the following diagram.
QuarkXPress Server architecture diagram
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GETTING STARTED WITH QUARKXPRESS SERVER
Understanding QuarkXPress Server
QuarkXPress Server lets you output customized QuarkXPress layouts in a variety of formats
— including JPEG, Portable Document Format (PDF), and PostScript® — from a centralized
QuarkXPress Server application. To send a request to a QuarkXPress Server application, all
you need to do is enter a URL into your Web browser's address field. For example, the
following URL instructs the QuarkXPress Server application named "QXPServer" to return
the file "MyProject.qxp" as a PDF file:
http://QXPServer:8080/pdf/MyProject.qxp
The QuarkXPress Server application receives these requests, renders (creates) the requested
projects in the requested formats, and then returns the rendered file to the client application
(in this case, the Web browser).
The format of QuarkXPress Server URL requests is described in detail in "Creating URL
requests" and in the QuarkXPress Server Web Integration Guide.
You can also create custom applications that communicate with a QuarkXPress Server
application using HTTP, Simple Object Access Protocol (SOAP), or another protocol. For
more information, see the QuarkXPress Server Web Integration Guide.
You can think of QuarkXPress Server as a special version of QuarkXPress that runs on a
server with the following main differences:
• Instead of accepting input from a keyboard and mouse, QuarkXPress Server accepts input
in the form of URLs and other types of requests.
• Instead of sending a project to a printer, QuarkXPress Server renders (creates) output in a
particular format and sends the rendered file to a client.
Server templates and static projects
QuarkXPress Server can open, render, and serve two types of projects:
• Static projects are QuarkXPress projects that can be rendered and served as-is in a variety
of formats by the QuarkXPress Server application. For example, you might make a product
manual available as a static project and allow customers to download that manual in a
variety of formats.
• Server templates are QuarkXPress projects that can be manipulated by the QuarkXPress Server
application before being rendered and served. For example, you might make a sales piece
available as a server template so that each person who downloads it receives a personalized
copy.
QuarkXPress Server can open QuarkXPress documents, projects, and templates created in
any language edition of QuarkXPress 5.0 or later. QuarkXPress Server can save and export
projects in QuarkXPress 8.x and QuarkXPress 9.x format.
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GETTING STARTED WITH QUARKXPRESS SERVER
The document pool
QuarkXPress Server reads server templates and static projects from a directory called the
document pool. The document pool can be any directory that is available to
QuarkXPress Server through a file system or an FTP server. You can use any of the following
methods to place files in the document pool:
• Drag the files to the document pool directory.
• Use the Add Files command in the Document Pool screen of the QuarkXPress Server Web
interface.
• Upload the files using FTP to the document pool directory.
• Use Telegraph XTensions® software to upload the files to the document pool from within
QuarkXPress. (For more information about Telegraph XTensions software, see "Telegraph
XTensions software.")
For more information about the document pool, see "The QuarkXPress Server user interface."
QuarkXPress Server can also serve documents from a database, a content management
system, or other sources. Collectively, the document pool and any other source of files to
be served are referred to as document providers.
Projects and layouts
QuarkXPress projects can contain one or more layouts, and only one layout can be rendered
at any given time. If you do not specify a layout when you send a rendering request,
QuarkXPress Server renders the first layout in the project.
Job Jackets and resources
In QuarkXPress, resources are things such as style sheets, colors, H&Js, output styles, and
item styles. Resources are stored in a Job Jackets structure, which can be either embedded
in a project or stored in a separate Job Jackets file.
QuarkXPress Server uses a default Job Jackets file to make a default set of resources available
to all projects handled by QuarkXPress Server, regardless of whether they are included in
the projects and articles you render. You can update this file in two ways:
• Using the QuarkXPress Server Web interface. For more information, see "Job Jackets dialog
box."
•
Using request handlers. For more information, see jobjacket and updateprefsfromjj
the QuarkXPress Server Web Integration Guide.
Once you've downloaded the default Job Jackets file, you can update its resources using
QuarkXPress. For more information, see "Job Jackets" in A Guide to QuarkXPress.
The location of the default Job Jackets file is stored in the QuarkXPress Server preferences
folder. For more information, see "QuarkXPress Server preferences."
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Caching
To maximize efficiency, QuarkXPress Server uses cached versions of all rendered projects
whenever possible. You can configure projects so that they are never cached, so that they
are cached for a particular amount of time, or so that they are rendered every time they
are served.
QuarkXPress Server preferences
When you launch QuarkXPress Server, the application creates preferences files that are
functionally and structurally equivalent to the preferences files created by QuarkXPress.
These preferences files reside in the QuarkXPress Server "Preferences" folder.
QuarkXPress Server also creates a "QuarkXPress Server.prf" file in the "Preferences" folder.
This file contains preference settings that are specific to QuarkXPress Server.
QuarkXPress Server uses these preferences the same way QuarkXPress uses them. If an
XTensions module creates a project in QuarkXPress Server, that project draws its settings
from the QuarkXPress Server preferences just as a new QuarkXPress project draws its settings
from the QuarkXPress preferences.
Preferences files are stored in the following locations:
•
Mac OS: [User]/Library/Preferences/Quark/QuarkXPress Server Renderer
9/
• Windows 2003 and Windows XP when running normally or under a domain user:
C:\Documents and Settings\[user name]\Application Data\Quark\QuarkXPress
Server Renderer 9
• Windows 2003 and Windows XP when running as a service under a local user:
C:\Documents and Settings\Default User\Application
Data\Quark\QuarkXPress Server Renderer 9\
• Windows 2008, when QuarkXPress Server is running as a service under the "local system
user" account: C:\ProgramData\Quark\QuarkXPress Server Renderer 9\
• Windows Vista, when QuarkXPress Server is running as a service under the "local system
user" account: C:\Windows\System32\config\systemprofile\AppData\Roaming\
• Windows 2008 and Windows Vista, when QuarkXPress Server is running normally under
the "Domain user" account: C:\Users\[user
name]\AppData\Roaming\Quark\QuarkXPress Server Renderer 9\
• Windows 2008 and Windows Vista, when QuarkXPress Server is running as a service under
the "Domain user" account:
C:\Windows\System32\config\systemprofile\AppData\Roaming\Quark\QuarkXPress
Server Renderer 9\
For more information about preferences, see "Administration menu."
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Quark License Administrator
To prevent unauthorized use, QuarkXPress Server requires the presence of a Quark® License
Administrator (QLA) server to launch. QuarkXPress Server follows the configuration and
control rules that are enforced by QLA. For more information about QLA, see the QLA
documentation included with QuarkXPress Server.
Master-renderer environment
Requests for project renders are stored in a connection queue. The requests in the rendering
queue can be processed by a single QuarkXPress Server application, or by a master
QuarkXPress Server application and several renderers (additional instances of
QuarkXPress Server). The master QuarkXPress Server application launches the available
number of renderers and then passes the requests in the connection queue to those
renderers as they become available. The number of renderers available for launch is
determined by the number of licenses available from the QLA server.
The master QuarkXPress Server process and all of the renderers it launches share the
following elements:
• The same application preferences (each renderer has its own preferences files, but
QuarkXPress Server keeps them synchronized)
• The same document cache in memory
• The same memory cache
• The same server XTensions modules (a separate instance of each XTensions module runs
with each renderer)
• The same server document pool (if defined in the QuarkXPress Server preferences or if a
document provider is used in place of the document pool)
If a renderer unexpectedly quits, the master QuarkXPress Server restarts the renderer
without requiring any action from you.
Changing logging levels in "log4j.xml"
You can change the logging levels for QuarkXPress Server. Options include ERROR, INFO,
WARN, DEBUG, and TRACE.
•
ERROR = includes messages that indicate disrupted and failed requests.
•
INFO = includes messages that indicate the state of services.
•
WARN = includes non-critical service error messages
•
DEBUG = includes messages that indicate server resource usage.
•
TRACE = includes messages according to activity related to requests.
Refer to Java documentation for more information about logging levels.
To change logging levels:
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Open the "conf" folder in your QuarkXPress Server folder.
1
Open "log4j.xml" in a text-editing application.
2
To define the logging level for QuarkXPerss Server errors, scroll to <logger
3
name=com.quark.qxps. The structure is as follows:
<logger name="com.quark.qxps">
<level value="ERROR" />
</logger>
To define the logging level for QuarkXPress Server transactions, scroll to <logger
4
name=QXPSTransactionLogger. The structure is as follows:
<logger name="com.quark.qxps" additivity="false">
<level value="INFO" />
<appender-ref ref="QxpsTransactionFileAppender" />
</logger>
To define the logging level for other activity, scroll to the <root>. The structure is as
5
follows:
<root>
<priority value="ERROR" />
<appender-ref ref="QxpsServerAsyncAppender" />
</root>
Save and close "log4j.xml."
6
Understanding QuarkXPress Server XTensions software
QuarkXPress Server ships with a collection of XTensions software that adds capabilities to
QuarkXPress Server. For example, PDF Export XTensions software lets QuarkXPress Server
serve content in PDF format; Modifier XTensions software lets you retrieve, manipulate,
and reconstruct XML representations of projects; and QuarkCopyDesk® Renderer XTensions
software lets you create QuarkCopyDesk articles. Telegraph XTensions software works with
QuarkXPress to allow designers to name boxes in template files so that those boxes can
be addressed by URLs.
For more information about XTensions software included with QuarkXPress Server, see
"QuarkXPress Server XTensions software" and "Telegraph XTensions software."
The QuarkXPress Server XTensions API
In addition to the XTensions modules included with QuarkXPress Server, developers can
create custom XTensions software that add features. The complete server XTensions
Application Programming Interface (API) documentation is available in the
QuarkXPress Server XTensions Developer's Kit (XDK).
As of version 8.0, the QuarkXPress Server XDK is Unicode-compliant.
The QuarkXPress Server XDK lets you create XTensions modules that provide the following
abilities:
• The ability to register request handlers
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GETTING STARTED WITH QUARKXPRESS SERVER
• The ability to register project providers
• The ability to register new render formats
• The ability to add items to the list of response properties, cookies, and HTTP header items
• The ability to log messages in log files
• The ability to initiate a new transaction to be processed by the server
• The ability to completely control how projects are processed by the server
In addition, QuarkXPress Server XTensions software can register for the following basic
callbacks:
• Pre-processing
• Content loading
• Layout modification
• Post-processing
• Removing slugs while running the QuarkXPress project renderer
• Analyzing the server after a transaction is complete
• Pre- and post-transaction callback
Configuring QuarkXPress Server for launch
To configure QuarkXPress Server prior to launch, open the file [QuarkXPress Server
application folder]/conf/ServerApp.properties folder) and modify it as follows:
•
To make the server run without loading any network interface, use the -nonetwork option
with the qxpservercore.serverRendererParameters. In this mode, the only
transactions a server can run are those passed to it by another process.
• To control whether renderers are monitored, set
qxpservercore.monitorrenderers.value to true or false.
• To specify the query interval for monitoring renderers, set
qxpservercore.monitorrenderers.queryinterval.value to a value in seconds.
• To specify the number of retries for monitoring renderers, set
qqxpservercore.monitorrenderers.noofretries.value to an integer. If a renderer
process has been attempting to fulfill a request for the specified number of retries (with
the specified query interval in seconds between retries), the renderer monitor recyles that
process.
• To control how many renderers the master process launches, specify a number for
qxpserver.subrenders. Note that the number of renderers you can launch depends on
your license.
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Launching QuarkXPress Server
On Windows, you can install QuarkXPress Server as an application or as a service (Quark
recommends that you always run it as a service). On Mac OS, QuarkXPress Server always
runs as an application.
If you install QuarkXPress Server on Windows as an application, you can launch it using
the Start menu or by double-clicking the "ServerStartup.bat" in the QuarkXPress Server
application folder.
If you want to launch QuarkXPress Server as an application on Windows Server 2008,
Windows Vista, and Windows 7, Quark recommends executing "ServerStartup.bat" as an
administrator.
For information on launching QuarkXPress Server in a separate Tomcat installation, see
"Deploying QuarkXPress Server externally" in the QuarkXPress Server ReadMe.
QuarkXPress Server offers a browser-based user interface instead of a conventional user
interface.
Quitting QuarkXPress Server
To quit QuarkXPress Server on Mac OS, press Control+C.
To quit QuarkXPress Server on Windows, press Control+C or double-click the
"shutdown.bat" file in the QuarkXPress Server application folder.
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THE QUARKXPRESS SERVER USER INTERFACE
The QuarkXPress Server user interface
QuarkXPress Server offers a browser-based user interface instead of a conventional user
interface. This chapter describes that interface and explains how you can use it to configure
and customize your QuarkXPress Server application and manage your server XTensions
modules.
To view the QuarkXPress Server User Interface, launch a Web browser and enter the URL
http://[server]:[port]/qxpsadmin (where [server] is the IP address or domain
name of the server and [port] is the TCP/IP port on which the server is running). If the
server has realm verification enabled, you will be asked to enter your user name and
password.
Navigation pane
The navigation pane on the left side of the has two areas. The Server Information area
lets you view server information and the transaction log, and the Document Pool area
lets you view the contents of the document pool. You can collapse and expand this pane
with the button at the right end of the Navigation Pane header.
If you click Server Information, the Status Monitor screen displays. The fields in the top
area provide information about the server. The icons in the area below represent the
renderers that are currently running and show which requests are being processed by each
renderer in real time. This screen also shows how many active and idle renderers there
are.
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THE QUARKXPRESS SERVER USER INTERFACE
Status Monitor screen
If you click Transaction Log, the Logs screen displays the current transaction log. To
download the active log, including recent crash reports, click Download Logs at the top
of the Logs header.
If you click Show XTensions Information, the XTensions Information screen displays,
allowing yout o view the status of all installed XTensions modules.
If you click Document Pool, the document pool screen displays.
Document Pool screen
To add a file, click Add Files in the header. If you add multiple files at one time, you can
create a folder to put them all into by entering the folder name in the Folder film.
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Document Pool screen
To delete a file, check its box and then click Delete Files.
To search for a file or folder, use the search field in the header.
To preview a file, Control+click/right-click the file and choose Preview.
To get a file's relative path, double-click the file name.
Administration menu
The administration menu lets you manage QuarkXPress Server.
You do not have to restart the server in GUI mode to set preferences.
General Preferences dialog box
The General Preferences dialog box (Administration > Preferences > General) lets you
set preferences that are not related to rendering. It includes the tabs described in the
following topics.
You can also set general preferences using the setprefs request handler. For more
information, see the QuarkXPress Server Web Integration Guide.
General Preferences — Server
The Server tab (Administration > Preferences > General > Server) includes the following
controls.
Use the Document Root Folder field to specify the location of the document pool.
Putting the document pool on a network connected drive is not recommended, because
this negatively impacts the performance of QuarkXPress Server.
Use the Allow Memory Caching check box to control whether memory is cached.
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THE QUARKXPRESS SERVER USER INTERFACE
Use the Max Memory Cache Size field to specify the maximum memory size allocated
to the cache memory. Valid values are from 10MB to 1024MB.
Use the Force Served Documents Closed check box to control whether QuarkXPress Server
closes projects from the document pool after it renders them, regardless of the Telegraph
XTensions software setting. Uncheck this box to keep such projects open on the server.
Use the Default Renderer Type drop-down menu to specify the default rendering format
for the server.
• EPS Document: Returns an Encapsulated PostScript (EPS) file.
• JPEG: Returns a JPEG file.
• PDF: Returns a PDF file.
• PNG: Returns a Portable Network Graphics (PNG) file.
• PostScript: Returns a PostScript file.
• QCDDOC: Returns a QuarkCopyDesk article.
• QuarkXPress Document: Returns a QuarkXPress project.
• Raw Custom: Returns a file in internal QuarkXPress format for use by server XTensions
software developers.
• RLE Raw Custom: Returns a file in internal QuarkXPress format (compressed using Run
Length Encoding) for use by server XTensions software developers.
• SWF: Returns a SWF (Flash) file.
Use the Scale field to specify the default scale percentage at which QuarkXPress Server
should render projects.
Use the Disable QXD Return check box to specify whether QuarkXPress Server can return
QuarkXPress projects to clients.
General Preferences — Log
The Log tab (Administration > Preferences > General > Log) includes the following
controls.
Use the Log Document Problems check box to specify whether to include problem
descriptions in transaction log files. The "Log" folder inside the QuarkXPress Server
application folder contains three log files:
• QuarkXPress Server Fatal Log.log: This log lists all fatal errors.
• QuarkXPress Server Log.log: The log for the Java process. This log contains source
code-level logging information that can be useful in troubleshooting.
• QuarkXPress Server Transaction Log.log: This log lists all transactions and all errors.
Detailed application logging is enabled for these log files only if it is enabled in the
"log4j.xml" file.
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To log detailed transaction timing data, check Log Timing Data.
Logged problems include the following:
• Missing Fonts: If fonts are missing from a project that has been requested for rendering,
a one-line description of each missing font is added to the error log. If QuarkXPress Server
receives a request to render a project and does not have access to the fonts required by the
project, it uses the fonts specified in the Fonts tab of the Preferences dialog box
(Administration > Preferences > General). If these fonts are also unavailable,
QuarkXPress Server substitutes Helvetica (Mac OS) or Arial (Windows). This behavior is
the same as it is in QuarkXPress.
• Missing Pictures
• Missing SXTs: If a required server XTensions module is missing when a rendering request
is received, a one-line description of each missing module is added to the error log. If the
name of the missing module is not returnable, the XTensions module ID number is
returned.
• Text Encoding/Character Set Problems: If text is sent to a text box in the template and
the system does not have access to the correct font glyph, the issue is logged. The log data
indicates the character set that the system attempted to convert. For example, the log
entry might show that a request for Japanese characters was sent to an English project.
Information about missing fonts and missing pictures is also recorded in the
"QuarkXPressServerRenderer.log" file. This file also contains detailed timing information,
including the transaction UID for each transaction. This log file can be found here:
•
Mac OS: [drive]/Users/[user name]/Library/Logs/Quark
•
Windows: C:\Users\talyn\AppData\Quark\Log
To download all logs to a non-server computer, click Show Transaction Log in the
QuarkXPress Server Web interface, then click Download Logs on the upper right.
General Preferences — Email
QuarkXPress Server can automatically notify someone by e-mail when the checked-out
QLA license is about to expire. The Email tab (Administration > Preferences > General
> Email) lets you specify where such e-mail messages should be sent.
Use the Server field to specify the domain name or IP address of the e-mail server that
QuarkXPress Server should use to send messages (for example, mail.quark.com).
Use the Port field to specify the port number of the e-mail server that QuarkXPress Server
should use to send messages. Valid values are from 0 to 255.
Use the From to specify the source e-mail address the QuarkXPress Server application
should use to send messages (for example, QXPSserver1@quark.com).
Use the To to specify the e-mail address to which the QuarkXPress Server application
should send messages (for example, QXPServerAdmin@quark.com).
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General Preferences — Authentication
The Authentication tab (Administration > Preferences > General > Authentication)
includes the following controls.
Check Authenticate For Admin Requests to enable the Username and Password fields.
These fields let you control access to administrative parameters and features. You can enter
up to 32 characters.
Renderer Preferences dialog box
Use the renderer Preferences dialog box (Administration > Preferences > Renderer) to
set up default preferences for use when projects are created in QuarkXPress Server. It
includes the tabs described in the following topics.
Many of these preferences come into play only when you create a project in QuarkXPress
Server, either using a construct request or through a request handled by a custom
QuarkXPress Server XTensions module.
You can also set renderer preferences using the setrendererprefs request handler. For
more information, see the QuarkXPress Server Web Integration Guide.
In versions of QuarkXPress Server prior to 9.0, these resources were accessed through the
Document Controls submenu.
Preferences — Display
The Display pane (Administration > Preferences > Renderer > Display) includes the
following controls.
Use the Color TIFFs drop-down list to specify the color depth of screen previews created
for color TIFFs when they are imported.
Use the Gray TIFFs drop-down list to specify the resolution of screen previews created for
grayscale TIFFs when they are imported.
Choose a profile that corresponds to your monitor from the Monitor Profile drop-down
menu, or choose Automatic. Profiles can be placed in the "Profiles" folder in the
QuarkXPress Server application folder.
Preferences — Input Settings
The Input Settings tab (Administration > Preferences > Renderer > Input Settings)
includes the following controls.
Check Smart Quotes to force QuarkXPress to replace feet (')and inches (") marks
automatically with the specified quotation marks.
Use the Format drop-down menu to specify the default characters to be used with the
Smart Quotes feature and Convert Quotes option in the Get Text dialog box (File > Get
Text).
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To change the separators used for indicating sequential ranges for output, enter a value
in the Sequential Page Range Separator. This value override the preferences set for a
project.
To change the separators used for indicating nonsequential ranges for output, enter a value
in the Non Sequential Page Range Separator. This value override the preferences set for
a project.
Preferences — Font Fallback
The Font Fallback pane (Administration > Preferences > Renderer > Font Fallback)
includes the following controls.
Check Font Fallback to activate the Font Fallback feature. When this feature is active, if
the application encounters a character it cannot display in the current font, it attempts
to find a font that can display the character.
If the application encounters a missing font when opening a project, it uses the preferences
in this pane to determine which substitute fonts to use.
If you add characters to an exising project and the font cannot support those characters,
the application will search the system for a font that can display the characters.
Check Search to have the application search for a suitable font that is used in the active
project. To restrict the search to a particular range, choose an option from the Search Type
drop-down menu. To search the entire story where a missing font occurs, choose Active
Story. To search a particular number of paragraphs in both directions, choose Paragraph
and enter a number in the Search Limit field.
To indicate which fallback fonts should be used when no other font can be found (taking
the Search settings into account), choose options from each of the drop-down menus in
the Font List area.
To indicate which font should be used for the slug line when a layout is printed with
registration marks turned on, choose an option from the Slug Line Font drop-down menu.
Preferences — Open and Save
The Open and Save pane (Administration > Preferences > Renderer > Open and Save)
includes the following controls.
Choose an option from the Encoding drop-down menu to indicate how the applications
should display characters in non-Unicode text.
Preferences — Fonts
The Fonts pane (Administration > Preferences > Renderer > Fonts) includes the following
controls.
To specify default replacement fonts, check Specify Default Replacement Font and choose
options from the Roman and East Asian drop-down menu.
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To highlight characters that are in a Traditional Chinese encoding's UDA/VDA (User
Defined Area/Vendor Defined Area) range so that these characters can be visually verified,
check Highlight character ranges defined by Traditional Chinese font vendors.
Preferences — EPS
The EPS pane (Administration > Preferences > Renderer > EPS) includes the following
controls.
To control whether the application should generate a preview of an EPS file or use the
preview (if any) embedded in the file, choose an option from the Preview drop-down list.
The option specified in this pane is used only when the EPS preview is being created. If
you change the preference, you need to reimport the EPS file.
Preferences — PDF
Use the PDF pane of the Preferences dialog box (Administration > Preferences > Renderer
> PDF) to set preferences for rendering in PDF format.
The PDF pane displays only if PDF Filter XTensions software is loaded. For more
information, see "PDF Filter XTensions software"
Use this pane to specify a PDF workflow:
• Click DirectPDF to generate PDF output in the browser. This is the default option.
• Click PDFtoFolder to generate and save PDF files to a folder. Click Select/Browse to specify
a location for the folder in the Watched Folder field.
• Click PS4D (PostScript File for Later Distilling) to generate a PostScript file. Click
Select/Browse to specify a location for the folder in the Watched Folder field.
Preferences — Project General Settings
The Project General Settings pane (Administration > Preferences > Renderer > Project
General Settings) includes the following controls.
Check Use OpenType Kerning to activate the default kerning values for OpenType fonts.
When OpenType kerning is active, it overrides any kerning specified through Kerning
Table Edit (Utilities menu) for OpenType fonts.
To disable OpenType kerning for full-width characters, check Do Not Kern Full Width
Characters.
Preferences — Print Layout Settings
The Print Layout Settings pane (Administration > Preferences > Renderer > Print Layout
Settings) includes the following controls.
Use the Master Page Items drop-down menu to control what happens to master items
when master pages are applied.
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• Click Keep Changes if you intend modified master items on your layout pages to remain
when a new master page is applied. The items that are kept are no longer master items.
• Click Delete Changes if you want modified master items on your layout pages to be deleted
when a new master page is applied.
Use the Framing drop-down menu to specify whether frames are placed inside or outside
text and picture boxes.
• When you click Inside, the distance between the text and the frame is determined by the
box's Text Inset values (Item > Modify). When you place a frame inside a picture box,
the frame overlaps the picture.
• When you click Outside, the frame is placed outside the box, increasing the box's width
and height. The frame cannot extend beyond a constraining box or the pasteboard.
Use the Auto Page Insertion drop-down menu (Print layouts only) to determine whether
pages are inserted automatically to contain text overflow from an automatic text box or
a chain of text boxes (on a page associated with a master page that contains an automatic
text box). The drop-down menu also enables you to determine where any pages will be
inserted.
Preferences — Print Layout Measurements
The Print Layout Measurements pane (Administration > Preferences > Renderer >
Default Print Layout Measurements) includes the following controls.
Use the Horizontal and Vertical drop-down menus to specify the measurement system
for the rulers displayed along the top and left of the layout window. Horizontal corresponds
to the top ruler; Vertical corresponds to the left ruler.
Use the Points/Inch field to override the default value of 72 points per inch. The application
uses the value here as the basis for all point and pica measurements, as well as for all point-
and pica-to-inch conversions. The desktop publishing standard for points per inch is 72.
However, the traditional typographic standard used on most metal typographic rulers is
usually approximately 72.27 or 72.307 points per inch (range = 60 to 80 pt, measurement
system = points, smallest increment = .001).
Use the Ciceros/cm field to specify a ciceros-to-centimeter conversion value different from
the standard 2.1967 (range = 2 to 3 c, measurement system = ciceros, smallest
increment = .001).
Preferences — Paragraph
The Paragraph pane (Administration > Preferences > Renderer > Paragraph) includes
the following controls.
Use the Auto Leading feature to automatically set line spacing. Unlike paragraphs with
absolute leading (identical line spacing above every line), paragraphs with auto leading
may include lines with different leading when fonts and font sizes are mixed in the same
paragraph.
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Auto leading starts with a base amount of leading, which the application calculates by
examining the ascent and descent values built into the fonts used in an auto-leaded line
and the line above it; however, the user-specified text size plays the largest part in
determining this base amount. Finally, a value specified by the user in the Auto Leading
field is added to the base amount to arrive at the total amount of leading.
To specify percentage-based auto leading, enter a value from 0% to 100% in 1% increments.
This value determines the amount of leading between two lines of text as follows: The
largest font size in the line above is multiplied by the percentage value. This outcome is
added to the base amount of auto leading between the two lines. Although the design of
certain fonts complicates the process, here is a simplified example: 10-point text styled
consistently in a "standard" font with Auto Leading set to 20% has 12 points of leading
(10 pts + [20% of 10] = 12 pts).
Use the Maintain Leading check box to control the placement of a line of text that falls
immediately below an obstruction in a column or box. If Maintain Leading is checked,
the line's baseline is placed according to its applied leading value. If Maintain Leading is
unchecked, the ascent of the line will abut the bottom of the obstruction or any applied
runaround value.
In the Lock to Grid Based On area:
• Click Ascent and Descent to lock text to grid based on the ascenders and descenders of
characters.
• Click Font Size (Em Box) to lock text to grid based on the size of the em boxes of the
characters.
Preferences — Character
The Character pane (Administration > Preferences > Renderer > Character) includes
the following controls.
Use the Superscript fields to control the placement and scale (size) of superscript characters.
The Superscript Offset value determines how far below the baseline the application places
a superscript character. The Superscript Offset value is measured as a percentage of font
size. The default value is 33%. The Superscript VScale value determines the vertical size
of the character and is a percentage of font size. The Superscript HScale value determines
width and is a percentage of the normal character width (as specified by the font designer).
The default value for both scales is 60% (range = 0 to 100%, measurement system =
percentage, smallest increment = .1).
Use the Subscript fields to control the placement and scale (size) of subscript characters.
The Subscript Offset value determines how far above the baseline the application places
a subscript character. The Subscript Offset value is measured as a percentage of font size.
The default value is 33%. The Subscript VScale value determines the vertical size of the
character and is a percentage of font size. The Subscript HScale value determines width
and is a percentage of the normal character width (as specified by the font designer). The
default value for both scales is 100% (range = 0 to 100%, measurement system = percentage,
smallest increment = .1).
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