Saving a Local Document to uProduce

When working locally within Adobe InDesign and uCreate Print with no connection to uProduce, users who wish to store their campaign resources on uProduce must use the export/import mechanism for this purpose (see Exporting XMPie Packages).

Working in connectivity mode allows you to save your dynamic documents directly to uProduce with no need to export and import CPKG or DPKG files. The document and other campaign resources are automatically uploaded to uProduce.

You can also use connectivity mode if you have a static InDesign document and you wish to append it to an existing uProduce campaign. When saving a static document, it is uploaded to uProduce and linked to a campaign’s plan and data source.

To save a document on uProduce:

  1. From the Dynamic Content menu, select Save to Server.

    The Server Connection dialog is displayed.

  2. Fill in the uProduce server address, username and password.

  3. Click OK.

    The Save on XMPie Server window is displayed.

  4. From the Account list, select an existing uProduce account to which you wish to connect.

  5. From the Campaign list, either select an existing uProduce campaign or click Create New Campaign at the bottom of the list.

    If you click Create New Campaign, the Create New Campaign dialog is displayed. Enter the campaign name. The new campaign is automatically selected. When you create a new campaign from uCreate, this campaign will be marked as "uDirect Campaign" in uProduce.

  6. The Document field displays the name of the document that is currently being saved. You can rename the document. If a document with the same name already exists on uProduce, a warning icon Connectivity_Warning.PNG is displayed next to the document field. If you save this document, the uProduce document will be overwritten. If you do not wish to overwrite the uProduce document, enter a different name in the document field.

  7. The Format field displays Adobe InDesign (.indd) format by default. You can also choose to save the document in the XLIM (.indx) format.

  8. In the Fonts field, select one of the following options:

    • Upload New Only: select this option to upload the Fonts used in the current document. This is the default option.

    • Don’t Upload: select this option if you do not want to upload the fonts used in the current document.

  9. If you are working with a dynamic document, proceed to the Save Components (dynamic document) section in step 10. If you are working with a static document, proceed to Link to Components (static document)  section in step 11 below.

  10. In the Save Components (dynamic document) section, define the following:

    • The Plan File field displays the name of the plan file that will be uploaded to uProduce. The Plan file name will have the plan extension. If there are other documents on uProduce using this plan and the plan has changed, a warning icon Connectivity_Warning00001.PNG is displayed next to the Plan File field.

      If you are saving your document to an existing uProduce campaign which already has a plan, the system makes sure that the plan of the uploaded document matches the uProduce plan. In the case of a mismatch, a warning is displayed. Note that if other documents use the uProduce plan, they might not work after saving. To avoid this, you may save this document to a new campaign.

    • In the Data Sources field, choose if and how you wish to upload the data source associated with the current document. You can select one of the following three options:

      • Upload New Only: select this option to upload a new Data Source. If a Data Source with the same name already exists on uProduce, the document will be linked to the existing uProduce data source.

      • Replace Existing: select this option if you want to replace the uProduce data source with a data source of the same name.

      • Don’t Upload: select this option if a data source with the same data already exists on uProduce.

    • In the Assets field, choose if and how you wish to upload the assets associated with the current document. You can select one of the following three options:

      • Upload New Only: select this option to upload assets. Then, in the To field, select the asset source on uProduce to which you wish to upload the assets. You can also click the Create New asset source option to create a new asset source. Then, in the Create New Asset Source window, enter the name of the asset source and click OK.

      • Replace Existing: select this option if you want to replace the uProduce assets with assets of the same name. Then, in the To field, select the asset source on uProduce to which you wish to upload the assets. You can also click the Create New Asset Source option to create a new asset source. Then, in the Create New Asset Source window, enter the name of the asset source and click OK.

      • Don’t Upload: select this option you do not want to upload assets to uProduce.

    • The uImage package will work according to the assets policy:

      • Upload New Only: the uImage DPKG will be uploaded to uProduce

      • Replace Existing: the uImage DPKG will be uploaded to uProduce and it will replace the existing DPKG of the same name on uProduce.

      • Don’t Upload: the uImage DPKG will not be uploaded to uProduce.

  11. In the Link to Components (static document) section, define the following:

    • The Plan File field displays the name of the plan to which the document will be linked. The plan file name will have the plan extension.

    • In the Recipient Data Source list, select the required data source that includes the recipient information.

    • In the Recipient Table list, select the required recipient table within the selected data source.

    • In the Additional Data Sources list you may select additional data sources, if any exist in the plan.

  12. Click Save.

    The Save Document to uProduce window is displayed showing you the operation progress.

Update a document on uProduce

After saving a local document, all the materials, including the plan file, the data source, the fonts and the assets are also saved on uProduce.

You can continue working in uCreate Print and then update the document and the plan on uProduce.

To update a document on uProduce:

  1. From the Dynamic Content menu, select Save to Server.

    The Save on XMPie Server dialog is displayed.

    The following uProduce connection details are displayed: server, account, campaign.

  2. The Document field displays the name of the document that is currently being saved. If you save this document, the uProduce document will be updated. If you change the document name, a new document will be created on uProduce with this name. If another document with the same name already exists on uProduce, a warning icon Connectivity_Warning00002.PNG is displayed next to the Document field.

  3. The Format field displays the format of the document. You can decide whether to save the document in the Adobe InDesign (*.indd) or XLIM (*.indx) format.

  4. The Plan File field displays the name of the Plan file that will be updated on uProduce.

  5. In the Fonts field, select one of the following options:

    • Upload New Only: select this option to upload the Fonts used in the current document. This is the default option.

    • Don’t Upload: select this option if you do not want to upload the Fonts used in the current document.

  6. Click Save.

    The Save Document to Server window is displayed showing you the operation progress.