Xpression 3 Design Track

xPression 3 Design Track
xPresso for Adobe InDesign CS3

May 5, 2008
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Copyright © 2008 EMC Document Sciences

Table of Contents
Introduction to xPression Overview ............................................................. 7

About Document Sciences ............................................................................ 8
Case Studies .............................................................................................. 9
Dynamic Content Publishing.........................................................................10
Top Business Cases for Using xPression .........................................................11
The xPression Product Suite.........................................................................12
xPression Infrastructures.............................................................................19
File Components within xPression .................................................................21
Q & A Objectives ........................................................................................24
WE Document Development Overview ....................................................... 32
What is the Document Development Cycle?....................................................33
xPression Document Lifecycle ......................................................................35
Introduction to xAdmin WE Overview ........................................................ 42
The xAdmin Interface .................................................................................44
Workgroup Edition Versus Enterprise Edition ..................................................53
Introduction to xAdmin Workgroup Edition Quiz ..............................................62
Introduction to xPresso Design Tools Overview ......................................... 71
The xPresso Design Tools ............................................................................72
Introduction to xPresso Design Tools Quiz......................................................79
xPresso for Adobe InDesign Overview ....................................................... 88
What is xPresso for Adobe InDesign? ............................................................89
The xPresso for InDesign Working Environment ..............................................93
Working with Variables................................................................................98
Dynamic Content ..................................................................................... 105
Creating Sample Output ............................................................................ 116
Working with Images ................................................................................ 119
Introduction to Content Loops .................................................................... 127
Formatting Content .................................................................................. 131
Subdocuments ......................................................................................... 133
Introduction to xAdmin and xDashboard Workgroup Edition............................ 138
Creating Production Level Output................................................................ 150
Introduction to xPresso for Adobe Design Quiz.............................................. 157
Advanced xPresso for Adobe InDesign Overview ..................................... 167
Working with Data.................................................................................... 168
Grouping Frames...................................................................................... 172
Advanced Content Loops ........................................................................... 175
Advanced Formatting Options .................................................................... 192
Advanced Table Options ............................................................................ 198
Linking Frames and Optional Pages ............................................................. 205
Dynamic Charts ....................................................................................... 211
Document Design Considerations................................................................ 221
Font Considerations .................................................................................. 226
Image Considerations ............................................................................... 229
Advanced xPresso Design Tools Quiz ........................................................... 232
Copyright © 2008 EMC Document Sciences / xPression 3 - Table of Contents 3

Copyright © 2008 EMC Document Sciences / xPression 3 - Table of Contents 4
Introduction to xPression
Objectives:
• Learn about the history of Document Sciences Corporation
• Describe the concepts of dynamic content
• Describe the xPression Product Suite
Copyright © 2008 EMC Document Sciences / Introduction to xPression 5

Table of Contents
Introduction to xPression Overview................................................................... 7
About Document Sciences ............................................................................ 8
Our Clients .............................................................................................. 8
Locations................................................................................................. 8
Case Studies .............................................................................................. 9
Insurance ................................................................................................ 9
Banking & Financial Services ...................................................................... 9
Health Care ............................................................................................10
Public Sector...........................................................................................10
Dynamic Content Publishing.........................................................................10
Examples of using DCP .............................................................................10
Content Processing Services......................................................................11
Top Business Cases for Using xPression .........................................................11
Drive customer loyalty: ............................................................................11
Technology consolidation:.........................................................................11
Time to market: ......................................................................................11
Other Challenges:....................................................................................11
The xPression Product Suite.........................................................................12
What is xPression?...................................................................................12
xPression Application Layer .......................................................................13
xAdmin ..................................................................................................13
xDashboard ............................................................................................13
xDesign..................................................................................................14
xResponse..............................................................................................14
xRevise ..................................................................................................15
xPresso for InDesign ................................................................................16
xPresso for Microsoft Word 2007................................................................16
xPresso for Dreamweaver .........................................................................17
xDoc Pro ................................................................................................17
xTest .....................................................................................................17
xPressForms ...........................................................................................18
xPRS Dynamic Content Publishing Infrastructure ..........................................19
Enterprise Infrastructure ..........................................................................20
File Components within xPression .................................................................21
Document-Level File Components ..............................................................21
Output Management File Components.........................................................21
Software Components within xPression .......................................................22
Q & A Objectives:.......................................................................................24
Questions ...............................................................................................24
Answers .................................................................................................27

Introduction to xPression Overview
During the course of this chapter, the class will be introduced to the xPression
system.
Who: Document Designer, Administrator, Integrator, Print Manager, Customer Service

Representative
What: The following topics will be discussed and reviewed within the course of this
chapter:
What is xPression
What are the xPression components
xPression composition engines
When: All aspects of the Document Development Cycle
Where: Business Case

Production
Data
Analysis
Test and
Workflow
Sample
Create
Identify
Document
Modules and
System
Attributes
Admin
Why: This chapter gives you a basic understanding of the capabilities of xPression

About Document Sciences
Document Sciences is a market-leading global solutions provider for
personalized enterprise communications. Our award-winning xPression
software suite enables organizations to automate the creation and delivery of
well-designed, highly personalized communications - from contracts, policies
and high-volume relationship statements, to customized marketing collaterals
and correspondence.
Our Clients
More than 500 content-driven organizations worldwide, including over 60
FORTUNE Global 500 companies, use Document Sciences' solutions to reduce
development costs by up to 90%, improve time-to-revenue by as much as
75%, and enhance the overall customer experience with highly effective 1:1
communications. Our customers include Aetna, AIG, Citigroup, General
Motors, Johnson & Johnson, MassMutual Merrill Lynch, Principal Financial, The
Hartford, United Healthcare, and Verizon Communications.
Our dynamic content publishing technology can be easily deployed across
your organization. We offer an open component-based architecture that goes
beyond just being compatible with other platforms. Our technology is 100%
J2EE compliant and supports XML data interchange, providing direct
integration with critical enterprise applications to automate business
processes and content-intensive workflows.
Furthermore, customers, system integrators, and partners can benefit from a
content publishing platform capable of meeting multi-channel publishing
needs today and in the future. Our partners include BEA Systems, EMC
Software, FileNet, Hewlett-Packard, IBM, Microsoft, and Xerox.
Locations
Based in Carlsbad, California, with award-winning offshore services operations
in Beijing, China and offices across the U.S. and in London, Document
Sciences also markets its products in Europe, Australia, Canada, New
Zealand, Latin America and Asia. Document Sciences is publicly traded and
listed on the NASDAQ under the symbol DOCX.

Case Studies
Here are just a few examples of how Document Sciences award-winning
dynamic content publishing solutions have helped organizations reduce time
to market, improve productivity, and improve customer satisfaction.
Insurance
American United Life
Time to market improved by 50%, new products launched simultaneously
Jefferson Pilot
Life insurance provider improves time to market by 75% and production time
by 50%
Life Insurance Provider
Automating document production to reduce development time by 90%
National Life of Vermont
New correspondence solution improves effectiveness by 30%
Northwestern Mutual Life
Leading life insurance provider projects 25% savings in contract development
The Equitable
Global leader reduces costs and provides faster policy production turnaround
The GAN
Prominent French insurer replaces legacy system to automate customizable
documents
Virginia Farm Bureau Mutual Insurance
On demand document production accelerates response time by 200%
Banking & Financial Services

Allmerica Financial
Personalization and data-driven graphics increase customer satisfaction
AMP Limited
Leading Australian financial services firm saves over $2 million annually
British Financial Services Company
Production of complex statements delivers additional sales opportunities
OppenheimerFunds
Ease of use results in 60% reduction in document development time
National Financial Services Company
Correspondence solution streamlines production and lowers costs

Health Care
American Medical Security
Technology consolidation reduces maintenance costs by 66%
Golden Rule Insurance Company
Major health insurance provider improves time to market by 73%
Fortune 100 Healthcare Insurance Provider
Contract creation system delivers greater control and helps avoid litigation
Public Sector
State Department of Labor
Centralization and standardization deliver faster turnaround times
Business Services
Ceridian Canada Ltd.
International leader in information processing increases customer satisfaction
by 20%
Hewitt Associates
Personalized, dynamic document creation reduces labor costs by 15%
Towers Perrin
International consulting firm automates document creation to reduce costs &
production time
Dynamic Content Publishing

Dynamic Content Publishing transforms corporate data and valuable content
into personalized business communication solutions that may be automatically
generated for print, archive, e-mail, & web channels. Some examples of the
more popular means for using DCP are listed below.
Examples of using DCP

• Targeted marketing collaterals
• High-impact business proposals
• Customized documentation
• Comprehensive customer statements
• Business contracts in compliance
• Timely business correspondence

Content Processing Services
Content Processing Services is an innovation that allows users to integrate
the process of creating and delivering content into an organization’s existing
infrastructure. Content Processing Services also extend the value of other IT
components by providing content creation and delivery services to each of the
components. For example: content management systems, Line of Business
administrative systems, CRM systems, and portals.
When these content processing services are fully integrated within an
infrastructure, are able to take full advantage of existing business process
workflows, delivering documents in batch or real time.
Top Business Cases for Using xPression

There are many business advantages to using xPression. Some of the top
reasons are listed below.
Drive Customer Loyalty

Increase customer retention with real-time, interactive customer
communications, allowing field agents to respond to customer requests
immediately.
Technology Consolidation
Replace the myriad of legacy document generation tools with a single,
standards-based and comprehensive solution that can integrate with your
enterprise CRM, ECM, ERP systems and cover all of your document generation
needs.
Time to Market
Speed up the design and implementation of your business communications by
using the best productivity tools like Microsoft Word, Adobe InDesign and
Dreamweaver, combined with powerful rule-based logic and best-of-breed
document generation engine.
Other Solutions
• Automation of Business Communications
• Scalable Business Solutions
• Line of Business Data Systems Management
• Scalable Systems with data integrity
• Capture and process customer data
• Better serve business user needs
• Generate personal print communications
• Display personal account information via web portal
• Personalized e-mail generation
• Correspondence archive for audit purposes

The xPression Product Suite
The award-winning xPression product suite has helped scores of top
organizations consolidate their document generation technologies, speed up
document design, reduce costs, enhance quality, and increase their
competitive advantage.
xPression automates the design, creation, and production of highly
customized and personalized business communications across the enterprise.
Examples include quotes, proposals, contracts, compliant policies, relationship
statements, billing notices, correspondence and marketing fulfillment for
delivery across multiple channels — print, archive, e-mail, and Web. xPression
can generate all of these types of documents in high-volume batch or in real-
time, using a variety of data sources.
What is xPression?
xPression is a suite of applications that provide universal content processing
for your enterprise. The system was designed with an open, component-
based architecture based on standards like J2EE, Web Services, JMS, MS
.NET, and XML.
xPression’s multi-tiered Web architecture enables real-time, high volume

delivery of your critical business communications. xPression’s end-to-end
capabilities enable you to design, test, approve, produce, and rapidly deliver
your documents through a variety of e-mail, archive, Web, and print
methods.
Where Does xPression Fit?
xPression's service oriented architecture (SOA) was designed to integrate
easily into enterprise solutions, such as ECM, CRM, ERP and BPM. xPression
provides dynamic content publishing services for the generation of
personalized, high quality documents within an enterprise solution. What
enables the ease of integration is xPression's J2EE architecture, its extensive
XML support, its comprehensive set of web services, its Java API, and its
messaging interface.

xPression Application Layer
The application layer of the xPression architecture contains applications for
end-users, administrators, and document designers.
This section will introduce you to each of the xPression applications starting
with the administrative applications.
xAdmin
xAdmin is the browser-based administration console that enables you to
easily configure and maintain all aspects of the xPression environment from
any Web-enabled client connected to your network. xAdmin organizes
administrative tasks into six sections located on the xAdmin menu.
xDashboard
xDashboard is a thin-client application that enables you to run and administer
the batch capabilities of xPression. xDashboard also enables you and
manage, define, launch and monitor your xPression publishing jobs.

xDesign
xDesign is ideally suited for designing textual, regulatory documents like
policies, contracts, proposals, quotes and correspondence. The user creates
and edits content in Microsoft Word and uses xDesign to add variables and
rules to make the documents dynamic.
xDesign enables you to design, create, and test your document. You use
xDesign to define business logic that include or exclude portions of content
based on the information contained in your customer data.
xResponse
xResponse is a browser-based correspondence application that provides
secure online transactional services for xPression documents. xResponse
leverages Microsoft Word for maximum editing capabilities or can be used
with more simple, streamlined Java applet editor. It enables preview,
modification and publishing of personalized documents in real-time.

xResponse enables you to respond quickly to customer inquiries with
personalized, fully-compliant communications (i.e., customer letters, custom
marketing materials). It easily integrates with your CRM system and enables
you to assemble and distribute approved documents.
xRevise
xRevise enables you to generate and revise contracts in a Web-based
interface that uses Microsoft Word for maximum editing and revision power.
xRevise enables you to customize policies, contracts, certificates, and
correspondence quickly through a searchable library of customized text and
attributes.
xRevise also captures any changes you make to a document and provides you
with side-by-side comparison features to compare various versions of changes
and stores changes for use in future revisions

xPresso for Adobe InDesign
xPresso for Adobe InDesign uses your existing digital assets to help you
quickly design, compose and publish personalized communications for print or
electronic channels. Because of its straight forward user interface, you can
craft rich, effective marketing collateral and campaigns, without sacrificing
other marketing priorities.
With xPresso for Adobe InDesign you can transform your existing static
documents into highly-creative, dynamic customer communications right at
your desktop. Our dynamic content publishing solutions use variable data and
assembly logic to generate templates for producing personalized collateral,
offers, catalogs, and other customer communications, ready for delivery.
xPresso for Microsoft Word 2007

The widespread use of Microsoft Office provides every user with the ability to
create documents, from letters to proposals to contracts. This includes,
personalizing these documents and customizing them for thousands or
millions of recipients.
xPresso for Word 2007 enables you to use your variable data to create
professional, highly customized and personalized proposals, contracts,
invoices and correspondence. Additionally, xPression can format and
distribute these documents for print, web, e-mail or archive, without needing
to change the document template. xPression’s intelligent rule-based logic
automatically customizes each document for each recipient, producing
unparalleled 1:1 customer communications.
xPresso for Word 2007 leverages the new features of Microsoft Word 2007,
providing a suite of powerful editing tools. xPresso for Word 2007 adds
variability to new or existing Word documents. It also makes it easy to define
assembly logic that controls content and style variability at any level of
granularity.
Key benefits include:
• Supports a wide breadth of flow-based composition features
created using the Word 2007 interface, such as, tables, columns,
numbered lists, bulleted lists, TOC’s, page numbering and more
• Leverage the power of XML to enable interoperability with a wide
range of systems
• Subdocuments that enable you to include one document within
another
• SEQ field support for complex numbered lists
• Column balancing
• Enhanced tab settings, widow and orphan control
• Controlled scaling of external images
• Support for Fillable PDF output with Word’s Form Controls (check
boxes, text boxes and drop-down boxes)

xPresso for Dreamweaver
xPresso for Dreamweaver is part of the xPression product suite, and is
designed to help you create graphical, customized, and personalized Web
pages or e-mail messages. Content can range from correspondence that
contains graphical marketing content and brand images, to account alerts or
statements that drive the recipient to a personalized Web page also created
in xPresso for Dreamweaver.
xDoc Pro
xDoc provides scalable document transformation technology for high-fidelity
XML content conversion, assembly and publishing solutions. Ideal for high-
performance server applications or for professional desktops, xDoc provides
multi-format flexibility across a wide variety of applications – technical
documents, financial reports, graphics communications, web publishing, and
more.
xDoc Professional is the tool of choice for System Integrators, Project
Managers and Enterprise Architects who need to reduce development time
and address business needs for dynamic content.
xDoc Pro helps system integrators and IT departments deliver Content
Integration projects on time and on budget. Using xDoc Technologies, you
can leverage and reuse existing unstructured PDF, Word, Web and
FrameMaker content in most any enterprise application or publishing
workflow.
• Deliver Content-Centric Applications Quickly
• Increase ROI of Existing Content
• Reduce Content Integration Costs
Content Migration is one of the most critical and most difficult elements of
content-centric developments, and xDoc Pro gives system Integrators and IT
departments better control over the whole process.
xTest
xTest is a high-speed print stream compare utility. Print applications created
by composition tools represent a significant investment. When print
applications are upgraded, migrated, or otherwise changed, output should be
analyzed to verify document quality and content.
Regression testing is the only reliable way to ensure that modifications do not
introduce unexpected changes. Regression testing is typically time and
resource intensive. xTest significantly reduces the time and resources
required to perform regression testing. xTest automatically detects, analyzes,
and resolves differences between two print data streams - the original file
(Control) and the modified file (Test).
xTest features and benefits include:
• Automate testing processes throughout a document’s lifecycle
• Identifies all print stream changes
• Highlights attributes that have changed

• Compares non-visual elements, including TLE's, No-ops, and Printing
options
• Identifies pages that differ visually
• Provides multiple and selectable visual clues that identify the type of
each difference – text, graphics, or images
• Provides textual information that explain the causes of each difference
• Bitmap comparison for graphics and/or images
• Compare text strings by Hostcode or Unicode
• Allows the user to select an area on the page and the elements in that
area will not be compared
• Allows the user to analyze detected differences
• Allows the user to accept selected differences and eliminate
unexpected deviations
• Gives the user the information needed to correct differences
• Re-synchronize pages that do not match up
• User can create a PDF or text report identifying differences between
the Control and Test files
xPressForms
xPressForms is a Web-based administration interface used for the creation,
management, and composition of forms. xPressForms supports pre-built
forms from the most popular bureaus: NCCI, ISO, AAIS, and ACORD. It
enables the authoring or customizing of forms of all types, using a
standardized, flexible XML schema.
xPressForms can be easily integrated with a variety of administration
systems. Along with the xPressForms interface, you get a well-defined
process for initial and maintenance deliveries, including bi-weekly delivery of
all new and updated forms.

xPression Infrastructures
xPression contains two different types of infrastructures to control your
Enterprise Content Management and are shown in the diagram below.
Dynamic Content Publishing Infrastructure

The server component layer contains batch, composition, and distribution
components.
Instantiation and Assembly

xAssemble is a rule engine that executes the rule logic in a dynamic
document template (produced by any of xPression's document design clients)
to assemble the right content based on customer data.
Composition and Formatting
xPression provides two composition engines to produce output: CompuSet
(Enterprise Edition only) and xPublish. The composition engines compose and
format documents assembled by xAssemble into any of the supported output
formats.
Output Distribution
xPression’s administrative console, xAdmin, enables you to easily configure
output profiles that publish a selection of documents (determined by the
output stream) in a specific format (defined in an output definition) through a
specific distribution method (as defined in a distribution definition).

Job Management
xPression’s batch capabilities enable the configuring of high-volume,
unattended document production batch jobs. The batch jobs can have
multiple parallel streams and can include a variety of output processing
functions, such as bar-coding, sorting, and partitioning.
xPression EAI Adapter (xAdapter)
The xAdapter is a public interface and development kit for leveraging any of
the services offered by xPression. EAI offers a Java API, a comprehensive set
of web services, and JMS messaging as possible mechanisms for request
document generation and publishing services.
Enterprise Infrastructure
The Enterprise infrastructure provides data access, session management,
security, and access to the xPression database (content repository).
xPression Database (Content Repository)

The xPression database is hosted in a fully indexed relational database that
holds content, images, document templates, rules, and internal xPression
data.
In an unclustered environment, there is one xPression database in each
xPression installation. For a clustered environment, one xPression database is
used by the computers participating in the cluster. The xPression database
holds different types of information: xPression data objects, rules, text
objects (documents), and binary objects (images).
Data Access
xPression can be configured to access your existing enterprise data.
Enterprise data is the information describing your customer’s database that
enables a document designer to personalize documents.
Customer data can provided to xPression in XML format or from a relational
database. The Customer Data Reader component reads and extracts the data
from the customer data files.

File Components within xPression
xPression uses a variety of files to define content inclusion, gather items for
assembly, define the specifics of the output, and store the assembled
documents.
Document-Level File Components

The following file components relate directly to your documents.
Business Document Templates
The Business Document Template is an XML document produced by xDesign
based on the business logic you defined while creating a document in
xDesign. It consists of a set of instructions that tells xPression what content
to include in a document, how the document should be formatted, and how to
personalize each customer’s output.
Assembly Lists
The Assembly engine interfaces with other xPression components (xPression
Batch, the Output Profile Controller, the Customer Data Reader, and the
Content Repository) to gather the data necessary to personalize, assemble,
and format your documents.
The Assembly List is an XML file produced by the Assembly engine after
reading and executing the instructions found in a BDT. It contains all the
instructions needed by xPression to produce your personalized output.
Assembled Documents
An assembled document is output generated by the Assembly engine
containing the personalized content for the customer. It functions as
intermediate code that is read and executed by xPression to generate the
final document for delivery to the customer.
Output Management File Components

The following file components are definition files that provide instructions to
xPression for publishing and distributing your documents.
Printer Definitions
Printer Definitions enable you to call printer specific functionality, such as tray
pulls or jogging, by specifying settings for your printer and identifying printer
resident images.
Output Definitions
Output definitions specify settings for a specific output format that you can
associate with an existing output device.

Output Stream Definitions
An Output Stream is a collection of assembled documents with similar
publishing and distribution criteria. xPression uses output streams to
distribute documents by combining them with an output definition and a
distribution definition in an output profile. Output streams are the method
xPression uses to place documents into your output management settings.
You can also associate markers, recipients, and content stamps with your
output stream as well as sort the output.
Distribution Definitions
A distribution definition provides device-specific information based on the
intended output channel (for example, an e-mail distribution definition
contains information for the To, From, and Subject fields).
Output Profiles
Output profiles contain the instructions used to define how a document is
formatted and distributed. An xPression Publish output profile contains one or
more sets of distribution definitions and output definitions that enable you to
produce multiple output streams with a single output profile.
Marker Definitions
Markers work side-by-side with printer definitions to provide a mechanism for
implementing printer features for output streams and documents. This
enables you to select media (tray pulls), operate finishing options (stapling,
jogging, etc) and control other printer specific features such as printer
resolution, screens, watermarks and more.
Content Stamp Definitions
Content stamps enable you to apply barcodes, images, and text strings
directly to your documents after composition. Content stamps can be applied
to a fixed location on the document without affecting the composition of the
document. Stamps usually consist of variable format, but may include static
content.
Software Components within xPression

In addition to the core components of the xPression architecture discussed in
previous sections of this chapter, a number of other software modules provide
functionality in various areas of xPression. This next section briefly explains
the software components that complete the xPression architecture.
The Distribution Controller
The distribution controller interfaces with the supported distribution channels
in xPression, including e-mail servers, printers, and archive systems. The
distribution controller is a stateless session EJB which operates
asynchronously through a queuing mechanism to ensure the reliable delivery
of output to channels that do not reliably support multi-threaded input. This
controller determines the appropriate distribution channel based on
information received from the output profile controller.

The Security Controller
The security controller is a stateless EJB responsible for setting and
controlling access rights to xPression as well as interfacing with network
security systems for authentication services. Additionally this controller uses
EJB protection to ensure that only authorized components and users can
access the public interfaces of certain EJBs.
Customer Data Reader
The customer data reader is a multi-threaded Java component used by the
Assembly engine, Batch Runner, xDesign, xRevise, and xResponse to query
and retrieve customer data. It is the single interface for accessing the
customer data stored in an RDB or XML document
Output Profile Controller
The output profile controller (OPC) is a Java component that reads and
processes the information located inside an Output Profile in order to
determine how a document should be formatted, composed, published, and
distributed.
Composition Engines
The xPression composition engine creates the final layout and formatting of
the assembled documents and produces the personalized documents in the
format specified by the OPC. The composition engine consists of two primary
components: an output processing engine and an emitter for the supported
output format.
Batch Runner
The Batch Runner is a Java component responsible for the unattended
processing of large volumes of documents. It can be started manually from
the command line, from xDashboard, or scheduled to start at a specified time
through the operating system’s scheduling services.
Batch Runner can execute in either single-threaded or multi-threaded mode,
depending on the server configuration and composition engine. Processing
instructions are delivered to the xPression batch through an XML job definition
which can be defined either manually or through xDashboard.
The Migration Utilities
The Migration Utilities provide an easy method of transferring your
documents, output profiles, and jobs from one xPression server to another.
This ability is used to move documents between separate xPression
environments. Document Sciences recommends that customers have at least
one development environment that is separate from their production
environment. Migration also allows you to separate export and import into
individual functions.

Q & A Objectives
The review questions presented in this chapter have been provided to allow a
student the means to self assess his or her skills in relation to the objectives
designed, developed and delivered by Document Sciences Corporation.
Preparation
Each participant of this review should have a thorough understanding of the
elements discussed within this chapter before proceeding with this
examination.
Questions
True/False Questions:
1. Document Sciences is a market-leading global solutions provider for
personalized enterprise communications. (T/F)
2. xPression technology is 100% J2EE compliant and supports XML data
interchange. (T/F)
3. The xPression product is only available in the United States. (T/F)
4. Dynamic Content Processing transforms corporate data and valuable
content into personalized business communication solutions that may
be automatically generated for print, archive, e-mail, & web channels.
(T/F)
5. xRevise enables contracts to be generated and revised in a Web-based
interface that uses Microsoft Word for maximum editing and revision
power. (T/F)
6. xPresso for Word 2007 supports subdocuments. (T/F)
7. xPublish supports Microsoft Word Form controls. (T/F)

Multiple Choice Questions:
1. Which of the following items is supported by xPresso for Word 2007?
a. Leverage the power of XML to enable interoperability with a wide
range of systems.
b. SEQ field support for complex numbered lists.
c. Fillable PDFs that enable check boxes, text boxes, and combo
boxes.
d. Enhanced tab settings, widow and orphan control.
e. All of the above.
2. Which of the following are applications present within the xPression Suite?
a. xAdmin
b. xDashboard
c. xDesign
d. xResponse
e. All of the above
3. Which of the following is true of xPresso for Dreamweaver?
a. Creates graphical, customized, and personalized HTML Web
pages.
b. Creates customized e-mail messages.
c. All of the above.
d. None of the above.
4. Which of the following is true about xAdmin? Select all that apply.
a. It is browser-based
b. It allows you to configure and run batch print jobs
c. It enables you to configure and maintain aspects of the
xPression system
d. It can be accessed from any Web-enabled client connected to
your network
5. Which of the following is true about xDesign? Select all that apply.
a. It can not be used to define business logic
b. It can be used to design textual, regulatory documents
c. It uses Microsoft Word
d. It is used to add variables and rules to make documents dynamic

6. Which of the following is true about xResponse? Select all that apply.
a. It enables you to preview, modify and publish personalized
documents
b. It can use a Java applet editor
c. It is not a real-time application
d. It provides secure online transactional services for xPression
documents
7. Which of the following is true about xRevise? Select all that apply.
a. It can not perform a side-by-side comparison
b. It uses a searchable library of customized text and attributes
c. It captures changes you make to a document
d. It enables you to generate and revise contracts
8. Which of the following is true about xPresso for Adobe InDesign? Select all
that apply.
a. It uses variable data and assembly logic to generate templates
b. It can be used to create effective marketing collateral and
campaigns
c. It allows you to transform existing static documents into
dynamic customer communications
d. It can only create static document, not customized documents

Answers
True/False:
1. Document Sciences is a market-leading global solutions provider for
personalized enterprise communications. (T/F)
2. xPression technology is 100% J2EE compliant and supports XML data
interchange. (T/F)
3. The xPression product is only available in the United States. (T/F)
4. Dynamic Content Processing transforms corporate data and valuable
content into personalized business communication solutions that may
be automatically generated for print, archive, e-mail, & web channels.
(T/F)
5. xRevise enables contracts to be generated and revised in a Web-based
interface that uses Microsoft Word for maximum editing and revision
power. (T/F)
6. xPresso for Word 2007 supports subdocuments. (T/F)
7. xPublish supports Microsoft Word Form controls. (T/F)

Multiple Choice Answers:
1. Which of the following items is supported by xPresso for Word 2007?
a. Leverage the power of XML to enable interoperability with a wide
range of systems.
b. SEQ field support for complex numbered lists.
c. Fillable PDFs that enable check boxes, text boxes, and combo
boxes.
d. Enhanced tab settings, widow and orphan control.
e. All of the above.
2. Which of the following are applications present within the xPression Suite?
a. xAdmin
b. xDashboard
c. xDesign
d. xResponse
e. All of the above
3. Which of the following is true of xPresso for Dreamweaver?
a. Creates graphical, customized, and personalized HTML Web
pages.
b. Creates customized e-mail messages.
c. All of the above.
d. None of the above.
4. Which of the following is true about xAdmin? Select all that apply.
a. It is browser-based
b. It allows you to configure and run batch print jobs
c. It enables you to configure and maintain aspects of the
xPression system
d. It can be accessed from any Web-enabled client
connected to your network
5. Which of the following is true about xDesign? Select all that apply.
a. It can be used to make e-mails and personalized webpages
b. It can be used to design textual, regulatory documents
c. It uses Microsoft Word
d. It is used to add variables and rules to make documents
dynamic

6. Which of the following is true about xResponse? Select all that apply.
a. It enables you to preview, modify and publish
personalized documents
b. It can use a Java applet editor
c. It allows side-by-side comparison features to compare various
versions of changes and stores changes for use in future
revisions
d. It provides secure online transactional services for
xPression documents
7. Which of the following is true about xRevise? Select all that apply.
a. It enables preview, modification and publishing of personalized
documents in real-time
b. It uses a searchable library of customized text and
attributes
c. It captures changes you make to a document
d. It enables you to generate and revise contracts
8. Which of the following is true about xPresso for Adobe InDesign? Select all
that apply.
a. It uses variable data and assembly logic to generate
templates
b. It can be used to create effective marketing collateral and
campaigns
c. It allows you to transform existing static documents into
d. It is an end-user application

WE Document Development Cycle
Objectives:
• Review the lifecycle of a document through xPression Workgroup Edition
Copyright © 2008 EMC Document Sciences / Document Development Life Cycle 30

Table of Contents
WE Document Development Overview..............................................................32
What is the Document Development Cycle?....................................................33
The Document Development Cycle Stages...................................................34
xPression Document Lifecycle ......................................................................35
Design Stage ..........................................................................................35
Preview/Test Stage ..................................................................................36
Packaging and Deployment .......................................................................36
Publish Profiles ........................................................................................37
Migration................................................................................................37
Publishing...............................................................................................38

WE Document Development Overview
During the course of this chapter, the class will be introduced to the xPression
Workgroup Edition Document Development Cycle.
Who: Document Designer, Administrator, Integrator, Print Manager, Customer Service

Representative
chapter:
What is the Document Development Cycle?
Why: The information within the pages of this chapter is necessary for the development
of the following:
Basic understanding of the Document Development Cycle

What is the Document Development Cycle?
At most organizations, the development of document solutions is a
collaborative effort. IT staff and business users work together to produce the
customized forms and documents needed by the organization.
A new solution is often requested by a business sponsor. The document
solution may address a new line of business, a new product, or may address a
new government regulation. Many times xPression is used to replace 3rd party
or home-grown solutions that have reached end-of-life. This can be due to
integration limitations, speed limitations, unacceptable time-to-market, or an
effort to unify many disparate solutions onto one platform.
One of the many advantages of xPression is that it allows IT and business
users to collaborate in the development of a document solution using their
core-competencies. IT staff are most often the owners of databases and other
data sources in the organization. Business users know the business
requirements and regulations. Print managers run the printers and finishing
equipment, and are usually responsible for initiating or managing batch print
jobs.
With xPression, IT personnel (xPression Administrators) can configure data in
xAdmin for business users (Document Developers) to apply in the xPresso
design tools. Print managers may use xDashboard to configure and manage
jobs.
The Document Development Cycle identifies the stages users experience
during the creation of a document solution.
Business Case
Production
Data
Analysis
Test
Sample
Create
Identify
Document
Modules
System
Admin

The Document Development Cycle Stages
Stage Group Description
Identify the Initiated/provided by the • Document requirements are defined

Business Case business sponsor • A new business opportunity
• Significant update to an existing
solution
• Change in document design
practices
Analyze Data Performed by IT and • Identify/locate the data
Business Users • Are all necessary values and fields
available?
Create a Created by group • Provides a general look and feel of
Sample initiating business case the desired document
Document • The sample document is static
• Reviewed by IT and Business group
to discuss business and
development needs
• The Sample Document may use data
that is not available
• Always create a sample document
outside of xPression before starting
xPresso design tool development
Identify Modules Performed by business • Analyze the sample document
users • Identify dynamic and static content
(modules)
• Documents are constructed from
modules of content
• Modules are assembled to form a
document
System Admin Performed by IT • Create the following in xAdmin:
Setup (xPression • Categories
Administrators) • Publishing options
• Barcodes
• More…
Create the Performed by Business • Content is created in the design tool

Document in an Users in xPresso for • Proofed for content and presentation
xPresso Design InDesign, xPresso for • Modify content as needed
Tool Word, or xPresso for • Repeat the process until complete
Dreamweaver
Test Performed by Business • Conduct testing for known conditions
Users (Document and final distribution methods
Developers) • Marketing
• Management
Migrate Performed by IT • Migrate document into a production
Document into (xPression environment using xAdmin
Production Administrators) • Export
• Import

xPression Document Lifecycle
The previous section discussed the Document Development Cycle. We will
now look at the xPression Workgroup Edition Document Lifecycle. What’s the
difference between the two?
The Document Development Cycle identifies the steps taken by groups
collaborating on a document solution. It focuses on where the document
requirements come from and which groups perform the actions that lead to
the solution. The Document Development Cycle is somewhat generic and
could be applied to systems other than xPression.
The Document Lifecycle identifies the specific steps taken in xPression
Workgroup Edition applications to produce a document solution.
The following sections show a high-level overview of the document’s lifecycle
as it travels through the following stages of the xPression system.
• Design Stage
• Preview/Test Stage
• Packaging and Deployment
• Production
Design Stage
In the design stage, document designers use an xPresso design tool to define
the content, criteria, and images that make up a document.

Preview/Test Stage
While creating documents, document designers can preview them directly
from the design tool. This enables your document designer to validate the
document before deploying to a testing or production environment.
Previewing uses only the first record in the selected data file, for larger scale
testing, the document must be packaged and deployed on the xPression
Workgroup Edition Server.
Packaging and Deployment

Once a document is ready for testing or production, it must be packaged on
the design client, and then the package and data source must be deployed on
the xPression Workgroup Edition Server.
The document package file contains all the information necessary for the
xPublish engine to publish the document, including the styled document,
assembly logic, embedded images, the schema, a thumbnail of the document,
and a few other files required by the publishing engine.
Document packages must be deployed into a category on the server.
Categories are containers for document packages and data, and are used to
organize the documents and data deployed on the xPression Workgroup
Edition Server.
Once a document package and an associated data source are deployed on the
server, you can publish the document.

Publish Profiles
The publish profile is a container for all the settings an xPression
Administrator defines in the Output Management section of xAdmin for a
specific output solution.
Publish profiles contain the following:
1. Printer Definitions
2. Marker Definitions
3. Content Stamp Definitions
4. Separator Sheet Definitions
5. Imposition Definitions
6. Email Profiles
xPression publish profiles enable an xPression Administrator to define these
settings in xAdmin. These settings can be applied to just one, or many
documents for producing output.
Migration
Most xPression users enforce a strict separation of their development and
production environments. In most cases, documents are migrated from the
development to production environments after the document has been
reviewed and tested.
The xPression Import and Export utilities enable you to move documents
between the two environments. The Import and Export utilities are available
from the Migration Utilities menu in xAdmin.

Publishing
Your document is now ready for publishing through xDashboard, or a custom
xPression web services application. These applications use the xPublish
composition engine to produce your documents. In xDashboard, a job
executes one or more documents and enables you to rapidly produce a high
volume of documents.
You can also compose documents through a custom xPression web services
application. You can build a custom interface to xPression assembly and
distribution-related services for a workgroup solution.

Introduction to xAdmin WE
Objectives:
• Go over xAdmin Workgroup Edition environment
• Understand the differences between Workgroup and Enterprise Edition
Copyright © 2008 EMC Document Sciences / Introduction to the xAdmin WE 40

Table of Contents
Introduction to xAdmin WE Overview ............................................................42
What is xPression Workgroup Edition? ........................................................42
Launching xAdmin ...................................................................................43
The xAdmin Interface .................................................................................44
Categories ..............................................................................................44
Resource Management .............................................................................44
Output Management ................................................................................46
Migration Utilities.....................................................................................49
System Management ...............................................................................51
Workgroup Edition Versus Enterprise Edition ..................................................53
Server Differences ...................................................................................53
Security .................................................................................................55
Supporting Applications ............................................................................56
Categories ..............................................................................................58
Resource Management .............................................................................58
E-mail Profiles.........................................................................................59
Publish Profiles ........................................................................................59
System Management ...............................................................................60
Similar or Identical Features .....................................................................61
Introduction to xAdmin Workgroup Edition Quiz ..............................................62
Q & A Objectives .....................................................................................62
Preparation.............................................................................................62
Quiz Categories .......................................................................................62
Questions ...............................................................................................63
Answers .................................................................................................66

Introduction to xAdmin WE Overview
In this module, we will discuss the xAdmin application for the xPression
Workgroup Edition Server. It contains an overview of the application and the
different areas of the interface, as well as the differences between the
Workgroup Edition version and the Enterprise Edition version.
What is xPression Workgroup Edition?

The xPression Workgroup Edition Server contains the content assembly and
publishing components for the xPresso design tools. During assembly, the
criteria logic contained in the document template is executed to assemble the
correct content based on customer data. During composition, the documents
are composed and formatted into any of the supported output formats,
including PDF, PostScript, AFP, and HTML.
The xPression Server also contains Web applications that facilitate creating
document output, as well as maintaining the server.
xAdmin
easily configure and maintain all aspects of the xPression system from any
Web-enabled client connected to your network. You can administer server
settings such as categories and resources, and define output processing
components such as markers, printers, imposition definitions, and publish
profiles. You can also perform migration tasks in xAdmin to move server
resources from one server to another. xAdmin is covered in detail in the rest
of this chapter.
xDashboard
the publish job capabilities of xPression and manage the xPression Server.
xDashboard is covered in detail in a subsequent chapter.
xReceive
xReceive is an unattended server application that resides on the xPression
Server and enables you to publish dynamic documents using variable data
received from external sources such as eForms. When xReceive receives a
data file, it stores it in the customerData directory on the server, so that it is
automatically deployed and ready for use when publishing a document.

Font Management
The xPublish publishing engine currently supports the following fonts for
xPresso for Adobe InDesign and xPresso for Word 2007 output:
Adobe AFP Double

Output Type 1 Outline Byte OpenType TrueType
AFP No Yes Yes .ttf only Yes
PDF Yes No Yes Yes Yes
PostScript Yes No Yes Yes Yes
Note: (1) OpenType fonts (.OTF) and Type 1 fonts are not supported in dynamic
charts. (2) Currently, only PostScript Level 3 is supported for PostScript output.
Launching xAdmin
To access xAdmin, open a browser window and type the xAdmin URL. For
example: http://localhost:8080/xAdmin.
Before you can use any of the features of xAdmin, you need to log on to the
application. To log on, you’ll provide a valid user name and password. At
installation, the default user name is xpression, and the default password is
xpression. You can add new users through your application server.

The xAdmin Interface
xAdmin organizes administrative tasks into five sections located on the
xAdmin menu. You can click the links in the menu, or you can click the links
on the main page to access the different areas.
From any page in the application, you can also access the help system, log off
from xAdmin, or launch xDashboard, using the appropriate link in the upper
right corner of the interface.
Categories
The Categories area of xAdmin enables you to define and maintain categories
on your xPression Workgroup Edition Server. Categories are containers for
document packages and data, and are used to organize the documents and
data deployed on the xPression Workgroup Edition Server.
The Categories area contains the Categories: List page that list all the
currently defined categories, and a Categories: General Information page that
contains the details of a category.
Resource Management
The Resource Management area enables you to define and configure server
resource options. From here you can manage and define output variables and
configure a Documentum server for use during publishing.

Output Variables
The Output Variables area of xAdmin enables you to define and maintain
output variables on your xPression Workgroup Edition Server. Output
variables are associated with document properties defined to your document
in the xPresso design client.
The Output Variables area contains the Output Variables: List page that list all
the currently defined output variables, and an Output Variables: Name page
that contains the details of the variable.
Documentum
The Documentum area enables you to configure the user connection
information for your Documentum server. If you have references to
Documentum images in your document, you'll need to specify log on
information so that the xPublish publishing engine can connect to your
Documentum server and retrieve any images referenced.

Output Management
The Output Management area enables you to manage and view output
management components, including printer definitions, marker definitions,
content stamp definitions, separator sheet definitions, imposition definitions,
e-mail profiles, and publish profiles.
Printer Definitions
The Printer Definitions area enables you to define configurations for your
output devices by creating printer definitions. The Printer Definitions: List
page enables you to add a printer definition, select a printer definition to view
its details, and delete a definition.
There are two parts to creating a printer definition. The General tab enables
you to define the description of the printer. The optional Printer Features tab
enables you to associate markers with specific printer features.
Marker Definitions
Marker definitions define markers and are created and associated with
printers in xAdmin. You can download a marker list that contains all the
markers defined in xAdmin, that can then be loaded into xPresso for Adobe
InDesign or xPresso for Word 2007. The document designer can then select
markers from the list and place them in the appropriate places in the
document.

The Marker Definitions: List page enables you to add a new marker definition,
select a marker definition to view its details, and delete a definition.
The Marker Definitions: Name page enables you to define a marker definition.
Content stamps enable you to apply bar codes, images, and text strings
document. Stamps usually consist of variable content, but may include static
content.
The Content Stamps: List page enables you to add a content stamp, select a
content stamp to view its details, and delete a stamp.
You can create three different types of content stamps: image, text, and bar
code. Each type of stamp has a different set of options that you can use to
define the stamp.
Separator Sheet Definitions
Separator sheets are used to mark boundaries between groups of physical
output. Marking boundaries can help during automated and manual post
processing procedures. Separator sheet definitions define what the sheet
should look like, where the sheet should be placed, and when the sheet
should appear in the output.
The Separator Sheet Definitions: List page enables you to add a new
separator sheet definition, select a separator sheet definition to view its
details, and delete a definition.

Imposition Definitions
Imposition enables you to place multiple pages on single sheets of paper. The
pages are placed so that when the sheets are cut or folded, the pages appear
in the correct order. Imposition definitions enable you to define the
parameters of the imposition you want to perform. You can associate
markers, content stamps, and separator sheets with imposition definitions to
completely define your imposition output.
The Imposition Definitions: List page enables you to add a new imposition
definition, select an imposition definition to view its details, and delete a
definition.
Email Profiles
E-mail profiles enable you to define all the information necessary to produce
e-mail output using xPresso for Dreamweaver packages. This includes how
you want your document included in the message, and how you want to
output the e-mail (through STMP, or to an XML file). The e-mail profile also
includes the “To”, “From”, and “Message” information necessary for e-mail
output.
The E-mail Profiles: List page enables you to add a new e-mail profile, select
an e-mail profile to view its details, and delete profiles.
The E-mail Profile: Name page enables you to define an e-mail profile.
Publish Profiles
Publish profiles define the parameters for your document output. The
information they include depends on the type of output you are creating:
print, HTML, or e-mail. They may include information such as the format of
the output, the path to the output directory, partitioning options, and the file
naming convention for your output files.

The Publish Profiles: List page enables you to add a new publish profile, select
a publish profile to view its details, and delete profiles.
There are three different types of publish profiles that you can create: print
(AFP, PDF, or PostScript), HTML, and e-mail. Each profile type has a different
set of options that you can define for it.
Migration Utilities
The migration utilities enable the you to move documents, and their
supporting files and definitions, from one environment to another. In most
xPression environments there is a clear division between the design and
production environments. Documents are created and tested in a design
environment, and then migrated to a production environment that produces
and distributes the document. The migration utilities enable you to efficiently
move your documents between these environments. The Import Utility also
enables you to deploy document packages into existing categories on the
xPression Workgroup Edition Server.

Import
The Import Utility enables you to deploy document packages (.pkg files) on
the xPression Workgroup Edition Server, and to import Portable Document
Packages (.pdpx files) from other servers. A document package file is created
on an xPresso design client and contains a single document. A PDPX file is a
collection of one or more documents or resources exported from another
server.
Export
The Export Utility enables you to package documents, publish profiles, or job
definitions into a Portable Document Package (PDPX) that can then be
imported on a different xPression Server.

System Management
The System Management area enables you to set system-wide parameters.
From here you can see the version number for your installation of the
xPression Workgroup Edition Server, view or update the license, and specify
the user name and password for web services. You can specify default file
paths for where items such as packages, data files, output files, images, and
fonts are stored on the server. You also can set the default log level for jobs
run on the server, and modify performance settings.
License
The License page enables you to view the expiration date or update your
existing xPression Workgroup Edition Server license. When it is time to renew
your license, you’ll apply a new license key file (provided by Document
Sciences Customer Care) in this area.
Security
The Security area of System Management enables you to specify the user
name and password that is to be used when accessing xPRS web services.
This user name and password must appear in the username and password
parameters for each method called.

Default Paths
The Default File Paths area enables you to specify default paths for the
location of items that are stored on the server. The xPression Workgroup
Edition Server defines default paths for each area, but you can change the
path for any of the areas. Any fonts used for publishing xPresso for Adobe
InDesign or xPresso for Word documents on the xPression Workgroup Edition
Server must reside in the default font directories listed on this page.
Event Logging
The Event Logging area enables you to select a default log level for jobs run
on the xPression Workgroup Edition Server. You can override this setting by
defining a log level for individual jobs when you run the job in xDashboard.

Performance
The Performance area enables you to view and modify the common image
cache settings on the xPression Workgroup Edition Server. The common
image cache is used by the xPression Workgroup Edition Server to store
external images referenced in a document so that the publishing engine
doesn’t have to retrieve the images each time they are used in document
iterations. This helps to speed up the publishing process. The common image
cache is not cleared after publishing completes; the images remain in the
cache until you clear them.
Workgroup Edition Versus Enterprise Edition

There are two versions of the xAdmin application, and they vary some in their
interface and their features and functionality. This section describes the
differences between the Workgroup Edition version and the Enterprise Edition
version.
The Enterprise Edition server is designed for enterprise clients who have the
following type of environment:
• Large number of users
• Heavy integration requirements
• Very high volume output
• Require document versioning
Server Differences
There are many differences in the capabilities of the two server versions.
Some key differences include: operating requirements, batch capabilities, and
composition engine.

Operating Requirements
The main differences in the operating requirements are:
• Workgroup Edition will operate on supported versions of Tomcat,
but the Enterprise Edition will not.
• Enterprise Edition will operate on IBM AIX, but the Workgroup
Edition will not.
• Enterprise Edition supports clustered application servers, but
Workgroup Edition does not.
• Enterprise Edition supports Stylus Studio integration and Relational
Database data sources, but Workgroup Edition does not.
• Enterprise Edition supports online archive, but Workgroup Edition
does not.
• Enterprise Edition can integrate with FileNet 3.5 or 4.0, but
Workgroup Edition does not.
Please see the “xPression 3 Operating Requirements.pdf” document located
on your eBook CD for complete operating requirements.
Composition Engine
Workgroup Edition only supports the xPublish composition engine, while
Enterprise Edition supports the xPublish and CompuSet composition engines.
xPublish is a pure Java composition engine that is easy to use and provides
WYSIWYG functionality through design tools for document formatting. It
enables advanced output processing functionality, true multi-threading in
batch mode (on the Enterprise Edition Server), integration with ECM
Documentum, and greater out-of-the-box support for fonts and image types.
xPublish can support nearly all of the features that CompuSet supports, plus
many key features that CompuSet cannot support. The configuration process
for xPublish is drastically easier than the CompuSet configuration.
Additionally, xPublish processing performs about 4 times faster than
CompuSet processing.
CompuSet is a native code composition engine that is configurable through a
complex, highly configurable tagging language. The CompuSet command
language is used to implement many Microsoft Word formatting features, as
well as output processing functionality such as sorting, grouping, recipient
processing, and bar codes. Although CompuSet supports many of the same
output processing features that xPublish supports, implementing these
features in CompuSet requires extensive configuration and coding.
Batch Capabilities
The batch capabilities of the Enterprise Edition server are far more robust
than the Workgroup Edition server. Some of the Enterprise Edition features
that are not supported for Workgroup Edition are:
• Running batch from a command line.
• Scheduling a batch job.
• Supplying pre- and post-processing scripts that xPression can
execute before and after processing the job.

• Publishing more than one set of documents using different data
sources.
• Using queries to publish jobs that meet certain criteria.
• Publishing xDesign documents, CompuSet-based documents,
custom documents from the xRevise Completed Word queue, and
documents that reside in a batch queue.
• Generating a batch job by passing through the names of
documents in a trigger data source that is separate from your
customer data source.
• Choosing which documents to process by pulling the names from
your data source.
• Being able to supply job step data source data in the customer
data source or a trigger file.
• Implementing batch parameters.
• Configuring log file names.
• Using the Lock Management utility to remove locks that result from
server communication interruptions.
• Using the Distribution Service utility to view all the jobs waiting in
the batch queue. All queued jobs reside in either the Mail Queue,
Print Queue, or Archive Queue info tables in your xPression
database. You can view the queued jobs in any of these tables.
• Using the Concurrency Management utility to free a hung up
license, to view what xPression components you have licensed, and
to see how many seats are in use for each application.
• Configuring job run parameters: thread pool size and job error
level.
• Performing basic job history searches and advanced job history
searches.
xPression Database
xPression Enterprise Edition makes use of an xPression database, whereas the
Workgroup Edition Server uses the server file system for file storage. The
xPression database is a fully indexed database that holds content, images,
document templates, rules, and internal xPression data.
In an unclustered environment, there is one xPression database in each
xPression installation. For a clustered environment, one xPression database is
used by the computers participating in the cluster. The xPression database
holds different types of information: xPression data objects, rules, text
objects (documents), and binary objects (images). The xPression database is
hosted on a relational database.
Security
Enterprise Edition supports three modes of authentication: Local User,
Lightweight Directory Access Protocol (LDAP), or Active Directory
authentication. Workgroup Edition has an internal security system to
authenticate users.

Supporting Applications
Enterprise Edition servers enable you to use several tools not available to the
Workgroup Edition.
xDesign
xDesign is ideally suited for designing textual, regulatory documents like
policies, contracts, proposals, quotes and correspondence. The user creates
and edits content in Microsoft Word and uses extensions to add variables and
rules to make the documents dynamic.
xDesign enables you to design, create, and test your document. You use
xDesign to define business logic that includes or excludes portions of content
based on the information contained in your customer data.

xResponse
xResponse is a Java applet correspondence application that provides secure
online transactional services for xPression documents on Java-enabled Web
browsers. It enables the preview, modification and publishing of personalized
documents in real-time.
xResponse enables you to respond quickly to customer inquiries with

personalized, fully-compliant communications (such as customer letters, and
custom marketing materials). It easily integrates with your CRM system and
enables you to assemble and distribute approved documents.
xRevise
xRevise enables you to generate and revise contracts in a Web-based
interface that uses Microsoft Word for maximum editing and revision power.
xRevise enables you to customize policies, contracts, certificates, and
correspondence quickly through a searchable library of customized text and
attributes.
It also captures any changes you make to a document and provides you with
side-by-side comparison features to compare various versions of changes.

Categories
Both Enterprise Edition and Workgroup Edition use the concept of categories
as a container for documents with similar content. However, Enterprise
Edition also uses categories to share configuration settings among the
documents in the category.
Enterprise Edition categories share the following configuration items. These
features are not available to the Workgroup Edition server.
Configuration Item Description
Attribute Set Attributes enable you to define which fields from your customer
data to use for evaluating business rules and logic.
xPression attributes are used to define how your customer data
should, and will, be used by document designers to produce
personalized documents.
For each category, you must create a set of attributes that will
apply to all documents in the category.
Applications You can associate xPression applications with a category. This

association enables you to specify default data sources for the
application and custom authorizations for the application.
Attribute Mapping Enables you to map the attributes in your attribute set to fields in
your data sources.
Access Rights Provides authorizations for all documents in the category.
Workflows Provides an approval workflow, including submitters, approvers,

and custom workflow states for all documents in the category.
CompuSet Conversion Specialized conversion options for CompuSet documents.

Options
Data Sources Enables you to create or specify a reading definition.

Also, the following data source types are supported in Enterprise
Edition and not in Workgroup Edition:
• RDB data sources
• Data source user exits
• XQuery data sources
Resource Management
The Enterprise Edition xAdmin and Workgroup Edition xAdmin both have a
Resource Management menu, but Workgroup Edition only supports a subset
of the features supported by the Enterprise Edition server.
Output Variables
Output variables are supported by the Enterprise Edition and Workgroup
Edition servers, and they essentially work the same in both servers.
Workgroup Edition output variables are mapped to document properties,
which are mapped to variables in documents that derive their values from
your data source.
In Enterprise Edition, output variables are mapped directly to data sources.
This enables the output variable to be used globally in your environment.

Documentum and ECM Configurations
On Workgroup Edition, you can configure your Documentum configuration
from the Documentum page. Enterprise Edition supports Documentum and
FileNet, and both ECM systems can be configured in the ECM Server and ECM
Configuration pages.
Features Not Supported In Workgroup Edition
The following Resource Management features are not supported on
Workgroup Edition:
• Image Management. The xAdmin image management utility
works with images stored in the xPression database and provides a
centralized location for you to add, remove, and modify these
images.
• The Font Utility. The xAdmin font utility enables you to manually
load, update, or delete fonts from your xPression database.
• User Exit Management. A User Exit is a user-created external
program that can be used to supply data to xDesign Variable rules.
Variable rules define variables that are used in your xDesign
document whenever the criteria in the rule is met. The data for the
Variable rule can come from your data source or from a user exit.
You can perform any action with your user exit as long as it returns
a string value to xPression. Your user exits can perform
calculations or even retrieve data from another source.
• Track Changes. The Track Changes feature is similar to the
Microsoft Word Track Changes utility. When activated, Track
Changes enables xResponse users to track and view modifications
made to xResponse documents.
E-mail Profiles
E-mail profiles is a Workgroup Edition feature for xPresso for Dreamweaver
that enables you to define all the information necessary to produce e-mail
output. This includes how you want your document included in the message,
and how you want to output the e-mail (through STMP, or to an XML file). The
e-mail profile also includes the “To”, “From”, and “Message” information
necessary for e-mail output. Once you create your e-mail profile, you’ll need
to create a publish profile for e-mail output, and associate the e-mail profile
with it.
Enterprise Edition does not create e-mail profiles for xPresso for
Dreamweaver documents. Enterprise Edition handles e-mail output through
an e-mail distribution definition.
Publish Profiles
Workgroup Edition uses publish profiles to define all of the output settings
needed to create your document. Enterprise Edition uses the concept of
output management to perform these functions.
A publish profile essentially groups together subsets of xPression’s output
management functionality into one location.

This table displays some of the main features included in Enterprise Edition
output management that are not available to publish profiles.
Feature Description
Output definitions Output definitions specify settings for a specific output format that
you can associate with an existing output device. You can create
customized output definitions for the following output formats: AFP,
PostScript, PCL, Text, PDF, and TIFF.
Output Streams A collection of assembled documents with similar publishing and

distribution criteria. Output streams are the method xPression uses
to place documents into your output management settings. You
can also associate markers, recipients, crop marks, and content
stamps with your output stream. You add documents to an output
stream by defining output stream criteria with inclusion conditions.
These inclusion conditions query the data in your documents to
determine whether or not a document is eligible for a given output
stream. By splitting documents into different streams, you can send
different versions of the same document to multiple recipients.
Distribution Definitions Defines distribution settings for e-mail, print, or output to an archive
system. You must create a distribution definition for each
distribution method you intend to use.
For e-mail, you can define all parameters of the e-mail message
(To, From, CC, Subject, Message, Attachment). You can send the
document to the user as an attachment or include the document in
the body of the e-mail. Additionally, you can create XML for mass
mailing and generate a generic index which identifies the values for
all defined output variables in the output stream.
For print, you can specify how you want to partition your output,
specify your output directory, print file naming convention, supply
print scripts, print script parameters, and create XML for mass
mailing and generate a generic index which identifies the values for
all defined output variables in the output stream.
For archive, you can define options for storing output in the
following archive systems: FileNet Capture, FileNet HPII/MRII,
DocFinity Imaging, IBM On Demand Generic Indexing,
Documentum.
In Workgroup Edition you cannot queue documents for batch or
choose to return the document to the calling application where it is
presented to the user to send to a local device.
Output Profiles xPublish output profiles tie together all your output settings into one
profile. They publish a selection of documents (determined by the
output stream) in a specific format (defined in an output definition)
through a specific distribution method (as defined in a distribution
definition).
System Management
The Enterprise Edition and Workgroup Edition servers share one common item
in the System Management area, the ability to update your server license.
The Enterprise Edition System Management menu contains only one
additional item: locales.
Locales are optional settings that help to make your documents
understandable across international, regional, and cultural borders. Their

main function is to apply regional date and numeric formatting to the variable
replacement data xDesign users insert into their documents.
All other Workgroup Edition System Management features are exclusive to the
Workgroup Edition.
Similar or Identical Features

The following table lists all features that are identical in each server edition,
or very similar.
Feature Description
Printer Definitions The only difference is that Enterprise Edition enables you to
identify any printer resident images that are stored in the printer
memory.
Marker Definitions The only difference in this feature is that Workgroup Edition
enables document designers to download a list of marker
definitions for use in their design tool.
Content Stamps Although the configuration options are slightly different, the feature
operates the same.
Separator Sheets Although the configuration options are slightly different, the feature
operates the same.
Imposition Definitions Although the configuration options are slightly different, the feature
operates the same.
Migration Utilities The Workgroup Edition Migration Utilities enables you to import
document packages and PDPX files, and export job definitions,
document packages, and publish profiles.
The Enterprise Edition version also enables you to migrate from
one xPression server to another. Additionally, you can import
xPresso packages into your Enterprise Edition Server, as well as
migrate, import, and export the following items:
• Documents
• Output Profiles
• Job Definitions

Introduction to xAdmin Workgroup Edition Quiz
Q & A Objectives
Preparation
examination.
Quiz Categories
• The xAdmin interface
• Differences between Workgroup Edition and Enterprise Edition

Questions
1. T / F – xAdmin is the browser-based administration console that

enables you to easily configure and maintain all aspects of the
xPression system.
2. T / F – At installation, the default user name is xadmin, and the

default password is xadmin.
3. T / F – Workgroup Edition output variables are associated with

document properties defined to your document in the xPresso design
client.
4. T / F – If you have references to Documentum images in your

document, you don’t need to configure anything on the server in
order for them to be retrieved during publishing.
5. T / F – Imposition enables you to place multiple pages on single

sheets of paper.
6. T / F – The Security area of Workgroup Edition System Management

enables you to specify the user name and password that is to be
used when accessing xPRS web services.
7. T / F – The Enterprise Edition and Workgroup Edition servers have

the same operating requirements.
8. T / F – The xPublish composition engine is supported on both

editions of the server, but CompuSet is only supported on the
Enterprise Edition server.
9. T / F – The Workgroup Edition server enables you to generate a

batch job by passing through the names of documents in a trigger
data source.
10. T / F – A publish profile essentially groups together subsets of

xPression’s output management functionality into one location.

11. Which of the following are true about xReceive?
(a) It is an unattended server application
(b) It stores the incoming data file so that it is automatically
deployed and ready for use
(c) It enables you to generate and revise contracts
(d) Both a and b
(e) All of the above
12. Which of the following statements are true about categories?

(a) Categories are containers for document packages and data
(b) Documents and data files must be deployed into a category
(c) Categories are used to organize the output variables deployed
on the xPression Workgroup Edition Server
(d) Both a and b
13. Which of the following items are found in the Output Management
area of xAdmin?
(a) Marker definitions
(b) Output variables
(c) Printer definitions
(d) Both a and c
14. Which of the following are supported content stamp types?

(a) Image
(b) Bar code
(c) Text
(d) Both a and c
15. Which of the following items can you package into a PDPX file
export?
(a) Publish profiles
(b) Documents
(c) Output variables
(d) Both a and b
16. Which of the following tasks can you do in the Workgroup Edition
System Management area?
(a) Define the default path for the server log files
(b) Update your license key
(c) Create a publish profile
(d) Both a and b

17. Which of the following items are supported by the Workgroup Edition
Server?
(a) Running batch from a command line.
(b) Scheduling a batch job.
(c) Publish documents from xPresso client applications
(d) Both a and b
(e) All of the above.
18. How are Enterprise Edition categories different from Workgroup

Edition categories?
(a) Used to group together similar documents.
(b) They share configuration settings among the documents in the
category.
(c) They are not different.
(d) A and B
19. What Features of Resource Management are supported in both

Workgroup Edition and Enterprise Edition?
(a) Image Management
(b) The Font Utility
(c) Output Variables
(d) Track Changes
20. Which of the following features are very similar in both editions of
the server?
(a) Printer Definitions
(b) Marker Definitions
(c) Separator Sheets
(d) Migration Utilities

Answers
1. T / F – xAdmin is the browser-based administration console that
enables you to easily configure and maintain all aspects of the
xPression system
2. T / F – At installation, the default user name is xadmin, and the

default password is xadmin.
3. T / F – Workgroup Edition output variables are associated with

document properties defined to your document in the xPresso design
client.
4. T / F – If you have references to Documentum images in your

document, you don’t need to configure anything on the server in order
for them to be retrieved during publishing.
5. T / F – Imposition enables you to place multiple pages on single sheets

of paper.
6. T / F – The Security area of Workgroup Edition System Management

enables you to specify the user name and password that is to be used
when accessing xPRS web services.
7. T / F – The Enterprise Edition and Workgroup Edition servers have the

same operating requirements.
8. T / F – The xPublish composition engine is supported on both editions

of the server, but CompuSet is only supported on the Enterprise
Edition server.
9. T / F – The Workgroup Edition server enables you to generate a batch

job by passing through the names of documents in a trigger data
source.
10. T / F – A publish profile essentially groups together subsets of

xPression’s output management functionality into one location.

11. Which of the following are true about xReceive?
(a) It is an unattended server application
(b) It stores the incoming data file so that it is automatically
deployed and ready for use
(c) It enables you to generate and revise contracts
(d) Both a and b
12. Which of the following statements are true about categories?

(a) Categories are containers for document packages and data
(b) Documents and data files must be deployed into a category
(c) Categories are used to organize the output variables deployed
on the xPression Workgroup Edition Server
(d) Both a and b
13. Which of the following items are found in the Output Management area
of xAdmin?
(a) Marker definitions
(b) Output variables
(c) Printer definitions
(d) Both a and c
14. Which of the following are supported content stamp types?

(a) Image
(b) Bar code
(c) Text
(d) Both a and c
15. Which of the following items can you package into a PDPX file and
export?
(a) Publish profiles
(b) Documents
(c) Output variables
(d) Both a and b
16. Which of the following tasks can you do in the Workgroup Edition
System Management area?
(a) Define the default path for the server log files
(b) Update your license key
(c) Create a publish profile
(d) Both a and b

17. Which of the following items are supported by the Workgroup Edition
Server?
(a) Running batch from a command line.
(b) Scheduling a batch job.
(c) Publishing documents from xPresso client applications
(d) Both a and b
(e) All of the above.
18. How are Enterprise Edition categories different from Workgroup Edition
categories?
(a) Used to group together similar documents.
(b) They share configuration settings among the documents
in the category.
(c) They are not different.
(d) Both a and b
19. What Features of Resource Management are supported in both

Workgroup Edition and Enterprise Edition?
(a) Image Management
(b) The Font Utility
(c) Output Variables
(d) Track Changes
20. Which of the following features are very similar in both editions of the
server?
(a) Printer Definitions
(b) Marker Definitions
(c) Separator Sheets
(d) Migration Utilities

Introduction to the xPresso Design Tools
Objectives:
• Understand the use of the xPresso design tools
• List and define the applications that make up the xPresso design tools
• List and define the features and components within the xPresso design
tools
• Describe the xPRS Server components that are used with the tools
Copyright © 2008 EMC Document Sciences / Introduction to the xPresso Design Tools 69
Table of Contents
Introduction to xPression Design Tools Overview ...............................................71
The xPresso Design Tools ............................................................................72
xPresso for Adobe InDesign ......................................................................72
xPresso for Dreamweaver .........................................................................73
xPresso for Word 2007 .............................................................................74
Types of Content .....................................................................................74
Customer Data ........................................................................................75
The Document Schematic .........................................................................76
The Data Schema ....................................................................................76
Variable Definition ...................................................................................76
Document Properties................................................................................76
Content Groups and Content Instances .......................................................76
Criteria ..................................................................................................77
Dynamic Tables.......................................................................................77
Dynamic Charts.......................................................................................77
Subdocuments ........................................................................................77
Document Packages.................................................................................78
Introduction to xPresso Design Tools Quiz......................................................79
Q & A Objectives: ....................................................................................79
Preparation: ...........................................................................................79
Quiz Categories:......................................................................................79
Questions ...............................................................................................80
Answers .................................................................................................82
Introduction to xPresso Design Tools Overview
This chapter is an introduction to the xPresso design tools. In this chapter, we
will discuss the design tools and how they fit into the xPression suite and the
Document Development Cycle.
Who: This chapter addresses the needs of the following xPression users:
Designer / Administrator / Integrator / Print Manager / Customer

Service Representative / Contract Manager
What application This chapter covers the xPresso design tools.

does this chapter
cover?
xPresso Design Tools
Where are we in the The Document Development Cycle illustrates the typical development
Document process for documents produced, maintained, and distributed through
Development Cycle? a content management system.
This document will touch the Create Document and Production areas
of the cycle.
Business Case
Production
Data
Analysis
Test and
Workflow Sample
Create
Identify
Document
Modules and
System
Attributes
Admin
The xPresso Design Tools

The xPresso design tools are part of the xPression product suite, and fit into
the Create Document part of the Document Development Cycle. They enable
you to generate personalized business communication solutions that for print,
email, & web channels. Some examples of uses of the xPresso design tools
are:
• Targeted marketing collaterals
• High-impact business proposals
• Comprehensive customer statements
• Timely business correspondence
xPresso for Adobe InDesign

xPresso for Adobe InDesign can use your existing digital assets to help you
quickly design, compose and publish highly targeted and segmented
collaterals, catalogs and direct mail. You can also easily create well-designed
relationship statements and billing notices using Adobe’s InDesign software
combining transactional data with targeted marketing messages.
With xPresso for Adobe InDesign you can transform your existing static
documents into highly-creative, dynamic customer communications right at
your desktop. Our dynamic content publishing solutions use variable data and
assembly logic to generate templates for producing personalized collateral,
offers, catalogs, and other customer communications, ready for delivery.
xPresso for Adobe InDesign enables you to design, create, and test your
document template. You use xPresso for Adobe InDesign features to define
logic that include or exclude portions of content based on the information
contained in your customer data.
xPresso for Dreamweaver

xPresso for Dreamweaver is designed to help you create graphical,
customized, personalized HTML Web pages or e-mail messages containing a
variety of content. xPresso for Dreamweaver documents can range from
correspondence that contains graphical marketing content and brand images,
to account alerts or statements that drive the recipient to a personalized Web
site also created in xPresso for Dreamweaver.
xPresso for Dreamweaver enables you to design, create, and test document
templates. Use xPresso for Dreamweaver features to define logic that include
or exclude portions of content based on the information contained in your
customer data.
xPresso for Word 2007

xPresso for Word 2007 enables you to use your variable data to create
professional, highly customized and personalized proposals, contracts,
invoices and correspondence. Additionally, xPression can format and
distribute these documents for print, web, e-mail or archive, without needing
to change the document template. xPression’s intelligent rule-based logic
automatically customizes each document for each recipient, producing
unparalleled 1:1 customer communications.
xPresso for Word 2007 only supports Word 2007, no other Word versions are
supported.
Types of Content
A document created by an xPresso design tool can have many different final
output versions — you can create several different versions of an item from
one document. This enables you to highly customize your output for the
intended recipient. There are two basic types of content that make up a
document: dynamic and static, both of which can play an important part in
the final look of your document.
Dynamic Content
Dynamic content can change for each version of a document and is controlled
by criteria and variable data. xPresso dynamic content is contained in content
groups, with each variation appearing in its own content instance. You can
designate paragraphs, a sentence, or even an image as dynamic content.
One content instance in a content group appears in the final output.
Criteria enable you to control when dynamic content appears in the output.
Your data then determines the content by satisfying the criteria you define.
You can define criteria to control which content groups are active in your
document, and which content instances in those content groups appear in the
final output.
Static Content
Static content appears in every iteration of the document, and because its
inclusion is not controlled by criteria, it does not need to be contained in a
content group. For example, your company's name and address would
probably be static content in your document. You add static content to your
document as you would add any content to a document.
Static text can contain variables; although the inclusion of the text itself is
static (it's always included in the output), you can use variables to make parts
of the content dynamic.
Customer Data
Customer data is the information stored in a customer data file that enables a
document designer to personalize documents. Customer data is provided to
xPresso documents in XML format. The xPresso design tools and the xPRS
Server can read any XML structure that uses an XSD (XML Schema Definition)
to define the data structure and xPath to find the data’s location within the
XML document. Poorly designed data can negatively affect performance.
Ensure that sound XML data design practices are used when creating
customer data.
Document Sciences recommends that you design your schema to include a root
element that represents the repeating customer nodes and a content model that
allows for multiple records. The document designer using the schema in the
xPresso design tools will need to know the root of the schema, as he or she
will be asked to select it when loading the schema. The root element should
be the highest level tag that represents the repeating record in the data.
Document Sciences recommends that the repeating tag appear at the second
level in the schema hierarchy.
Your variable data can be contained in a single XML file with multiple records,
multiple XML files with multiple records, or multiple XML files each with a
single record.
The Document Schematic

The xPresso Schematic area of each design tool shows the structure, logic and
content variation of the dynamic pieces of the document, in an outline
structure. Think of it as the structural plan of the variability of your
document, showing you all the variable bits and pieces that can be used to
create the final output, as well as the criteria governing their inclusion.
The Data Schema

The xPresso Data Schema area of each xPresso design tool displays the
variable data, as contained in the data schema. The Data Schema menu
enables you to load a schema into your document. When a data schema is
loaded, the structure of your schema appears in a hierarchical outline.
Variable Definition
Variables are used to insert personalized information that comes from the
customer data or is created by the user, into your document. Arrays, which contain
multiple values in one field, can be used to populate data tables, or to drive
content loops. Document properties also appear in the Variable Definition
area.
The Variable Definition area of each xPresso design tool works together with
the Data Schema and enables you to easily create and define variables and
arrays for use in your document. It enables you to add variables, arrays, child
elements to arrays, and modify the properties of items.
Document Properties
Document properties are associated with variables in the document, and are
available on the xPRS Server to be used as output variables, or in file naming
templates for the document.
The Document Property area of each xPresso design tool works together with
the Variable definition area, and enables you to easily create and manage
document properties. Document properties are associated with a specific
document and are available in xAdmin to be defined as output variables and
to be used in expressions and file naming templates. In an xPresso design
tool, you can specify an existing variable as a document property.
Content Groups and Content Instances

A content group is a container within an xPresso design tool for dynamic
content. Each variation of the content is contained in a content instance
within the content group. Content groups can contain a single content
instance or they can contain many instances. Single instance content groups
contain content that has no variance, but that can be dynamically included or
excluded from the document output. You should have a content group for
each dynamic section of your document.
Criteria
Criteria control the inclusion of dynamic content in the xPresso document
output. The data schema must be loaded into the document before you can
define criteria. There are three types of criteria you can add to your content:
On/Off, Switch, and If-Else.
On/Off. For each content group, you can specify On/Off criteria that
determines whether the content in this group should be included in the document
output.
Switch. Switch criteria can be used when you have content instances that
should appear when a single data field contains a specific value. A Switch
criteria is a simple true or false test, either the value matches and the content
instance is included, or the value doesn’t match and the instance isn’t
included. You can define one of the content instances as the default instance,
which will appear in the output if all of the other instances fail to satisfy the
criteria. Switch criteria are defined at the content group level.
If-Else. For more complicated criteria requirements, you should use If-Else
criteria. If-Else enables you to build an expression that is used to determine
when a content instance should appear. In your expression, you can use
Boolean logic to compare variables to fields or values. You can define an
expression for each content instance within the content group. The If-Else
criteria option is selected at the content group level, but the criteria is defined
at the content instance level.
Dynamic Tables
Dynamic tables are a great visual way to include information in your
document, in an easy-to-read format. Dynamic tables grow and shrink
according to the amount of data to be displayed to support having a different
number of rows for each record in your data. The xPresso design tools
support different ways of creating dynamic tables of different complexity.
Dynamic Charts
xPresso for Adobe InDesign enables you to incorporate dynamic charts into
your documents. Dynamic charts add a lot to the look and readability of your
document. You can choose from several variations of bar, column, line or pie
charts. You can customize each chart by adding items like legends or text
boxes, by adjusting the way the data appears in the different axis, or by
changing the color scheme. Charts are not supported in xPresso for
Dreamweaver or xPresso for Word 2007.
Subdocuments
The xPresso design tools enable you to include subdocuments in your master
documents, which enables content reuse. The subdocuments must have been
created in the same design tool as the master document, and must be
contained in a package (.pkg) file. For example, xPresso for Adobe InDesign
master documents can only have xPresso for Adobe InDesign subdocuments.
The master document and subdocument do not need to use the same
schema, but should have some similar variable definitions that you can map.
You can only map variables of the same type to each other.
Document Packages
Before an xPresso document can be published on the xPRS Server, it must be
packaged on the design tool client computer, and saved to a location
accessible from the xPRS Server. Once the document has been uploaded to the
server, you can publish the document. You can’t make any changes to the
document on the server. If you have to change your document, you must
make the change in design tool, repackage it, and then deploy the updated
version in xDashboard.
Introduction to xPresso Design Tools Quiz
Q & A Objectives:
Preparation:
examination.
Quiz Categories:
• The uses of the xPresso design tools
• The design tool applications
• The features and components within the xPresso design tools
• The xPression Server components used with the tools
Questions
1. T / F – xPresso for Adobe InDesign is a plug-in for Adobe’s

Framemaker software.
2. T / F – xPresso for Word 2007 will work with any version of Microsoft
Word.
3. T / F – You can produce personalized HTML pages with the xPresso

for Adobe InDesign tool.
4. T / F – The document Schematic is where you load your data schema

and create your variables.
5. T / F – The xPresso design tools accept XML data as their input.
6. T / F – The xPression Server contains the content assembly and

publishing components for the xPresso design tools.
7. T / F – Dynamic content can change for each version of a document

and is controlled by criteria and variable data.
8. T / F – The Data Schema area of the xPresso design tools enables

you to load an XML file or an XSD file.
9. T / F – You create variables and arrays in the Variable Definition area

of the xPresso design tools.
10. Which of the following are examples of documents you can produce
using the xPresso design tools?
(a) Targeted marketing collaterals
(b) High-impact business proposals
(c) Comprehensive customer statements
(d) All of the above
11. Which of the following are true about xPresso for Dreamweaver?
(a) It can be used to design graphic-rich, personalized e-mails
(b) It can be used to design textual, regulatory documents
(c) It uses Dreamweaver
(d) It is used to add variables and criteria to make documents
dynamic
(f) A, C, and D
12. Which of the following are true about xPresso for Word 2007?
(a) It enables you to create professional, highly customized and
personalized proposals, contracts, invoices and correspondence
(b) It only supports Word 2007
(c) It uses intelligent rule-based logic to automatically customize
each document for each recipient
(d) It is a thin-client application located on the xPression Server
(e) B and C
(f) A, B, and C
13. Which of the following is NOT true about xPresso for Adobe
InDesign?
(a) It uses variable data and assembly logic to generate templates
(b) It can be used to create effective marketing collateral and
campaigns
(c) It allows you to transform existing static documents into
(d) It can only create static documents, not customized documents
Answers
1. T / F – xPresso for Adobe InDesign is a plug-in for Adobe’s
Framemaker software.
2. T / F – xPresso for Word 2007 will work with any version of Microsoft
Word.
3. T / F – You can produce personalized HTML pages with the xPresso for
Adobe InDesign tool.
4. T / F – The document Schematic is where you load your data schema

and create your variables.
5. T / F – The xPresso design tools accept XML data as their input.
6. T / F – The xPression Server contains the content assembly and

publishing components for the xPresso design tools.
7. T / F – Dynamic content can change for each version of a document

and is controlled by criteria and variable data.
8. T / F – The Data Schema area of the xPresso design tools enables you
to load an XML file or an XSD file.
9. T / F – You create variables and arrays in the Variable Definition area

of the xPresso design tools.
10. Which of the following are examples of documents you can produce
using the xPresso design tools?
(a) Targeted marketing collaterals
(b) High-impact business proposals
(c) Comprehensive customer statements
(d) All of the above
11. Which of the following are true about xPresso for Dreamweaver?
(a) It can be used to design graphic-rich, personalized e-mails
(b) It can be used to design textual, regulatory documents
(c) It uses Dreamweaver
(d) It is used to add variables and criteria to make documents
dynamic
(f) A, C, and D
12. Which of the following are true about xPresso for Word 2007?
(a) It enables you to create professional, highly customized and
personalized proposals, contracts, invoices and correspondence
(b) It only supports Word 2007
(c) It uses intelligent rule-based logic to automatically customize
each document for each recipient
(d) It is a thin-client application located on the xPression Server
(e) B and C
(f) A, B, and C
13. Which of the following are true about xPresso for Adobe InDesign?
(a) It uses variable data and assembly logic to generate templates
(b) It can be used to create effective marketing collateral and
campaigns
(c) It allows you to transform existing static documents into
(d) It can only create static documents, not customized documents
(e) A, B, and D
(f) A, B, and C
Introduction to xPresso for Adobe
InDesign
Objectives:
• Go over the xPresso for Adobe InDesign Environment
• Use the xPresso features to create a document
• Work with images and implement looping
• Understand and create production level output
Copyright © 2008 EMC Document Sciences / Introduction to xPresso for Adobe InDesign 85
Table of Contents
xPresso for Adobe InDesign Overview ..............................................................88
What is xPresso for Adobe InDesign? ............................................................89
Document Design Considerations ...............................................................90
Data and Your Document..........................................................................90
Types of Document Content ......................................................................92
The xPresso for InDesign Working Environment ..............................................93
Accessing xPresso for Adobe InDesign ........................................................93
xPresso Schematic Pane ...........................................................................94
xPresso Data Schema Panel ......................................................................95
Variable Definition Panel ...........................................................................95
Document Properties Panel .......................................................................96
xPresso Preflight Panel .............................................................................96
xPresso Menu..........................................................................................97
Recommended Desktop Configuration.........................................................97
Working with Variables................................................................................98
Lesson: Loading a Schema and Creating Variables........................................98
Lesson: Loading Variable Definitions......................................................... 101
Lesson: Viewing Variable Data in Your Document ....................................... 103
Lesson: Removing Extra Lines ................................................................. 104
Dynamic Content ..................................................................................... 105
Adding Criteria to Dynamic Content.......................................................... 105
Lesson: Specifying On/Off Criteria............................................................ 106
Lesson: Simple Switch Criteria ................................................................ 111
Creating Sample Output ............................................................................ 116
Lesson: Previewing a PDF Directly from InDesign ....................................... 117
Working with Images ................................................................................ 119
About Embedding Images ....................................................................... 119
About Image Variables ........................................................................... 119
Lesson: Embedding Images in a Document ............................................... 120
Lesson: Image Variables......................................................................... 122
Lesson: Static Image Formatting ............................................................. 124
Introduction to Content Loops .................................................................... 127
Lesson: Text Range Loops ...................................................................... 127
Lesson: Table Variables .......................................................................... 129
Formatting Content .................................................................................. 131
Lesson: Applying Paragraph Styles in InDesign .......................................... 131
Lesson: Variable Formatting.................................................................... 132
Subdocuments ......................................................................................... 133
Lesson: Adding Subdocuments ................................................................ 134
Introduction to xAdmin and xDashboard Workgroup Edition............................ 138
xAdmin ................................................................................................ 138
xDashboard .......................................................................................... 148
Creating Production Level Output................................................................ 150
Preflight Summary................................................................................. 150
Snapshotting ........................................................................................ 152
Lesson: Packaging Your Document ........................................................... 153
Lesson: Deploy a Package and Data File ................................................... 153
Lesson: Publishing a Document ............................................................... 155
Introduction to xPresso for Adobe Design Quiz.............................................. 157
Q & A Objectives ................................................................................... 157
Preparation........................................................................................... 157
Quiz Categories ..................................................................................... 157
Questions ............................................................................................. 158
Answers ............................................................................................... 161
xPresso for Adobe InDesign Overview
During the course of this chapter, the class will cover many fundamental
xPresso for Adobe InDesign tasks and concepts.
Who: Document Designer
chapter:
What is xPresso for Adobe InDesign?

The xPresso for Adobe InDesign Working Environment
Working with Variables
Dynamic Content
Creating Sample Output
Working with Images
Introduction to Content Loops
Formatting Content
Subdocuments
Introduction to xAdmin and xDashboard
Creating Production Level Output
When: Design Stage
Where: Document Development Cycle
Business Case
Production
Data
Analysis
Test and
Workflow
Sample
Create Identify
Document Modules and
System
Attributes
Admin
Why: This chapter gives you a basic understanding of the capabilities of xPresso for
Adobe InDesign.
xPresso for Adobe InDesign enables you to use Adobe® InDesign® CS2 or
CS3 to design dynamic, rule-based documents. xPresso for Adobe InDesign is
part of the xPression product suite, and fits into the Create Document step of
the Document Development Cycle. It is designed to use your existing digital
assets to help you quickly design, compose and publish highly targeted and
segmented collaterals, catalogs and direct mail. You can also easily create
well-designed relationship statements and billing notices that combine
transactional data with targeted marketing messages.
The document designer uses xPresso for Adobe InDesign to develop dynamic
document templates that can ultimately create documents such as marketing
collaterals, catalogs, statements, and billing notices, using dynamic content,
variables, and features such as dynamic tables and charts.
xPresso for Adobe InDesign “sits” atop of Adobe InDesign and works with the
existing InDesign features to enable the document designer to combine the
variable data capabilities of xPresso with the document design and layout
capabilities of InDesign. This enables the designer to create documents that
range from graphically appealing marketing collaterals to account statements
with complex table structures and dynamic charts full of customer-specific
data.
It is important that you familiarize yourself with the components in this
section so that you will be able to navigate and use the features in xPresso for
Adobe InDesign to create your dynamic documents.
Document Design Considerations
In this version of xPresso for Adobe InDesign, there are some InDesign page
items that are not supported for all output types when publishing your
document using the xPublish publishing engine. Images, fonts, and document
style and formatting need to be considered in detail before starting a project
or document design. More information about document design consideration
appears at the end of this training manual, after the advanced lessons.
Data and Your Document

The personalization and final assembly for output of your xPresso for Adobe
InDesign documents is driven by variable data. To create variables in your
document, you must first load a schema that describes the structure of the
customer records you will be using with this document. The schema can then
be used to create variables and define criteria. Once variables and criteria
have been created and added to the document, you can apply the data which
enables you to see real data applied to the document while you’re working in
the document. When you publish a document, xPression uses XML data to
satisfy criteria that select content and populate variables in the final output.
There are essentially two kinds of data that can be created in an xPresso for
Adobe InDesign document: “user profile” data and “variable content” data:
• User profile data consists of customer information such as name, account
number, and address. This information can be used in criteria to control
the content that appears in a document, and it can appear in variables
that insert personal information into the document, such as an address
block containing the recipient’s name and address.
• Variable content data can consist of a line or two of text, or entire
paragraphs. Using variables, you can insert this content into your
document. In this case, your document is more of a template containing
variables and frames to layout the text, and your XML file contains the
content of your document. There are two ways to use variable content in
an xPresso for Adobe InDesign document:
• You can insert content from several XML files that each contain
different variations of the content by inserting variables in the
document where the content should appear.
• Your data file can contain all the different variations of the content,
and your document contains content groups consisting of different
variables to insert the appropriate content, or a content loop to loop
through and place the data.
Preparing Your Data Files
It is important to have your data files (the schema and XML files) properly set
up before you begin to build your document since they can not be edited from
within xPresso for InDesign or the xPression server. The person responsible
for the data being used by xPresso should take the following guidelines into
consideration when preparing the data files to avoid problems at production
time.
The schema should be designed to include a root element and a content
model that allows for multiple records. The document designer using the
schema in xPresso for Adobe InDesign will need to know the root of the
schema, as he or she will be asked to select it when loading the schema. The
root element should be the highest level tag that represents the repeating
record in the data. We recommend that the repeating tag appear at the
second level in the schema hierarchy.
Variable data can be contained in a single XML file with multiple records,
multiple XML files with multiple records, or multiple XML files each containing
a single record.
Using Include Statements in Your Schema
xPresso for Adobe InDesign doesn’t currently support loading multiple schema
files into one document; however, you can use include statements in your
schema to essentially use more than one schema with a document. There is
no limit to the number of include statements you can have in your schema, or
to the level of nesting of the statements. xPresso for Adobe InDesign doesn’t
currently support the use of the “Import” tag in schema files.
Criteria
xPresso for Adobe InDesign enables you to assign criteria to content groups
to determine if specific content should be included in the final document
output. The type of criteria is specified at the content group level, by selecting
Multiple If-Else or Simple Switch in the Schematic Attribute area.
Multiple If-Else criteria enables you to define specific criteria for each content
instance within the content group. At the content group level, you can also
specify On/Off criteria to determine when an entire content group should be
assembled in the document for each customer. When you publish the
document, xPression will test the data to see if it satisfies the criteria to
determine which content appears in the final output.
Variables
Adding variables to a document enables you to control the content, tables,
and images that are included in the final output. This kind of flexibility
enables you to personalize each document for the intended recipient,
including such things as their name, gender, or occupation. You can
streamline your message to include information pertinent only to the specific
individual receiving the document. You can use variables to display
personalized information such as the recipient’s name in the greeting, or
determine which image appears in the document based on a data field, such
as the occupation or gender of the recipient.
xPresso for Adobe InDesign enables you to add three kinds of variables to
your document: text, table, and image. Variables are created and stored in
the Variable Definition panel.
Text variables can be used for inserting pieces of customer data into the
document or to insert large pieces of content contained in XML files that can
then be inserted into the document using variables. A document can then just
be a template that contains variables and frames for the placement of content
that actually resides in an XML file. This approach is very effective for content
that is constantly changing as the content can be changed in the XML file
rather than requiring the InDesign document to be updated and repackaged.
This approach also works well in situations where the content is being
developed by a person or department other than the designer.
The xPresso Schematic contains a section called the Global Variable Folder.
This folder holds all the variables defined in the document and not contained
within a content group. If you add a variable to content contained in a content
instance, that variable will appear in the Schematic under the content
instance, and not in the Global Variable Folder.
Types of Document Content

An xPresso for Adobe InDesign document can have many different final
output versions — you can create several different versions of an item from a
single document. This enables you to highly customize your output for the
document: dynamic and static, both of which play an important part in the
final look of your document.
What is Dynamic Content?
by criteria and variable data. xPresso for Adobe InDesign dynamic content is
contained in content groups, each variation of the content appearing in its
own content instance. Content instances can contain paragraphs, a sentence,
or even an image as the dynamic content.
Generally only one content instance in a content group appears in the final
output. For example, you might have two different opening paragraphs to a
document, each aimed at a different target audience. You would include each
paragraph as its own content instance within the same content group, and
then use criteria to determine when each paragraph appears in the output.
Criteria enable you to control when dynamic content appears in the output.
Your data then determines the content by satisfying the criteria you define.
You can define criteria to control which content groups are active in your
document, and which content instances in those content groups appear in the
final output.
Dynamic content can also be displayed in a dynamic table or in a dynamic
chart.
What is Static Content?
Static content is content that appears in every iteration of the document, and
because its inclusion is not controlled by criteria, it does not need to be
contained in a content group. For example, your company's name and
address would most likely be static content in the document. Static content is
added to the document as you would add content to any InDesign document.
Static text can contain variables; although the inclusion of the text itself is
static (it's always included in the output), you can use variables to make parts
of the content dynamic.
Content Groups and Instances
The content group is the container for xPresso dynamic content. Each
variation of the content is contained in a content instance within the content
group. Content groups can contain one or more content instances. Single
instance content groups contain content that has no variance, but that can be
dynamically included or excluded from the document output. You should have
a content group for each dynamic section of your document.
A content group should contain all the different versions of the content. Only
one content instance in a content group will appear in a final document.
Criteria placed on the content group determines if the content group should
be included in the document, and then criteria placed on each content
instance determines which instance appears in the output.
Once a content group has been added to the document, you can add as many
content instances for that group as necessary to contain all the possible
iterations of that content for the section of the document.
The xPresso for InDesign Working Environment

As you work on the lessons in this course, you’ll use several components of
both xPresso and Adobe InDesign CS3. In this section you’ll learn a little
about these components, and how to use them to create your documents.
First, here’s what you’ll typically see when you open one of the lesson files: a
standard Adobe InDesign desktop, with a few xPresso features added.
Accessing xPresso for Adobe InDesign

xPresso for Adobe InDesign is a plug-in to the Adobe InDesign software, so to
access xPresso, launch Adobe InDesign. If xPresso for Adobe InDesign is
installed correctly, you should see an xPresso menu on the InDesign menu
bar, and you should be able to access the xPresso panels through the
InDesign Window menu.
xPresso Schematic Pane
The xPresso Schematic pane shows the structure, logic and content variation
of the dynamic pieces of the document, in an outline structure. Think of it as
the structural plan of the variability of your document, showing you all the
variable bits and pieces that can be used to create the final output, as well as
the criteria governing their inclusion.
The xPresso Schematic consists of a toolbar that provides shortcuts for
common functions, the Schematic menu button that provides access to all the
Schematic functions, the Schematic outline that displays the structure of the
variable content in the document, and the xPresso Schematic Attributes area
that displays the attributes of the selected Schematic item.
xPresso Data Schema Panel
The xPresso Data Schema panel displays your variable data, as defined by the
data schema. The Data Schema menu enables you to load an XML schema
into your document. When a data schema is loaded into the panel, xPresso for
Adobe InDesign shows the structure of the schema in a hierarchical outline.
You can only load an XSD file; loading of an XML file to provide information
about the data structure is not currently supported.
Variable Definition Panel

The Variable Definition panel works together with the Data Schema panel and
enables you to easily create and define variables and arrays for use in the
document. The panel enables you to add variables, arrays, child elements to
arrays, and to modify the properties of items.
The main part of the Variable Definition panel is the variable outline, where
the variables and arrays that have been defined are listed. Below the outline
is the variable attributes area. When you select an item in the outline you can
define or edit its attributes in the variable attributes area.
Document Properties Panel
The Document Property panel works together with the Variable definition
panel, and enables you to easily create and manage document properties.
Document properties are associated with a specific document and are
available in xAdmin to be defined as output variables and to be used in
expressions and file naming templates. In xPresso for Adobe InDesign, you
can specify an existing variable as a document property.
xPresso Preflight Panel

When you generate a PDF preview or create a document package, xPresso for
Adobe InDesign performs a “preflight” check, much the same way InDesign
does with its preflight utility. xPresso for Adobe InDesign checks for items
that are not fully supported by the xPublish publishing engine. This includes
such items as unsupported fonts and unsupported frame types. The xPresso
Preflight panel displays any information about items found during the preflight
check. You can click on an item in the panel and the area in the document
causing the issue will be highlighted.
xPresso Menu
The xPresso menu in the Adobe InDesign menu bar provides access to
xPresso for Adobe InDesign’s digital asset management, document packaging,
and online support functionality.
Recommended Desktop Configuration

While working in xPresso for Adobe InDesign, it is recommended that you
arrange your desktop in such a way that you can easily access the panels that
you will use the most. The following graphic shows an example of a
recommended desktop layout.
Variable definitions are created and stored in the Variable Definition panel.
The Variable Definition panel works together with the Data Schema panel
enabling you to easily create and define text and image variables and arrays
for use in your document.
• Variables insert specific text or external images into the final output.
• Arrays are made up of several fields that make up a record of information
in a table. Arrays can be used as the basis content and page loops, to
populate dynamic charts, and insert tables into the final output that
contain recipient-specific information.
For text and table variables, xPresso for Adobe InDesign also enables you to
format the variable, which gives you control over how it will appear in the
output.
There are two ways of creating variables. You can create a variable from
scratch, and use functions and expressions to calculate the variable’s value.
Or you can use a data field from the schema as the variable’s value. In this
case, xPression will replace the variable in the document with the content in
the XML file located in the location referenced by the schema.
To create a variable based on a value from the schema, drag fields from the
Data Schema panel to the Variable Definition panel, or use the Variable
Definition menu to create the variables. To create more than one variable at a
time, select the fields on the Schema Definition panel to create variables from
and drag them to the Variable Definition panel.
To use a variable in your document, you must first create it, define it, and
then place it on the document page. Once a variable exists in the Variable
Definition panel, you can place the variable in the document page in either of
two ways. You can drag the variable from the panel and to the desired
location in the document page. Or, you can select the variable in the panel,
then add the variable through the Schematic menu. Both methods place the
variable on the document page at the location of the cursor, or in the case of
image variables, in the selected frame. The variable will then be added to the
Schematic.
Lesson: Loading a Schema and Creating Variables

In this lesson you will learn how to load a schema and create variables for use
in a document.
1. Start Adobe InDesign, and on the File menu, click Open.
2. Browse to the C:\Student_Directory\xPresso for
InDesign CS3\Introductory Lesson\Welcome Postcard\Source
directory and open the Welcome Postcard_Template.indd file.
3. Locate the Variable Definition panel and Data Schema panel. If the
Variable Definition panel is not visible, select Variable Definition
from the Window menu. If the Data Schema Panel is not visible,
select Data Schema from the Window menu.
The Welcome Postcard document does not have any variables defined.
First, you will define a few variables manually for the name and
address information, and then, in order to demonstrate the ability to
load a predefined set of variable definitions, you will load a set of
variable definitions containing agent and organization variable
definitions.
4. Click the Data Schema menu and select Load Schema. The Load
XML Schema dialog opens.
5. Browse to the C:\Student_Directory\xPresso for InDesign CS3\
Introductory Lesson\Welcome Postcard\Customer
Data\Schema folder, select welcome_postcard.xsd and click
Open.
6. The Select Repeating Record Root dialog opens. Select CUSTOMER
from the list and click OK.
7. From the Data Schema panel, select FIRST_NAME located under
CUSTOMER_DEMOGRAPHIC then drag it over to the Variable Definition
panel and drop it there. The variable appears on the Variable Definition
panel.
Note: If the panels are grouped together, you’ll need to select either the
Variable Definition panel or the Data Schema panel and drag it so that it
is a separate panel before dragging and dropping fields to create
variables.
8. Define the remaining name and address variables by dragging

LAST_NAME, ADDR1, CITY, STATE, and ZIP from the Data Schema
panel over to the Variable Definition panel.
9. Using the Type Tool , select and delete “[First_Name]” from the
address block area of the postcard.
10. From the Variable Definition panel, select FIRST_NAME and drag it to
the address block area of the postcard.
11. One by one, delete the remaining bracketed place holders in the
postcard address area and replace them with variables by dragging the
appropriate variable over from the Variable Definition panel.
Note: When you drag and drop variables, the variable will be placed
wherever the text cursor was last located, regardless of where you
actually drop the variable on the document page.
Lesson: Loading Variable Definitions

In this lesson you will learn how to import variables that were exported from
another document for use in this document.
1. Click the Variable Definition menu and select Import Variable
Definitions. The Import Variable Definition dialog opens.
Introductory Lesson\Welcome Postcard\Source folder, select
Organization_Variables.xml and click Open.
3. Notice the newly added variables starting with ORG_NAME.
We will now place the remaining variables on the document page by
first deleting the static placeholder text that we’ve provided for you as
a guide, and then dragging variables from the Variable Definition panel
into the document where their values should be placed.
4. Select the Type Tool and click in the pasteboard area (outside of
the document boundaries) to deselect all. Then, select and delete the
“[Insert Organization Name and Address Info here]” placeholder
text.
5. In the Variable Definition panel, select the ORG_NAME variable and

drag it into the Organization Name and Address frame. After you drop
the variable in the frame, click in the frame after the variable and
press Enter.
6. Repeat the previous step for the ORG_ADDR variable, and then place
the ORG_CITY, ORG_STATE, and ORG_ZIP variable on another line,
adding commas and spaces as necessary.
7. Delete the placeholders for [FIRST_NAME], [AGENT_FNAME], and

[AGENT_LNAME] then drag the FIRST_NAME, AGENT_FNAME and
AGENT_LNAME variables onto the document.
8. As you add each variable to the document, note that xPresso for
Adobe InDesign adds the variable name to the Global Variable Folder
in the xPresso Schematic.
The variables appear in the Global Variable folder because they are not
contained in content groups. Select an item in the folder and xPresso
will locate and highlight the occurrence of that item on the document
page.
9. From the InDesign File menu, select Save As. Save your xPresso for
InDesign document as Welcome Postcard_MyName.indd in the
C:\Student_Directory\xPresso for InDesign CS3\Introductory
Lesson\Welcome Postcard\Source\ directory.
Lesson: Viewing Variable Data in Your Document

Now let’s see what our document looks like when the variables are replaced
with XML data.
1. Click the Variable Definition menu and select Apply Variable
Data.
Introductory Lesson\Welcome Postcard\CustomerData folder,
select WELCOME_POSTCARD.xml and click Open.
3. After a moment, the document will update and you will notice that the
variables we just added have been replaced with data from the XML
file.
4. Click the Variable Definition menu and select Reset Variable

Data.
5. Save the file, and then close the file.
Lesson: Removing Extra Lines

Now that you have mastered working in a simple document, we will move on
to a more complex document. We have created a Financial Newsletter
template and initially added variables to the address block. The address block
is now displaying variable data, but you need to modify it so that addresses
containing an empty ADDR2 field will not cause a blank line to appear in its
place in the Address Block.
1. Select the File menu, click Open.
InDesign CS3\Introductory Lesson\Financial
Newsletter\Source directory and open the Financial
Newsletter_Template.indd file.
3. Using the Selection Tool from the Toolbox, click the frame
containing the Address Block. The frame’s appearance will change as
shown below.
4. Click the xPresso Schematic menu and select Remove Empty

Lines.
5. Remove empty Lines appears underneath the Address Block frame.
The Remove Empty Lines function works during publishing, so just

applying data will not show the empty lines being removed. To see the
function in action, you need to use the Preview PDF function, or
publish the document on the server. We’ll see the result when we use
the Preview PDF function later in the Creating Sample Output section.
6. From the File menu, select Save As. Save your xPresso for InDesign
document as Financial Newsletter_MyName1.indd in the
Lesson\Financial Newsletter\Source\ directory.
Dynamic Content
An xPresso for Adobe InDesign document can have many different final
output versions — you can create several different versions of an item from
one document. This enables you to highly customize your output for the
document: dynamic and static, both of which can play an important part in
the final look of your document.
by criteria and variable data. xPresso for Adobe InDesign dynamic content is
contained in content groups, with each variation appearing in its own content
instance. You can designate paragraphs, a sentence, or even an image as
dynamic content.
Static content appears in every iteration of the document, and because its
inclusion is not controlled by criteria, it does not need to be contained in a
content group. For example, your company's name and address would
probably be static content in your document. You add static content to your
document as you would add any content to an InDesign document.
Adding Criteria to Dynamic Content

Once you’ve started creating your dynamic content, you’ll need to add the
criteria to control its inclusion in the document output.
For each content group, you can specify On/Off criteria that determines
whether the content group is considered for inclusion in the document output.
In addition, you can define If-Else or Switch criteria to determine which
content item in the content group appears in the output.
Switch criteria can be used when you have content items that should appear
when a single data field contains a specific value. For example, say you have
content that differs depending on the geographical region that the recipient
lives in. You can define Switch criteria for that content group by selecting the
field, such as Region, and then specifying the values that should trigger each
content instance, such as southwest, northeast, south. Switch criteria is
selected and defined at the content group level.
For more complicated criteria requirements, you should use If-Else criteria.
If-Else enables you to build an expression that is used to determine when a
content instance should appear. In your expression, you can use Boolean
logic, and compare variables to fields or values. You can define an expression
for each content instance within the content group. If-Else criteria is selected
at the content group level, but the criteria is defined at the content instance
level.
Lesson: Specifying On/Off Criteria

In this lesson we are going to use On/Off criteria to display a text message
welcoming the client to the Concordant family. We are using On/Off criteria
because we only want to display this message if the client receiving this
newsletter is a NEW client of Concordant (indicated by the CLIENT_STATUS
field in the CUSTOMER_DEMOGRAPHIC array having the value “New”).
1. You should have the Financial Newsletter_MyName1.indd
document open and displaying Page 1.
2. Locate the InDesign Toolbox . If the Toolbox is not visible, on the

Window menu, click Tools. Select the Type Tool from the
Toolbox.
3. Using the Type Tool , draw a frame approximately 18 points (¼
inch) to the right of the Address Block with approximately the same
height as the Address Block.
4. We are now going to add the dynamic content to this frame so that it
displays, “Welcome to the Concordant Family!”. Select the Type Tool
and click inside the new frame. Type Welcome to the (be sure to
add a space after the last word). Do not worry about the paragraph
styling settings right now.
5. Display the Variable Definition panel if it is not currently visible. In
the Variable Definition panel, locate the ORGANIZATION array.
Expand the array if necessary so that the contents are displayed.
6. Select the NAME variable from the ORGANIZATION array and drag it
over to the newly created frame. The NAME variable should be
inserted after “the” and have brackets on each side.
7. Type a space after the NAME variable and then type “Family!” to
complete the text of the frame. Ensure that the cursor is outside of the
variable brackets when you type the text.
8. Select all of the text in the frame.
9. Click Paragraph Styles in the InDesign panel group on the right side
of the window. If the panel isn’t listed, on the Window menu, select
Type & Variables, and then click Paragraph Styles.
10. Locate the style named Welcome in the panel and select it. “Welcome
to the [NAME] Family!” is formatted with the Welcome paragraph
style. The frame should look similar to the picture below.
11. From the Toolbox use the Selection Tool to select the welcome
message frame.
12. Click the xPresso Schematic menu and select Create Content
Group. A Content Group item named Content Group as well as a
Content Instance (containing the selected content) appears in the
xPresso Schematic.
13. Select the Content Group item in the xPresso Schematic. The
properties of the content group are displayed at the bottom of the
xPresso Schematic when it is selected. In the Name field replace the
words Content Group with the word Welcome.
14. On the xPresso Schematic, select Content Instance under the

“Welcome” content group. In the content instance properties at the
bottom of the xPresso Schematic, change the name to Welcome
Message and press Enter.
15. From the xPresso Schematic click the Welcome content group. At
the bottom of the schematic click browse to the right of ON/OFF to
set the ON/OFF criteria. The On/Off Criteria dialog box appears.
16. Click browse to set the variable to be used with the On/Off Criteria.
The Select Variable dialog box appears. Select the
EXISTING_CUSTOMER variable in the CUSTOMER_DEMOGRAPHIC
array. Click OK.
17. Click the drop-down list for Is: and choose the logical comparison =,
click Value, and type false in the field.
18. Click OK. Now you can test the new On/Off criteria. Let’s apply the
variable data so that we can see how our new dynamic content is
applied in the assembled document.
19. Click the Variable Definition menu , and select Apply Variable
Data. When the Load Variable Data dialog box appears, browse to the
directory C:\Student_Directory\xPresso for
InDesign CS3\Introductory Lesson\Financial Newsletter\
CustomerData.
20. Select INDESIGN_MASTER.xml and click Open.
21. When the variables are applied to the document, make sure you are
viewing the first page. Records 1-3 in the XML have the value of
EXISTING_CUSTOMER set to true, so the Welcome content group is
switched off as shown below.
22. Record 4 has the value of EXISTING_CUSTOMER set to false. Click
the right arrow at the bottom of the Variable Definition panel until
Record 4 is loaded.
Notice that the On/Off criteria are satisfied and the Welcome message
frame is displayed to the right of the Address Block.
23. Using the Selection Tool from the Toolbox, select the Welcome
frame. Open the Paragraph panel and clear the Hyphenate check box.
This turns off hyphenation, which is recommended for xPresso
documents.
You may need to adjust the size of the frame so that phrase fits nicely.
The frame should look like this with data applied:
24. From Variable Definition menu , select Reset Variable Data.

xPresso variables are once again displayed in the document instead of
XML data. It is recommended that you reset variable data before you
make any changes to your documents. If you make changes with data
applied, ensure you are viewing the first record in your data file.
25. From the File menu click Save As. Save your document as Financial
Newsletter_MyName2.indd in the C:\Student_Directory\
xPresso for InDesign\Introductory Lesson\Financial
Newsletter\Source directory.
Lesson: Simple Switch Criteria
In this lesson we will be creating one content group that has three content
instances using Simple Switch as our criteria type. One instance contains
content for customers with a benefits level of Bronze, one for customers with
a level of Silver, and one for customers with a level of Gold. The content
instances will contain information about benefits that are available at the
customer’s particular level. In order to achieve this, we will test the value of
the LEVEL variable to see what level of benefits each customer has, to
determine what instance should be visible for that customer.
1. Locate the bronze “Your Benefits” frame on page 1. Select the frame
using the Selection Tool .
2. Click the xPresso Schematic menu , and select Create Content

Group. A new content group and content instance are added to the
xPresso Schematic with the default names Content Group and Content
Instance.
3. Select Content Group in the schematic. Change the name of the

Content Group to Benefits in the Name field in the properties area of
the schematic and press Enter.
4. Click the Selection Type drop-down list in the content group
properties area of the schematic and select Simple Switch.
5. Click browse to the right of Logic in the xPresso Schematic. The

Switch Condition dialog box appears.
6. Click browse next to the Variable field to define the variable to
switch upon.
7. When the Select Variable dialog box appears, select LEVEL located in
the CUSTOMER_DEMOGRAPHIC array and click OK.
8. Select the text box to the right of “Content Instance” and type
Bronze.
9. Click OK.
10. Select Content Instance in the xPresso Schematic. Notice the Logic
field displays the entered value of “Bronze”.
11. Change the name of the content instance to Bronze and press Enter.
12. Select the Benefits content group in the xPresso Schematic.
13. Click the xPresso Schematic menu , and select Add Instance. A
content instance with the default name Content Instance appears in
the xPresso Schematic as a child of the Benefits content group.
14. Select Content Instance in the xPresso Schematic. Change the name
to Silver and press Enter. Click browse to define the switch logic.
15. When the Switch Condition dialog box appears, select the text box to
the right of Silver and type Silver. When the switch variable contains
“Silver”, the Silver content instance will be displayed in the output.
16. Click OK. Select the Silver content instance. The content instance now
has the proper name and logic. Note the value “Silver” in the Logic
field at the bottom of the xPresso Schematic. You should see an empty
bronze colored text frame on Page 1.
17. The background color and content in the frame of the Bronze content
instance was created ahead of time and placed in the document for
your use. The content for the Silver content instance still needs to be
defined. First let’s change the background color to silver by clicking the
Swatches panel along the right edge of the InDesign window or select
it from the Window menu. Make sure the Silver content instance is
selected in the xPresso Schematic.
Note: If the bronze colored frame is not empty, make sure the Silver
content instance is selected in the xPresso Schematic.
18. Scroll down through the items in the Swatches panel and click the
swatch named Silver. The text frame for the content instance changes
color to silver.
19. Select the Type Tool from the Toolbox and click inside the silver
text frame.
20. From the Paragraph Styles panel select the headline style. Type
Your Benefits and press Enter.
21. From the Paragraph Styles panel select the subhead1 style. Type A
Concordant Financial Account offers many benefits: and press
Enter. Your frame should look similar to the one below.
22. Using the following table as a guide, type the rest of the Silver benefits
text and apply the appropriate styles. Click the indicated paragraph
style from the Paragraph Styles panel, then click in the text frame
and type the associated text and press Enter. If the Paragraph Style
does not change, it is not necessary to re-select the same paragraph
style. Do not press Enter after the last item.
Paragraph Style Text

body copy bulleted list Simple Investing
body copy bulleted list Consolidated Statement
body copy bulleted list One 1099 Form
body copy bulleted list Faster Processing
body copy bulleted list Reduced Fees
body copy bulleted list Access to Concordant Travel Services
PLUS PLUS
body copy bulleted list Daily Cash Sweep into Money Market Fund
body copy bulleted list Competitive Money Market Rates
Note: Use the Selection Tool to select the frame and modify the
dimensions of the frame if necessary.
The Silver content instance should look similar to the one below.
23. From the File menu, select Save. The last thing to do in this lesson is
to create the Gold content instance so that the Gold level customers
know about their benefits.
24. Add a third content instance to Benefits. Refer to previous steps in this
lesson if necessary. Name the new content instance Gold. The switch
logic will be similar to the other two content instances with the Switch
Condition based on the LEVEL variable but having a value of Gold for
the new Gold content instance.
25. From the xPresso Schematic click the new Gold content instance. New
content instances inherit the properties of the last selected content
instance in the content group. Notice that the new Gold content
instance is silver and needs to be corrected!
26. Click the swatch named Gold in the Swatch panel. The text frame for
the content instance changes color to gold. The gold frame should be
empty. If not, there is a chance you have the wrong content instance
selected.
27. Select the Type Tool and click the gold text frame and open the
Paragraph Styles panel.
28. Using the table below as a guide, type the Gold benefits text and apply
the appropriate styles. Click the indicated paragraph style from the
Paragraph Styles panel, then click in the text frame and type the
associated text and press Enter. If the Paragraph Style does not
change, it is not necessary to re-select the same paragraph style. Do
not press Enter after the last item.
Use the Selection Tool to select the frame, move the frame up a
little bit and modify the dimensions of the frame to make it deeper to
hold the additional lines of text.
Note: You may copy and paste the items from the previous Silver content
instance into the Gold content instance since the Gold instance builds upon
the silver content instance’s list.

headline Your Benefits
subhead1 A Concordant Financial Account offers
many benefits:
body copy bulleted list Simple Investing
body copy bulleted list Consolidated Statement
body copy bulleted list One 1099 Form
body copy bulleted list Faster Processing
body copy bulleted list Access to Concordant Travel Services
PLUS PLUS
body copy bulleted list Daily Cash Sweep into Money Market
Fund
body copy bulleted list Competitive Money Market Rates
body copy bulleted list Direct Deposit
body copy bulleted list Unlimited Check Writing
body copy bulleted list Check Coding for Expense Tracking
body copy bulleted list VISA Gold Debit Card with ATM Access
body copy bulleted list Easy, Automated Payments
When you are done, the text frame for the Gold content instance
should be similar to the one shown here.
29. Test your dynamic content by applying data using the

INDESIGN_MASTER.xml file. Page through the records and see how
they change. Reset the variable data.
30. From the File menu, select Save.

You can create a PDF preview of your document that can be viewed in Adobe
Acrobat Reader. You must have Adobe Acrobat Reader installed on the same
computer as xPresso for Adobe InDesign to use this option. You can install
Reader from the eBook Library CD, or you can download it from
www.adobe.com. When you preview, only the first record in your data source
is assembled and output.
The xPublish publishing engine is used by xPresso for Adobe InDesign’s
Preview PDF option on the Variable Definition panel menu. Preview PDF is
appropriate for creating PDF output for testing purposes but not for high-
volume production level output. The Publish to PDF option should not be used
for testing because the output is not produced by the xPublish publishing
engine and may not maintain complete fidelity with the server’s publishing
engine. The main purpose of Publish to PDF is to allow a user to produce PDF
output if the server is unavailable.
Lesson: Previewing a PDF Directly from InDesign
1. Open the Variable Definition panel. Click the Variable Definition
menu , and select Preview PDF.
2. The Load Variable Data dialog box appears. Browse to the
Lesson\Financial Newsletter\CustomerData directory.
3. Select the INDESIGN_MASTER.xml. The Export Options dialog box
appears.
4. Click OK, leaving the default settings. If a Preview PDF Message dialog
box appears, click Continue.
5. The Adobe Reader window opens to display your assembled document
in a PDF format file. If you want to save a copy of the PDF document,
use the Adobe Reader Save option.
Notice that the address block has no blank lines, the result of the
Remove Empty Lines option we added to the frame earlier.
6. Close the Adobe Reader window and return to InDesign.
Working with Images
There are many things to consider when it comes to using images in your
documents. Before you make any decisions, it is important to know what
image formats the xPublish publishing engine supports for each output
format. The following table details the image support for each supported
output format.
Image Format AFP PDF PostScript
.bmp No Yes No
.eps No No Yes
.gif Yes Yes No
.jpg/.jpeg Yes Yes Yes
.pdf Yes Yes No
.png No Yes No
.tif (Group 4) Yes Yes Yes
You can include images in your xPresso for Adobe InDesign document in one
of two ways: by embedding the image in the document file, or by referencing
an external image using an image variable. The method you choose depends
on your situation, and may differ document by document, or even image by
image within a document.
About Embedding Images

You embed images in your xPresso for Adobe InDesign document when you
place images in the document using the InDesign “place” or “embed”
functions. The images are then included in the document package during the
packaging process, eliminating the chance for missing image errors at publish
time. Embedding images relies on the images being available at design time.
About Image Variables

Image variables are inserted into your document in xPresso for Adobe
InDesign and point to data that contains the an absolute or a relative path to
an external file. The image file is incorporated into the document at publishing
time on the xPression Server. When using image variables, you don’t need to
have the image available at design time, your data just needs to contain the
image path and name. Images can also change over time without needing to
update the document (if they fit in the same space). Because the images are
inserted at publishing time, and not included in the package, it is possible to
get errors if images are missing, or incorrectly named or referenced.
You can structure your external image references for image variables (other
than Documentum images) either by using a relative path, or an absolute
path. In both cases, you must ensure that the images exist on the client and
the server in the correct location. If you specify the entire path, you must also
ensure that the exact same path exists on the client and on the server.
Note: The xPression Enterprise Edition Server doesn’t support relative paths
for image variables. You must specify the full path if you are publishing on
an Enterprise Edition server.
External images referenced using a relative path must reside in the default
image directory on the xPresso for Adobe InDesign client computer, as well as
in the default image directory on the xPression Workgroup Edition Server.
Both directories are defined at installation time, so if you are unsure where
the directories are, check with your system administrator.
Lesson: Embedding Images in a Document

In this lesson you will learn how to place images into your InDesign
document. In InDesign, placing an image creates a “linked”, not embedded,
image; however, when xPresso for Adobe InDesign packages your document,
the images are automatically embedded. You can also embed linked images
directly in InDesign by selecting Embed File from the Links panel menu.
1. From the Adobe InDesign window make sure the Financial
Newsletter is open and displaying Page 1. Scroll to the bottom of
Page 1 and adjust the zoom level so that you can see all three empty
graphic frames in the dark blue band at the bottom of the page.
2. From the Toolbox click the Selection Tool and select (from left to
right) the first graphic frame.
3. From the InDesign File menu, select Place.

4. The Place dialog box opens. Browse to the C:\Student_Directory\
xPresso for InDesign CS3\Images folder and select imsev208-
057.jpg.
5. Click Open. The image is now placed, or embedded, in the document,
but as you can see the image does not completely fill the frame. All
three graphic frames are the same size. You want all three images to
completely fill their respective frame so that they are the same size.
6. Right-click the chess pieces graphic frame, select Fitting, and then
select Fit Content Proportionally. Notice that the image has been
adjusted so that it completely fills the graphic frame.
7. Select the second graphic frame.
8. Following the procedure outlined above, place the image named

AA017918-puzzle piece.jpg in the second graphic frame.
9. The puzzle piece image is much larger than the frame. By default,
images larger than the frame are cropped. Only the upper left corner
of the image is visible. In order to correct this problem, right-click the
graphic frame, select Fitting, and then select Fit Content
Proportionally.
Notice that Fit Content Proportionally scaled down the image
proportionally to the width of the graphic frame. The image fits the
frame, but since this image is wider than it is tall it does not
completely fill the frame from top to bottom. The Fill Frame
Proportionally method of Fitting maintains the proper aspect ratio but
scales the image up or down so that it completely fills the frame.
10. Right-click the graphic frame, select Fitting, and then select Fill
Frame Proportionally.
11. Place the image named GreenInvesting.jpg in the last graphic
frame, and apply the Fill Frame Proportionally method of Fitting to
the image. The three images should be similar to those below.
12. From the File menu, select Save As. Save the file as Financial
Newsletter_MyName3.indd in the C:\Student_Directory\
xPresso for InDesign CS3\Introductory Lesson\Financial
Newsletter\Source directory.
Lesson: Image Variables
In this lesson you will learn to use image variables that refer to a field in the
XML to create dynamic images in your document. Image variables change
based upon the value of the variable referenced and are not part of the
document itself like embedded images.
In this exercise, we are going to use relative paths for the image variables.
When you use relative paths, the images must reside in the designated Image
folder on both the InDesign client and the xPression Workgroup Edition
Server. The images we are going to use in our document need to be moved
into the xPresso for Adobe InDesign Image folder before we can create the
variables.
1. In Windows Explorer, navigate to the C:\Student_Directory\
xPresso for InDesign CS3\Images folder. Select and copy the
following files: John.jpg, JohnTan.jpg. Paul.jpg, and
PaulRomanaski.jpg.
2. Navigate to C:\Program Files\Adobe\Adobe InDesign CS3\
xPresso\Image and paste the files. Close Windows Explorer and
return to InDesign.
3. Make sure the Financial Newsletter is open and displaying Page 1.
Scroll down the page and adjust the zoom level so that you can see
the graphic frame located below the text “Sincerely.” Select the
graphic frame.
4. Open the Variable Definition panel. From the Variable Definition panel
scroll down through the variables to locate the REPRESENTATIVE
array. Select the SIGNATURE variable.
5. Click the xPresso Schematic menu , and select Add Image
Variable. You have linked the graphic frame with the SIGNATURE
variable to produce an image variable.
6. Scroll down to the bottom of the xPresso Schematic (if necessary).
Notice that an image variable has been added to the Schematic. Select
the SIGNATURE image variable from the Schematic.
7. From the xPresso Schematic attributes area, select Fit Content To

Frame from the ImageFitOption drop-down list.

Lesson\Financial Newsletter\CustomerData directory.
9. Select INDESIGN_MASTER.xml and click Open. Notice that the
graphic frame is replaced with a dynamic image.
10. On the Variable Definition panel, click the Right Arrow at the bottom
to load the next record. Notice that the signature changes as the data
changes.
11. Click the Variable Definition menu , and select Reset Variable
Data.
12. From the File menu, select Save.
Lesson: Static Image Formatting
Images in an xPresso for Adobe InDesign document can be scaled, rotated,
and cropped as necessary. Images can be rotated arbitrarily at any angle.
Images can also be cropped within a frame, so that only the part of the image
that you want to show will appear in the output.
When you insert static images in your document, you can choose from the
following scaling options:
• Original Size. Places the image in the frame at its original size (100%).
• Fill Content to Frame. Scales the x and y size of the image to
completely fill the frame.
• Fit Content Proportionally. Scales the image to the size of the graphic
frame while maintaining proper aspect ratio. This method is lossless,
meaning that the image will be stretched or compressed in both width and
height so that the image can be displayed as large as possible and in the
correct proportions.
• Fill Frame Proportionally. Scales the image to the size of the graphic
frame, while expanding (or compressing) the measurement (width or
height) that reaches the bounds of the frame first until the other measure
is exactly the width or height of the frame. The resulting image is
proportional and fills the entire frame, but some of the image content will
be cropped by the graphic frame.
• First Match. Fits the image to the first option matched by proportionally
scaling the image.
You can also incorporate bleeds into your xPresso for Adobe InDesign
document. A bleed is when a page item (like an image or border) is printed
beyond the boundary of the page. When the page is cut to size, the item will
appear all the way to the edge of the paper, and seem to “bleed” off the
page.
In this lesson you will learn about formatting images in graphic frames.
1. Make sure the document is open to Page 1 and the scroll and zoom
settings are such that you can see the blue gradient bar across the top
of the page.
2. Select the Rectangle Frame Tool from the Toolbox.
3. Inside the blue gradient bar at the top of the page, click and draw a
rectangular graphic frame similar to the one below.
4. From the InDesign File menu, select Place.
5. Navigate to the C:\Student_Directory\xPresso for
InDesign CS3\Images directory and select
ConcordantAssetManagement.pdf and click Open. The Concordant
Asset Management logo has been placed, however, it would look
better if it filled most of the frame. Most importantly, since this image
is the company logo it must not be stretched or squeezed.
6. Right-click the graphic frame, select Fitting, and then select Fit
Content Proportionally. Notice that the logo image fills more of the
frame, yet none of it is cropped
Here are some things to consider regarding fitting images with
InDesign:
• If the image needs to fill most of the graphic frame, but none of it
can be cropped, squeezed or stretched, use Fit Content
Proportionally. This method is commonly used for fitting a
corporate logo into a frame.
• If the image needs to completely fill the frame and it doesn’t
matter if a small amount of the image at each side or the top and
bottom is lost as long as the image is proportional, use Fill Frame
Proportionally. This method would commonly be used for photo
images in a magazine where losing a bit of blue sky in a photo
image or something along the left or right edge of the image is
insignificant.
7. Click the Variable Definition menu , and select Preview PDF.
When the Load Variable Data dialog box appears, browse to the
directory C:\Student_Directory\xPresso for
Newsletter\CustomerData.
9. When the Export Options dialog box appears, accept the default values
and click OK. If a Preview PDF Message dialog box appears, click
Continue.
10. In a moment, the Adobe Reader window opens. The proportionally
scaled Concordant Asset Management logo looks very professional.
11. Close Adobe Reader. From the InDesign File menu, select Save.
If you want to loop information in your data to retrieve multiple records to be
displayed in your document, a content loop can be added in xPresso for
Adobe InDesign to achieve this functionality.
There are four types of content loops:
• Inline frame loop. Enables you to create an inline frame, add variables
and content, and then have that inline frame repeat in the document with
new content while xPresso for Adobe InDesign loops through your data.
• Text range loop. Enables you select a range of text and variables, and
have that content repeat in the document with new variable content while
xPresso for Adobe InDesign loops through your data.
• Table loop. Enables you to select rows of a table and create a content
loop to populate those rows.
• Page loop. Enables you to loop through an entire page and repeat the
page as necessary according to the data.
For each type of loop, you can define filter criteria that controls when the loop
is processed in the document. This is useful when a loop is only valid in
specific instances of your dynamic document.
Lesson: Text Range Loops

In this lesson you will create a text range loop to display variable data from
an array with multiple fields.
1. Go to Page 5 of the Financial Newsletter. Locate the text frame
containing [INSERT TEXT RANGE LOOP HERE].
2. Select the InDesign Type Tool . Select [INSERT TEXT RANGE

LOOP HERE] and press Delete.
3. Open the Variable Definition panel. Expand the STOCK array. Select
and drag the STOCK_NAME variable onto the text frame. Type a
Space, a Dash (-) and another Space. Next, select and drag
STOCK_PROMOTION from the Variable Definition panel. Your frame
should be similar to the one below.
4. Minimize the Variable Definition panel. Select the entire line of text
including the carriage return at the end of the line. Open the
Paragraph Styles panel and select Promotion Text. Close the
Paragraph Styles panel once the style has been applied.
5. Select the bracketed STOCK_NAME variable (including the brackets)
and make the selected text bold.
6. Reselect the entire line of text including the carriage return at the end
of the line. If the carriage return at the end of the line is not selected
the content from the loop will print all on a single line instead of
printing each record on its own line.
7. Maximize the Variable Definition panel and select the STOCK array.
8. Click the xPresso Schematic menu , and select Create Content
Loop. Notice that a new content loop item named STOCK has been
added to the xPresso Schematic, and variable markers appear around
the loop content.

directory C:\Student_Directory\xPresso for InDesign CS3\
Introductory Lesson\Financial Newsletter\CustomerData.
11. After the data is applied, go to Page 5 (if necessary) and notice that
the text range loop is replaced by several lines of data generated from
the STOCK array records.
Data.
13. From the File menu, select Save As, and use the file name Financial
Newsletter_MyName4.indd. Browse to C:\Student_Directory
\xPresso for InDesign CS3\Introductory Lesson\Financial
Newsletter\Source and click Save.
Lesson: Table Variables

In this lesson you will learn how to use a table variable to create a table
automatically from the schema. Our table will list stock performance figures
over time for various stocks.
containing “The Rewards of Long-Term Investing”, at the bottom of
the page.
2. Select the Type Tool . Click in the text frame on the second line
underneath the paragraph.
3. Open or maximize the Variable Definition panel. Select the IPSTOCK
array.
4. Click the xPresso Schematic menu , and select Add Table
Variable. A Table Variable named IPSTOCK is added to the bottom of
the xPresso Schematic Global Variable folder and a table appears at
the insertion point in the text frame. Notice that the heading row of
the table is automatically filled in with the names of the variables in
the table (retrieved from the array).
5. Select the table and apply the Tabletext paragraph style.

6. Widen the first and last columns of the table so that the headings fit
on one line. Replace the underscore in STOCK_FUND with a Slash
(/). Make the rest of the heading row of the table look nicer by
replacing each underscore with a Space.
Data. Open INDESIGN_MASTER.xml located in the
Lesson\Financial Newsletter\CustomerData\ directory.
Notice how the table looks when the data is applied. Your table should
be similar to the one below.
8. Click the Variable Definition menu , and click Reset Variable

Data.
9. From the File menu, click Save.
Formatting Content
Content that added to an xPresso for Adobe InDesign document can be
formatted using both standard InDesign features as well as xPresso-added
features.
Lesson: Applying Paragraph Styles in InDesign

Document Sciences recommends that you use styles whenever applying
formatting to your content rather than applying formatting directly. Styles
enable you to make changes in one place, and have those changes update
through the entire document. Applying formatting through a defined set of
styles enables you to quickly and easily make global changes to document
styling by changing the style rather than the styling of many individual
content items. Using styles also gives you better control over conformity
within your document, and, if necessary, through all the documents your
company produces.
In this lesson you will learn how to apply paragraph styles to text in your
document. For information on creating and using styles in InDesign see the
Adobe InDesign Help.
containing “The Rewards of Long-Term Investing”.
2. Using the Type Tool select The Rewards of Long-Term
Investing heading.
3. Open the Paragraph Styles panel by clicking the tab along the right
side of the screen. If the Paragraph Styles tab is not visible, from the
Windows menu click Type & Tables, and then select Paragraph
Styles from the sub-menu.
4. Select the Heading 3 paragraph style. In the text frame, the selected
text changes to reflect the paragraph styling for the chosen style.
5. Select the text of the paragraph below the heading. Apply the
paragraph style Body Text 3.
6. From the File menu Save As using the file name Financial
Newsletter_MyName5.indd. Save the file in the
C:\Student_Directory\xPresso for InDesign CS3\ Introductory
Lesson\Financial Newsletter\Source directory.
Lesson: Variable Formatting

You can format text variables to control their appearance in the output. For
example, you may want a Date variable to appear in the output as
01/05/2002; or you may want to add a thousands separator, or a currency
symbol to your Numeric variable output; or you may want a String variable to
appear in your output in all uppercase characters, no matter how the string is
entered.
When you create a table variable, you can select which columns you want to
appear in the table (from the available fields), define the order of the
columns, and format the fields the appear in the table.
In this lesson you will learn how to apply formatting to a date type field that
appears in a table.
containing The Rewards of Long-Term Investing.
2. You are going to change the format of the date in the INCEPTION
DATE column of the table. Date data types must be formatted as
YYYY-MM-DD in XML files, but this format is not desirable for printed
output.
3. Select the IPSTOCK table variable in the Schematic.
4. Click browse to the right of Variable Type in the xPresso Schematic
attributes area. The Set Table Attributes dialog box appears.
5. In the Selected Columns list box select INCEPTION_DATE.
6. Click Format. The Date & Time Formatting window appears.
7. Click the Date Format drop-down list. Notice all the various formats
available for formatting date type variables. Select 03-25-2003.
8. Click OK on the Date & Time Formatting dialog box. Click OK on the
Set Table Attributes dialog box.
9. A warning message will appear to inform you that previous table
formatting will be lost. Click Yes.
Notice that the table headings returned to their original state, before
we edited them. Ensure that you have the content of the table
formatted before you apply formatting to the table itself.
10. Click the Variable Definition menu , and click Apply Variable
Data. Open C:\Student_Directory\xPresso for InDesign CS3\
Introductory Lesson\Financial Newsletter\CustomerData\
INDESIGN_MASTER.xml.
When the variable data is applied, the table looks much nicer with the
date in the MM-DD-YYYY format.
Data.
12. Save the document.
Subdocuments
xPresso for Adobe InDesign enables you to include subdocuments within
master documents. The subdocuments must be xPresso for Adobe InDesign
documents, and contained in a package (.pkg) file. The master document and
subdocument do not need to use the same schema, but should have some
similar variable definitions that you can create a relationship in the data
allowing variables to be resolved. You can only map variables of the same
type to each other.
There are two ways to include a subdocument into a master document. You
can explicitly select the subdocument’s package file and define it as a
subdocument, or you can specify a variable that contains the name of the
subdocument. Package files that are to be used as subdocuments must reside
in the following location:
[Adobe InDesign Installation Directory]\xPresso\xPRS_home\docPackage
Subdocuments can only be placed on blank pages. Once you place a
subdocument on a page, you can’t add any other content to the page. Any
content added to a page containing a subdocument reference will not be
included in the published output.
When you are ready to publish a document that contains subdocuments, you
must individually upload the master document package and all the
subdocument packages to the xPression Server. The master document
package references the subdocument packages, it doesn’t actually contain the
document packages. If the xPublish publishing engine can’t locate a
subdocument while publishing a master document, it will ignore the
subdocument.
Lesson: Adding Subdocuments

In this lesson you will learn how to use another xPresso for InDesign
document (Change of Address Postcard) as a subdocument.
Note: xPresso for InDesign documents to be used as a subdocuments must be
stored ahead of time in the folder [Adobe InDesign Installation
Directory]\xPresso\xPRS_home\docPackage.
1. Before working in InDesign, you will need to do a little preparatory
work. Start Windows Explorer. Browse to
Lesson\Change of Address Postcard\Package.
2. Select Change of Address Postcard.pkg, and from the Explorer File
menu, select Copy.
3. Browse to C:\Program Files\Adobe\Adobe InDesign CS3
xPresso\xPRS_home\docPackage and from the Explorer File
menu, select Paste. If the document already exists, allow Windows to
overwrite it.
4. Return to Adobe InDesign and select Page 5 of the Financial
Newsletter (if necessary).
5. From the InDesign Layout menu, select Pages, and then select Add
Page. A page is added to the document and the empty page is
displayed in the main window.
6. Click the xPresso Schematic menu , and select Add Sub
Document. A subdocument item named SubDocument is created in
the xPresso Schematic and the appearance of the blank page changes
to let you know that this page is reserved for a subdocument.
7. In the attributes area of the xPresso Schematic, change the name of

the subdocument to Change of Address Card.
8. Click browse next to Reference in the attributes area. The Load
Sub Document Package dialog appears. If necessary, browse to
C:\Program Files\Adobe\Adobe InDesign CS3xPresso
\xPRS_home\docPackage.
9. Select Change of Address Postcard.pkg and click Open. The
subdocument attributes in the xPresso Schematic are updated with the
new name and reference values. The attributes for your subdocument
should be the same as shown here.
10. Since the subdocument uses variables, the mapping for subdocument
variables to master document variables must be defined. In the
xPresso Schematic Attributes Area, click browse next to the
Mapping attribute.
11. The Add Subdocument Variable dialog box appears. From the
Subdocument Variables list, click FIRST_NAME. From the Master
Document Variables, click FIRST_NAME under the
CUSTOMER_DEMOGRAPHIC array.
12. Click Map. The lower pane of the window displays the mapping.
13. From the Subdocument Variables list, click MIDDLE_INITIAL. From

the Master Document Variables, click MIDDLE_INITIAL under the
CUSTOMER_DEMOGRAPHIC array. Click Map.
14. Finish mapping LAST_NAME and ACCOUNT_NUMBER subdocument
variables to their similarly named master document variables.
15. Click Auto Map to map the remaining variables and the click OK.
16. Click the Variable Definition menu , and click Preview PDF.
17. When the Load Variable Data dialog box appears, browse to the
directory C:\Student_Directory\xPresso for InDesign CS3\
Introductory Lesson\Financial Newsletter\CustomerData.
Select INDESIGN_MASTER.xml and click Open.
18. Click OK when the Export Option dialog box appears. If the Preview
PDF Message window appears, click Continue. After a few moments,
the document is assembled. The Adobe Reader window opens.
19. Scroll down through the PDF Preview document in Adobe Reader.
Notice that following the last page (Page 5) of the master document
there are now two more pages from the Change of Address Postcard
subdocument.
20. Close Adobe Reader.

21. From the File menu, select Save As and use the file name Financial
Newsletter_MyName6.indd. Browse to
Lesson\Financial Newsletter\Source and click Save.
Introduction to xAdmin and xDashboard Workgroup Edition
The xPression Workgroup Edition Server contains two Web applications that
enable users to administer the server: xAdmin and xDashboard.
Before you can publish xPresso for Adobe InDesign output on the server,
you’ll need to deploy the document package and data files to a category in
xAdmin, and setup your output processing components. Then you can use
xDashboard to run the publish job.
The following sections introduce you to xPression Workgroup Edition Server
features. You can also publish xPresso for Adobe InDesign documents on the
xPression Enterprise Edition Server. The Enterprise Edition server is similar to
the Workgroup Edition server, but contains a fuller set of features.
xAdmin
easily configure and maintain all aspects of the xPression system from any
Web-enabled client connected to the xPression Workgroup Edition server. You
can administer server settings such as categories and resources, define
output processing components such as markers, printers, imposition
definitions, and publish profiles. You can also perform migration tasks in
xAdmin to move server resources from one server to another.
xAdmin organizes administrative tasks into five sections located on the
xAdmin menu.
Categories
The Categories area of xAdmin enables you to define and maintain categories
on your xPression Workgroup Edition Server. Categories are containers for
document packages and data, and are used to organize the documents and
data deployed on the xPression Workgroup Edition Server.
The Categories area contains the Categories: List page that lists all the
currently defined categories, and a Categories: General Information page that
contains the details of a category.
Resource Management
The Resource Management area enables you to define and configure server
resource options. From here you can manage and define output variables and
configure a Documentum server for use during publishing
Output Variables
The Output Variables area of xAdmin enables you to define and maintain
output variables on your xPression Workgroup Edition Server. Output
variables are associated with document properties defined to your document
in the xPresso design client.
The Output Variables area contains the Output Variables: List page that lists
all the currently defined output variables, and an Output Variables: Name
page that contains the details of the variable.
Documentum
The Documentum area enables you to configure the user connection
information for your Documentum server. If you have references to
Documentum images in your document, you'll need to specify log on
information so that the xPublish publishing engine can connect to your
Documentum server and retrieve any images referenced.
Output Management
The Output Management area of xAdmin enables you to manage and view
output management components including printer definitions, marker
definitions, content stamp definitions, separator sheet definitions, imposition
definitions, e-mail profiles, and publish profiles.
Printer Definitions
The Printer Definitions area enables you to define configurations for your
output devices by creating printer definitions. The Printer Definitions: List
page enables you to add a printer definition, select a printer definition to view
its details, and delete a definition.
There are two parts to creating a printer definition. The General tab enables
you to define the description of the printer. The optional Printer Features tab
enables you to associate markers with specific printer features.
Marker Definitions
Marker definitions define markers and are created and associated with
printers in xAdmin. You can download a marker list that contains all the
markers defined in xAdmin that can then be loaded into xPresso for Adobe
InDesign or xPresso for Word 2007. The document designer can then select
markers from the list and place them in the appropriate places in the
document.
The Marker Definitions: List page enables you to add a new marker definition
to invoke a feature of any device you’ve defined. Select a marker definition to
view its details or delete a definition.
The Marker Definitions: Name page enables you to define a marker definition.
Content stamps enable you to apply bar codes, images, and text strings
document. The value of content stamps usually consists of variable data, but
may include static content.
The Content Stamps: List page enables you to add a content stamp, select a
content stamp to view its details, and delete a stamp.
You can create three different types of content stamps: image, text, and bar
code. Each type of stamp has a different set of options that you can use to
define the stamp.
Separator Sheet Definitions
Separator sheets are used to mark boundaries between groups of physical
output. Marking boundaries can help during automated and manual post
processing procedures. Separator sheet definitions define what the sheet
should look like, where the sheet should be placed, and when the sheet
should appear in the output.
The Separator Sheet Definitions: List page enables you to add a new
separator sheet definition, select a separator sheet definition to view its
details, and delete a definition.
Imposition Definitions
Imposition enables you to place multiple pages on single sheets of paper. The
pages are placed so that when the sheets are cut or folded, the pages appear
in the correct order. Imposition definitions enable you to define the
parameters of the imposition you want to perform. You can associate
markers, content stamps, and separator sheets with imposition definitions to
completely define your imposition output.
The Imposition Definitions: List page enables you to add a new imposition
definition, select an imposition definition to view its details, and delete a
definition.
Email Profiles
E-mail profiles enable you to define all the information necessary to produce
e-mail output. This includes how the document is to be included in the
message, and how you want to output the e-mail (through STMP, or to an
XML file). The e-mail profile also includes the “To”, “From”, and “Message”
information necessary for e-mail output.
The E-mail Profiles: List page enables you to add a new e-mail profile, select
an e-mail profile to view its details, and delete profiles.
The E-mail Profile: Name page enables you to define an e-mail profile.
Publish Profiles
Publish profiles define the parameters for document output. The information
they include depends on the type of output you are creating: print, HTML, or
e-mail. They may include information such as the format of the output, the
path to the output directory, partitioning options, and the file naming
convention for the output files that are created.
The Publish Profiles: List page enables you to add a new publish profile, select
a publish profile to view its details, and delete profiles.
There are three different types of publish profiles that you can create: print
(AFP, PDF, or PostScript), HTML, and e-mail. Each profile type has a different
set of options that you can define for it.
Migration Utilities
The migration utilities enable you to move documents, and their supporting
files and definitions, from one environment to another. In most xPression
environments there is a clear division between the design and production
environments. Documents are created and tested in a design environment,
and then migrated to a production environment that produces and distributes
the document. The migration utilities enable you to efficiently move your
documents between these environments.
Import
The Import Utility enables you to deploy document packages (.pkg files) on
the xPression Workgroup Edition Server, and to import Portable Document
Packages (.pdpx files) from other servers. A document package file is created
on an xPresso design client and contains a single document. A PDPX file is a
collection of one or more documents or resources exported from another
server. The Import Utility also enables you to deploy document packages into
existing categories on the xPression Workgroup Edition Server.
Export
The Export Utility enables you to package documents and their supporting
files and definitions into a Portable Document Package (PDPX) that can then
be imported on a different xPression Server.
System Management
The System Management area enables you to set system-wide parameters.
From here you can see the version number for your installation of the
xPression Workgroup Edition Server, view or update the license, and specify
the user name and password for web services. You can configure default file
paths for the location of items such as packages, data files, output files,
images, and fonts reside on the server. You can also set the default log level
for jobs run on the server, and modify performance settings.
License
The License page enables you to view the expiration date or update your
existing xPression Workgroup Edition Server license. When it is time to renew
your license, you’ll apply a new license key file (provided by Document
Sciences Customer Care) in this area.
Security
The Security area of System Management enables you to specify the user
name and password that is to be used when accessing xPRS web services.
This user name and password must appear in the username and password
parameters for each method called.
Default Paths
The Default File Paths area enables you to specify default paths for the
location of items that are stored on the server. xPression Workgroup Edition
defines default paths for each area, but you can change the path for any of
the areas. Any fonts used for publishing xPresso for Adobe InDesign or
xPresso for Word documents on the xPression Workgroup Edition Server must
reside in the default font directories listed on this page.
Event Logging
The Event Logging area enables you to select a default log level for jobs run
on the xPression Workgroup Edition Server. You can also define a log level for
individual jobs when you run the job in xDashboard.
Performance
The Performance area enables you to view and modify the common image
cache settings on the xPression Workgroup Edition Server. The common
image cache is used by the xPression Workgroup Edition Server to store
external images referenced in a document so that the publishing engine
doesn’t have to retrieve the images each time they are used in document
iterations. This helps to speed up the publishing process. The common image
cache is not cleared after publishing completes; the images remain in the
cache until you clear them out.
xDashboard
the publish job capabilities of xPression and manage the xPression Workgroup
Edition Server. xDashboard uses the publish profiles defined in xAdmin to
publish documents. You can also monitor jobs while they are running through
xDashboard.
xDashboard enables you to define, launch and monitor publishing jobs on the
xPression Workgroup Edition Server. xDashboard is divided into four main
tabs.
Job Management
Jobs define the document and data that you want to publish, as well as how
you want the output formatted. You can select an existing publish profile
(defined in xAdmin), or you can create a temporary profile on the Job
Definition page. You can also define log level settings for each job.
The Job Management: Jobs page of the Job Management area enables you to
view and edit currently defined jobs as well as create new jobs. You can also
run jobs from this area.
The Job Management: Modify Job Definition page enables you to define job
details such as the name, the document, and data that you want to publish,
and how you want to log errors during publishing.
Job Monitor
The Job Monitor tab contains information about current jobs, such as the
name of the job, the number of errors that have occurred, how much time is
left on the run (in seconds), and the percentage of the run that has
completed. You can also cancel jobs from this page.
The information on this page is current when you first view the page. To see
updated information, click Refresh.
Job History
The Job History tab enables you to view information about completed jobs.
You can see the name of the job, the start and end times of the run, the
number of errors that occurred, and the number of records that were
assembled. You can also view the log file for a particular run, and delete
completed jobs.
To view a log file for a completed job, click the name of the job. xDashboard
opens the log file in a viewer.
Server Management
The Server Management tab enables you to manage currently active sessions
of xDashboard. You can delete sessions from this area, if, for example, a
session has become stuck.

Before a document can be published through xDashboard, it must be
packaged on the xPresso for Adobe InDesign client computer, saved to a
location accessible from the xPression Server, and deployed to a category in
xAdmin. Once the document resides on the server, you can publish the
document in xDashboard. You can’t make any changes to the document on
the server. If you have to change your document, you must make the change
in xPresso for Adobe InDesign, repackage the document, and then deploy the
updated version of the package in xAdmin.
The document package contains all the information necessary for the xPublish
publishing engine to publish the document, including the styled document,
assembly logic, embedded images, the schema, a thumbnail of the document,
and a few other files required by the publishing engine.
When you package your document, you have some options you can select:
• Select the Export Spreads check box if you want xPresso for Adobe
InDesign to export any spreads in your document as a page in the output
file.
• Select the Placed PDF as Image check box if you want to create a
snapshot of any PDF pages that appear in your document. This may be
necessary if you notice that xPression is not cropping your PDF pages
correctly. For example, you may see printing instructions on the page that
are supposed to be hidden in the output.
• Select the resolution you want to use for the snapshot items in the
document: Screen Quality (96 dpi), Low Quality Print (150 dpi),
High Quality Print (300 dpi), or Very High Quality Print (600 dpi). A
higher resolution renders better results, but slows performance.
Preflight Summary
When you generate a PDF preview or create a document package, xPresso for
Adobe InDesign performs a “preflight” check, much the same way InDesign
does with its preflight utility. xPresso for Adobe InDesign checks for items
that are not fully supported by the xPublish publishing engine. This includes
such items as unsupported fonts and unsupported frame types. The xPresso
Preflight panel displays any information about items found during the preflight
check. To view the panel, on the InDesign Window menu, click xPresso
Preflight.
The xPresso Preflight panel is empty until you preview a PDF or create a
document package. When the process completes, the panel contains
information about any unsupported items found in the document. When you
click an item in the panel, xPresso for Adobe InDesign selects the area where
the item appears on the document page.
The xPresso Preflight panel is one area that xPresso for Adobe InDesign uses
to display the information it finds during the preflight check. Preflight
information is also displayed in a Message dialog box that appears during the
PDF preview or packaging process.
The Message dialog box lists items that are either substituted in the output,
or snapshot. You can stop the process and fix the items listed, or you can
continue the process, accepting the issues. The dialog box can display any of
the following preflight-related messages.
Message Meaning
Font substitution There are unsupported font types in the

document. When the document is published,
the unsupported fonts will be substituted with
Courier New.
Image overfill the frame There is an image in the document that is

bigger than its frame, or is clipped by its
frame. This is not supported and will be
snapshot.
Image format not supported This is an image in the document that is not a
supported format. The image will be
snapshot.
Image missing link and not xPresso for Adobe InDesign can’t find the
embedded original image file for an image in the
document, the image will be snapshot.
Diagonal line There is a diagonal line in the document. This

is not supported and will be snapshot.
Non-rectangular frame There is a non-rectangular frame in the

document. Frames must be rectangular in
shape, it will be snapshot.
Weird page item xPresso for Adobe InDesign can’t identify an

item that appears on the document page. The
item will be snapshot.
Message Meaning
Page item linked to There are several linked frames in the

unsupported page item document and at least one of the frame types
is not supported. The entire group of linked
frames will be snapshot.
Frame has text on path There is a frame in the document that

contains “text on path”. This is not supported
and will be snapshot.
Frame has text on path and There is a frame in the document that
can’t be snapshot contains “text on path” on a horizontal or
vertical line. This is not supported and will be
ignored.
Snapshotting
In xPresso for Adobe InDesign, there are some InDesign page items that are
not supported for all output types when publishing your document using the
xPublish publishing engine. When xPresso encounters these items in a
document, it takes a “picture” of the item and includes that image in the
output. This process is called snapshot. Unsupported items in a document are
listed in a Message dialog box that appears during the Preview PDF and the
Create xPRS Package processes, and in the xPresso Preflight panel.
Some of these items are supported for some output formats, in these cases
the snapshot will not be used. For example, rotated images are supported for
PDF and PostScript output, but not for AFP. So in PDF and PostScript output,
the image file will be used in the output, and rotated as requested. In AFP
output, the snapshot will be used.
Although the snapshot process enables unsupported items to appear in your
output, Document Sciences recommends that you avoid using unsupported
items in your design when possible. It is also important to keep in mind that
while the snapshot images will still appear in the document, any dynamic
content that has to be snapshot will thus become static. The following items
are not supported, and will be snapshot when xPresso for Adobe InDesign
encounters them in a document:
• Images that over fill their frames
• Unsupported image formats (supported formats include DIB, BMP, JPG,
GIF, and PNG)
• Missing linked images (when xPresso can’t find the original image file)
• Diagonal lines
• Non-rectangular frames
• Unidentified page items
• Rotated images
• Linked frame groups that contain at least one unsupported frame type
• Frames with “text on path” (except if the text on path appears on vertical
or horizontal lines, then it will be ignored and not snapshot)
Lesson: Packaging Your Document
In this lesson you will learn how to create a package for an xPresso for
InDesign document in preparation for placing it into production.
1. Ensure that the Financial Newsletter_Template file is still open,
and from the xPresso menu, select Create xPRS Package. The
Create xPRS Package dialog opens.
2. Browse to C:\Student_Directory\xPresso for InDesign CS3\
Introductory Lesson\Financial Newsletter\Package.
3. Type Financial Newsletter.pkg for the package name and click
Save. The Export Option dialog box appears.
4. Accept the default values and click OK. The Create xPRS Package
Message dialog box appears during Preflight if there are any errors,
warnings, or informational messages. If it appears, click Continue.
The package is created in the directory you specified.
5. Close the file.
Lesson: Deploy a Package and Data File

Once you package a document, it can be deployed to the server, and then
published. In this lesson we will deploy our newly created package file and it’s
associated data file through xAdmin Workgroup Edition.
1. Start the xPression Workgroup Edition Server by double-clicking the
start xPRS shortcut on the desktop. When you see the following
message in the Tomcat window that appears, the server is ready:
INFO: Server startup in nnnnn ms
2. Minimize the Tomcat window, but don’t close it.
3. Launch xAdmin by double-clicking the xAdmin shortcut on the
desktop. Type xpression for both the user name and password. Click
Login.
4. Click Categories. Click Add .
5. Type Training_Documents for the name of the category.
6. Click Save . Click the Document List tab.

7. Click Browse and navigate to C:\Student_Directory\xPresso for
Newsletter\Package.
8. Select the Financial Newsletter.pkg file and click Open. The file
path appears in the Select File field.
9. Click Deploy . If the document is already deployed, choose to

overwrite the currently deployed document. The document appears in
the document list.
10. Click the Data Sources tab so we can deploy our data file.
11. Click Browse and navigate to C:\Student_Directory\xPresso for
Newsletter\CustomerData.
12. Select the INDESIGN_MASTER.xml file and click Open. The file path
appears in the Select File field.
13. Click Deploy . If you receive a message saying the file is already
deployed, choose to overwrite. The data file appears in the data source
list.
We are now ready to publish the document in xDashboard. Do not

close xAdmin.
Lesson: Publishing a Document

Once the document and data source are deployed into a category in xAdmin,
you can publish the document through xDashboard. In this lesson, we will
publish our document using a temporary profile.
1. Click the xDashboard link in the upper right corner of xAdmin.
2. Type xpression for both the user name and password and click
Login. The Job Management: Jobs page appears.
3. Click Add . The Job Management: Modify Job Definition page

appears.
4. Type Financial_Statement_Training for the job name.
5. Select the Training_Documents category and select the Financial
Newsletter document.
6. Select INDESIGN_MASTER for the variable data. Your page should
appear as follows.
7. Select Create Temporary Profile.

8. Select PDF for the format, and Single File for the partitioning option.
9. Type {$CurrentDateTime} for the file name pattern. This will cause
xPression to use the current date and time of the server as the file
name. Your page should look like the following.
10. Click Start . When the job finishes, you should see the following
message.
11. Click Job History. The history entry for this publish job appears on
the Job History page.
12. Click the job name to open the log file for the run. Review the file,
then close it.
13. Browse to C:\xPRS\xPRS_home\output and open the PDF file you
just created. It will be named with today’s date and a time stamp,
similar to:
14. Page through the file, taking a look at all the variability we added in
the previous lessons. Close the file when you are done.
Introduction to xPresso for Adobe Design Quiz
Q & A Objectives
Preparation
examination.
Quiz Categories
• The xPresso for Adobe InDesign working environment
• Working with variables
• Dynamic content and criteria
• Working with images
• Content loops
• Subdocuments
• Creating output
Questions
1. T / F – xPresso for Adobe InDesign enables you to develop dynamic

document templates that can ultimately create documents such as
marketing collaterals, catalogs, statements, and billing notices.
2. T / F – When you publish a document, xPression uses XML data to

satisfy criteria that select content and populate variables in the final
output.
3. T / F – External images referenced using relative paths through

image variables can reside anywhere on your client or server
machine.
4. T / F – You should design your schema to include a root element and

a content model that allows for multiple records.
5. T / F – Subdocuments can only be placed on blank pages.
6. T / F – Arrays insert specific text or external images into the final

output.
7. T / F – Switch criteria can be used when you have content items that
should appear when a single data field contains a specific value.
8. T / F – The xPublish publishing engine is used by xPresso for Adobe

InDesign’s Preview PDF option on the Variable Definition panel menu.
9. T / F – You can not scale, rotate, or crop images placed in xPresso

for Adobe InDesign documents.
10. T / F – An inline frame loop enables you to loop through an entire

page and repeat the page as necessary according to the data.
11. Which of the following are parts of the xPresso Schematic?
(a) Toolbar
(b) Schematic outline
(c) Attributes area
(d) Both b and c
12. Which of the following statements are true about content groups?
(a) They can contain one or more content instances
(b) They are containers for dynamic content
(c) You should have a content group for each static section of your
document
(d) Both a and b
13. Which of the following statements are true about image variables?
(a) They point to data that contains an absolute or relative path to
an external file
(b) They don’t require that the image be available at design time
(c) They don’t require that you ensure the image format is
supported by the xPublish publishing engine for the selected
output format
(d) Both a and b
14. Which of the following components are part of the xPresso for Adobe
InDesign interface?
(a) Variable Definition panel
(b) Criteria panel
(c) xPresso Data Schema panel
(d) Both a and c
15. Which of the following statements are true about variables?

(a) You can format text and image variables
(b) You can use a data field to provide the variable’s value
(c) Variables are stored on the Data Schema panel
(d) Both a and b
16. Which of the following types of criteria can be used to control the
inclusion of content?
(a) Switch
(b) If-Else
(c) On/Off
(d) Both a and c
17. Which of the following scaling options can you apply to a static
image?
(a) First match
(b) Fill content to frame
(c) Fit size proportionally
(d) Both a and b
18. Which of the following are items that will be snapshot?

(a) Unsupported line styles
(b) Images that overfill their frames
(c) Non-rectangular frames
(d) Both b and c
19. Which of the following functions are performed in xDashboard?

(a) Job monitoring
(b) Job management
(c) Job history viewing
(d) Both a and c
20. At a minimum, which of the following functions must be performed in

xAdmin before you can publish a document?
(a) Deploy the document’s data source
(b) Deploy the document
(c) Define content stamps
(d) Both a and b
Answers
1. T / F – xPresso for Adobe InDesign enables you to develop dynamic
document templates that can ultimately create documents such as
marketing collaterals, catalogs, statements, and billing notices.
2. T / F – When you publish a document, xPression uses XML data to

satisfy criteria that select content and populate variables in the final
output.
3. T / F – External images referenced using relative paths through image

variables can reside anywhere on your client or server machine.
4. T / F – You should design your schema to include a root element and a

content model that allows for multiple records.
5. T / F – Subdocuments can only be placed on blank pages.
6. T / F – Arrays insert specific text or external images into the final

output.
7. T / F – Switch criteria can be used when you have content items that
should appear when a single data field contains a specific value.
8. T / F – The xPublish publishing engine is used by xPresso for Adobe

InDesign’s Preview PDF option on the Variable Definition panel menu.
9. T / F – You can not scale, rotate, or crop images placed in xPresso for
Adobe InDesign documents.
10. T / F – An inline frame loop enables you to loop through an entire

page and repeat the page as necessary according to the data.
11. Which of the following are parts of the xPresso Schematic?
(a) Toolbar
(b) Schematic outline
(c) Attributes area
(d) Both b and c
12. Which of the following statements are true about content groups?
(a) They can contain one or more content instances
(b) They are containers for dynamic content
(c) You should have a content group for each static section of your
document
(d) Both a and b
13. Which of the following statements are true about image variables?
(a) They point to data that contains an absolute or relative path to
an external file
(b) They don’t require that the image be available at design time
(c) They don’t require that you ensure the image format is
supported by the xPublish publishing engine for the selected
output format
(d) Both a and b
14. Which of the following components are part of the xPresso for Adobe
InDesign interface?
(a) Variable Definition panel
(b) Criteria panel
(c) xPresso Data Schema panel
(d) Both a and c
15. Which of the following statements are true about variables?

(a) You can format text and image variables
(b) You can use a data field to provide the variable’s value
(c) Variables are stored on the Data Schema panel
(d) Both a and b
16. Which of the following types of criteria can be used to control the
inclusion of content?
(a) Switch
(b) If-Else
(c) On/Off
(d) Both a and c
17. Which of the following scaling options can you apply to a static image?
(a) First match
(b) Fill content to frame
(c) Fit size proportionally
(d) Both a and b
18. Which of the following are items that will be snapshot?

(a) Unsupported line styles
(b) Images that overfill their frames
(c) Non-rectangular frames
(d) Both b and c
19. Which of the following functions are performed in xDashboard?

(a) Job monitoring
(b) Job management
(c) Job history viewing
(d) Both a and c
20. At a minimum, which of the following functions must be performed in

xAdmin before you can publish a document?
(a) Deploy the document’s data source
(b) Deploy the document
(c) Define content stamps
(d) Both a and b
Advanced xPresso for Adobe InDesign
Objectives:
• Understand how to work with the data
• Understand the concepts for grouping and linking frames
• Use the content loops to help create the document
• Understand and create dynamic charts
Copyright © 2008 EMC Document Sciences / Advanced xPresso for Adobe InDesign 164
Table of Contents
Advanced xPresso for Adobe InDesign Overview .............................................. 167
Working with Data.................................................................................... 168
Lesson: Loading a Schema...................................................................... 168
Lesson: Defining Variables ...................................................................... 169
Lesson: Creating an Address Block ........................................................... 171
Grouping Frames...................................................................................... 172
Lesson: Creating a Multi-Frame Content Group .......................................... 172
Advanced Content Loops ........................................................................... 175
Inline Frame Content Loops .................................................................... 176
Lesson: Creating an Inline Frame Content Loop ......................................... 176
Page Loops ........................................................................................... 183
Lesson: Creating a Page Loop.................................................................. 184
Table Loops .......................................................................................... 185
Lesson: Creating the First Table Loop ....................................................... 185
Lesson: Creating the Second Table Loop ................................................... 188
Advanced Formatting Options .................................................................... 192
Lesson: Adding Page n of m to a Master Page ............................................ 192
Lesson: Working with Layers ................................................................... 193
Lesson: Working with Transparency ......................................................... 197
Advanced Table Options ............................................................................ 198
Lesson: Adding a Page Level Subtotal....................................................... 198
Lesson: Using the GroupSum Function...................................................... 200
Lesson: Creating a Continuation Header.................................................... 203
Linking Frames and Optional Pages ............................................................. 205
Lesson: Creating Linked Frames .............................................................. 206
Lesson: Creating an Optional Page ........................................................... 209
Dynamic Charts ....................................................................................... 211
Supported Chart Types........................................................................... 211
Chart Fonts........................................................................................... 212
What’s Involved in Creating a Chart?........................................................ 212
Chart Templates .................................................................................... 213
Lesson: Creating a Chart Template .......................................................... 214
Lesson: Importing a Chart Template ........................................................ 219
Document Design Considerations................................................................ 221
Adobe Paragraph Composer .................................................................... 222
Using InDesign Styles ............................................................................ 222
Character Formatting Considerations ........................................................ 223
Text Formatting Considerations ............................................................... 223
Table Formatting Considerations .............................................................. 224
Text Variables ....................................................................................... 224
Gradient Color....................................................................................... 224
Line Support ......................................................................................... 224
Object Effects ....................................................................................... 225
Placed InDesign Documents .................................................................... 225
Master Pages ........................................................................................ 225
Creating Documents with Multiple Page Orientations................................... 225
Crop Marks ........................................................................................... 226
Bleeds ................................................................................................. 226
PostScript Support ................................................................................. 226
Spot Color ............................................................................................ 226
Font Considerations .................................................................................. 226
Fonts and Inline Frames ......................................................................... 227
Large Character Fonts ............................................................................ 227
PostScript Fonts .................................................................................... 228
AFP Fonts ............................................................................................. 228
Macintosh Fonts .................................................................................... 228
Image Considerations ............................................................................... 229
Including Images: External or Embedded? ................................................ 229
Working with Images in Your Document.................................................... 231
PostScript Transparency and Opacity ........................................................ 231
Advanced xPresso Design Tools Quiz ........................................................... 232
Q & A Objectives ................................................................................... 232
Preparation........................................................................................... 232
Quiz Categories ..................................................................................... 232
Questions ............................................................................................. 233
Answers ............................................................................................... 236
Advanced xPresso for Adobe InDesign Overview
During the course of this chapter, the class will cover many advanced xPresso
for InDesign tasks and concepts.
Who: Document Designer
chapter:

The xPresso for Adobe InDesign Working Environment
Dynamic Content
Working with Images
Formatting Content
Subdocuments
Introduction to xAdmin and xDashboard
When: Design Stage
Where: Document Development Cycle
Business Case
Production
Data
Analysis
Test and
Workflow
Sample
Create Identify
Document Modules and
System
Attributes
Admin
Why: This chapter gives you a more in-depth understanding of the capabilities of
xPresso for Adobe InDesign.
Working with Data
Your data has great impact on the final appearance of your document. The
data is used not only for personalization but also in controlling what content is
shown for each customer. It is critical that your data be set up correctly
before creating your document to avoid potential problems when it comes
time move your document into production.
You should have an XSD schema file and one or more XML files that conform
to that schema, and contain the information specific for the document you are
creating. These files should be accessible to the xPresso client computer for
testing purposes and to the xPression Workgroup Edition Server for
production. xPresso doesn’t currently support multiple XSD files
Once a schema is loaded in a document, you can use the fields to create
variables and arrays. Variables can be used to place customer specific data in
a document, or they can be used to determine the inclusion of content
through criteria. Arrays can drive content loops and provide the data for
dynamic charts.
Lesson: Loading a Schema

In this lesson you will learn how to load a schema into a document.
1. Start Adobe InDesign, if necessary, and on the File menu, click
Open.
2. Browse to the C:\Student_Directory\xPresso for InDesign CS3
\Advanced Lesson\Financial Statement\Source directory and
open the Financial Statement_Template.indd file.
3. Locate the Data Schema panel. If the Data Schema panel is not
visible, select Data Schema from the Window menu.
4. Click the Data Schema menu and select Load Schema. The Load
Schema dialog box appears.
5. Browse to C:\Student_Directory\xPresso for InDesign CS3
\Advanced Lesson\Financial Statement\CustomerData
\Schema and select the 3.0_MASTER.xsd file.
6. Click Open. The Select Repeating Record Root dialog box appears.
Select CUSTOMER.
7. Click OK. The Data Schema panel is populated with the contents of the
selected schema file.
Statement_MyName1.indd. Browse to
C:\Student_Directory\xPresso for InDesign CS3\Advanced
Lesson\Financial Statement\Source and click Save.
Lesson: Defining Variables

Now we are going to create variables in the document using fields from the
schema file we just loaded. There are several different ways to define
variables, in this lesson we will walk through each of them.
First, we will create a variable from the Variable Definition panel and map it to
a field in the Schema.
1. Locate the Variable Definition panel, click the Variable Definition
menu , and select Define Variable. A new variable, called New
Variable, appears at the bottom of the panel.
2. Select the text New Variable in the Name field, and delete it. Type
ClientTitle.
3. Click the browse button next to the Mapping field. The Select Schema
field dialog box appears.
4. Select TITLE under CUSTOMER_DEMOGRAPHIC.
5. Click OK. Your new ClientTitle variable is now mapped to the TITLE
data field in the schema.
6. Repeat the previous steps to create a ClientMiddleInit variable. Use
the MIDDLE_INITIAL field under CUSTOMER_DEMOGRAPHIC for the
variable mapping.
Next, we will create a variable directly from the Data Schema panel. If
your panels are docked together, you will need to separate either the
Data Schema panel or the Variable Definition panel to proceed with the
following steps.
7. Select the ADDR1 field (located under CUSTOMER_DEMOGRAPHIC) in
the Data Schema panel.
8. Click the Variable Definition menu and select Define Variable
From Schema. A new variable, ADDR1, appears at the bottom of the
Variable Definition panel.
9. Rename the variable to ClientAddr.
Lastly, we will create variables by dragging one or more at a time from
the Schema panel into the Variable Definition panel.
10. Select the CITY field (located under CUSTOMER_DEMOGRAPHIC) in
the Data Schema panel, press the Ctrl key and then select the STATE
field.
11. Drag both fields from the Data Schema panel and drop them on the
Variable Definition panel. They appear in the variable list.
12. Select the CITY variable and rename it to ClientCity.
13. Select the STATE variable and rename it to ClientState.
14. Save the file.
Lesson: Creating an Address Block
Now that we have created our address variables, we can place them in the
document to create an address block.
1. Locate the address frame at the top of the first page of the document.
2. Select the first row of text in the frame and delete it.
3. Select ClientTitle in the Variable Definition panel and drag it into the
text frame. The variable appears on the page.
4. Move the cursor outside of the variable markers and type a space.
5. Place the ClientFirstName, ClientMiddleInit, and ClientLastName
variables on the first line of the block, ensuring that you add the
proper spaces between each variable. When you are done, the line
should appear as shown here.
6. Select [insert address] and delete it. Place the ClientAddr variable
on the line.
7. Select [insert city, state, zip] and delete it.
8. Place the ClientCity, ClientState, and ClientZip variables on the
line, ensuring that you add the proper spaces and punctuation
between variables. Your frame should now appear as shown here.
Grouping Frames
If your design requires multiple frames to display one piece of dynamic
content controlled by a single content group, you’ll need to make sure you
create the frames in the correct way so that you can select all your content
for inclusion in a content group. There are two ways in which you can create
the multi-framed content: inline frames and grouped frames.
When you create content groups with inline frame content, you are limited
where you can place frames within the main text frame. Frames controlled by
the same content group must be placed in a text line, which makes it more
difficult to place the frames in a specific location. For example, it would be
difficult to place a frame in the top left corner and then another frame in the
bottom right corner. Adding text may also move frames once they are placed.
Grouping frames provides more flexibility in frame location, since you can
place the frames anywhere on the document page and control the grouped
frames from a single content group. Once you select and group the frames,
you can create the content group for the grouped frames. This method,
however, only works well for content groups that have only one instance. If
you try to create a new instance, or clone an instance, xPresso for Adobe
InDesign will copy the existing instance into the new instance, and you will
not be able to make any changes to the new instance since the frames are
grouped. If you ungroup the frames, xPresso for Adobe InDesign can’t keep
the frames as a content group, so it will delete the content group and
everything associated with the group including the original instance.
Lesson: Creating a Multi-Frame Content Group

In our document we need to create two separate frames to display our
content that always displays under the same circumstances, so we want to be
able to define one set of criteria to control the inclusion of both frames.
1. Navigate back to the first page if you’re not already there. Using the
Type Tool , draw a rectangular frame next to the address block on
the first page of the document.
2. Click inside the frame. Open the Paragraph Styles panel and select
Headline.
3. Type the following text in the frame: Welcome to the (space)
4. Expand the ORGANIZATION array and select NAME on the Variable
definition panel, and drag it into the new text frame.
5. Add a space, and then type: Family!
6. We want this text to appear for new customers. To further welcome

them, we also want to add a picture of their representative. Using the
Rectangle Frame Tool , draw an image frame next to the new text
frame we just added.
7. Expand the REPRESENTATIVE array and select PHOTO on the

8. Click the Schematic menu , and select Add Image Variable. An
image variable called PHOTO appears in the Schematic and the image
frame has variable markers around it.
9. Click the Selection Tool . While pressing CTRL+SHIFT, click the
new image frame and the new text frame we just added. Both frames
should be selected.
10. Right-click the selected frames and select Group. The frames are now
grouped, and selected as one.
11. Click the Schematic menu , and select Create Content Group. A
new content group is added the Schematic, containing a content
instance with the NAME and PHOTO variables in it. Variable markers
appear around the group of two frames.
We can now add criteria to the content group that will control the
inclusion of both frames.
12. In the Schematic attributes area for the content group, rename it to
New Client Welcome.
13. Click the browse button next to the On/Off field. The On/Off Criteria
dialog box appears.
14. Click the browse button next to the Variable field and select
EXISTING_CUSTOMER from the Select Variable dialog box that
appears. Click OK.
15. Select = from the Is drop-down list. Ensure Value is selected, and
then type false on the field.
16. Click OK. The content group attributes should now appear as shown
here.
17. Select the content instance in the Schematic. In the attributes area,
rename the instance to Welcome and Photo.
18. Select the PHOTO image variable in the Schematic. In the attributes
area, change the ImageFitOption to Fit Content Proportionally.
Statement_MyName3.indd. Browse to C:\Student_Directory\
xPresso for InDesign CS3\Advanced Lesson\Financial
Statement\Source and click Save.
20. Now let’s see how our new grouped content and criteria work. Click the
Variable Definition menu and select Apply Variable Data.
InDesign CS3\Advanced Lesson\Financial Statement\
CustomerData directory, and select the INDESIGN_MASTER.xml
file.
22. Page through the data file (using the arrows at the bottom of the
Variable Definition panel) to record number 4 to see the result when a
new customer record is assembled.
23. Reset the variable data, and then save the file.
Advanced Content Loops

If you have information in your data that you want to loop through to create
content in your document, you can add a content loop in xPresso for Adobe
InDesign. There are four types of content loops:
• Text range loop. Enables you select a range of text and variables, and
have that content repeat in the document with new variable content while
xPresso for Adobe InDesign loops through your data.
• Table loop. Enables you to select rows of a table and create a content
loop to populate those rows.
• Inline frame loop. Enables you to create an inline frame, add variables
and content, and then have that inline frame repeat in the document with
new content while xPresso for Adobe InDesign loops through your data.
• Page loop. Enables you to loop through an entire page and repeat the
page as necessary according to the data.
For each type of loop, you can define filter criteria that controls when the loop
is processed in the document. This is useful when a loop is only valid for
certain instances of your dynamic document.
In this section we are going to create a complex inline frame loop, a page
loop and a couple of table loops.
Inline Frame Content Loops
This section will introduce creating a complex inline frame content loop. Inline
frame content loops enable you to create a “template”, a group of objects
that will repeat on the same page for as many occurrences of the data that
appear in the record. The template can include a combination of variable
images, variable text, and static content.
Lesson: Creating an Inline Frame Content Loop

In this lesson we will create a template that displays marketing information
consisting of an image, variables, and rotated static text. We will build the
“template” for this information and then create a content loop from that
template so that it will be repeated for every record.
Since our loop template contains several different parts, we are going to
break the process up a bit for clarity.
Creating the Template Frame
We need to create the array that contains the data we want to loop through,
then we will create our template frame.
1. We need to first create the array that will contain the data to drive our
loop. Expand the PROMOTION array and select the STOCK element
in the Data Schema panel.
2. Drag STOCK onto the Variable Definition panel. An array appears in

the list. Now we are ready to create our template.
3. Scroll to page 7 of the document and select the frame on the page.
Resize the frame so that it only covers about half of the page.
4. Select the Type Tool in the InDesign Tools panel and draw a
rectangular frame slightly more narrow that the column width.
5. Right-click the frame and select Cut.
6. Select the Type Tool , place the cursor is inside the bigger frame,
right-click in the main frame and select Paste. The smaller frame
appears within the main frame.
7. Use the Selection Tool to ensure the pasted frame is selected as
shown below (small squares appearing on the frame borders).
8. Select the STOCK array in the Variable Definition panel.

9. Click the Schematic menu , and select Create Content Loop. A
content loop appears in the Schematic, and variable markers appear
around the frame.
10. In the Schematic attributes area at the bottom of the pane, rename
the loop to STOCK PROMO INLINE LOOP.
Adding an Image Frame
Now that we have our template frame defined, we want to add a variable
image frame inside the template.
1. Select the Type Tool from the InDesign Tools panel and click
inside the smaller frame we just created.
2. Select the Rectangle Frame Tool and draw a square frame inside
of the content loop frame.
3. Select the Selection Tool and drag the small frame outside of the
main frame.
4. Right-click the small frame and select Cut.
5. Select the Type Tool and place cursor is inside the bigger frame,
right-click inside the content loop frame and select Paste.
6. Using the Selection Tool , click the image frame you just pasted.
7. Select STOCK_IMAGE_REFERENCE under the STOCK array on the

Variable Definition panel, and drag it into the small image frame. A
dialog box appears.
8. Click Yes. An image variable is added under the STOCK PROMO

INLINE LOOP in the Schematic, and variable markers appear around
the frame.
9. Select STOCK_IMAGE_REFERENCE in the Schematic. The image

variable’s attributes appear in the attributes area.
10. Select Fit Content Proportionally for the ImageFitOption, and
Center for the vertical alignment.
11. Save the file.

Adding a Rotated Text Frame
To help attract attention to the content in our loop, we are going to add a
rotated text frame.
1. Using the Type Tool , draw a small rectangular frame in the white
space outside of the main frame.
2. Open the Paragraph Styles panel, and select Headline. Type Green in
the new frame.
3. Select the text, open the Swatches panel, and select C=75 M=5
Y=100 K=0.
4. Select the frame with the Selection Tool . On the InDesign Object
menu, select Transform, and then Rotate. Type 45 for the angle.
5. Click OK. The frame is now rotated at a 45 degree angle.
6. Right-click the “Green” frame and select Cut. Place the cursor inside
the content loop frame using the Type Tool , then right-click and
select Paste.
Adjust the new frame’s size and move it closer to the image frame, if
necessary.
7. Save the file.
Adding a Promotional Text Frame
We have our image frame, and our eye-catching rotated frame, now we need
to add a text frame that will contain the promotional text for our marketing
message.
1. Using the Type Tool , draw a rectangle outside of the main frame
that will fit within the remaining space of the content loop frame. You
can drag the frame up to the content loop frame to check the size,
then drag it back outside the main frame.
2. Right-click and select Cut.
3. Select the Type Tool and click in the content loop frame.
4. Ensure that the blinking cursor is inside the content loop frame and
then right-click and select Paste.
5. Click in the promotional frame. Select STOCK_PROMOTION (located

in the STOCK array) from the Variable Definition panel and drag it into
the promotion frame.
6. Save the file.
Adding a Header and Disclaimer Text
The last steps we need to do to complete our marketing message are to add a
header that describes what the message is about and a legal disclaimer.
1. We need to leave room at the bottom to place the disclaimer text.
Using the Selection Tool , select the main frame and resize it so
that it almost fills the entire page.
2. We need to add a heading to our loop content. Using the Type Tool
, draw a rectangle frame above the main frame, and below the
header.
3. Click in the frame and type Popular Green Stocks. Select the text
and open the Paragraph Styles panel. Select Headline.
4. Open the Swatches panel and select C=100 M=90 Y=10 k=0.
5. On the InDesign Type menu, select Paragraph. On the Paragraph
panel, click Center.
6. Close the panel box. Your heading should appear as shown here.
7. Now we need to add a frame to place our disclaimer. Using the Type
Tool , draw a rectangular frame below the main frame.
8. Click in the frame, and from the Paragraph Styles panel, select body
copy.
9. Type the following disclaimer text:
Any of the trademarks, service marks, collective marks, design
rights, personality rights or similar rights that are mentioned,
used or cited in the articles of the Concordant Asset
Management Newsletter are the property of their respective
owners.
10. Save the file.

11. Now let’s apply data to see how our inline frame loop turned out. Click
the Variable Definition menu and select Apply Variable Data.
InDesign CS3\Advanced Lesson\Financial
Statement\CustomerData directory, and select the
INDESIGN_MASTER.xml file.
13. Reset the variable data, and then save the file.
Page Loops
If you have iterative data that fills an entire page, or multiple pages, and you
want to loop through that data and create new pages for each iteration, you
can use a page loop. A single page, a range of pages, or all the pages in your
document can be included in the page loop. You can only select one variable
array for the page loop, so all the data needs to be included in that array.
In this lesson, we have several accounts to detail in the statement. We’ll use
a page loop to create a page for each account in the data file.
Lesson: Creating a Page Loop
In this lesson we’ll create the page loop that will generate the necessary
pages to display all the repeating record data.
1. Navigate to page 6 in the document.
2. Select ACCOUNT_DETAIL_INFO_SUMMARY on the Variable
Definition panel (this is the variable array we’re looping on).
3. Click the Schematic menu , and select Create Page Loop. The Page
Loop Setting dialog box appears.
4. Select Page Range and type 6.
5. Click OK. The words “Begin of Page Loop” and “End of Page Loop”
appear at the top of the page. And the page loop appears in the
Schematic.
6. Rename the page loop to ACCOUNT_DETAIL_INFO_SUMMARY in

the Schematic attributes area.
7. Select the uppermost red shaded frame on the page (LOOP PAGE ON
ACCOUNT_DETAIL_INFO_SUMMARY) and delete it. The red frames
are just reminders of what we need to do on the page. We created our
page loop, so we can delete the reminder.
Statement_MyName5.indd. Browse to C:\Student_Directory
\xPresso for InDesign CS3\Advanced Lesson\Financial
9. Apply data using the INDESIGN_MASTER.XML. Page through the
document and notice that the content of page 6 repeats for four
different accounts.
10. Reset the variable data.
Table Loops
To create our table loop we will first create an InDesign table using the
InDesign Table menu, then we will assign content loops to the rows to
populate the table. This approach gives you the most control over the table
formatting and content flow. You can choose which fields go into which
columns or rows (since you can loop on multiple rows). You can also include
data in a single table that may not be in the same parent data field, since you
can create multiple loops in a table. In a sense it enables you to map fields
that may be in a different order and in different rows into a table structure for
publishing. Using the InDesign table enables you to use static rows for
headings or groups while indicating a row beneath to repeat with the data.
With content loop tables you can include such things as continuation headers
and footers, which are not available when you create a table using a table
variable.
Table variables and dynamic tables created with an InDesign table can be
arbitrarily rotated to any angle on the document page. You can define widow
and orphan settings for each table to control how the table breaks.
In this lesson we will create two tables, one to display transaction amounts
and one to display the details. Each will be in its own loop. In one of the
tables we will include variables from two different arrays (something you can’t
do with a table variable).
Lesson: Creating the First Table Loop

In this lesson we’ll create a table loop that will display the account holdings
for each account in the data. We’ll also add a couple of other variables to the
table that will come from a different array.
1. Navigate back to page 6 if you’re not there already. Select the Type
Tool on the InDesign Tools panel, and click the cell that appears
under Asset Class.
2. Expand the ACCOUNT_DETAIL_INFO array and select AssetClass

on the Variable Definition panel, and drag it into the cell.
3. Click the cell under the Symbol heading. Select Symbol (located in the
ACCOUNT_DETAIL_INFO array) on the Variable Definition panel, and
drag it into the cell.
4. Place the following variables (located in the ACCOUNT_DETAIL_INFO
array) into the appropriate cells.
Click in the cell under this heading Place this variable

Description Description
Quantity Quantity
Price as of END_DATE Price
Total Cost Basis TotalCostbasis
Total Value as of BEGIN_DATE TotValBegin
Total Value as of END_DATE TotValEnd
Your table should appear as follows.
5. Now we want to add some totals to our table. In the last cell of the
Total Value as of BEGIN_DATE column, place the TotValBeginSum
variable. And in the last cell in the Total Value as of END_DATE
column, place the TotValEndSum variable.
The table should now look like this.
6. Select the first row of the table (where we just placed most of the
variables).
7. Select ACCOUNT_DETAIL_INFO in the Variable Definition panel.
8. Click the Schematic menu , and select Create Content Loop. The
content loop appears in the Schematic under the page loop, and the
row is marked with variable markers.
All the variables we added to the table appear in the content loop.
9. Using the Selection Tool , select the red shaded frame that
appears in the middle of the page (LOOP ACCOUNT HOLDINGS ON
ACCOUNT_DETAIL_INFO) and delete it. We just performed that
step, so we no longer need the reminder.
10. Select TotValBegin under the ACCOUNT_DETAIL_INFO loop in the
Schematic.
11. Click the browse button next to the Format field in the attributes
area. The Number Formatting dialog box appears.
12. Select English (United States) for the locale, select the Use
Thousands Separator check box, and type 2 for the decimal places.
Select the Currency Symbol check box, and select Before.
13. Click OK. Select TotValEnd under the ACCOUNT_DETAIL_INFO

loop in the Schematic. Format the variable in the same way as the
TotValBegin variable.
14. Format the TotValBeginSum and TotValEndSum variables located in
the ACCOUNT_DETAIL_INFO_SUMMARY page loop the same way
we formatted the previous two variables.
15. Save the file.
Lesson: Creating the Second Table Loop
In this lesson, we’ll create a table loop that will display the account
transaction details for each account in the data.
1. We are now going to add variables to the Account Transaction Details
table. Click in the cell under Date.
2. Expand the TRANS_DETAILS array and select TransactionDate on

the Variable Definition panel and drag it into the cell.
3. Select the TransactionDate variable that appeared in the Schematic.
4. Click the browse button next to the Format field in the attributes
area. The Date & Time Formatting dialog box appears. Select the
03-25-2003 date format.
5. Click OK. Now we need to populate the rest of the cells in the table.
6. Place the rest of the variables (located in the TRANS_DETAILS array)
in the table according to the chart below.

Activity Type ActivityType
Quantity Quantity
Symbol/Description Symbol
Unit Price UnitPrice
Debits Debits
Credits Credits
Amount Amount
Notes Notes
7. Click in the Symbol/Description header cell after the slash (/), and
press Enter.
8. Select the UnitPrice variable in the table. Click the Schematic

menu , and select Variable Formatting. The Number Formatting
dialog box appears.
9. Select English (United States) for the locale, select the Use
Thousand Separator check box, and type 2 for the decimal places.
Select the Currency Symbol checkbox and select Before. Click OK.
10. Format the following fields in the table in the same way: Debits,
Credits, and Amount.
11. Select the body row of the Account Transaction Details table.
12. Select the TRANS_DETAILS array on the Variable Definition panel.

Click the Schematic menu , and select Create Content Loop. The
TRANS_DETAILS content loop appears in the Schematic and variable
markers appear on the table row.
13. Using the Selection Tool , select the last red shaded frame on the
page and delete it.
14. Save the file.
15. Select the ACCOUNT_DETAIL_INFO_SUMMARY page loop in the
Schematic. Click the Schematic menu , and select Apply Data to
Item.
16. Browse to C:\Student_Directory\xPresso for
CustomerData and select INDESIGN_MASTER.xml and click Open.
17. Navigate to page 6 and view the data. There should be multiple pages
of transactional tables, one for each account in the record.
18. Reset the variable data and save the file.
Advanced Formatting Options
InDesign offers several features that you can take advantage of when
creating your xPresso for Adobe InDesign documents. This section will discuss
adding page n of m numbers to a master page, working with layers, and
transparency.
Lesson: Adding Page n of m to a Master Page

InDesign master pages enable you to define features that appear repeatedly
in your document in one place, and have them occur on every appropriate
page. This also makes updating these items easier, as they only need to be
changed in one location to be updated throughout the document. Master
pages commonly contain such things as headers and footers, images, and
page number schemes.
In this lesson, we will add to the master page page n of m numbering that will
appear in the footer of every page in the document.
1. Click the Page list on the InDesign status bar at the bottom of the
window. Select A-Master from the list.
2. The master page appears. Using the Type Tool , draw a small
frame in the lower right corner of the page, outside of the blue footer
frame.
3. Drag the frame into the blue footer frame.
4. Select the Type Tool and click in the frame. Type Page and a
space. On the InDesign Type menu, select Insert Special Character,
Markers, and then click Current Page number.
5. Add a space and type of and another space. Click the Schematic
menu , select Add Total Page Number.
6. Highlight the text in the frame and open the Swatches panel. Select
Paper. Your frame should appear as shown here.
7. Select a page number from the page list on the status bar. Page
through the document and notice that all the pages using Master
Page A now have a page n of m page number.
Lesson: Working with Layers

InDesign layers enable you to create different page layouts for your
document. xPresso for Adobe InDesign enables you to make those layers
conditional, so that they only appear in the output for the appropriate data
record. This means you can have several different layout versions contained
within a single document.
In this lesson you will learn how to create layers and make them conditional.
We want to have two different layouts on one page in our document. The
document currently has one layer. We want to retain that layer, but add two
new layers for the page with the different possible layouts. We’ll make the
two new layers conditional, so that a specific layout and content shows
depending on the value of a certain data field.
1. Navigate to page 8 in the document.
2. Open the Layers panel. Click the Layers panel menu and select
New Layer. The New Layer dialog box appears.
3. Select Green for the color to be used for the Guides on Layer 2. This
helps to distinguish which layer is active. Leave all the other options at
their defaults.
4. Click OK. A new layer is added to the Layers panel.
5. We have already created a file for you to use that contains the layout
we want to add to our layer. To copy the content from this predefined
layer, we must first open this file. Open the file Layers.indd, located
in the C:\Student_Directory\xPresso for InDesign CS3
\Advanced Lesson\Financial Statement\Source directory.
6. Navigate to page 1 in the document. Select the main frame on the
page, and then press Ctrl-A to select all the frames.
7. From the Edit menu, select Copy. Return to the Financial
Statement_MyName6.indd file (select it from the Window menu).
8. Ensure Layer 2 is selected and visible (the eye icon is displayed).
9. Select the main frame on page 8 and delete it. Right-click the page
and select Paste. Center the pasted frames on the page.
10. Open the Layers panel (if necessary), and click the eye icon next to
Layer 2 to hide it.
11. Click the Layers panel menu and select New Layer. The New
Layer dialog box appears.
12. Select Red for the color to be used for the Guides on Layer 3. Leave
all the other options at their defaults.
13. Return to the Layers.indd file and go to page 2. Select the main frame
on the page, and then press Ctrl-A to select all the frames.
14. From the Edit menu, select Copy. Close the Layers.indd file (don’t
save any changes to the file) and return to the Financial
Statement_MyName6.indd file.
15. Ensure that Layer 3 is selected and visible. Hide Layer 2 (clear the
eye icon), so that you don’t see the frames from Layer 2 on the page.
16. From the Edit menu, select Paste. Center the newly pasted frames on
the page.
17. Hide Layer 3 (click the eye icon) and select Layer 2 and make it
visible (display the eye icon).
18. Click the Schematic menu and select Add Conditional Layer.
Layer 2 appears in the Schematic under the Conditional Layer Folder.
19. Rename Layer 2 to College Savings in the Schematic attributes area.

20. Hide Layer 2 (click the eye icon) and select Layer 3 and make it
visible (display the eye icon).
21. Click the Schematic menu and select Add Conditional Layer.
Layer 3 appears in the Schematic under the Conditional Layer Folder.
22. Rename Layer 3 to Retirement Savings in the attributes area.
Next we are going to add ON/OFF criteria to specify when each of the
layers should be visible.
23. Select the College Savings layer in the Schematic. Click the browse
button next to the On/Off field in the attributes area. The On/Off
criteria dialog box appears.
24. Click the browse button next to the Variable field and select Advice
from the Select Variable dialog box. Click OK.
25. Select = from the Is drop-down list, ensure Value is selected and
type College in the field.
26. Click OK. Select the Retirement Savings layer in the Schematic.
Click the browse button next to the On/Off field in the attributes area.
The On/Off criteria dialog box appears.
27. If the customer’s Advice field is equal to anything other than College,
we want Layer 2 to be visible. Select <> from the Is drop-down list,
ensure Value is selected and type College in the field.
29. Now let’s see our layers in action. Click the Variable Definition
menu and select Apply Variable Data.
file. Click Open.
31. Navigate to the last page of Record 1’s document. Notice that the
Retirement Savings layer is displayed. That’s because Record 1’s
Advice field has a value of Charitable. Remember, Advice=College,
show the College Savings layer, Advice<>College, show the
Retirement Savings layer.
32. Click through the remaining records and notice the layer that is
displayed on the last page. Record 2’s Advice field has a value of
College, so the College layer displays. Record 3’s Advice field has a
value of Retirement, so the Retirement Savings layer displays.
33. Click the Variable Definition menu and select Reset Variable
Data.
34. Select Layer 1 and make it visible. Close the Layers panel.
35. Save the file.
Lesson: Working with Transparency

Transparency is supported in xPresso for Adobe InDesign documents using
.eps images. Transparency occurs when the .eps image has no background
color, so when it is placed on top of another area in the document, the lower
object’s color will show through.
Opacity is not supported in xPresso for Adobe InDesign. Opacity is used by
the InDesign Transparency panel. It enables the whole object or image to be
less than 100%. The Transparency panel in InDesign refers to the object’s
opacity, and not transparency.
In this lesson we will place a transparent .eps image in our document.
1. Go to the A-Master page. Increase the zoom if necessary. Adjust the
page so the lower left corner is visible in the workspace.
2. Using the Rectangle Frame Tool , create a frame in the footer
area.
3. From the File menu, select Place. Browse to C:\Student_Directory\
xPresso for InDesign CS3\Images and select
ConcordantAssetManagement.eps. Click Open.
4. From the Object menu, select Fitting, and then select Fit Content
Proportionally.
Advanced Table Options

When using dynamic tables in your document, there are many different
options available for formatting and controlling the flow of the table. In this
section, we will incorporate a few of these options to enhance the dynamic
tables in our statement.
Lesson: Adding a Page Level Subtotal

Your design may call for a subtotal to appear in a table. In xPresso for Adobe
InDesign, you can easily add a page level subtotal to any table header or
footer. The range for the subtotal is page level, meaning that if the table
flows onto another page, the subtotal will only calculate the total of values
that appears on the page the subtotal appears on.
In this lesson we will add a subtotal to a table in our document.
1. Navigate to page 2 of the document.
2. Click inside the table cell and select “[subtotal]”. Click delete.
3. Click the Schematic menu and select Add SubTotal. Subtotal

appears in the table cell, and a Subtotal item appears in the
Schematic.
4. Select subtotal in the Schematic. In the attributes area, click the

browse button next to the Format field. The Number Formatting
dialog box appears.
5. Select English (United States) as the locale, select the Use
Thousands Separator check box, and type 2 for the decimal places.
Select the Currency Symbol check box, and select Before.
6. Click OK.
7. From the InDesign File menu, select Save As and use the file name
Financial Statement_MyName9.indd. Browse to
C:\Student_Directory\ xPresso for InDesign CS3\Advanced
Subtotals are calculated during the publishing process, so in order to
see the result, you need to create a PDF preview or publish the
document on the server.
file. Click Open. The Export Option dialog box appears.
10. Leave all the settings at their defaults and click OK. If the Preview PDF
Message appears, ignore any messages and click Continue. A
progress dialog displays, then once the publishing process is done, the
document opens in Adobe Reader.
11. Navigate to page 2 and notice the subtotal that appears in the table
12. Close Adobe Reader. Save the xPresso for Adobe InDesign file.
Lesson: Using the GroupSum Function

The GroupSum function can be used in an expression type variable to total
items in your document. In this lesson, we will use it to total the account
balances on our statement.
1. Navigate to page 2 in the document. Locate the Value on
Begin_Date column in the table.
2. Select the placeholder text [groupsum] in the last cell of the column,
and delete it.
3. Expand and select the ACCOUNT_GENERAL_INFO array in the

4. Click the Variable Definition menu , and select Define Array
Item. A new array item appears in the array.
5. Rename the new array item to InitialAmountTotal in the variable
attributes area at the bottom of the Variable Definition panel. Select
float for the value type, and select Expression for the mapping type.
6. Click the browse button next to the Mapping field. The Variable
Expression dialog box appears.
7. Select Group Functions. Double-click groupSum(variable_field,
variable_scope). The function appears in the box at the top of the
dialog box.
8. Select the placeholder text variable_field in the expression and press

Delete. Click Select Variable. Expand the
ACCOUNT_GENERAL_INFO array and select InitialAmount. Click
OK. Your expression should look like this:
9. Select the placeholder text variable_scope in the expression and

delete it. Click Select Variable and select
ACCOUNT_GENERAL_INFO. Click OK. Your expression should now
look like this:
10. Click Verify. If your expression is valid, you’ll see an “OK” message
under the expression box.
11. Click OK to close the Variable Expression builder dialog.

12. Back in the document, click inside the cell at the bottom of the Value
on BEGIN_DATE column. Select the InitialAmountTotal array item
on the Variable Definition panel and drag it into the cell.
13. Format the variable as shown here.
14. Save the file.

17. Click OK. Adobe Reader opens and displays the PDF file.
18. Navigate to page 2 and notice the groupsum total in the table.
19. Close Adobe Reader. Save the xPresso for Adobe InDesign file.
Lesson: Creating a Continuation Header

In some cases, a table may not fit completely on one page, and will need to
continue on the next page. In this situation, you might want to include a
continuation header in the part of the table continued on the next page. This
ensures that the customers know the table is continued from the previous
page, and not a new table.
In this lesson we will create a continuation header.
1. Open the Pages panel. Click the Pages menu , and select Insert
Pages.
2. Type 2 for the number of pages, select to insert After Page, and then
type 8. Ensure A-Master is selected.
3. Click OK. Two pages are added to the end of the document.
4. Open the Charitable Organizations.indd file located in
Lesson\Financial Statement\Source.
5. Using the Selection Tool , and while pressing the Shift key, select
all three frames on the page.
6. From the Edit menu, select Copy. Close the Charitable
Organizations.indd file without saving any changes.
7. Return to the Financial Statement_MyName9.indd file. Ensure you
are on page 9, then right-click and select Paste. Drag the pasted
frames so that they are centered on the page.
8. Using the Type Tool , select the text FOUNDATION_NAME that

appears in the first column of the table, and press Delete.
9. Expand the CHARITABLE_FOUNDATIONS array on the Variable
Definition panel and expand it. Select FOUNDATION_NAME and drag
it into the first column of the table.
10. Delete the FOUNDATION_LOCATION and the FOUNDATION_DESC

text in the table. Select the matching variable in the Variable Definition
panel for each entry and drag it into the appropriate cell.
11. Select the table row. From the Table menu, select Table Options,
and then Headers and Footers. The Table Options dialog box
appears.
12. Type 1 for the number of header rows.
13. Click OK. A header row is added to the table.

14. Click in the first cell of the header row and type Foundation Name.
Click in the second cell and type Location, and then click in the third
cell and type Description of Foundation.
15. Select the header row and set it to Bold text.
16. Select the body row of the table. Select the

CHARITABLE_FOUNDATIONS array in the Variable definition panel.
17. Click the Schematic menu , and select Create Content Loop.
19. Click the Variable Definition menu and select Apply Variable
Data.
file. Click Open.
21. You’ll notice that the table in the assembled document overflows the
frame. The Linked Frames lesson that we will be doing in the next
section will enable us to correct this problem. Once the frames are
linked, the content will flow to the next page, and you’ll be able to see
the results of the continuation header as well.
22. Reset the variable data and save the file.
Linking Frames and Optional Pages

There are a few options available to you when it comes to controlling the flow
of the content in your document. In this section we will explore two of these
options: linked frames and optional pages.
When you have content that needs to flow from one section of a page, or
from one page to another, InDesign enables you to thread (or link) individual
frames together. xPresso for Adobe InDesign offers a similar option with
Autoflow. When you use the Autoflow feature, new pages are generated as
necessary to set all the text. However, when the new pages are generated,
they also inherit all the content outside of the autoflow frame on the
originating page. This is not always the desired outcome. Using linked frames
enables you to flow content from one page to another without including any
content outside of the frame on the subsequent pages.
Optional pages enable you to ensure that none of your customers’ documents
will have blank pages if their data record didn’t have qualifying content for a
page in your document. In some cases, not all of your customers may have
data to populate all the areas of your document. If you use the optional page
function, when a page is encountered on which no content qualifies for
inclusion, that page is omitted from the output for that data record.
Lesson: Creating Linked Frames

In this lesson we will link two frames together so that our content flows from
one page to the next.
1. Navigate to page 9 of the document. Using the Selection Tool ,
select the frame containing the table.
2. Right-click the frame and select Copy. Go to the next page (page 10),
right-click and select Paste. Adjust the frame so that it fills the page
from top to bottom.
3. Select the entire table. You can do this using the Type Tool by
positioning it in the upper-left corner of the table and clicking when
the cursor becomes a diagonal arrow, or by right-clicking over any
table cell, selecting Select, and then clicking Table.
4. On the InDesign Table menu, select Delete and then Table to delete
the table from the page. Your frame is now empty, and is ready to be
linked to the frame on the previous page so that it can contain any
overflow content.
5. Navigate back to page 9. Using the Selection Tool , select the
frame containing the table. Click the out port in the lower right corner
of the frame. The cursor changes to an arrow with text box.
6. Navigate back to page 10, click the frame on page 10. The in port of
the frame on page 10, and the out port of the frame on page 9 should
both have arrows in them when the frames are selected.
8. Now that the frames are linked, let’s preview our document and see
how our table content flows. Click the Variable Definition menu ,
and select Preview PDF.
10. Click OK. Adobe Reader opens and displays the PDF file. Navigate to
page 12 and notice that the data from the table fills the entire page.
11. Go to page 13 and notice that the table continues on this page, and
includes the continuation header that we added in a previous exercise.
12. Close Adobe Acrobat and return to InDesign. Save the file.
Lesson: Creating an Optional Page
In this lesson we will designate the pages that contain the Charitable
Organizations table as optional so that they will not appear in the output for
records that have no data to populate the table.
We need to be careful how we set up an optional page. The frame that is used
to control the optional page can’t have any content in it for those records that
don’t have data to populate it. In this example, the optional content is
contained in a table with headers. So even if there is no data to populate the
body of the table, the headers and the table markings will still be contained
on the page. To the publishing engine, content is content and it will do its job
of printing any pages with content, causing the otherwise blank page to
appear in the output.
There is a simple way to avoid this behavior by essentially creating a frame
with invisible, optional variables. You can create a small frame on your page
that contains one of the optional variables. Change the color of the variable to
match the background color of the page, so that it appears “invisible” when
the document is published. Designate this frame as the control frame for the
optional page. If there is no data to populate that variable, the page doesn’t
appear. When the there is data, the variable will appear on the page, but
since we made it “invisible” you won’t be able to see it.
1. Navigate to page 9 in the document. Using the Type Tool , create

a small text frame anywhere under the “Wise donors…” text frame.
This will be our optional page designation frame.
2. Select the FOUNDATION_NAME variable (located in the

CHARITABLE_FOUNDATIONS array) on the Variable Definition
panel. Drag it into the newly created text frame.
3. Highlight the variable text in the frame, and on the Swatches panel,
select Paper. The frame should appear empty now, except for the
variable markers.
4. Select the small text frame, click the Schematic menu , and select
Optional Page. The words Optional Page now appear under the
frame.
5. Navigate to page 10. Since this page is here to contain the overflow
from the Charitable Organizations table, we need to designate it as
optional as well.
6. Select the frame, click the Schematic menu , and select Optional
Page. The words Optional Page appear under the frame.
Statement_MyName12.indd. Browse to C:\Student_Directory
\xPresso for InDesign CS3\Advanced Lesson\Financial
8. We’ll preview our document now and see how our optional pages work.
Click the Variable Definition menu , and select Preview PDF.
9. Apply data from the C:\Student_Directory\xPresso for
CustomerData \INDESIGN_NO_CHARITIES_RECORD.xml file.
The Export Option dialog box appears.
10. Click OK. Adobe Reader opens and displays the PDF file. Page through
the file. You’ll notice that the Charitable Organizations table doesn’t
appear in the document, and neither do the pages that the table
appears on.
11. Close Adobe Reader. Now let’s see what the document looks like for a
record that has data for the table. Select Preview PDF again, and this
time select the INDESIGN_MASTER.xml file.
12. Click OK. Adobe Reader opens and displays the PDF file. Page through
the file. Notice that the table appears as expected, and there is no sign
of our “invisible” frame.
13. Close Adobe Reader and return to InDesign. Save the file.
Dynamic Charts
Dynamic charts can significantly improve the look and readability of your
document. Chart design in xPresso for Adobe InDesign is done in a separate
application called Corda Builder, which can be optionally installed when you
install the xPresso for Adobe InDesign software. Once you create a chart
template in Corda Builder, you can import it into any xPresso for Adobe
InDesign document, where you will then define the data to be applied to the
template.
Supported Chart Types

Corda Builder enables you to design templates for many different types of
charts. xPresso for Adobe InDesign doesn’t support adding data to all of the
Corda supported chart types. For those types that are not supported as
dynamic charts, you can use them as static images in your document.
The following chart types are supported for use as dynamic charts in an
xPresso for Adobe InDesign Document:
• Area Graphs
• Bar Graphs
• Stacked Bar Graphs
• Line Graphs
• Line Bar Combo Graphs
• Pareto Graphs
• Pie Graphs
• Heat Maps
• Box Plot Graphs (basic support)
The following chart types are not supported as dynamic charts in xPresso for
Adobe InDesign; however, you can use these charts as static images in your
documents:
• Bubble Graphs
• Gauge Graphs
• Time Plot Graphs
• Radar Graphs
• X-Y Graphs
• Stock Graphs
The type of data you want to display should be taken into consideration when
selecting the chart type you decide to use. Here are some sample charts.
Chart Fonts
The Corda Builder software requires a special proprietary font format (.fsd)
that enables it to quickly generate many different types of images using a
variety of character sets. Corda Builder comes installed with a small number
of commonly used fonts (located in the <Corda Installation Directory>\
Resources\lib\fsfiles folder. If you want to use a different TrueType font, you
can convert the font using the Corda Font Converter.
Note: Corda doesn’t support OpenType fonts (.OTF) or Type 1 fonts.
The Corda Font Converter can convert fonts that:

• Are a Windows TrueType font.
• Have one of the following character mappings:
• Unicode
• Shift JIS (MS932) (for Japanese)
• Big5 (MS950) (for Traditional Chinese)
• GBK (aka PRC) (MS936) (for Simplified Chinese)
• Wansung (MS949) (for Korean)
• Do not create characters by combining multiple glyphs from the font. If it
does, the conversion completes successfully, but the characters do not
display correctly.
To import fonts on a non-Windows platform, copy the necessary TrueType
font files (.ttf) to the system where you need to import the fonts, and then
convert them using the Corda Font Converter.
What’s Involved in Creating a Chart?

Dynamic charts are easy to add to your xPresso for Adobe InDesign
document. Here is an overview of the steps necessary to create a dynamic
chart:
1. Chart template design is the first step in the process. This may be
done by yourself, or another person in your company. Chart templates
are created in Corda Builder, a third-party application that is optionally
installed with your xPresso for Adobe InDesign software. Corda Builder
enables you to design several different types of charts. Chart
templates are independent of documents, so once created, chart
templates can be imported and used in any xPresso for Adobe
InDesign document. And they can be used again and again with having
to recreate the same chart for a different document. Ensure that you
have converted any fonts that you want to use in your chart.
2. The next step is to figure out where the data you want to present in
the chart is stored (in what fields), and you’ll have to create variables
for the data on the xPresso for Adobe InDesign Variable Definition
panel. All the variable data used in a chart must reside in the same
array.
3. Once your data is defined, you are ready to create the dynamic chart
item in the xPresso Schematic. You’ll need to place a graphic frame on
the document page where you want the chart to appear and select it in
order to create a chart item, or you can select a graphic frame content
group in the Schematic.
4. After you add your chart item, you can import the chart template that
you want to use for this dynamic chart. You’ll need to know the
location of the templates, and have access to it from your xPresso for
Adobe InDesign client.
5. Once you have imported your chart template, it’s time to define the
data that you want displayed in the chart.
6. The final step is testing your dynamic chart to see how everything
looks. You can use the Apply Variable Data to Item option on the
Schematic menu to apply data only to the chart.
Chart Templates
Chart templates are created in Corda Builder. To launch the Corda Builder
application, locate and double-click the CordaBuilder.exe file. If Corda
Builder was installed in the default location, you’ll find the file in
C:\xPressoCharts\Builder.
Using Corda Builder to design chart templates gives you a lot of flexibility and
freedom to design charts for your document. Being careful to select one of
the supported chart types, you can design the template however you wish,
then import it into xPresso for Adobe InDesign.
Once a chart template is created, it should be stored in a location accessible
to xPresso for Adobe InDesign. Chart templates can be used multiple times,
and in different documents. Since the data is defined and associated within
the document, the same template can be used to show many different sets of
data.
The xPresso for Adobe InDesign User Guide doesn’t contain information about
using the Corda Builder software to create a chart template. For more
information about creating chart templates, please refer to the Corda online
help available within the Corda Builder application
To access Corda online help, click the Help button on the Corda Builder
toolbar. Click the Corda 7 Graph Guide link to learn about the different
chart types that you can create in the application. Click the Corda Builder
User Guide link to learn about using Corda Builder to create chart templates.
Working with Data in Corda Builder
Data definition for your chart is done in xPresso for Adobe InDesign after you
create and import the chart template. However, Corda Builder enables you to
use sample data while designing your chart template, which enables you to
better see what a chart will look like once real data is applied. The setting you
select for the location of the series data in the Corda Builder Data Editor will
be contained in the chart template and will be applied to the dynamic chart in
xPresso for Adobe InDesign.
The series location defines where in the chart the series data appears. When
you select Series data in rows, each row represents a series of data; when
you select Series data in columns, each column represents a series of data.
Lesson: Creating a Chart Template

In this lesson we will create a simple chart template using Corda Builder that
we will then import in our document in the next lesson.
1. Open Windows Explorer and navigate to C:\xPressoCharts\Builder.
Double-click the CordaBuilder.exe file. Corda Builder opens. You may
be asked to select your desired workspace format, choose either one.
2. Click Graph Gallery on the toolbar.
3. Select Line from the Type drop-down list. Click Basic Line.
4. Click OK. A basic line chart appears in the workspace.
5. Locate the Object Properties panel. Select Basic Line in the Name
field and rename the chart to Portfolio Value Over Time.
6. Expand the Data Label option in the Object Properties panel. Clear
the Show check box.
7. Collapse the Data Label option. Click the browse button in the Data
Editor field. The Data Editor dialog box appears. Click Clear All.
8. Click Yes to clear the data. We are going to enter some sample data of
our own to better represent our live data.
9. Type the three letter abbreviations of the months of the year in
column A, starting with row 2 (leave cell A1 empty).
10. Select cell B1 and type Portfolio Value. Select cell C1 and type Net
Investment Value. Expand column C so that the entire heading
shows.
11. Type the numbers 1-12, moving down column C.
12. Select cell B2. Type random values for each row in the column.
13. Select Series data in columns. This value is only defined here, and is
not editable when the chart is imported into xPresso for Adobe
InDesign.
14. Click OK. In the Object Properties pane, expand the Graph Settings
option. Click the browse button in the Color Panel field. In the Color
Editor dialog box, select the Corda theme.
15. Click OK. Collapse the Graph Settings option.

16. Expand the Grid option in the properties pane, and select Inner
Lines, and then select Vertical. Select Major Grid Line and clear the
Line Style check box.
17. Select the chart workspace, and from the Insert menu, select
Legend. Select the legend and reposition it so it appears in a single
line at the bottom of the chart workspace. Resize the chart so that it
fills the workspace.
18. From the File menu, select Save As. Browse to
Lesson\Financial Statement\Source and save the file as Portfolio
Value Over Time_XX.itxml (where XX represents your initials).
19. Close Corda Builder.
Lesson: Importing a Chart Template

Now that we have done our chart design and created our template in Corda
Builder, we are ready to import the template into xPresso for Adobe InDesign
and place it in our document.
1. In xPresso for Adobe InDesign, open Statement_MyName12.indd, if
necessary. Navigate to page 2 of the document.
2. Using the Rectangle Frame Tool , draw a rectangle frame under
the chart caption.
3. Click the Schematic menu , and select Add Dynamic Chart. A

Dynamic Chart item appears in the Schematic, and variable markers
appear around the frame.
4. Select the Dynamic Chart item in the Schematic. Rename the item in
the attributes area to Portfolio Value Over Time Chart.
5. Click Import. Browse to C:\Student_Directory\xPresso for
InDesign CS3\Advanced Lesson\Financial Statement\Source
and select Portfolio Value Over Time_XX.itxml (where XX
represents your initials). This is the chart you created in the previous
exercise.
6. Click the browse button next to the Data Definition field. Click Set
Variable. Locate and expand the PortSumValTimeChart array and
select PortfolioValue. Click OK.
7. Select PortfolioValue in the table and click Set Name. Type

Portfolio Value and click OK.
8. Click Set Variable and select NetInvestValue from the same array.
Click OK.
9. Select NetInvestValue in the table and click Set Name. Type Net
Investment Value and click OK.
10. Click Select, located in the lower portion of the dialog box, and select
Month from the PortSumValTimeChart array. Click OK.
11. Click OK on the Data Definition dialog box.

13. Now let’s see what our chart looks like. Click the Schematic menu ,
and select Apply Variable Data to Item. Browse to the
Lesson\Financial Statement\CustomerData directory, and select
the INDESIGN_MASTER.xml file. Click Open.
Your chart should appear as shown here.
Document Design Considerations

In this version of xPresso for Adobe InDesign, there are some InDesign page
items that are not supported for all output types when publishing your
document using the xPublish publishing engine. When xPresso encounters
these items in a document, it takes a “picture” of the item and includes that
image in the output. This process is called snapshot. Unsupported items in a
document are listed in a message dialog box that appears during the Preview
PDF and the Create xPRS Package processes, and in the xPresso Preflight
panel.
Some of these items are supported for some output formats, in which case,
the snapshot will not be used. For example, rotated images are supported for
PDF and PostScript output, but not for AFP. So in PDF and PostScript output,
the image file will be used in the output, and rotated as requested. In AFP
output, the snapshot will be used.
Although the snapshot process enables unsupported items to appear in your
output, Document Sciences recommends that you avoid using unsupported
items in your design whenever possible. The following items are not
supported in some or all output formats, and will be snapshot when xPresso
for Adobe InDesign encounters them in a document:
• Images that over fill their frames
• Unsupported image formats (supported formats include DIB, BMP, JPG,
GIF, and PNG)
• Missing linked images (when xPresso can’t find the original image file)
• Diagonal lines
• Non-rectangular frames
• Unidentified page items
• Rotated images
• Linked frame groups that contain at least one unsupported frame type
• Frames with “text on path” (except if the text on path appears on vertical
or horizontal lines, then it will be ignored and not snapshot)
Adobe Paragraph Composer

xPresso for Adobe InDesign doesn’t support composing text using the Adobe
Paragraph Composer option in Adobe InDesign. Ensure that you have Adobe
Single Line Composer selected on the Paragraph panel menu.
Using InDesign Styles

Document Sciences recommends that you use styles rather than applying
formatting directly to your content. Styles enable you to make changes in one
place, and have those changes update through the entire document. Using
styles also gives you better control over conformity within your document,
and, if necessary, through all the documents your company produces. For
information on creating and using styles in InDesign see the Adobe InDesign
Help.
Bullets and Numbering Styles
When creating a bullets and numbering paragraph style in Adobe InDesign
Creative Suite 3, if you select Numbers for the list type, the Numbering
Style Mode of Start At is not currently supported.
This setting is supported for InDesign Creative Suite 2. The result of this
setting is different between the two versions of InDesign. The CS2 setting
enables you to set a new starting number, with the following instances of the
style incrementing from that number. In CS3, each following instance of the
style will start at that same number, without incrementing.
Advanced bulleted and numbered list options available in CS3 are not
currently supported. Numbered lists using these options will be converted to
static text during packaging.
Character Formatting Considerations
It is important to note the following about character formatting support in
xPresso for Adobe InDesign:
• Drop cap characters will appear as regular characters in the output.
• Strikethrough lines and underlines appear uneven when applied to text set
as small caps.
• Inserting characters through the InDesign Glyphs panel is not supported.
• The InDesign Character Properties panel enables you to format the text
characters in your document. The following functions in the InDesign
Character Properties panel are not supported:
• Tracking
• Kerning
• Horizontal scaling
• Vertical scaling
• Skewing (false Italic)
• Nested character styles in paragraphs are not supported
• Ligatures are not supported.
Text Formatting Considerations

Not all text is going to appear the same in your xPression output as it does in
the InDesign document. Keep the following things in mind while creating your
document:
• If you apply a baseline shift that pushes part of your content outside of
the frame, the content that is outside of the frame will not appear in your
xPression output.
• Strikethrough lines may appear lower in xPression output than they do in
your InDesign document.
• Static text on a path is supported, with the exception of text on a vertical
or horizontal straight line. To work around this limitation, create your
content using rotated text instead of text on a path.
• Lines may not break in xPression output as they do in InDesign.
• If you force a new line using spaces, instead of a return, that line break
isn’t honored during publishing. xPression creates a new line only when it
encounters a paragraph end mark.
• Text wrapping is supported around text frames, but not around graphic frames.
Table Formatting Considerations
You can include static and dynamic tables in your document. There are some
limitations and things to consider when using tables:
• Simple tables are fully supported, but some complex table formatting
(such as column or row splitting, or spans) used in combination may not
produce the desired output.
• Spacing between text in tables may not appear the same in your final
output as it appears in InDesign.
• Rotated text within a table cell is not supported.
• If a table cell contains an inline frame that overfills the cell, you will not be
able to generate output. Ensure that any inline frames contained in table
cells fit in the cells with no overflow.
• The Diagonal Lines settings on InDesign’s Cell Properties dialog box are
not supported.
• Tables in xPresso for Adobe InDesign are not associated with (or do not
belong to) paragraphs, and therefore don’t inherit paragraph styles. For
example, if your paragraph is set to indent, that doesn’t mean that your
table will be indented.
Text Variables
Adobe InDesign Creative Suite 3 enables you to add text variables to
automate the use of repeating elements in your document. These InDesign
variables are not supported in xPresso for Adobe InDesign output, they will be
converted to static text during packaging.
Gradient Color
xPresso for Adobe InDesign doesn’t support gradient color. If you select
gradient color, the publishing engine chooses a color from the gradient and
produces a solid color fill with that color.
Line Support
It is important to note the following about line support in xPresso for Adobe
InDesign:
• Only the None, Solid, Dotted, or Dashed InDesign line styles are
supported. If your document contains Dashed (3 and 2) or Dashed
(4 and 4) line styles, they will appear as Dashed lines in the output. If
your document contains Japanese Dots, they will appear as Dotted. Any
other unsupported line styles will appear as Solid lines. Even if you are
using supported line styles, it is possible that your xPression output will
not match your InDesign document.
• Non-Orthogonal lines that are less than two degrees from Orthogonal are
converted to the nearest Orthogonal value, and horizontal and vertical
lines with an angle offset of no greater than two degrees will appear with
no offset in xPression output.
Object Effects
The following object effects (found on InDesign’s Object menu) are not
supported:
• Drop shadow
• Feather
• Corner effects
• Anchors
Although a drop shadow will be snapshot during the packaging process, if you
apply attributes to your drop shadow, such as noise, the entire shadow will
not appear in your output.
Adobe InDesign CS3 introduces many new Photoshop-type object effects.
These features are currently not certified as supported in xPresso for Adobe
InDesign, and may not create the desired output. To work around this issue,
apply the effect to the image in Photoshop, and then insert the image into the
xPresso for Adobe InDesign document.
Placed InDesign Documents

Importing InDesign pages into an xPresso for Adobe InDesign document is
not currently supported. This option is new in Adobe InDesign Creative
Suite 3.
Master Pages
If you have content that appears on multiple pages in your document design,
consider putting it on a master page. If the content is an image, this will help
with performance, since the image will only be processed once, instead of
every time it appears on a page.
Placing dynamic content (such as a content loop) on facing pages in a master
page is not currently supported.
Creating Documents with Multiple Page Orientations

Adobe InDesign doesn’t support multiple page orientations within the same
document. For example, you can’t have a portrait page followed by a
landscape page within the same document. To create an xPresso for Adobe
InDesign document that contains multiple page orientations, you’ll need to
create separate documents for each orientation.
For example, say pages 1-4 of your document are portrait, page 5 is
landscape, and pages 6-10 are portrait again. You’ll need to create an xPresso
for Adobe InDesign document that contains pages 1-4, one that contains page
5, and then a third one that contains pages 6-10. You’ll create a package file
for each document, and then in xDashboard, you’ll select all three package
files, order them, and publish them together.
If your documents use automatic page numbering, the final combined
document will not have correct continuous page numbering. If your document
contains a fixed number of pages, you can add static page numbers. If your
document contains a variable number of pages, you’ll need to use a text
content stamp to display continuous page numbering for the entire combined
document. Content stamps are defined and placed in xAdmin.
There are several available third party plug-ins to Adobe InDesign that can be
used to create documents with multiple page orientations. Document Sciences
does not directly support any of these plug-ins for use with xPresso for Adobe
InDesign. We recommend using the method described in this section to
achieve multiple page orientations.
Crop Marks
xPresso for Adobe InDesign supports adding crop marks to your output. Crop
marks are place on the page during publishing to mark where the page
borders should be cut. Crop marks are defined and applied in xAdmin.
Bleeds
You can incorporate bleeds into your xPresso for Adobe InDesign document. A
bleed is when an page item (like an image or border) is printed past the
boundary of the page. When the page is cut to size, the item will appear all
the way to the edge of the paper, and seem to “bleed” off the page.
PostScript Support
The xPression Server produces PostScript level 3 output when publishing
PostScript files. There is currently no way to produce a different level of
PostScript through xPression. Please check your printer compatibility before
producing PostScript output.
Spot Color
The xPublish publishing engine supports producing PostScript and PDF output
that can contain spot color names. If you define a color in your xPresso for
Adobe InDesign document as a spot color, the spot color is honored in
xPression PostScript and PDF output.
Font Considerations
The fonts supported by the xPublish publishing engine vary depending on the
type of output you are creating. The following table summarizes xPression
font support.
Adobe AFP Double

Output Type 1 Outline Byte OpenType TrueType
AFP No Yes Yes .ttf only Yes
PDF Yes No Yes Yes Yes
PostScript Yes No Yes Yes Yes
Note: OpenType fonts (.OTF) and Type 1 fonts are not supported in dynamic
charts.
Fonts used in xPresso for InDesign documents must reside in the default font
directory on both the client computer, and the xPression Workgroup Edition
Server. At installation, the installer sets the default font directory to the
system default font directory for both the client and the xPression Workgroup
Edition Server.
For example, on Windows, the default fonts directory is C:\Windows\Fonts.
For the xPression Workgroup Edition Server, you can change the default font
directory on the Default Paths page of the System Management area of
xAdmin if the default path provided is not correct for your xPression
environment.
Fonts and Inline Frames

In some cases, if a font is not available and a substitute is used, inline frames
will not align properly. To avoid this, ensure that all required fonts have been
installed and that the path to the fonts are established on the Default Paths
page of the System Management area of xAdmin, or in XPRSConfig.xml. Refer
to your operating system documentation for information on how to install
fonts on your machine. There are special considerations related to fonts on
the Macintosh, see Macintosh Fonts.
Large Character Fonts

The xPublish publishing engine supports large character (also called double-
byte) fonts for AFP, PDF, and PostScript output as long as the fonts are
TrueType. For AFP output, the symbol font is not supported. Arabic languages
are not supported.
Asian language groups, including Simplified Chinese, Traditional Chinese,
Japanese, and Korean (CJK) fonts are supported, with the following
limitations:
• The following CJK-specific composition features are not supported:
• Auto-adjust space between CJK and Latin (number) characters
• Hanging punctuations
• Special text alignments
• Top-to-bottom text direction
• Phonetic characters
• Enclosed characters
• Horizontal in vertical
• Only Unicode BMP is supported; therefore, only part of the characters in
CJK fonts are supported
• Korean justification logic is not supported
• Japanese multi-baseline output is not supported
PostScript Fonts
For PostScript and PDF output, the xPublish publishing engine supports
TrueType, Type 1, and some OpenType fonts. Fonts are automatically
embedded into PostScript output. xPublish embeds the entire font. It is
important to note the following information about xPression PostScript font
support:
• Support for double-byte characters is limited to TrueType fonts.
• The Type 1 font format is limited to 256 characters.
Abode is the author and owner of the PostScript standard, and we adhere to
that standard. Our PostScript output is tested with Adobe PostScript
interpreters, and other common PostScript-compatible processing software
such as GhostScript. There are third party PostScript interpreters that do not
implement the PostScript language in a standard way. These interpreters may
not process our (or any) PostScript properly one hundred percent of the time.
While it is our desire for our PostScript to work on all PostScript and
PostScript emulated products, it is not possible to accommodate every device
on the market the deviates from the Adobe standard. You may encounter
some difficulties printing TrueType to PostScript emulated products, producing
errors that prevent printing. This may result in the need for conversion from
TrueType to Type 1 fonts.
AFP Fonts
The xPression Workgroup Edition Server is automatically installed with four
AFP outline fonts, each with four stresses for a total of 16 fonts. The fonts are
Times New Roman, Courier New, Arial, and Arial Narrow. The four stresses
are regular, bold, italic, and bold italic. These fonts are automatically mapped
to TrueType fonts in the xPRSConfig file. If you want to use a different font,
you must add an entry for it in the xPRSConfig XML file which contains most
of the default settings for configuring how xPression Workgroup Edition
handles fonts and images as well as several other settings.
The xPublish publishing engine always embeds AFP fonts in the AFP output
file. There is no need to transfer the fonts to the printer.
Macintosh Fonts
xPresso for Adobe InDesign and the xPression Server don’t support the Mac
OS X data fork suitcase (TrueType dfont) font format (.dfont). Additionally,
Mac-specific TrueType or Open Type fonts are not supported. Most dfonts can
be converted to regular TrueType fonts using freeware utilities such as Fondu
(http://fondu.sourceforge.net/). All fonts currently supported for Windows are
also supported for Macintosh.
To Install Type 1 fonts you first need to remove any .ttf fonts and .otf fonts
that may be already installed on your system.
Image Considerations
There are many things to consider when it comes to using images in your
documents. Before you make any decisions, it is important to know what
image formats the xPublish publishing engine supports for each output
format. The following table details the image support for each supported
output format.
Image Format AFP PDF PostScript

.bmp No Yes No
.eps No No Yes
.gif Yes Yes No
.jpg/.jpeg Yes Yes Yes
.pdf Yes Yes No
.png No Yes No
.tif (Group 4) Yes Yes Yes
Including Images: External or Embedded?

You can include images in your xPresso for Adobe InDesign document in one
of two ways: by embedding the image in the document file, or by referencing
an external image using an image variable. The method you choose depends
on your situation, and may differ document by document, or even image by
image within a document.
Embedding Images
You embed images in your xPresso for Adobe InDesign document when you
place images in the document using the InDesign “place” function. In
InDesign, just placing the image doesn’t embed it into the InDesign
document, it will have a link to the file. If you want to embed the image in the
InDesign document, you must select Embed File from the Links palette/panel
after you place the image. Whether the image is just placed, or embedded in
the InDesign document, xPresso for Adobe InDesign includes the image file in
the document package during the packaging process, eliminating the chance
for missing image errors at publish time. Embedding images relies on the
images being available at design time.
If you embed an image, xPresso for Adobe InDesign ensures that you have a
supported image type for each output type in your document package. During
the packaging process, xPresso for Adobe InDesign creates a version of the
image in a supported format for each output type: .gif for AFP, .png for PDF,
and .jpg for PostScript. When you publish the document, if you choose an
output type that doesn’t support the original format of the image, the
xPublish publishing engine will substitute the image with the appropriate
version created during the package process. Therefore, when you go to
publish the document, no matter what type of output you are creating, you’ll
be sure to have a supported image format for all of your images.
For example, if you embed a .gif image file in your document, your package
will contain the .gif, as well as a .png (for PDF output), and a .jpg (for
PostScript output). If you produce PDF output, the publishing engine will use
the .gif, since it is supported for PDF output. But if you produce PostScript
output, which doesn’t support .gif, the publishing engine will use the .jpg
version of the image.
If you are embedding an image that repeats in the same place on several
pages of your document (like a logo), place the image on the document’s
master page instead of on the document page. This will ensure that the image
is processed only once, instead of each time it appears on a page. This will
reduce the size of your final output file, and help reduce processing time.
Image Variables
Image variables are inserted into an InDesign document and point to a field in
the customer data that contains an absolute or a relative path to the external
image file. The image file is incorporated into the document at publishing time
on the xPression Server. When using image variables, the image doesn’t have
to be available at design time, the data just needs to contain the image path
and name.
External images can change over time without requiring updates to the
document (if they fit in the same space) or recreating of packages. However,
because the images are inserted at publishing time, and not included in the
package, it is possible to get errors if images are missing, or incorrectly
named or referenced.
For external and Documentum images inserted through an image variable,
you must ensure that the image format is supported by the xPublish
publishing engine for the selected output format. If the image format is not
supported by the output format, you’ll get errors and unexpected results in
your output.
You can structure your external image references for image variables (other
than Documentum images) either by using a relative path, or an absolute
path. In both cases, you must ensure that the images exist on the client and
the server in the correct location. If you specify the entire path, you must
also ensure that the exact same path exists on the client and on the server.
Note: The xPression Enterprise Edition Server doesn’t support relative paths for
image variables. You must specify the full path if you are publishing on an
Enterprise Edition server.
External images referenced using a relative path must reside in the default
image directory on the xPresso for Adobe InDesign client computer, as well as
in the default image directory on the xPression Workgroup Edition Server.
Both directories are defined at installation time, so if you are unsure where
the directories are, check with your system administrator.
The default image directories are:
xPresso for Adobe InDesign client: [Adobe InDesign Installation
directory]\xPresso\image
xPression Workgroup Edition Server: [xPression installation
directory]\xPRS_home\image
To use a relative path, you’d structure the reference in your data like this:
<image>logo.jpg</image>. The logo.jpg image must be located in the
default image directory on the client and the server in order for it to be found
during previewing (on the client) and publishing (on the server).
Working with Images in Your Document

When you add images to your xPresso for Adobe InDesign document, you can
scale them, rotate them, and crop them as necessary. Images can be rotated
arbitrarily at any angle. Images can also be cropped within a frame, so that
only the part of the image that you want to show will appear in the output.
Scaling Images
When you insert images into your document, you can scale and rotate them
in any way you like interactively using the InDesign interface. When you
insert external images through image variables, the scaling is done at
publishing time when the image is placed in the document. You can choose
from the following scaling options for image variables:
• Original Size. Places the image in the frame at its original size (100%).
• Fill Content to Frame. Scales the x and y size of the image to
completely fill the frame.
• Fit Content Proportionally. Scales the image to the size of the graphic
frame while maintaining proper aspect ratio. This method is lossless,
meaning that the image will be stretched or compressed in both width and
height so that the image can be displayed as large as possible and in the
correct proportions.
• Fill Frame Proportionally. Scales the image to the size of the graphic
frame, while expanding (or compressing) the measurement (width or
height) that reaches the bounds of the frame first until the other measure
is exactly the width or height of the frame. The resulting image is
proportional and fills the entire frame, but some of the image content will
be cropped by the graphic frame.
• First Match. Fits the image to the first option marched by proportionally
scaling the image.
PostScript Transparency and Opacity

There are two different terms used to describe being able to “see through” an
image on the page: transparency and opacity. Transparency is supported in
xPresso for Adobe InDesign output using EPS files. In a transparent EPS file,
the background has no color, and when placed on top of another object on
the page, the color of the lower object shows through the transparent image.
Opacity is not supported in xPresso for Adobe InDesign output. The
Transparency panel in InDesign actually refers to the opacity of an image, not
the transparency. Opacity, which is not supported in xPresso for InDesign,
allows the whole image or object to be less than 100%.
Advanced xPresso Design Tools Quiz
Q & A Objectives
Preparation
examination.
Quiz Categories
• Working with data and variables
• Content loops
• Grouping frames
• Page and table loops
• Formatting options
• Advanced table options
• Dynamic charts
Questions
1. T / F – xPresso supports importing multiple XSD schema files into a

document.
2. T / F – An inline frame loop “template” can include a combination of

variable images, variable text, and static content.
3. T / F – If one piece of dynamic content requires multiple frames, you

can create a content group on the grouped frames.
4. T / F – InDesign master pages enable you to define features that

appear repeatedly in your document only once.
5. T / F – The conditional layers feature enables you to make master

pages conditional, so that they only appear in the output when
appropriate.
6. T / F – Transparency is supported in xPresso for Adobe InDesign

using .eps images; opacity is not supported.
7. T / F – The GroupSum function can be used in a schema field type

variable to total items in your document.
8. T / F – Chart design is done in the xPresso for Adobe InDesign

design tool.
9. T / F – Chart templates can be used only once, and can’t be shared

with other documents.
10. T / F – A table loop enables you to select rows of a table and create
a content loop to populate those rows.
11. Which of the following are ways to create variables in xPresso for
Adobe InDesign?
(a) Select the schema field and drag it onto the Variable Definition
panel
(b) Create a new variable in the Variable Definition panel and
mapping it to schema field
(c) Select a schema field and then use the Define Variable From
Schema command on the Variable Definition menu
(d) Both a and c
12. Which of the following are valid page selections for page loops?
(a) Multiple, non-consecutive pages in the document
(b) A single page in the document
(c) A range of pages in the document
(d) Both b and c
13. Which of the following statements are true about table loops?
(a) You can choose which fields go into which columns or rows
(b) You can include data that may not be in the same parent data
element
(c) You can include static rows for headings
(d) Both a and b
14. Which of the following statements are true about the subtotal
feature?
(a) Subtotals must appear in the header or footer of a table
(b) Subtotals are added to the document through the Variable
Definition panel
(c) Subtotals are page-level only
(d) Both a and c
15. Which of the following are ways to control the flow of content in your
document?
(a) Using linked (or threaded) frames
(b) The AutoControl feature
(c) The Optional Page feature
(d) Both a and c
16. Which of the following types of Corda charts are supported for use as
dynamic charts in xPresso for Adobe InDesign?
(a) Line Graphs
(b) Pie Graphs
(c) Heat Maps
(d) Both a and c
17. Which of the following statements are true about dynamic charts?
(a) A chart template must be created and then imported in to the
document
(b) All variable data used in a chart must reside in the same array
(c) Data definition is done in Corda Builder
(d) Both a and b
18. Which of the following statements are true about page loops?
(a) They enable you to loop through data and create new pages for
each iteration
(b) You can only select one array for a page loop
(c) You can define filter criteria for them
(d) Both a and c
19. Which of the following are ways to define the formatting for a
variable?
(a) Right-click the variable on the document page and select
Format.
(b) Select the variable, and select Variable Formatting from the
Schematic menu.
(c) Select the variable in the Schematic, and click the browse
button next to the Format field in the attributes area.
(d) Both b and c
20. Which of the following statements are true about optional pages?
(a) Optional pages ensure that no documents have blank pages
because the data record didn’t have qualifying content
(b) An optional page frame can’t have any content in it for those
records that don’t have data to populate it
(c) Optional pages are created on the Layers panel
(d) Both a and b
Answers
1. T / F – xPresso supports importing multiple XSD schema files into a
document.
2. T / F – An inline frame loop “template” can include a combination of

variable images, variable text, and static content.
3. T / F – If one piece of dynamic content requires multiple frames, you

can create a content group on the grouped frames.
4. T / F – InDesign master pages enable you to define features that

appear repeatedly in your document only once.
5. T / F – The conditional layers feature enables you to make master

pages conditional, so that they only appear in the output when
appropriate.
6. T / F – Transparency is supported in xPresso for Adobe InDesign using

.eps images; opacity is not supported.
7. T / F – The GroupSum function can be used in a schema field type

variable to total items in your document.
8. T / F – Chart design is done in the xPresso for Adobe InDesign design

tool.
9. T / F – Chart templates can be used only once, and can’t be shared

with other documents.
10. T / F – A table loop enables you to select rows of a table and create a
content loop to populate those rows.
11. Which of the following are ways to create variables in xPresso for
Adobe InDesign?
(a) Select the schema field and drag it onto the Variable Definition
panel
(b) Create a new variable in the Variable Definition panel and map
it to schema field
(c) Select a schema field and then use the Define Variable From
Schema command on the Variable Definition menu
(d) Both a and c
12. Which of the following are valid page selections for page loops?
(a) Multiple, non-consecutive pages in the document
(b) A single page in the document
(c) A range of pages in the document
(d) Both b and c
13. Which of the following statements are true about table loops?
(a) You can choose which fields go into which columns or rows
(b) You can include data that may not be in the same parent data
element
(c) You can include static rows for headings
(d) Both a and b
14. Which of the following statements are true about the subtotal feature?
(a) Subtotals must appear in the header or footer of a table
(b) Subtotals are added to the document through the Variable
Definition panel
(c) Subtotals are page-level only
(d) Both a and c
15. Which of the following are ways to control the flow of content in your
document?
(a) Using linked (or threaded) frames
(b) The AutoControl feature
(c) The Optional Page feature
(d) Both a and c
16. Which of the following types of Corda charts are supported for use as
dynamic charts in xPresso for Adobe InDesign?
(a) Line Graphs
(b) Pie Graphs
(c) Heat Maps
(d) Both a and c
17. Which of the following statements are true about dynamic charts?
(a) A chart template must be created and then imported in to the
document
(b) All variable data used in a chart must reside in the same array
(c) Data definition is done in Corda Builder
(d) Both a and b
18. Which of the following statements are true about page loops?
(a) They enable you to loop through data and create new pages for
each iteration
(b) You can only select one array for a page loop
(c) You can define filter criteria for them
(d) Both a and c
19. Which of the following are ways to define the formatting for a variable?
(a) Right-click the variable on the document page and select
Format.
(b) Select the variable, and select Variable Formatting from the
Schematic menu.
(c) Select the variable in the Schematic, and click the browse button
next to the Format field in the attributes area.
(d)Both b and c
20. Which of the following statements are true about optional pages?
(a) Optional pages ensure that no documents have blank pages
because the data record didn’t have qualifying content
(b) An optional page frame can’t have any content in it for those
records that don’t have data to populate it
(c) Optional pages are created on the Layers panel
(d) Both a and b

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EMC Document Sciences, 5958 Priestly Drive, Carlsbad, CA 92008

Copyright © 2008 EMC Document Sciences

Introduction to xPression Overview ............................................................. 7

Copyright © 2008 EMC Document Sciences / xPression 3 - Table of Contents 3

• Learn about the history of Document Sciences Corporation

• Describe the concepts of dynamic content

• Describe the xPression Product Suite

Copyright © 2008 EMC Document Sciences / Introduction to xPression 5

Copyright © 2008 EMC Document Sciences / Introduction to xPression 6

Who: Document Designer, Administrator, Integrator, Print Manager, Customer Service

When: All aspects of the Document Development Cycle

Where: Business Case

Copyright © 2008 EMC Document Sciences / Introduction to xPression 7

Copyright © 2008 EMC Document Sciences / Introduction to xPression 8

Banking & Financial Services

Copyright © 2008 EMC Document Sciences / Introduction to xPression 9

Dynamic Content Publishing

Examples of using DCP

Copyright © 2008 EMC Document Sciences / Introduction to xPression 10

Top Business Cases for Using xPression

Drive Customer Loyalty

Copyright © 2008 EMC Document Sciences / Introduction to xPression 11

xPression’s multi-tiered Web architecture enables real-time, high volume

Copyright © 2008 EMC Document Sciences / Introduction to xPression 12

Copyright © 2008 EMC Document Sciences / Introduction to xPression 13

Copyright © 2008 EMC Document Sciences / Introduction to xPression 14

Copyright © 2008 EMC Document Sciences / Introduction to xPression 15

xPresso for Microsoft Word 2007

Copyright © 2008 EMC Document Sciences / Introduction to xPression 16

Copyright © 2008 EMC Document Sciences / Introduction to xPression 17

Copyright © 2008 EMC Document Sciences / Introduction to xPression 18

Dynamic Content Publishing Infrastructure

Instantiation and Assembly

Copyright © 2008 EMC Document Sciences / Introduction to xPression 19

xPression Database (Content Repository)

Copyright © 2008 EMC Document Sciences / Introduction to xPression 20

Document-Level File Components

Output Management File Components

Copyright © 2008 EMC Document Sciences / Introduction to xPression 21

Software Components within xPression

Copyright © 2008 EMC Document Sciences / Introduction to xPression 22

Copyright © 2008 EMC Document Sciences / Introduction to xPression 23

Copyright © 2008 EMC Document Sciences / Introduction to xPression 24

Copyright © 2008 EMC Document Sciences / Introduction to xPression 25

Copyright © 2008 EMC Document Sciences / Introduction to xPression 26

Copyright © 2008 EMC Document Sciences / Introduction to xPression 27

Copyright © 2008 EMC Document Sciences / Introduction to xPression 28

Copyright © 2008 EMC Document Sciences / Introduction to xPression 29

• Review the lifecycle of a document through xPression Workgroup Edition

Copyright © 2008 EMC Document Sciences / Document Development Life Cycle 30

Copyright © 2008 EMC Document Sciences / Document Development Life Cycle 31

Who: Document Designer, Administrator, Integrator, Print Manager, Customer Service

What is the Document Development Cycle?

Basic understanding of the Document Development Cycle

Copyright © 2008 EMC Document Sciences / Document Development Life Cycle 32

Copyright © 2008 EMC Document Sciences / Document Development Life Cycle 33

Stage Group Description

Identify the Initiated/provided by the • Document requirements are defined

Create the Performed by Business • Content is created in the design tool

Copyright © 2008 EMC Document Sciences / Document Development Life Cycle 34

Copyright © 2008 EMC Document Sciences / Document Development Life Cycle 35