GLI User Manual - Kodak InSite
Contents
1. Download a high resolution version of an element in its original format Select the element that you want to download and on the Operations palette click Download Original Select the element that you want to download and click the Download Files button In the Download type list select Original GREAT LAKES INTEGRATED Procedure In a Web Browser In Desktop Download a low resolution JPEG version of an element Select the element that you want to download and on the Operations palette click Download JPEG Select the desired resolution Select the element that you want to download and click the Download Files button In the Download type list select Low resolution JPEG In the Resolution list select the desired resolution Delete an element Select the element On the Operations palette click Delete Select the element and select Edit gt Delete Working With Tasks Note The following table describes how to perform common procedures that are specific to tasks For detailed instructions and for additional task related procedures see the Creative Workflow Help You can perform task related procedures only if you are assigned a project role that includes task user rights For information about user rights see the Creative Workflow Help Procedure In a Web Browser In Desktop Create a task In the Elements view select the elements for which you w2. assigned to you Common Elements view toolbar project see Figure 6 commands Connection status Figure 5 A project open in Desktop Elements view www glintegrated com GLI InSite Creative Workflow Customer Quick Start Guide Current folder Common element Display and hide location commands the pick list Access Help ey Annual Report gt photos scenery EE oof s Be main Change how Upload and View thumbnails Resize element elements are download for all pages of a thumbnails displayed elements multipage element View element attributes Figure 6 Elements view toolbar The project Tasks view lists all tasks associated with elements that reside in the current project the elements associated with each task and your task status for any tasks assigned to you In this view you can set the status of elements in tasks assigned to you and view a report summarizing all annotations added to an element in Smart Review for a particular task You can also use the Filter list to filter the tasks that are displayed either all active tasks in the project only active tasks assigned to you or only tasks whose associated elements require changes Filter the tasks Indicates whether a Indicates whether a that are displayed task is an auto task task has a due date e ee Kodak TeamWorks Rss Elements Uploads Tasks a 2 of 4 tasks Filter All Active i Projects 2 N Name My Status Color Target Auto Du
3. Desktop Select the element and select Actions gt View Revisions You can then perform actions on a specific revision for example copy it to another location download it or open it in Smart Review For more information about working with element revisions see the Creative Workflow Help Working With Element Attributes An attribute is information associated with an element that provides details about that element such as its file size or type You might want to view an element s attributes to learn more about the element For example the attributes that are displayed when you select a PDF file indicate whether the file can be separated and if not why for example because the file contains a nonseparable color space To view an element s attributes gt Ina Web browser Select the element and on the Operations palette click Get Attributes gt In Desktop Select the element and click View Attributes For more information about element attributes see the Creative Workflow Help Using Hot Folders A hot folder is a folder that is monitored for incoming files as a trigger for an automatic operation The software that processes the files checks the folder location on a regular basis and automatically processes files found there In Desktop you can create upload hot folders to automatically upload elements to specified projects When you create an upload hot folder you associate it with a project Then whenever an e
4. project name to open it The Elements view displays the elements in the project organized into folders In this view you can upload organize rename move and copy and download elements You can also assign source profiles to elements select elements and create tasks for them and set the status of tasks assigned to you An icon appears in the upper right corner of any element that has an associated task assigned to you View your logon and contact information and th i dt e roes assigned TOU epic Help Create auto tasks Return tothe list generate event reports View the View element of all projects and manage access at elements in upload history the project level the project for the project Log out Return to the main portal page View all tasks associated with the project Home QY Projects administration usera O S Happy Print Co Annual Report Elements Uploads Tasks Current t Annual Report gt photos gt scenery Upload elements folder SSS ito the project location Project Folders None Up One Folder Create Folder amp El ne i Project Elements SelectAll SelectNone Total 5 Shown 5 Selected 0 A review task ements in i th t associated with e curren O N fold a8 the element is older 3 A a em assigned to you ALA We eae A An approval ra big rock DCS2 eps forest pool eps Garibaldi2 jpq hik
5. regular tasks auto tasks appear in the Tasks view of a project When an element is added to an auto task a task icon automatically appears on the element thumbnail in the Elements view If event notification is set up for your system when an element is added to an auto task all users who are assigned the task receive an e mail message To create an auto task gt Ina Web browser Open the project in which you want to create an auto task and click Administration gt Create Auto Task gt In Desktop Open the project in which you want to create an auto task and select Actions gt Create AutoTask About Element Revisions www glintegrated com You can upload multiple revisions of an element and each revision is stored and displayed without overwriting previous revisions An element with multiple revisions appears differently in a Web browser than in Desktop In a Web browser the number of revisions for the element appears as a lt number gt Revisions link below the thumbnail In Desktop the thumbnail appears as a Stack of images in Gallery Display mode In either case the thumbnail in the Elements view is for the latest revision of the element In a Web browser In Desktop Ducky tif Ducky tif a 294 KB 3 Revisions GLI InSite Creative Workflow Customer Quick Start Guide To view all of an element s revisions gt In a Web browser Click the lt number gt Revisions link below the element thumbnail gt In
6. want to upload Alternatively you can drag elements from your desktop directly to the Elements to upload area Click Upload Tip In Desktop for Mac you can drag elements from your desktop directly into a project This automatically opens the New Upload dialog box with the dragged elements already listed Open an element in Smart Review Click the element Double click the element Copy an element between folders within a project or between projects Select the element and on the Operations palette click Copy Select the destination location and click Copy Select the element and select Edit gt Copy Open the destination location and select Edit gt Paste Move an element between folders within a project Select the element and on the Operations palette click Move Select the destination folder and click Move Drag the element to the destination folder Move an element between projects In a Web browser you can move elements between folders within a project only To move elements between projects you must first copy the element to the destination project and then delete it from its original location Drag the element onto the name of the destination project in the left pane Note You can move elements between projects in Desktop for Mac only In Desktop for Windows you must first copy the element to the destination project and then delete it from its original location
7. GREAT LAKES INTEGRATED E InSite Premedia System Creative Workflow 3 0 Customer Quick Start Guide Mac OS X and Windows XP https softproof glintegrated com GREAT LAKES INTEGRATED GLPRINT GLDIRECT AKSESS This Page Left Blank Intentionally Great Lakes Integrated Document Version 1 04 for InSite CW Version 3 01 10 11 2007 Table of Contents nr About Creative Workflow 22 1 About Projects ten Mise ns no pins noi crane 1 Abot TASKS ee ed de nd etn 1 About Smart Review 2 tien died item ire 2 Logging OM Sd D Rd tien ie Eaka aas 2 Getting Around eese es orator sent sehen AN A ahmed aee 5 Frequent Procedures 556 ete wanes tes RS nes 10 Working With Tasks saisie sieincaderivcenicucadeisice sieurs ren ss 11 Using Auto Tasks 4 4 44 asa ni anaa e E aaa EEE 13 About Element REVISIONS cassonade t audeudaadaundaabesaeneses 13 Working With Element Attributes 14 Using Hot Folders 44 css ssesessssessseccsesssseseee 14 Desktop Feature Summary Dies does seserdes doses descentes een soseemess eneteseoseeesecdes 15 GREAT LAKES INTEGRATED 7 Co About Creative Workflow About Projects About Tasks www glintegrated com Kodak InSite Creative Workflow system provides a collaborative workspace where you and yo
8. IRECT 33625 PIN OAK PARKWAY AVON LAKE OH 44012 2320 440 892 7760 800 286 7760 FAX 800 453 7754 www glintegrated com
9. X or Microsoft Windows operating system In a Mac OS X operating system the supported browser is Safari Ina Windows operating system the supported Web browser is Internet Explorer 5 0 or later Desktop runs on a Mac OS 10 3 9 or 10 4 client or on a Windows XP 2000 or 2003 client To install Desktop you must first log on through a Web browser At the bottom of the Web browser window click Download InSite Desktop and follow the on screen instructions to complete the installation Once Desktop is installed you can log on to it directly GREAT LAKES INTEGRATED www glintegrated com In a Web Browser To log on using a Web browser you must have a high speed Internet connection 64 kilobits per second Kbps or higher As well you must have previously been assigned a logon user name and password 1 In the browser s Address box type the printer s home page address for example http server printer com Before the first time you log on check your computer s configuration to ensure that it is running the required software a b On the logon page click System Diagnostics The System Diagnostics dialog box appears displaying your computer s configuration including the operating system Web browser JavaScript and cookie settings and Sun Java software version The Java software must be installed and enabled for your browser to correctly display the site s contents If the Java software is n
10. ad elements and view element attributes In addition you can filter the elements to display either all elements in the current folder or only elements with associated tasks that are assigned to you You can also type a file name or extension in the filter box to display only the elements in the current folder whose names match the specified file name or extension Using Desktop s menu items not shown you can also assign source profiles to elements select elements and create tasks for them and set the status of tasks assigned to you An icon appears in the upper right corner of any element that has an associated task assigned to you View element View all tasks Create folders Search for a upload history associated with to organize specific project for the project the project elements e ee Kodak TeamWorks Underdog UserA Elements STE Tasks Filter the qa oO Ce fee elements that Projects 2 p 7 text are displayed Collaborative Workspace E TIFF b Annual Report N 4 elements Catalogue J J LS H Change the way 3 z F Display My Requested 4 elements Filter Name PP Qe everything BRE bee Er task status is gt A displayed An approval task associated with the element is assigned to you big_rock_DCS2 eps forest_pool eps Garibaldi2 jpg rock_mosstif A review task associated with Annual Report 3 photos scenery the element is 8 D 323 oois Be
11. ant to create atask On the Operations palette click Create Task In the Elements view select the elements for which you want to create a task From the Actions menu select Create Task Set the status of a task assigned to you In the Elements or Tasks view select the elements whose task status you want to set You can set the status only for tasks assigned to you On the Operations palette click Set Status Click the name of the task whose status you want to set Tip You can also set task status in Smart Review If you have been assigned a color approval task you must set its status in Smart Review For details see the Creative Workflow Help In the Elements or Tasks view select the elements whose task status you want to set You can set the status only for tasks assigned to you From the Actions menu select Set Task Status Select the task whose status you want to set Tip You can also set task status in Smart Review If you have been assigned a color approval task you must set its status in Smart Review For details see the Creative Workflow Help Add elements to an existing task This feature is not available in a Web browser In the Elements view select the elements that you want to add to the task Drag the elements to the Tasks tab at the top of the Desktop window When the window switches to the Tasks view drag the elements to the name of the task to which you want to add th
12. d with one or more elements in a project and assigned to one or more users You can use tasks to better manage the review and approval of the elements in your projects Depending on your project user rights you can create tasks assign them to various members of your project team and then monitor the status and completion of each task Depending on their project user rights users assigned to tasks can review approve request changes for and reject elements associated with tasks If event notification is set up for your system and your user account specifies your e mail address you can automatically receive an e mail message whenever you are assigned a task or when another user sets the status for a task that you created This is useful because you can be notified of new tasks and task status changes without having to log on to the system Each e mail message also includes links to open either a Web browser or Desktop to the target task For more information about event notification and for instructions on viewing your event notification settings see the Creative Workflow Help GLI InSite Creative Workflow Customer Quick Start Guide Users assigned a task can set their task status in either the Elements or Tasks view of a project or in Smart Review See About Smart Review on page 2 For instructions on creating tasks and setting task status see Working With Tasks on page 11 About Smart Review Logging On Smart Review is a tool a
13. e DCS1 eps rock _moss tif task associated 5 CET CET Sue GERI sane with the 1 Revision M 1 Revision I Revision 1Revision M 1Revision F element is F assigned to you Yy Operations palette View all of View and modify Select an element see Figure 3 an element s an element s to perform actions revisions source profiles on it Figure 2 A project open in a Web browser Elements view For information about source profiles managing user accounts and about managing project access see the Creative Workflow Help CD wwweglintegrated com GLI InSite Creative Workflow Customer Quick Start Guide The buttons on the Operations palette enable you to view element attributes organize elements in the project create tasks and set task status and download elements You must select an element s check box before you can take action on the element using the Operations palette i View element attributes Rename elements AB Move elements A Copy elements AA R Set task status 3 Create a task Download JPG gr Download Vv Original f Delete Figure 3 Operations palette The project Tasks view lists all tasks associated with elements that reside in the current project the elements associated with each task and your task status for any tasks assigned to you In this view you can set the status of tasks assigned to you view the attributes of selected elements and download elements You ca
14. e Date Last Changed Collaborative Workspace v task 1 requested Matchprint Tomorrow 12 0 Today 8 38 N Annual Report Sm 4 elements Emma bie r0ck_0C2 eps requested Today 8 38 FE Catalogue ements Expand a task to see its associated tLe jpg requested Today 8 38 elements v task 2 requested GE abs US 11 25 06 12 00 Today 8 39 R EY rock_moss tif requested Today 8 39 Your task status for the selected task if the task is assigned to you jae O PAH Set task status for Open a new window to the the selected tasks project and folder where the or elements View a proof selected elements reside report for the selected element Figure 7 A project open in Desktop Tasks view GREAT LAKES 9 INTEGRATED Smart Review When you open an element in Smart Review the Smart Review window looks the same regardless of whether you are using a Web browser or Desktop Approve reject or request corrections to the element Number of Select a specific revision Task associated users in the of the current element with the element Text annotation current session File Help Duck tif r1 ie approval task 3 bd Approval Requested Not Started Elements in Task gt Zoom and pan tools Lists all elements Annotation associated tools with the selected task or Cif no task Ruler and is selected all guide tools elements in Check color the same density folder click an
15. e Sockets Layer environment select Use secure connection SSL When in an SSL environment selecting this option automatically adds the prefix https to the connection URL Type your User Name and Password Select Remember password to have a Desktop window open automatically the next time that you start Desktop without prompting you for your user name or password Auto Refresh specifies the frequency at which Desktop is automatically refreshed with updated information from the server Changes made by other users since the last refresh appear only after Desktop is refreshed However refreshing Desktop requires significant bandwidth If you have a high speed connection you can leave the Auto Refresh option set to the default 1 minute If you have a low speed connection or if it is not important for you to see recent changes made by other users you may want to decrease the frequency at which Desktop is automatically refreshed Click Connect A new Desktop window opens To log off gt In Desktop for Mac From the Kodak InSite Desktop menu select Quit Kodak InSite Desktop gt In Desktop for Windows From the File menu select Exit GREAT LAKES 5 INTEGRATED Getting Around How you navigate and manage projects depends on whether you are accessing them through a Web browser or though Desktop In a Web Browser When you log on through a Web browser the main portal page lists any projects to which you have access Click a
16. e elements gt www glintegrated com GLI InSite Creative Workflow Customer Quick Start Guide Procedure In a Web Browser In Desktop Remove elements from a task This feature is not available in a Web browser In the Tasks view expand the task whose elements you want to remove Select the elements that you want to remove From the Edit menu select Delete Edit a task to modify its task name due date or description or to turn password authentication on or off This feature is not available in a Web browser In the Tasks view select the task that you want to edit From the Actions menu select Edit Task Add users to a task or remove users from a task This feature is not available in a Web browser In the Tasks view select the task for which you want to add or remove users From the Actions menu select Edit Task In the Users area select the check box for each user that you want to add to the task and clear the check box for each user that you want to remove from the task Click Apply Send a reminder e mail message to any users assigned a task who have not yet set their task status This feature is not available in a Web browser In the Tasks view select the task for which you want to send a reminder From the Actions menu select Send Task Reminder Modify the message as desired and click Send Reminder Reset a user s task status This feature is not availab
17. element name Loupe tool to view that element Shape with associated text annotation Display Display Best Fit Fit View image in Full and hide and hide Width and Screen mode Rotatethe separations annotations Actual Size image buttons Open the ects hd es at in Annotations images an OUEQUIERS Manager dialog box Figure 8 Element in a Smart Review session For more information about using Smart Review see the Creative Workflow Help CD wwweglintegrated com GLI InSite Creative Workflow Customer Quick Start Guide Frequent Procedures The following table describes how to perform common procedures in either a Web browser or Desktop For detailed instructions and for additional procedures see the Creative Workflow Help Procedure In a Web Browser In Desktop Create a project In the Projects view click New Project type a name for the project and click Create Project Select File gt New Project type a name for the project and click Create Project Upload an element to a project Click New Upload In the Upload Files dialog box type a name for the upload Click the Add Files button to locate and select the elements that you want to upload Alternatively you can drag elements from your desktop directly to the dialog box Click Upload Click Upload Files In the New Upload dialog box type a name for the upload Click Add Elements to locate and select the elements that you
18. in those hot folders Associate download hot folders with specific projects and automatically download XMP approval metadata for elements that are associated with tasks in those projects Desktop for Windows only Manually download XMP approval metadata for individual elements in tasks Open elements in their native software View low resolution versions of elements Desktop for Mac only Set your own Desktop user preferences Desktop for Mac only When working with tasks Desktop also offers the following capabilities beyond what is available in a Web browser View the users assigned to a task and the task status for each user View only task elements that require changes View all of the tasks associated with an element Add elements to an existing task and remove elements from a task Edit a task to modify its task name due date or description or to turn password authentication on or off Add users to a task or remove users from a task Send a reminder e mail message to any users assigned a task who have not yet set their task status 16 InSite Creative Workflow 3 0 Quick Start Guide Reset a user s task status Delete tasks Inactivate tasks and reactivate inactive tasks Set the final status for a task GLI InSite Creative Workflow Customer Quick Start Guide GLI InSite Creative Workflow Customer Quick Start Guide GLPRINT AKSESS 4005 CLARK AVENUE CLEVELAND OH 44109 1186 216 651 1500 800 765 4846 FAX 216 651 8311 GLD
19. le in a Web browser In the Tasks view expand the task for which you want to reset the user s status until you see all of the users assigned the task Select the user whose task status you want to reset From the Actions menu select Reset User s Task Status View a report summarizing all of an element s annotations that are associated with a particular task In the Tasks view select the task associated with the element for which you want to view a report You can view a report for only one element at a time Click Proof Report next to the element In the Tasks view select the element for which you want to view a report You can view a report for only one element at a time From the Actions menu select View Proof Report GREAT LAKES INTEGRATED CD A Using Auto Tasks When you create an auto task in a project any elements uploaded to the project after the task is created are automatically added to the task This is useful if you have several elements to upload to the project at different times but you want all of the elements to be reviewed by the same users When you upload an element to a project that has an auto task the element is automatically added to the task Elements are added to color approval tasks only if their file types are supported by the Matchprint Virtual technology For information about the file types supported by Matchprint Virtual see the Creative Workflow Help Like
20. lement is placed in the hot folder the element is automatically uploaded to the associated project Upload hot folders are useful because you can place elements in a hot folder and have them automatically uploaded to a particular project without having to log on to the system You can place many elements in an upload hot folder and have them upload to a single location This is especially useful if you will be frequently uploading files to the same location GREAT LAKES INTEGRATED To create an upload hot folder 1 In Desktop select the project with which you want to associate an upload hot folder From the File menu select New Hot Folder Select any existing folder in your file system or create a new folder to use as the upload hot folder and click Create Hot Folder or OK To view and manage all upload hot folders for all projects gt From the Window menu select Hot Folders For more information about hot folders see the Creative Workflow Help Desktop Feature Summary www glintegrated com The following list summarizes the additional features that are available in Desktop beyond what is available in a Web browser Upload and download elements using drag and drop Upload InDesign files that can be viewed in Smart Review View elements in Gallery List or Table Display mode Create your own pick list of elements Associate upload hot folders with specific projects and automatically upload ele ments placed
21. n also view a report summarizing all annotations added to an element in Smart Review for a particular task Indicates whether a task has a due date Return to the Elements view Indicates whether a task is an auto task usera Q Home M Projects By Administration Happy Print Co Annual Report Elements Uploads Tasks Select a task Tasks assigned to you to view its associated Name MyStatus AutoTask LastChanged Created Due Date Color Target Creator 71212007 71312007 elements and set review task 1 x 7312007 112318 Aree ie AM task status Elements SelectAll SelectNone Total 2 Selected 0 Set task status ns 12 1 2005 4 26 08 PM 1 22 2007 12 44 10 PM big_ rock DCS2 eps er mm t v hike DCS1 eps Proof Report ms 12 1 2005 pa 5 30 2007 requested 4 34 09 pm 3 43 52 PM Elements associated View a proof Your task status for the selected with the selected task report for an task appears only when the task element is assigned to you Figure 4 A project open in a Web browser Tasks view GREAT LAKES INTEGRATED Indicates whether this is an SSL connection In Desktop The left pane of the Desktop window lists all projects to which you have access Click a project name to open it As ina Web browser the project Elements view in Desktop displays the elements in the project organized into folders You can upload organize and downlo
22. ot installed or is not enabled or your current Java version is not supported click Follow these instructions to install and enable a supported Java version Return to the logon page The next time you log on to the system from the same computer you do not need to check the system diagnostics If desired you can check the system diagnostics at any time after logging on by clicking System Diagnostics at the bottom of the window 3 Type your Username and Password and click Login Note If you log on using your e mail address as your user name and a default password that was assigned to you the first time that you log on you may be prompted to change your password and contact information To log off gt Inthe upper right corner of the Web browser window click Logout BJ GLI InSite Creative Workflow Customer Quick Start Guide In Desktop To log on using Desktop you must have previously been assigned a logon user name and password 1 7 Start Desktop If this is your first time logging on to Desktop you are prompted to enter your user name and password Server URL C Use secure connection SSL User Name Password __ Remember password Auto Refresh 1 minute B Cancel Connect Figure 1 New Account dialog box In the Server URL box type the printer s home page address as you would when logging on using a Web browser If you are connecting to a server in an SSL Secur
23. ur team can manage and share elements the individual images pieces of artwork and other files that make up a publication You may already know elements as digital assets In Creative Workflow you organize elements into projects Multiple users can access the system at the same time either through a Web browser or through the Kodak InSite Desktop software which you install on your local workstation and use to access the Creative Workflow server When compared to a Web browser Desktop provides additional features that are intended for advanced users For details see Desktop Feature Summary on page 15 A project is a collaborative workspace where you can upload and download elements to share with other users You can also use projects to manage the review and approval of elements by associating tasks with specific elements and assigning those tasks to other users For more information see About Tasks on page 1 Projects are typically temporary they are used over short periods of time and deleted when the work is complete What you can do with projects depends on the user rights you are assigned but a common scenario is for anyone to be able to create and delete projects organize the elements within a project and upload and download elements in projects For more information about user rights and for instructions on finding out which rights are assigned to you see the Creative Workflow Help A task is an action associate
24. vailable through Creative Workflow that enables you to open a detailed full resolution preview of an element Using Smart Review you can view an element in different ways for example by zooming in or out on an image panning to a different area of the image or rotating the image take measurements display and hide separations check color density add annotations and depending on your user rights set the status for individual annotations You can also use Smart Review to approve and reject elements that are associated with tasks If the system is licensed for color accurate monitor proofing you must use Smart Review to review and approve elements for color accuracy Note To color approve an element in Smart Review you must view the element on a Apple Macintosh workstation that is running the Kodak Matchprint Virtual technology and you must use a qualified color monitor For more information see the Creative Workflow Help If multiple users are assigned the same task they can also use Smart Review to view the associated element at the same time and collaborate in a group review session In a group review session all users can see annotations made by another user for the same task and all users can use the chat tool to discuss the element How you log on to the system varies depending on whether you are using a Web browser or Desktop You can log on through a Web browser on a computer running either the Apple Mac OS
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