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Print Setup

Introduction

Section titled “Introduction”

This guide will walk you through the steps of setting up the Print module so that you can create print publications and synchronize content with InDesign.

Prerequisites

Section titled “Prerequisites”

You will need the following minimum requirements:

  1. Windows or macOS device
  2. Adobe InDesign 2018 or later
  3. API Endpoint URL
  4. API Key
  5. User account with proper administrator access
  6. User account with proper Print access

Part 1: Backend Setup

Section titled “Part 1: Backend Setup”
  1. In the CMS sidebar, locate and click on Print Layout Setup under the Administration section. This will open the main dashboard where you can manage Print Publications.
  2. Click on Create print publication to create your first publication. If it is already created for you, you can click on its name instead.
  3. Fill in the name of the publication, check the Issue number and Issue title fields to enable tracking those properties.
  4. Optional: If you have a printing press that you wish to send the finalized PDF files to, you can enter the SFTP server settings in the SFTP Settings section.
  5. In the Paragraph Styles section, you are asked to fill in the paragraph style that is used in your InDesign templates for every element.
  6. In the Templates section, you have the ability to add multiple templates that every new issue will be created from.
    • Specify a name for your template, such as “Front Page: Default” or “Front Page: Special Edition”.
    • Specify the related page number. If you add more than one template per page number, the first one is used by default.
    • Upload an IDML version of your InDesign template.
    • Upload a pre-generated thumbnail of this template.
  7. When done, click on Create print publication or Update print publication if you are editing an existing entry.

You can repeat this process if you have more than one printed publication.

Part 2: Adobe InDesign Setup

Section titled “Part 2: Adobe InDesign Setup”

To setup Adobe InDesign, you will need to obtain the plugin from your account manager. The plugin is not publicly hosted and is only available to our customers.

Perform these steps on every device that will have Adobe InDesign installed.

  1. Open Adobe InDesign at least once on the device then close it.
  2. Enable unsigned extensions to run:
    • Windows:
      • Open Registry Editor (regedit) from your Start menu.
      • Navigate to HKEY_CURRENT_USER/Software/Adobe/CSXS.11.
      • Add a new string entry called PlayerDebugMode with a value of 1.
    • macOS:
      • Open Terminal.
      • Type the command: defaults write com.adobe.CSXS.11 PlayerDebugMode 1
      • You can also find this plist file in ~/Library/Preferences/com.adobe.CSXS.11.plist
  3. Unzip the *me.whitebeard.indesign.zip file.
  4. Move the extracted folder, called me.whitebeard.indesign to the appropriate folder:
    • Windows: C:\Users\your username\AppData\Roaming\Adobe\CEP\extensions
    • macOS: ~/Library/Application Support/Adobe/CEP/extensions
  5. Open Adobe InDesign.
  6. From the Window menu bar, find Extensions > WhiteBeard CMS and click on it.
  7. The plugin will load as a popup.
  8. Fill in your API key when requested and submit the form.
  9. Enter your API Endpoint URL, such as **https://api.domain.com” without a trailing slash and submit the form.
  10. You can stop the setup here. The login screen should be used by the designer that will use Adobe InDesign. You can enter the username and password of the user that will be using this device. Important: Do not use an account that has administrator permissions. You should enter the credentials of your page designer, or ask them to type it themselves.
  11. You’re all set to use our Adobe InDesign integration!

Additional information

Section titled “Additional information”

For more information on how to operate the Print module, refer to the relevant publishing guide.