HP SmartStream Designer Version 4.

0
for InDesign CS4 Desktop Edition
New Features
Prepared by:
WW Technical Support

CA393-02030
© 2009 Hewlett-Packard Development Company, L.P.
The information contained herein is subject to change without notice
Contents

• Introduction

• System requirements and Installation

• New Features
– Database
– Imposition
– Rules
– New job type – Optimized
– Dynamic Personalization
– Create job
– More

2
Introduction

• This
document presents the HP SmartStream Designer
4.0 for InDesignCS4 new features compared to the
previous version.
• Thedocument is for experienced users of HP
SmartStream Designer 2.5 for InDesign CS3 who want
to understand the new features.
• Menus and messages are available in English, French,
Italian, German, Spanish, Japanese, and Chinese

3
System Requirements

• Macintosh:
Power PC G5 or multi-core Intel processor,
with Operating System version 10.4.11 or above
• Windows: Windows XP SP3 or Windows Vista SP1
• Memory: At least 2GB RAM
• Adobe InDesign CS4: Preinstalled

4
Installation

• Quit the Adobe InDesign CS4

• Double-click
the HP SmartStream Designer 4.0 for
InDesign CS4 installer icon, and follow the instructions

5
Database - Export option

• New option in the Database

window - Export
• Click Export to export the
database file that is assigned
to this specific InDesign
document
• File.txt
will be saved in your
selected destination folder
• Thisoptions is useful if an
InDesign document (file.indd)
was sent to another computer,
but the database file was not
sent with it

6
Imposition enhancements -
Remove

• Tomanage the user-defined

imposition templates list:
– Click Remove
– In the Remove Template list,
select the template that you
want to remove
– Click OK
• Only user-defined
imposition templates can be
deleted
• Predefined templates are
disabled

7
Imposition enhancements -
Distribute

•Distribute Records and

Distribute Pages are
now options
•The starting corner for
distribution now works
for all four corners
•The possible distribution
options are the same as
before:
– Per Job
– Per Spread
– Per Page

8
Imposition enhancements -
Record number indication
• Record number is now indicated in the imposition preview pane

Page 1-Record 1
Page 1-Record 2
Etc.

9
Imposition enhancements -
Distribute between Multiple Layouts
• To define the same distribution settings
for all participating layouts, select
Distribute in the Multiple Layouts window
• You can set distribution parameters to all
participating layouts:
– Distribute Records or Pages
– Per Job or Per Spread

• The parameters, once set here, cannot be

individually changed for the participating
imposition layouts

10
Imposition enhancements - Distribute
between Multiple Layouts - example 1

•In the example, the

document contains 16
pages. Two layouts are
participating. Both use
Distribute Pages Per
Spread:
– Document pages of Layout
1 are 1-12
– Document pages of Layout
2 are 13-16

Same distribution
with Thumbnail
Preview on

11
Imposition enhancements - Distribute
between Multiple Layouts - example 2
Static job example
• Distribute Pages per
Spread was selected
• Imposition includes 2
layouts, total of 9
repeats on a spread
• For 150 copies, 17
sheets will be printed,
total of 153 copies
Personalization job
example
• Distribute Records per
job was selected
• Total of 180 records are
distributed between the 2
imposition layouts
• 180 divided by 9
appearances on the
spread - Total of 20
sheets will be printed

12
 Rules - Simple Rule definition
•A new simple user interface (UI) is now available for
defining rules
• The “old” rule definition window is now called Advanced
• Default behavior:
– When you click the New Rule icon, the Simple Rule window appears
– When you click the Import Rule icon, the rule appears in the Simple
Rule window (if the rule is too complex, the rule will appear in the
Advanced Rule window)
• Youcan use the Preferences window to change the default
behavior to always open rules in the Advanced Rules
window

13
Rules - Simple Rule definition
• The Simple Rule window
contains:
– Sentence-structured
expression
– Drop-down lists that contain
the current job database field
data
• Example
– If the Country field is equal to
Neverland, then the text color
will be C=22, M=100, Y=42
– If the Country field is not
equal to Neverland (Else), use
color C=100, M=90, Y=10

14
Simple Rule definition - multiple values

• ForText rules and Style rules, you can use multiple

values in the THEN and ELSE statements
• Style Rules
– Use more than one specific function in the same rule: color, font,
shade, size, bold, italic

• Text Rules
– Use Fixed Text and Text From Field as many times as needed in
the same rule

See examples in next pages

15
Simple Rule definition - multiple values
Style Rule example

1. Select Multiple Values

to use more than one
specific function in
the THEN and ELSE
statements (color, font,
size, shade, bold, italic)
• An extra field appears
and an arrow button
becomes available
• Use the trash-bin icon
to erase previously-
entered data

16
Simple Rule definition - multiple values
Style Rule example
2. Use the arrow to move the
first value to the extra field
– In the example, Color value
3. From the pull-down menu:
– Select another specific
function
– Set its value
– Use the arrow to move the
value into the extra field
• Repeat these steps for any
other required specific
function

17
Simple Rule definition - multiple values
Text Rule example

1. Select Multiple
Values to use Fixed
Text and Text From
Field as many times
as needed for your
rule
• An extra field
appears and an
arrow button
becomes available

18
Simple Rule definition - multiple values
Text Rule example
2. Use the arrow to move
the first value to the
extra field
3. Select From Field to
add text from the
database
– Use the arrow to move
the value into the extra
field
• Repeat these steps of
adding Fixed/From
Field text as many
times as required for
your rule

19
Data Fields palette - more options
• The
Channels, Preview, and Rules palettes
have no changes
• TheDB Fields palette is now the Data Fields
palette
• The Data Fields palette contains three topics
– Database
– Counters
– Rules
• Usethe triangle icon to expand the topic’s
content

20
Data Fields palette - more options

• Data Fields palette topics

– Database
• Data field names (header) are listed
• Used for Text channels definition
– Counters
• Record counter, Personalization Copy
counter, and Sheet counter are listed
• Used for defining counters in Text channels
– Rules
• Lists the Text and Image rules defined for the
current job
• Can be used to assign Rules to Image
channels
• Can be used to assign Text rules to Text
channels

21
Rules - Simple and Advanced

• Text
Channels that have rules assigned to
them, can be processed as either Rich or
special-Fast
• Special-Fast is described in the next pages

22
Optimized - a new job type

Available job types: Fast, Rich, and Optimized

Fast
• Variable
data is not processed on the Mac/PC. Can be embedded or
not embedded in the output file, according to the user’s choice.
– When not embedded, it is the user’s responsibility to transfer the variable
images to the Press/DFE.
• Very fast total process time on Mac/PC and on Press/DFE.
• Limited list of InDesign attributes for designing the channels.

Rich
• Variable data is processed on the Mac/PC and is embedded in the
output file.
• Longer processing time on Mac/PC and on Press/DFE.
• All of InDesign attributes can be used for designing the channels.

23
Optimized - a new job type
Optimized job includes:
• Rich Image channels
• Rich and special-Fast Text channels
– Designer automatically processes any Text
channel that can be Fast as special-Fast, and
if not, as Rich
• Special-Fast:
– Same as in Fast, with one difference:
Designer sets the exact position of every word
on the page, and the exact position of every
character on the page (for large point sizes)
– Results are more accurate
– Text positioning is more exact (in Fast, this
positioning is set by the press)
– Processing time is faster than Rich, but not as
fast as Fast
– The attribute list for special-Fast is the same as
for Fast type

24
Dynamic Personalization
• External applications list for Dynamic Personalization:

Application PC Mac

Adobe Photoshop 1 1

Barcode Studio (TEC-IT) 1 1

BlitzTools Barcode 1 1

DirectSmile 1

HP SmartStream Photo Enhancement 1

IDAutomation Linear Barcode 1

MindFire LWC 1

UtilityWarrior Charts 1

25
Dynamic Personalization - Note

• As with the previous version of Designer, the software

content also includes a folder named Dynamic
Personalization
• This folder contains a sample file for each of the
external applications
• It is recommended that first-time users open the sample
files and learn from them before creating their own files

26
Dynamic Personalization

More abilities provided for

the different external
applications
• Errors indication- The external
application issues an error
message to indicate a problem
while creating the variable data
(Examples: HIPES issues an error
message if an image is missing,
and TEC-IT issues if the barcode is
wrong/illegal)
• Frame - The charts are positioned
according to the Image box size Frame example: same chart contents
are positioned differently according to
Image box size
27
Dynamic Personalization

• Template - An option to have different settings per job, if needed,

as opposed to having the same settings for all jobs (as defined in
Preferences)
• Edit UI – Click Edit in the Dynamic Personalization window to
open the external application for editing
• Batch - The ability to automatically create the variable images
according to the number of records, without opening the external
application more than once

See the next page to determine which external application has

which feature

28
 Dynamic Personalization
• Comparison table (blue is new)

Application PC Mac Unicode Batch Template Edit-UI Frame Errors

Adobe Photoshop 1 1 1 1 1 1
Barcode Studio
1 1 1 1 1 1 1
(TEC-IT)
BlitzTools Barcode 1 1 1
DirectSmile 1 1 1 1 1
HP Photo
1 1 1 1 1 1
Enhancement
IDAutomation
1 1
Linear Barcode
MindFire (LWC) 1 1 1 1 1 1 1
UtilityWarrior
1 1 1 1
Charts
29
Dynamic Personalization with
Barcode Studio

• Barcode studio
enables you to
add barcodes of
various types
using Dynamic
personalization
• See a view of the
Barcode Studio
main window

30
 Dynamic Personalization workflow steps
(same as in Designer 2.5)
• Workflow steps are same as
with the other Dynamic
Personalization external
applications
1. Define an Image Channel
2. In the Image Channel window,
select Dynamic Image
and Barcode Studio
3. Click Setting
4. In the window that opens,
browse to and select the
barcode template file you
created using Barcode Studio:
File.bc
5. Map the variables of the
barcode to a database field of
your job
6. Click OK
• You may now use the Designer
preview to see the results
31
Dynamic Personalization example with
Barcode Studio (TEC-IT)
• Preview of the
Designer job
including Dynamic
Personalization with
a Barcode Studio
Image channel
• See below for a
sample of the
database file used
with this job

32
Dynamic Personalization with MindFire
• Usersof HP SmartStream Designer and MindFireInc’s (MFI)
product, LookWho’sClicking (LWC), can now benefit from both
applications by creating variable data collaterals within Adobe
InDesign and add personalized URLs via a plug-in software
developed by MFI. These personalized campaigns can then be
tracked and measured using MFI’s LWC product
• An HP SmartStream Designer user creates an image Channel and
adds personalized URLs, using Dynamic Personalization with Mind
Fire. The MindFire software generates EPS files that contain
personalized URLs
• Same as with any other external applications, the customer needs
to purchase the MindFire application and get trained with it using
MindFire training tools

33
Dynamic Personalization with MindFire -
Example
1. A Text channel
applies “Dear First
Name” to “Please 3
click” a
personalized URL
2. An Image channel is
located on top, and
it contains the
MindFire
personalized URL
EPS files as
variable images
3. MindFire is selected 4
in the Image
Channel window 2
4. In the Settings 1
window, the
MindFire template
file is selected:
“Settings.txt” and
in Mapping
Variables pane, the
MindFire Variables
are mapped to the
Designer data fields (in this example: FirstName and LastName)
34
Dynamic Personalization with MindFire -
Example
• Once mapping is complete, you can use the Preview
palette to see the results

35
Dynamic Personalization with Rules –
An advanced option
• Dynamic Personalization can now be controlled by rules, which are used
to map the variable information
• The same Designer workflow steps are followed, with one change only:
the mapping process
1. Define an Image Channel
2. In the Modify Image channel window select:
– Type: Dynamic Image
– Application: any external application from the list
3. Click Setting. In the window that opens, browse to and select the external
application template file you have created (for example with Photoshop:
“File.psd”)
4. Map the variables of the external application, not to the database fields
of your job, but to rules that you have created
5. Click OK
6. See an example in the next pages

36
Dynamic Personalization with Rules -
Example

• In this example the variables are

first names, taken from a
database column “name” that
need to appear on the
6 fence-boards image
• Steps in Photoshop are to create
6 layers, each on one board,
with transparency and other
effects, saved as PSD
• See
upper image: example of a
name from the database
• Seelower picture with place
holder characters

37
Dynamic Personalization with Rules -
Example

• The rules in Designer should determine for every record:

– What character goes to which Photoshop layer (meaning which
fence-board)
• For this we created 6 Substring rules, one for each fence-board location

– Visibility: is there a character at all (visibility true) on the specific

fence-board or not (visibility false). According to the number of
characters participating in the name
• For this we created 6 Simple rules with true/false statements

38
Dynamic Personalization with Rules -
Example - Photoshop steps
• Inthe Photoshop side,
after the 6 variable
layers are designed, two
variables need to be
defined or each layer,
and each variable needs
to be named
• Select
Image > Variables
> Define. Each layer is
defined with:
– Visibility: named va,
vb…vf
– Text Replacement: named
a,b…f
• Inthe example screen on
the right, see the 6th
layer variables,
definition, and name
39
Dynamic Personalization with Rules -
Example - Designer Substring rule
• Thisrule is 1 of 6
Substring rules, it is for
fence-board 2, rule name
is “B”:
– If the “name” field has
more than 1 character
– Then from the “name”
field, start with the 2nd
character and write 1
character only
“THEN(SUBSTRING(FIELD(
“name”),”2”, “1”))
• Thisrule and the other 5
Substring rules are
assigned to the
Photoshop variables in
the Dynamic
Personalization Setting
window
40
Dynamic Personalization with Rules -
Example - Simple rule for visibility
• ThisSimple Rule is also 1 of
6 rules that were defined
for the visibility of the 6
layers to be “false” or
“true”
• This
rule is for the second
fence-board character
named VB (VA for the first,
VB…VF)
– If the “name” field length is
bigger than 1, then the text is
“true” else text is is “false”
• Thisrule and the other
similar 5 rules are assigned
to the Photoshop variables
in the Dynamic
Personalization Settings
window (see next page)

41
Dynamic Personalization with Rules -
Example - Designer next step

• In
the Image Channel
window
– Type is Dynamic Image
– Application is Photoshop

• ClickSettings to opens the

Dynamic Personalization
Setting window
– Browse to and select the
external application template
file. In this example it is the
Photoshop PSD
– See next page for the
mapping step

42
 Dynamic Personalization with Rules -
Example - Designer Settings (Mapping)
– Each Photoshop layer (1,2…6) has 2
variables, see Variables column:
• 1 for character (text replacement) (a,b…f)
• 1 for visibility (va, vb…vf)
– The rules appear in the Data Fields
column
• The Substring rules were named the same: “A”,
“B”…”F”
• The Simple Rules for visibility were also named
the same: VA, VB…VF so that mapping is easy
– The mapping of the Photoshop layers to
the substring rules determines that the 1st
character of a name will appear in the
layer of the first fence-board, and so on,
up to 6
– The mapping of the Simple Rules for
visibility determine that visibility is true or
false for each Fence-Board character
according to the name length 43
Dynamic Personalization with Rules –
An advanced option
• Once mapping is complete, you can use the Preview palette to
see the results

Part of the
database file

44
Create Job new options -
Print Range
• Creating output file is now available
according to Records or Sheets

• Records
– All database records
– Database range, by defining From and To
record
– Splitting to several output files every specific
number of records
– “Split and then Impose”
• Sheets
– All the sheets
• calculated according to imposition
• In this example, 2 up simplex, therefore half
number of sheets comparing to number of
records (see the Total information line)
– Range of sheets
– Splitting to several output files every specific
number of sheets
– “Impose and then split” 45
Create Job new options -
Embed variable images for JLYT Fast

• When selected, the Embedded

option collects the Fast variable
images, without processing them,
and embeds them in the JLYT
• This does not affect the
processing time on the
DFE/press, it is processed as Fast
• It eliminates the user need to
collect the Fast images manually
and copy them into the
DFE/press
• Available for Fast (not Fast
Template) and Optimized

46
Create Job new options - Apply/do not
apply imposition to PDF output file

• When output file is set to

PDF, it is now possible to
clear the Apply Imposition
option
• No imposition can be useful
for proofing needs, and for
sending soft-proof by email

47
Create Job new options -
Preflight
• Click Preflight to perform a file check
and issue message/s indicating the
problems, if there are any, to create the
job with the selected settings
• Selecting a row and clicking Show
selects the relevant channel in the
relevant page

– Red - job cannot be created

– Yellow - job will be created while ignoring
this
– Blue - informative only

48
Hot Folder automation workflow within the
Designer (Windows only)
• Same as in previous version,
this feature, based on Hot
Folders, enables 2 workflows:
– PDF automatic imposition
– VDP automatic jobs creation

• Operating this feature is same

as in version 2.5
• One change:
– For VDP workflow, the file that
should be placed in the
Template Hot Folder is not the
“indd” but a “ZIP” or “HPD” file
created by the Designer Tools
 Pack Job option (see next
page)

49
Hot Folder automation workflow within the
Designer (Windows only)
• One change:
– For VDP workflow, the file that
should be placed in the
Template Hot Folder is not the
“indd” but a “ZIP” or “HPD” file
created by the Designer Tools
 Pack Job option

Select Pack Job Check options Select destination and type:

and click Pack ZIP or HPD (both are valid)

50
Fix missing links
• Same as in previous version, when opening an existing
document, Designer checks its *links, and if broke, issues
a message with the option to re-link
• In the new version 4.0 there is an option to actively open
the Fix Missing Links message at any time: open
SmartStream>Tools>Fix Missing Links
– If all links are OK, an indication message appears
– If links are broken, details appears and the option to re-link
– After re-linking the green icon replaces the red

* Indication appears for links of variable images, SE,

Document channels, Dynamic Personalization

51
Preferences - more options
•A new tab is added to the Preferences
window: General
• Optimized job -
– For optimized jobs, variable text, the
Designer sets the exact position for every
word.
– For larger font size Designer sets the exact
position of every character.
– Size entered in this field determines what is
considered to be the minimal large font for
that matter
• Rules Dialog
– With version 4.0 there are 2 ways to
define rules
• Advanced: same as in previous version
• Simple - a new, simple to use, user interface
– When selecting “New Rule”
• If this option is checked -- the Advanced UI will
opened
• If this option is unchecked - the Simple UI will open

52