FontExplorer X Pro User Guide FontExplorer® X Pro User Guide for Macintosh July 2011 by Linotype, a Monotype Imaging Company FontExplorer X Pro User Guide FontExplorer X Pro User Guide Copyright and Trademark Information This document is protected by international and US copyright law and may not be reproduced or distributed either in part or in total without prior written consent of Linotype Corp. This includes the storing of the information in electronic formats, in databases for information retrieval as well as translation into other languages. The licensee is only allowed to transfer the software or pass on the accompanying written materials to third parties under the conditions set forth in the applicable License Agreement. This Copyright and Trademark Information does not constitute any rights, obligations, warranties or liabilities other than those set forth in the applicable License Agreement. Information in this manual that refers to possible product extensions or to available accessories is not legally binding, especially because the product is subject to continuous adaptation and because the information may also relate to future development. The contents of this manual can change without prior notice and do not represent any legal obligation on the part of Linotype Corp. Linotype Corp. can neither be made liable for the correctness of information in this manual nor for damages resulting from the use of this information or the impossibility of using this information. FontExplorer is a trademark of Linotype Corp. registered in the U.S. Patent and Trademark Office and which may be registered in certain other jurisdictions. All other product and company names mentioned in this manual are trademarks of the respective companies. FontExplorer X Pro is protected by copyright law. Copyright © 2005-2011 Linotype Corp., Woburn, Massachusetts, USA. All rights reserved. 3 FontExplorer X Pro User Guide How to Use this Guide When you work with FontExplorer X Pro for the first time, we recommend you start by reading chapter 1. There you will find an overview of the Main Window as well as a short description of the functions that you can access from it. You can use it as a map to find your way in FontExplorer X Pro. The following chapters explain all functions in detail. You will find frequently used functions in the beginning. Functions that are used less frequently and special functions are described further on in the guide. To use FontExplorer X Pro, you should have a basic knowledge of the operating system. The Table of Contents helps you to quickly find the topic you are looking for. For an overview of keyboard shortcuts see the Overview of important keyboard shortcuts. In many chapters and sections there are cross-references to other pages with further information on the current topic. They look like this: (see “sample heading”). To make it easier to find the information you are looking for, we have used the following typographic conventions: Keyboard shortcuts Example: Press Menus and menu options appear in bold print. Example: The File menu Field names and folder names appear in italics. Example: The Filter field Dialogs appear in small caps. Example: The FONT DETECTION dialog Areas in dialogs appear in italics Example: Character Pushbuttons are recognizable by a blue background Example: Repair If you cannot find the information you need in this guide, check the Support section at the end of this document. You are welcome to let us know how to improve this documentation. Please mail your comment to [email protected]. 4 FontExplorer X Pro User Guide Table of Contents Introduction: What are the Benefits of FontExplorer X Pro? 9 The Main Window of FontExplorer X Pro 10 Getting to know FontExplorer X Pro 11 Main Window 11 The Menu Bar 11 The Toolbar 11 The Source List 12 The Information Area 13 Showing or Hiding the Information Area 13 The Font List 13 Displaying the Font List in Original Type Faces (WYSIWYG View) 14 Sorting Fonts by Families 15 Displaying Fonts of a Font Family 15 Sorting Fonts by Windows Font Families 16 Sorting the Font List by Various Criteria 17 Preview Settings 17 The Preview 17 Help Functions 17 Sending Feedback to Linotype 17 Displaying Software License Information 18 Quitting FontExplorer X Pro 18 Preview, Information and Printing 19 Displaying the Font Preview 19 Customizing the Preview 20 Changing the Sample Text in the Preview 21 Setting Kerning in the Preview 21 Setting Tracking in the Preview 22 Setting Ligatures in the Preview 22 Showing or Hiding the Preview 23 Exporting the Font Preview 23 Printing 25 Printing Font Samples 25 Customizing the Page Layout 26 Customizing the Print Layout 27 Accessing Font Information 28 Displaying an Overview of the Font Properties 28 Displaying a Complete Character Set and Typographic Measures 29 Displaying a Detailed Preview of Font Properties 30 Displaying a Running Text 30 Displaying a Waterfall Text 31 Adjusting the Sample Text 31 Displaying a Transparent Font Slide Show 31 Displaying the Kerning table 32 Working with Font Sets and Collections 34 What are Folders, Sets and Collections? 34 Moving Fonts into Sets and Folders 35 Usage Example of Sets and Folders 35 Working with Folders 36 Adding a Folder 36 Renaming a Folder 36 Deleting a Folder 36 Creating a Font Folder for an Application 36 Activating Fonts Automatically when Starting Certain Applications 37 Working with Sets 37 Adding a Set 37 Renaming a Set 38 5 FontExplorer X Pro User Guide Deleting a Set 38 Working with Smart Sets 38 Adding a Smart Set 38 Renaming a Smart Set 39 Deleting a Smart Set 39 Changing Selection Criteria for a Smart Set 40 Working with Collections 40 Adding a System Collection 40 Renaming a Collection 40 Deleting a Collection 40 Categorizing, Classifying, Importing and Exporting Fonts 41 Font Classification 41 Classifying Fonts 41 Using the Character Toolbox 42 Adding Comments and Allocating Labels to a Font 45 Allocating a Label to a Font 45 Removing or Changing a Label 46 Adding a Comment to a Font 46 Removing a Comment 47 Adding Ratings to a Font 47 Removing a Rating 48 Importing Fonts 48 Migrating from Another Font Management Software to FontExplorer X Pro 50 Before you Migrate 50 Migrating from FontAgent Pro: 51 Migrating from Extensis Suitcase Fusion 2/3: 51 Exporting Fonts 53 Exporting Font from the Source or Font List 53 Exporting the Font Information 54 What If a Font is Missing in a Document? 55 Scanning Documents for Fonts 55 Searching for a Font 57 Identifying a Font’s Corresponding Sets 57 Managing Fonts with FontExplorer X Pro 58 Activating Fonts 58 Deactivating Fonts on Various System Events 58 Activating one or Several fonts 59 Activating Sets, Smart Sets or Folders 59 Deactivating Fonts 60 Deactivating one or more Fonts 60 Deactivating Sets, Smart Sets or Folders 60 Activating Fonts for Specific Applications 61 Creating a New Set for Application Font Requests 61 Enabling Application Font Requests 62 Deactivating Fonts for Specific Applications 63 Activating Fonts Automatically for Specific Applications 63 Excluding Fonts from Automatic Activation for Specific Applications 64 Restoring Default Settings for Application Font Requests 65 Finding Font File Locations 65 Where are the Font Files Stored? 65 Types of Digital Fonts 66 Font Management in Mac OS 66 Storage Locations for Fonts in Mac OS 66 Names Used to Organize Fonts in Mac OS 67 Clearing up the Font Organization Folder 67 Clearing up the System Fonts Folder 67 Setting up FontExplorer X Pro According to your Requirements 69 6 FontExplorer X Pro User Guide Customizing the Information Area 69 Customizing the Font List 69 Customizing the Source List 70 Showing a Counter in the Source List 70 Customizing the Toolbar 70 General Settings 71 Advanced Preview Preferences 72 Settings for Labels 73 Import Settings 73 Export Settings 75 Settings for Font Requests 75 Adding Activation Rules 76 Switching Activation Rules On and Off 77 Editing the Activation Rules 77 Monitoring Settings 77 Store Settings 79 Advanced Settings 79 Setting up and Using the Font Organization Folder 81 FontExplorer X Pro and Plug-In Updates 81 Update Settings - Plug-In Update 82 Using Additional Tools and Functions 83 Making Fonts Available for Other Applications 83 Cleaning Application Font Caches 84 Cleaning System Font Caches 84 System Font Protection 84 Local Backup 85 Creating a Backup of Your Configuration 86 Restoring a Configuration 86 Backing Up Fonts with a Configuration 87 Restoring Font Backup with Configuration 87 Backing Up Your FontExplorer X Pro Application (Quick Install) 88 Installing a Backup Application on Other Computers (Quick Install) 88 Optimizing the Database 89 Updating Fonts 89 Using the Spotlight Database 89 Displaying Information about Fonts in the Finder 89 Updating the Spotlight Database 90 Using Different Character Sets 90 Finding Special Characters in the Keyboard Viewer 90 Finding Special Characters Using the “Characters” Dialog 91 Previewing Symbol Fonts (Pi fonts) 91 Displaying Font Variations 91 Displaying Chinese Characters 92 Tips and Tricks 93 Integrating FontExplorer X Pro in the Design Process 93 Importing Fonts from a CD, DVD or Another Removable Medium 93 Using FontExplorer X Pro in a Print Shop 94 Processing Documents with Older Versions of Installed Fonts 94 Using FontExplorer X Pro for Multimedia Productions 94 Using FontExplorer X Pro for Web Design 95 Tips for Font Selection 95 Using the Preview to Compare Different Fonts 95 Appraising a Fonts’ Typographical Properties More Closely 96 Problem Solving 97 Removing