Cumulus User Guide
Total Page:16
File Type:pdf, Size:1020Kb
Cumulus 8.6 Client User Guide Copyright 2012, Canto GmbH. All rights reserved. Canto, the Canto logo, the Cumulus logo, and Cumulus are registered trade- marks of Canto, registered in the U.S. and other countries. Apple, Mac, Macintosh and QuickTime are registered trademarks of Apple Com- puter, Inc. , registered in the U.S. and other countries. Microsoft, Windows, Windows Vista, and Windows NT are either trademarks or registered trademarks of the Microsoft Corporation in the U.S. and other coun- tries. Other third-party product and company names mentioned in this document are trademarks or registered trademarks of their respective holders. Feedback? Tell us what you think about this manual. We welcome all of your comments and suggestions. Please e-mail comments to [email protected] or via fax at +49-30-390 48 555. CU-WC-861-MN-Z-1 3 Table of Contents Renaming Records . 27 Intro 7 Editing a Record’s Category Assignments . 28 Things You Can Do with Records . 28 Cumulus . 8 Things You Can Do with Assets . 29 This User Guide . 8 Categories . 29 Category Types. 30 Organization. 8 Creating Categories . 31 Cross-Platform Issues . 9 Custom Ordering of Categories. 32 User Interface Item Conventions. 9 Category Fields. 33 Cumulus Step by Step. 9 Category Information Window. 33 Your Experience . 9 Editing Category Information . 33 Categories and Auto-cataloging . 34 Understanding Cumulus . 10 Individual Category Tabs (optional) . 35 Assets . 10 Things You Can Do with Categories. 35 Catalogs . 10 Collections . 10 Information Window. 36 Categories . 10 • THE INFORMATION WINDOW....................................................................... 36 Records . 11 Sets and Templates . 38 How These Work Together . 11 View Sets. 38 Sets and Templates . 11 Asset Handling Sets . 39 Finding Help . 13 Metadata Templates. 41 Online Help . 13 Print Templates. 41 Canto Online. 13 Permissions Templates . 41 Explore Cumulus 15 Find Assets 43 • OVERVIEW: THE CUMULUS USER INTERFACE........................................ 16 Searching . 44 Catalogs . 17 Searching for Records By Category. 44 Catalog Size and Performance. 17 Searching with Quicksearch . 44 Catalog Scope. 17 Searching with the Find Window . 45 Live Filtering (optional) . 17 • OVERVIEW: THE FIND WINDOW .................................................................. 46 Things You Can Do with Catalogs . 18 • OVERVIEW: SAMPLE SEARCH OPTIONS.................................................... 47 Adding Assets to Catalogs. 18 Using the Find Window . 47 Collections. 20 Simple Searches . 47 Working with Collections. 21 Compound Searches . 48 Things You Can Do with Collections . 22 Narrowing the Search . 50 Broadening the Search . 51 Assets/Records. 23 Saving and Loading Search Queries. 52 Asset Information . 23 Things You Can Do with Searches/Queries. 53 Field Types . 24 Using the Find Window in Advanced Mode. 53 Asset Types Supported . 25 Searching for Categories. 54 Editing Asset Information. 25 Record Size. 27 User Live Filtering. 56 • User Interface Visual Overview Page 4 CUMULUS® – CLIENT USER GUIDE Adding Filters . 56 Name a Catalog Manager. 131 Managing Filters . 57 Develop an Effective File Naming Convention 131 Configuring Filters. 59 Develop an Effective Folder Naming Convention . 132 Cross-Platform Catalog Use. 132 Use Assets 65 Drag and Drop . 66 Specialized Usage 133 Copying Assets. 66 Copying Categories and Associated Assets . 66 Using Vault. 134 Organization . 134 Using Asset Actions . 66 Working with Vault . 134 Mailing Your Assets . 67 Integration . 140 Previewing Assets. 68 Using URL AssetStore . 145 Preview View and Window . 68 Cataloging Assets from FTP or HTTP Servers . 145 • OVERVIEW: TOOLBARS FOR PREVIEWS..................................................... 69 Working with URL-cataloged Assets . 146 Fullscreen Preview . 73 Storing Assets on FTP Servers. 148 Fullscreen Slide Show . 76 Central Asset Location on FTP Server . 149 Preview Comparison . 77 Working with Images. 150 Repurposing Assets . 79 Editing Images . 150 Converting Image Assets . 79 Using the IPTC Information Window . 153 Watermarking Assets . 83 • OVERVIEW: THE IPTC INFORMATION WINDOW ............................... 155 Creating Presentations . 86 Working with Raw Images . 157 Creating ZIP Archives. 93 Working with Office Documents. 160 WebAlbum . 95 Special Modules for Office Documents. 160 Creating an Album . 95 Configuring . 163 Provided Skins and Link/Output Options . 98 Cataloging Outlook Messages . 164 Preferences . 99 PowerPoint Support. 164 Customize . 100 The PowerPoint Add-In. 166 Configuring Web URL . 100 Working with InDesign Documents. 170 Special Modules for InDesign Documents . 170 Importing and Exporting. 102 Configuring . 173 Cumulus Exchange File Formats. 102 Further Special InDesign Support . 175 Maintaining Category Assignments. 103 Exporting and Importing Records and Assigning Individual Permissions for Categories . 103 Records and Categories . 175 Importing and Exporting Collections . 106 Individual Record/Category Permissions . 175 Importing from Text/CSV Files . 106 Workflow Enhancements . 113 Customize Cumulus 181 Labeling . 113 Rating Assets. 115 Preferences . 182 Workflow Automation with Cumulus. 117 User Settings. 183 Trigger . ..