XMPie Training Help
Frequently asked questions
A help page customers can use to find answers to course access, training format, prerequisites and resources.
Yes. Campus tracks when you finish watching videos or download PDF tutorials or other resources. You can see your overall progress on the Dashboard page, and eLearning courses also show course progress in the top-lefthand corner of the page.
Many eLearning course modules include review questions which you can use to confirm your understanding of the module's topic. Where available, review questions are displayed on the individual eLearning course pages.
After completing more than 80% of an eLearning course's content, you can download a certificate for that course from the Dashboard page.
Any eLearning courses in which you watched a video will be remembered and listed on the Dashboard page where you can track your progress through the course. Clicking Continue next to a course will jump you straight to the next video after the last one you watched.
If you prefer to select specific tutorial topics instead of following the course, you can simply bookmark any items of interest and return to them later. You can find and manage your bookmarks in the Account drop-down list.
Thank you for booking time with our instructors!
The Workshops page provides more information about the sessions and topics that your trainer will cover.
Reviewing basic topics online before your training session means that you will have a basic product understanding and can prepare a list of questions ready for your instructor. This product preview and thinking about how your company will use XMPie products means that the training can be focussed on your specific needs and you will get much greater value from your time with the instructor.
Much of the content in Campus requires a login. If you don't already have credentials to access Campus, contact your instructor as soon as possible to give yourself maximum preparation time.
There are several locations where information can be downloaded from Campus:
Resources
The Resources page includes links to many useful resources:
- Software downloads
- User guides and product documentation
- Resources for resellers and channel partners
- CodeLab code samples
PDF Tutorials
The Catalog page includes a carousel of PDF Tutorials that each include a PDF with step-by-step instructions and a ZIP containing all the resource files needed to complete the tutorial.
eLearning modules
Some eLearning modules (where the module name starts with "TUTORIAL") include a ZIP download of the sample files that are used in the video so you can follow along and replicate the example on your own computer. The zip will be listed in the "Downloads" panel next to the video.
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| # | ||||||||||||||||
| # 8-Way MI, 8-Way Multi-Instance | uProduce Server production multi-instance upgrade. Adds 4 more concurrent production instances (8 total) so more jobs can compose in parallel. This server-license requires Adobe InDesign Server (IDS). “Non-Pro” solutions must upgrade to their Pro version (add-on) or higher. |
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| A | ||||||||||||||||
| Adobe CC, Adobe Creative Cloud | Adobe Creative Cloud is a subscription to a product or suite of Adobe products. Every XMPie Solution requires at least one desktop workstation with Adobe InDesign to create and modify variable data templates using our plugin, uCreate. When reviewing Adobe Creative Cloud subscription plans, your plan needs to include Adobe InDesign. uImage (add-on) will require Photoshop. |
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| Adobe IDS, Adobe InDesign Server | This Adobe server product is used for server composition or merging of data with InDesign (.indd) files on the XMPie uProduce server. This product includes server software and a license which are supplied by XMPie and requires a current annual maintenance and support agreement for continued use. Turn-key solutions using the label "Pro" include an Adobe InDesign Server. It Is possible to upgrade non-Pro turn-key systems by adding this composition engine to your configuration. Enterprise solutions include one or more Extension servers and Development servers - each of these servers will require Adobe InDesign Server installations and licenses. |
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| Adobe Photoshop | Adobe's image-editing application. This software is required for XMPie uImage application. |
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| ADOR, ador, adors; CO, content object, content objects | 1) The ADOR or Content Object is the item (or tag) that is placed into a print/email/web/sms/video dynamic document (template) to change text/graphic/style/visibility or other attributes dynamically. The ADOR/CO can uses a data field's value from a database or a value calculated by using logic or business rules. |
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| Advanced Layout Control | Desktop-side license to enable document manipulation via InDesign scripting using uCreate data (tagging) and generation of IDML files. This requires a licensed version of uCreate Print and is only available to customers with server solution. |
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| Advanced Output Control | Server-side license to enable IDML file and output manipulation via InDesign scripting in production workflows. (Please note: Web-based interactive editing of InDesign templates is not permitted.) |
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| Amazon SES | Amazon Simple Email Service is a cloud email-sending and receiving service that integrates into applications via APIs. XMPie Email Service (XES) sends email through Amazon SES. For more information, reference our help pages regarding Email Reputation. |
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| API, Application Programming Interface | A set of programmatic interfaces for building custom applications. Organizations developing integrations with XMPie applications (uProduce, uStore, Circle, XMPL, and XVS) must obtain the appropriate API license. Personalia is a XMPie/SaaS application and requires a subscription. |
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| asset source | This refers to a collection of campaign assets - for example: images and formatted text files - and their location.
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| assets | Files that are fetched (or called) to place into a template during variable data output generation. XMPie software has use two types of assets, either images (PDF, JPG, EPS, and more) or text files (TXT, RTF, DOC, XNIP). Static Files placed into a design are referred to as Resources. |
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| AWS, Amazon Web Services | Amazon's cloud platform. XMPie uses AWS for our SaaS products: Circle, StoreFlow Cloud, Personalia and hosted customer systems. |
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| C | ||||||||||||||||
| Campaign | A campaign is a series of activities designed with a specific business goal to provide information or to promote a product or service. On the uProduce server, a campaign is also the container where the components needed for variable data production are organized and stored. |
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| Campaign-on-Demand | The ability to create a store product using a Circle Project. (e.g., sell a cross-media campaign online in your storefront) |
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| CIP4 (cip4.org) | International Cooperation for the Integration of Processes in Prepress, Press, and Postpress XMPie uses JDF with uProduce and uStore products. Xerox Freeflow Core uses JDF and JMF. |
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| Circle (SaaS product) | XMPie's cloud-based (SaaS) cross-media campaign management and marketing automation hub. Circle connects to uProduce for production, uses XES for email delivery and reports results in Circle Analytics. Web and SMS is part of Circle's tracking process. |
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| Circle Analytics (product included with Circle) | Circle's tracking and analytics technology that includes a dashboard to view campaign performance with built-in KPI gauges. |
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| Cloud Services | SaaS offerings and hosting solutions for customer’s production environments. XMPie SaaS product applications include Circle, StoreFlow Cloud, XVS and Personalia. |
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| CO, content object | Please reference ADOR/CO (above). |
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| Composition engine | The XMPie server software component that merges a print design and its variable content to produce personalized print output. The uProduce server uses two print composition engines, XLIM and Adobe InDesign Server (when available). The engine used is based on the template (input) format, created when saving the file directly to the server (uProduce, or uProduce via Circle) and when generating an xmpie package file (CPKG or DPKG). |
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| Connectivity, uCreate Connectivity | This feature allows the variable data template designer to connect to the production server, create and manage campaign components and trigger job production from within the desktop InDesign application. Connectivity licenses allow for a limited number of concurrent connections. The number of connections can be increase with the purchase of additional license(s). |
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| CPKG, DPKG, PPKG and PRPKG | Exported package files (zipped) file of a campaign’s component files, to share with others or upload to a production server.
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| Cross-media (XM), Omnichannel, Transmedia | When a marketing campaign uses multiple and different media types to communicate with recipients, it can be called an omnichannel, transmedia or cross media (xm) campaign. In terms of XMPie software, our XM solution/product provides the creation and management of a multichannel campaign and its production for print, email, webpages, video and SMS media types, where the campaign synchronizes the content using the same logic, data and other resources. Solutions that do not include XM features must upgrade or purchase the Cross-Media addon and an XES subscription. |
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| D | ||||||||||||||||
| Dashboard, /xmpiedashboard | uProduce server environments use a standard interface called the Dashboard or XMPieDashboard. The URL to this interface is the main server or Director's server name, it's IP address, or domain name followed by /xmpiedashboard. For example, http://some_server_name/xmpiedashboard, http://10.10.10.300/xmpiedashboard or https://my.company.dom/xmpiedashboard | |||||||||||||||
| Data schema | The structure of a database, that defines the data fields and the types of data used within a data-driven campaign. XMPie plan files reference data schemas for both the primary or recipient data source (required), and any additional data sources, when needed. A simple example of a schema:
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| data sources | Data files used in variable data production. Desktop (Mac/Win OS) solutions can use flat data sources: delimited text (CSV/TXT), fixed-width columnar files, and CSVX (extended CSV). Windows OS desktops can also use Excel files. Server solutions can use flat data sources (which are converted to MSSQL), and several types of Database Management Systems (aka remote SQL data sources). Designs can also start without a data file using Manual Definition, then data is linked before production. |
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| Developer Hub | XMPie's Developer Portal (help.xmpie.com/DeveloperHub) with information for API documentation, SDKs where available and additional coding samples. |
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| Director (server) | Also called uProduce Director, is the primary (uProduce) server within an Enterprise solution. The Director manages overall operations such as job queueing and production using extension servers. |
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| DKIM, DomainKeys Identified Mail | Three CNAME records used as an email authentication method that allows email providers to verify that a message was sendt from your domain and was not modified in transit. Used with XES, refer to Identity Management. (Please reference XES Email Reputation help pages for more information.) |
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| DMARC, Domain-based Message Authentication, Reporting and Conformance | A TXT record for DMARC (DNS policy) that uses DKIM and/or SPF to protect your domain against email spoofing. Used with XES, refer to Identity Management. (Please reference XES Email Reputation help pages for more information.) |
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| DNS | Domain Name System; The internet's system that associates a human-readable web address with the computer's machine-reachable IP address/number. Used with Circle, XES and uStore products. |
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| Dynamic Document, Dynamic Documents | 1) The generated output from an InDesign or XLIM template that has been merged with data either using the desktop software (uCreate) or the XMPie production server system (uProduce). 2) Any document that requires information or images to change (including backgrounds) based on data or user input. 3) aka VDP Output. |
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| E | ||||||||||||||||
| Enterprise | XMPie server-based solutions; A scalable, multi-uProduce server infrastructure consisting of Director and Extension servers that handle high-volume production and support fault-tolerance. Currently available solutions are: Enterprise Print and Enterprise Cross-Media. |
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| Extension (Server) | Also known as uProduce Extension, is a production-based uProduce server within a scalable Enterprise environment, managed by the uProduce Director. |
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| F | ||||||||||||||||
| Fault Tolerance | Enterprise solutions that allow an optional configuration(s) for systems that require high availability with by failover or redundancy standards. This optional requires additional/specific licensing and infrastructure. |
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| FreeFlow Core | Xerox FreeFlow Core (and modules); prepress workflow automation software (e.g., preflight, imposition, routing) that can be used with XMPie software purchases. XMPie StoreFlow integrated uStore and FreeFlow Core to automate multi-step prepress workflows for ordered products. |
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| G | ||||||||||||||||
| GDPR | General Data Protection Regulation; an European Union regulation law on information and data privacy. Please check our guideline technote. |
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| H | ||||||||||||||||
| Hot Folder(s) | uProduce watches a shared (hot) folder and, when a data file is dropped into the folder ths automatically triggers predefined processes to produce output. (Sometimes known as Hot Submit.) Hot Folder is a uProduce feature to automated job submission, which is activated with a purchased license. |
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| I | ||||||||||||||||
| Identity Management | The XES Identity Management feature allows you to manage your email sender identities directly within Circle. This includes settings for DMARC, DKIM, SPF and more. |
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| IDML | InDesign Markup Language; Adobe's XML-based InDesign interchange format (a non-print output format). For use as an XMPie production output format, see Advanced Output Control. |
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| InDesign (desktop) | |
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| J | ||||||||||||||||
| JDF/JMF | Job Definition Format; A technical standard used in the printing and graphic arts industry to automate workflows. Also used as the file extension for an XML-based file to exchange data between print and packaging production devices. Job Messaging Format; JMF is the companion messaging protocol to JDF which acts as the electronic job ticket. |
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| L | ||||||||||||||||
| logic, rule, business rule | An expression that sets or computes the value of an Content Objects (ADORs) for a given Recipient. For example, a business rule might require a numeric value in the data (called balance) to be formatted as currency. |
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| M | ||||||||||||||||
| M&S | XMPie's software Maintenance and Support agreement that includes technical support, additional material on this Campus learning portal (after login), and the latest software releases. There is an optional upgrade to Premium Support (24x7, priority case handling and annual business review). A current M&S agreement is required to use the IDS supplied with “Pro” Turn-key solutions and Enterprise configurations. |
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| MI | Multi-Instance (production); By default, all available composite engines use up to 4 instances for production. Add-on licenses are avaible for purchase to expand the number of concurrent production instances on a server (please reference 8-Way or 16-Way). |
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| N | ||||||||||||||||
| NG | Next Generation; XMPie's abbreviation for newer software versions. Older setups or configurations are referred to as “Legacy.” |
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| O | ||||||||||||||||
| On-demand | This concept has a couple implementations: |
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| OpenXM | Open Cross-Media; XMPie's cross-media technology that lets uProduce serve personalized content for digital media in sync with variable print design via Circle projects. |
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| P | ||||||||||||||||
Portable Document Format; Adobe's device-independent document format; the base format for print output. uProduce server with Adobe IDS can produce Interactive PDFs and various settings including security. PDF files can also be use an Assets for Graphic Content Objects and within the PDF-Table object. |
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| PDF/VT | Portable Document Format / Variable and Transactional; ISO standard (ISO 16612-2) PDF format optimized for variable data and transactional printing. XMPie provides PDF/VT-1 and PDF-VT3 output formats. |
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| PE | PersonalEffect; XMPie's platform and product family name. Please reference the XMPie website for more information about solutions and products. |
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| Personalia (SaaS/API product) | Personalia is a subscription-based service that allows businesses to deliver advanced personalization into their existing platform’s communication integrating our Content Generation Service APIs. Personalia templates are created with uCreate (free), uploaded to the Personalia Dashboard, then integrated with the APIs. |
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| plan, proofset, proof set | A plan file stores data references and implemented business rules for print and cross media campaigns. A proofset file contains a set of values for content objects based on a particular plan file and data set. A proofset is a snapshot in time, if the plan or data changes the proofset would need to be regenerated. Both the plan file and its associated proofsets are XML-encoded files. Plan and proofset files can be created using uPlan, uCreate and Circle. |
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| Pro | Naming convention for XMPie software Turn-key solutions that indicates whether the PersonalEffect license includes Adobe InDesign Server “Pro” (or not). |
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| PURL, RURL | Personalized URL or XMPie's Response URLs; A unique web address for each recipient (e.g., https://mypages.somecompany.com/john.smith); when provided the link opens to a personalized landing page or website. |
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| Q | ||||||||||||||||
| QLingo | XMPie proprietary scripting language with functions and expressions for writing business rules to calculate values for Content Objects. QLingo rules are created with uCreate, uPlan and Circle products. |
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| R | ||||||||||||||||
| Recipient, recipients | A recipient is typically a person who receives an individual instance of the document. If the document is static, all recipients receive identical copies; if the document is dynamic, each recipient receives a unique document instance, which has been personalized based on this recipient’s specific data (even if the only dynamic content is their name and address). Alternatively, recipients can be a group of people (for example, a company), an event (for example, a company picnic), a place (for example, company branch, or a specific location) or a thing (for example, a product). Often documents of this nature are referred to as versioned/customized rather than personalized. |
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| Resources | Static (not data driven) graphics and other elements placed into the template. |
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| Rest API | Representational State Transfer Application Programming Interface; A common set of programming architectural rules that allows two different software applications to communicate and exchange data over the internet. uProduce, uStore, Circle and XMPL use RestAPI. Please reference Partner Resources (on this site) or XMPie Developer Hub for more information. |
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| RIP, Raster Image Processor | A hardware, software or firmware component used to covert high-level page description (output production files) into the printer’s language for processing. When this runs on a computer before the printer/press is sometimes known as the DFE, Digital Front End. A couple of examples of common RIPs are, Fiery workstations and Harlequin RIP. |
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| S | ||||||||||||||||
| SaaS | Software as a Service; Software delivered as a hosted and, often, subscription-based service over the web. XMPie Circle, XES, Personalia, and uStore Cloud solutions are SaaS subscription services. |
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| Salesforce (Third-party CRM system) | Salesforce is a SaaS, CRM platform. As an FYI, XMPie uses Salesforce for their support portal system. Sometimes emails from this system might be placed in your junk/spam folders. |
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| SAML 2.0 | Security Assertion Markup Language; An XML-based standard for exchanging authentication data between an identity provider and an application. Some XMPie products have integration with this protocol. Please reference SSO (in this list). |
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| SDK, Software Development Kit | Tools and libraries for building customization and integrations. Please reference Partner Resources (on this site) or XMPie Developer Hub for more information. |
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| SPF, Sender Policy Framework | Information that tells email providers which servers are allowed to send email from your domain. Used with XES, refer to Identity Management. (Please reference XES Email Reputation help pages.) |
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| SSO, Single Sign-On | Allows for a company’s user to gain access to multiple, independent software applications (systems) without re-entering their credentials. uProduce and uStore have integrations to use this protocol when the integration is purchased and/or licensed. Please ask your XMPie Regional Sales Representative or if you are unsure write to support, so they can let your Rep reach out to you. |
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| Static (vs Dynamic) | Static means the document or product has no modifications to the actual item. For example, a company's letterhead. uStore has several product types, one type is a static product (for example, letterhead) or dynamic product (for example, business cards or postcards for mailing). |
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| T | ||||||||||||||||
| Turn-Key System | XMPie software/package suites that offer single-production server. In uProduce terms these are single (aka Solo) production servers, which cannot be extended with Enterprise extension servers. Current solutions are: PE Print, PE Print Pro, PE uStore, PE uStore Pro, PE StoreFlow Cloud, PE StoreFlow, PE StoreFlow Pro, PE TransMedia and PE TransMedia Pro. |
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| U | ||||||||||||||||
| uChart (add-on product) | This license provides the ability to generate, per recipient, personalized pie, bar or line graphs using additional numeric data connected to your templates. This add-on is available for the desktop, as a uCreate add-on, and for server-based production as a uProduce add-on. |
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| uCreate (product) | uCreate is the XMPie plug-in for Adobe InDesign that provides the ability to convert design documents into variable templates. Each product’s license type unlocks additional capabilities. See uCreate Print Packages in the Help Center for more details. |
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| uDirect (product suite/package) | XMPie software product (or package/suite) that offer VDP functionality integrated with Adobe CC InDesign to generate personalized output using only a Macintosh or Windows operating system desktop workstation.
Server packages include desktop tools based on the solution purchased and are typically, not referenced as uDirect. |
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| uEdit (product included with uStore) | Special XLIM template editor integrated with uStore, that is sometimes called uEdit HD. |
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| UI/GUI | User Interface/Graphical User Interface; the contact point between a human and a system, device or machine. XMPie interfaces: |
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| uImage (product) | XMPie's image personalization via Adobe Photoshop templates. Photoshop renders unique images per recipient, that are placed into templates as dynamic content using uCreate (desktop) or uProduce (server) for production. This add-on is available for the desktop and server. Desktop production requires Adobe Photoshop to be installed before installing uCreate. uCreate installs uImage application. Server environments require a Creative Cloud subscription for Photoshop (customer supplied) and a special installation on a dedicated workstation (called a uImage Photo Processing Unit, UPPU). For server installations, if you have questions, the support tech assigned to your install can answer your questions. |
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| uMerge (product included with XVS subscription) | XMPie software plug-in for Adobe After Effects. Used to create dynamic motion graphics and videos templates and works with XMPie Video Personalization Service (XVS). |
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| uPlan (product) | XMPie's standalone application for building the logic/business rules behind personalized campaigns. This application creates and modifies plan files. uPlan provides the ability that are not available when using uCreate or the plan editor in Circle. With uPlan, you can create filters for recipient data, create custom functions, link to remote data (for example, MS SQL and others) similar to uProduce, and setup complex rules when needed. Ths application is only available for Windows OS. |
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| uProduce - XE, IND, XEM, or XM | The abbrevations for uProduce editions/variations based on the composition engine and functionality within the purchase product suite.
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| uProduce (product) | uProduce is XMPie's server-based software solution. The uProduce server is the central hub for VDP production and optionally include OpenXM with a connection to Circle. This server can allow document templates to be used for products in uStore or other Web-to-Print systems. The uProduce server's interface is known as Dashboard (uProduce Dashboard). Besides composition engines, it also provides Post Composition tasks and workflows. |
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| uStore, StoreFlow (product) | PersonalEffect uStore is XMPie' eCommerce application supporting three types of store fronts: Business-to-Business (B2B), Business-to-Consumer (B2C), and integrations with other platforms (uStore Connect). uStore has three parts: the Backoffice for administration of stores and processing orders, the Customer Application that is framework for the store interface, and the integration with uProduce and Circle. StoreFlow is the combination of uStore and FreeFlow Core. |
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| V | ||||||||||||||||
| variables | Similar to an ADOR or Content object, a variable is an item that can hold a value from a database or a calculated value, but variables are used in the background by the plan file and not placed into the print/email/web/sms/video document. | |||||||||||||||
| VDP, VDP Ouput | Variable Data Printing (Publishing or Production) is the ability to combine data and design to produce a document (print/images, email/sms, web) unique to the recipient. The output is the merged print document generated from the variable data template and its data. Typically, this concept references print jobs with many recipients, though it could also mean the output for one recipient (cross media) or customized output (dynamic documents in uStore). Our software can generate various types of output depending on your solution. For more information reference the help documentation (using uCreate: Generate VDP, or using uProduce: Proof/Process). |
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| VIPP, Variable Data Intelligent Postscript PrintWare | This print output format language (created by Xerox) as a RIP language for variable data printing that allows resuable and cached content. ** Please note this format is deprecated (Jan. '26) and will be discontinued January 2027. ** |
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| VPS, Variable Postscript | This print output format (created by Creo) as a RIP language for variable data printing that allows reusable and cached content. |
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| W | ||||||||||||||||
| W2P, eCommerce | Web-to-Print is an eCommerce platform to allow for buying and selling goods (typically print) and services online. XMPie uStore, StoreFlow and StoreFlow Cloud (product solution/software suites) are eCommerce to create and manage online stores and customer orders via the uStore application (backoffice and customer interface). |
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| Webhook | A method used by web applications to send automated, real-time messages or data to other applications whenever a specific event occurs. |
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| Widget | 1) A small, self-contained application or user interface that performs a specific function. 2) uStore feature that allows customers to use include their own widgets within the Customer Application Store interface. |
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| WS API/WS SDK | Web Services Application Programming Interface and its Software Development Kit - Web services are built to allow different applications or devices to communicate. Early XMPie development used MS Web Services standards for API integration with our products. While some of this functionality still remains, our modern applications use REST APIs. |
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| X | ||||||||||||||||
| x-dot, xdot | X-DOT stands for XMPie Document Object Transparency which is a feature of XMPie print production that accurately reproduces transparent objects in the design (like shadow, feather and opacity). | |||||||||||||||
| XES (SaaS product) | XMPie's subscription-based email delivery service for personalized, behavior-triggered and transactional emails, with delivery and engagement tracking. |
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| xlim | XMPie proprietary document composition engine and document format. XLIM was built for speed (production speed). Templates are setup in InDesign with uCreate then configured to work with XLIM composition. XLIM templates can also be used with uEdit. |
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| XM | Please reference cross-media. |
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| XMap (service) | XMPie Mapping Service; This subscription service generates various types of detailed maps to use with your high-resolution print or digital campaigns. Available only to XMPie customers. |
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| XMPL | 1) XMPL is a Javascript library that adds personalization to your HTML pages. |
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| XVS (SaaS product) | XMPie Video Personalization Service; Stream data-driven personalized videos, generated on-demand or pre-rendered from your Adobe After Effects templates. |
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| Z | ||||||||||||||||
| Zapier | Automation platform connecting 1,000+ services. Can be used to integrate XMPie solutions with other services. |
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