﻿WEBVTT

00:00:00.000 --> 00:00:04.366
Hi! Welcome to XMPie uCreate Print training.

00:00:04.366 --> 00:00:09.299
In this module we demonstrate how to connect uCreate Print with your data sources 

00:00:09.300 --> 00:00:14.400
so you can start to create your VDP or variable data print templates. 

00:00:14.400 --> 00:00:18.600
To start, open InDesign, and create a new document, 

00:00:18.600 --> 00:00:24.300
or open the document that you want to change to a VDP template.

00:00:24.300 --> 00:00:26.666
Locate the Dynamic Content panel. 

00:00:26.666 --> 00:00:32.666
If it is not visible, select it from the Dynamic Content menu, Show Window group.

00:00:32.666 --> 00:00:35.366
Click the button on the panel to start.

00:00:35.366 --> 00:00:39.532
For most jobs, you will select to connect to a Data Source... 

00:00:39.533 --> 00:00:45.233
At the end of this video, I will come back and explain more about these other options.

00:00:45.233 --> 00:00:48.533
Click Browse... and select your data source file.

00:00:48.533 --> 00:00:53.566
The types of data that you can connect with will depend on your computer platform. 

00:00:53.566 --> 00:01:02.332
On Windows, uCreate Print can connect with text, CSV, Microsoft Access or Microsoft Excel data sources.

00:01:02.333 --> 00:01:08.533
On Macintosh, uCreate Print can connect with text and CSV data sources.

00:01:08.533 --> 00:01:18.199
If the file you select is Excel or Access, you will be asked to select the spreadsheet tab or database table that you want to use.

00:01:18.200 --> 00:01:26.433
If the file you select is TXT or CSV data, you will be asked what character is separating the data columns.

00:01:26.433 --> 00:01:34.199
If the character you need is not listed in the dropdown, you can simply type the required character.

00:01:34.200 --> 00:01:43.000
If you are using fixed-width data files where there is no column separator and each column has a set number of characters, 

00:01:43.000 --> 00:01:47.900
you need to enter a comma separated list of the column widths.

00:01:47.900 --> 00:01:55.700
For countries where decimal numbers use a comma instead of a point for the decimal separator, this can be changed here.

00:01:55.700 --> 00:02:05.266
When you connect to a file-based data source, uCreate will use the file's BOM or Byte Order Mark to determine the file encoding. 

00:02:05.266 --> 00:02:12.199
If the information is in the file, then the encoding will be set automatically and greyed out.

00:02:12.200 --> 00:02:18.966
For data source files that don't include a BOM, you will need to select the correct encoding format.

00:02:18.966 --> 00:02:23.932
If needed, there is a Preference that you can set to your usual encoding format 

00:02:23.933 --> 00:02:31.899
so that you will only need to change the drop-down if you receive a file with encoding different to what you normally work with.

00:02:31.900 --> 00:02:39.666
Encoding is most important when you work with data files that include foreign languages that use accented characters, 

00:02:39.666 --> 00:02:44.666
double-byte or other unusual characters like emojis.

00:02:44.666 --> 00:02:56.799
For the best results XMPie recommends that Text and CSV data files be saved with Unicode encoding on Windows, or UTF-16 encoding on Macintosh. 

00:02:56.800 --> 00:03:03.733
Even Japanese, Chinese and Korean character sets are supported correctly in uCreate Print 

00:03:03.733 --> 00:03:10.699
if the TXT or CSV files are saved with Unicode or UTF-16 encoding.

00:03:10.700 --> 00:03:14.266
Click OK to close the confirmation.

00:03:14.266 --> 00:03:19.366
Your data source fields or columns are now listed in the Dynamic Content panel 

00:03:19.366 --> 00:03:25.832
ready to be placed into the document, or to create new content objects based on data values. 

00:03:25.833 --> 00:03:30.466
In some cases, it is helpful to see the data values in the panel. 

00:03:30.466 --> 00:03:39.232
To do this, select preferences from the Dynamic Content menu, and check the option to Show Data Column. 

00:03:39.233 --> 00:03:46.299
The controls at the bottom of the panel allow you to scroll through the data records, or to go to a specific record.

00:03:46.300 --> 00:03:50.433
You are now ready to start placing the content objects into the document, 

00:03:50.433 --> 00:03:57.399
or to edit and add new content objects as shown in later videos in this training course.

00:03:57.400 --> 00:04:03.166
Before I return to the data connection options, there is another preference you may want to set.

00:04:03.166 --> 00:04:10.532
You can control the default input data type, which is the option selected when you first set input data.

00:04:10.533 --> 00:04:14.966
For me, it is usually a data file.

00:04:14.966 --> 00:04:20.966
If I create a new document, you can see this option is now selected by default.

00:04:20.966 --> 00:04:26.266
A counter is an automated data source containing a sequence of numbers. 

00:04:26.266 --> 00:04:32.599
This is useful for jobs like tickets where a sequential number is the only data that is needed, 

00:04:32.600 --> 00:04:36.900
but the counter can also be used for other types of projects.

00:04:36.900 --> 00:04:43.400
Depending on your license, you may be able to link to a plan file that has been created with uPlan. 

00:04:43.400 --> 00:04:47.133
The plan file contains information about the data structure, 

00:04:47.133 --> 00:04:54.866
the content objects that can be placed into the InDesign document and the business rules or logic used by the content objects.

00:04:54.866 --> 00:05:01.899
If your company has purchased PersonalEffect, and you have a larger team with both designers and programmers, 

00:05:01.900 --> 00:05:08.300
the tasks for creating the data connection and defining the logic might be done by the technical team 

00:05:08.300 --> 00:05:13.100
and the completed plan passed to the design team and selected here.

00:05:13.100 --> 00:05:24.633
Usually, when working with a plan file, you will also use a proof set to see some sample content objects in the document design. 

00:05:24.633 --> 00:05:31.666
If you don’t have a proofset, the design will only show the name of the content object as a placeholder value.

00:05:31.666 --> 00:05:38.332
The last option is used to manually define the structure of a data source that you will connect with later.

00:05:38.333 --> 00:05:44.933
To help you get started, uCreate Print will automatically create firstname and lastname content objects 

00:05:44.933 --> 00:05:48.099
that can be placed into the document design. 

00:05:48.100 --> 00:05:55.833
And in the Input Data Fields area, it will create database fields for id, fname and lname. 

00:05:55.833 --> 00:06:00.033
If your data file will have different names, you can rename these here, 

00:06:00.033 --> 00:06:05.233
and of course add more fields that will be in the data you plan to connect with later.

00:06:05.233 --> 00:06:10.599
There are videos later in this course that will go into these options in more detail.

