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Hi! Welcome to XMPie PersonalEffect Cross Media. 

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In this tutorial we connect a Circle project to your uProduce server.

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If you are continuing on immediately from the previous tutorial, simply save your Circle project. 

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If you are coming back to the tutorial after some time, login to Circle, and open the project which you created earlier.

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Click on the Build tab. 
Click the Connect button.
The first step is to select your uProduce server.

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Circle will login to your uProduce server using the dashboard credentials that you enter here. 

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It is important to note that Circle will use the same login for all projects. 

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So, it is recommended to create a special uProduce user for Circle to use that has access to all of the accounts necessary.

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After selecting the uProduce server, Circle will display the available accounts in the next drop-down.

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You can click the + icon if you want to create a new account for this project.

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Accounts are used to group different campaigns. In most cases, customers create an account for each of their clients. 

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But you can use an account for each campaign, or use accounts to group campaigns for other reasons.

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One of the things you can set on the account is the default email delivery provider and the sender address details.

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The next dialog provides you with some links to start setting up the campaign on your uProduce server. 

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You can upload a datasource – which will automatically create a basic plan for you. 

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This option is very helpful if you want to get your campaign started quickly and don’t have much logic to setup.

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You can upload a campaign package that you created in InDesign with uCreate Print. 

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Or, you can upload a plan file that you created with uPlan or with uCreate Print. 

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This option is normally best if you have many content objects or complex rules to setup before creating your documents.

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The Library in Circle gives you access to upload and download the campaign plan, data sources, assets and fonts. 

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It is important to note that even though Circle is a cloud-based application, these options link directly to your uProduce server. 

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The plan, data, and other components are sent directly to your local server and are not stored in the cloud.

