XMPie uPlan Training
NOTE: This eLearning module has been archived because it is no longer valid for current XMPie versions.
Please view the latest materials at https://campus.xmpie.com.
Course Information
This e-Learning course focuses on uPlan - the XMPie application for creating the campaign logic or business rules.
Designed for technical staff (data base administrator, programmer, etc) uPlan is a key part of the XMPie tool set to learn and understand. This course aims to help fast track that learning process.
After completing this training series, participants should be able to:
• create new plan files using one of the built-in plan wizards
• add, modify or edit ADORs (content objects) and variables
• explain the different ADOR types and what they are used for
• understand the way the plan file is used as an intermediary between data and document production
• create plan filters
• create custom functions that extend the uPlan functionality
• understand the logic and control operators available in uPlan
• provide designers with plans and proofsets to achieve campaign goals
• create graphic ADORs for a variety of barcode formats
• create graphic ADORs that call uImage for image personalization
• and much more!
This series of videos assumes basic knowledge of databases, logic, scripting and programming techniques, as well as an understanding of the basic concepts behind marketing campaigns.
v8 and later
Video Information
This module demonstrates how to edit or create a plan file in Visual Studio Code using the new uPlan extension released in v10.1 of PersonalEffect.
This video has been watched 145 times.
Downloads for this video
Course outline
| Introduction | ||||
| uPlan Welcome (watch me first!) | 1m 57s | |||
| uPlan Introduction | 2m 12s | |||
| uPlan basic concepts | 3m 11s | |||
| uPlan user interface | 4m 58s | |||
| The plan interpreter workflow | 2m 37s | |||
| Basic operations | ||||
| Creating a new plan | 5m 55s | |||
| ADOR types | 8m 49s | |||
| Linking to different data or assets | 7m 36s | |||
| Creating and using a proofset | 3m 5s | |||
| Using built-in uPlan functions | 6m 1s | |||
| Creating and using variables | 8m 35s | |||
| Operators, logic and control | 11m 38s | |||
| Recipient filters | 2m 58s | |||
| Using uImage with uPlan | 6m | |||
| Special characters | 4m 37s | |||
| Setting campaign dials (uPlan) | 1m 37s | |||
| Barcodes in uPlan | 7m 40s | |||
| Working with other languages | 2m 5s | |||
| Advanced operations | ||||
| The Insert Expression | 4m 6s | |||
| Adding data sources to a plan | 5m 21s | |||
| Using multi-table and multi-data source wizards | 8m 2s | |||
| User views and Table ADORs | 4m 19s | |||
| Using Adobe InDesign tagged text | 6m 24s | |||
| The user view to string function UV2STR() | 8m 26s | |||
| What is in a plan file? | 2m 27s | |||
| Creating custom functions | 8m 54s | |||
| How to get data from a REST web service | 13m 53s | |||
| QLingo extension | 12m 45s | |||
| How to get assets from a web URL | 4m 50s | |||
| Accessing JobTicket parameters in uPlan | 7m 59s | |||
| Advanced output file naming | 4m 45s | |||