DiALOGUE Reviewer Manual Version 3.0 07/2004 IA_300_01_W32_DI_UM_EN
This document contains proprietary and confidential information of DALiM SOFTWARE GmbH. With exception of legally admitted cases is a utilization without agreement of DALiM SOFTWARE GmbH punishable. The contents of this document may not be disclosed to third parties, copied, or duplicated in any form, in whole or in part, without the prior written permission of DALiM SOFTWARE GmbH. Dalim Software, DALiM TWiST, DALiM LiTHO, DALiM SWiNG, DALiM DiALOGUE, DALiM WEBLiNK, DALiM PRiNTEMPO, DALiM MiSTRAL, are registered trademarks of Dalim Software GmbH. PostScript is a registered trademark of Adobe System, Inc. PANTONE Computer Video simulations displayed may not match PANTONE-identified solid color standards. Use current PANTONE Color Reference Manuals for accurate color. PANTONE, PANTONE MATCHING SYSTEM, PANTONE Process Color System are the property of Pantone, Inc. Pantone, Inc., 1989, 1996. HKS is a registered trademark of Wz HKS - Verband. Apple, the Apple Logo, FireWire, GeoPort, HyperCard, LightBulb logo, ImageWriter, LaserWriter, Mac, Mac logo, Macintosh, MessagePad, Newton, OpenDoc, Power Macintosh, PowerBook, QuickTake, QuickTime, QuickTime Logo, and StyleWriter are trademarks of Apple Computer, Inc., registered in the U.S. and other countries. Silicon Graphics, Indigo, IRIS, IRIS Indigo, Open GL, and the Silicon Graphics Company logo are registered trademarks of Silicon Graphics, Inc. CASEVision, CHALLENGE, Indigo2, Indigo Magic, Indy, IndyCam, Indy Video, IRIS GL, IRIS Impressario, IRIS NetWorker, IRIS Showcase, IRIS Volume Manager, IRIX, MovieMaster, NetVisualizer, O2, Octane, Origin, Powered by SiliconGraphics, Showcase, Silicon Studio, WebMagic, WebFORCE and the WebFORCE Logo are trademarks of Silicon Graphics, Inc. Silicon Surf and Silicon Studio are trademarks of Silicon Graphics, Inc. Extreme is a descriptive name used by Silicon Graphics, Inc., under License. Sun, Sun Microsystems, the Sun Logo, SunWorld, Sun SITE, and all Sun-based trademarks and logos, Java, HotJava, JavaScript, the Java Coffee Cup Logo, JavaWorld, and all Java-based trademarks and logos, the Duke Logo, Jini and the Jini Logo, Jiro and the Jiro logo, Solaris, the Solaris Logo, and all Solaris-based trademarks, Netra, Ultra, NFS, iplanet, the iplanet Logo, and all iplanet-based trademarks, We're the dot in.com and The Network Is The Computer are trademarks or registered trademarks of Sun Microsystems, Inc. in the United States and other countries. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. in the United States and other countries. Products bearing SPARC trademarks are based upon an architecture developed by Sun Microsystems, Inc. Linux is a registered trademark of Linus Torvalds. Red Hat is a registered trademark of Red Hat Sotftware, Inc. Color Vérité, FPO Exporter, FullPress FPO, FullPressXT, K-Time, Picture Wrangler, and WebNative are trademarks and FullPress, K-Talk, K-AShare, K-Spool, Queue Master, the Xinet server design, and Xinet are registered trademarks of XINET, Inc. EtherShare, PCShare und SLIC are trademarks of Helios Software GmbH. Ethernet is a trademark von XEROX, Inc. This product is covered by one or more of the following US patents: 5,113,249; 5,323,248; 5,420,702; 5,481,379. All other trademarks are the properties of their respective owners. The use of other general descriptive names, trademarks, and so on, in this publication does not imply, even in the absence of a specific statement, that such names are exempt from the relevant protective laws and regulations and therefore free for general use. DALiM SOFTWARE GmbH assumes no responsibility or liability for any errors or inaccuracies that may occur through the use of the software or this manual. DALiM SOFTWARE GmbH reserves the right to modify any part of this document without notice. This document can NOT be part of any sales contract or commitment. Copyright 1999-2004 DALiM SOFTWARE GmbH. All rights reserved. DALiM SOFTWARE GmbH Straßburger Str. 6 D-77694 Kehl, Germany
DiALOGUE - Reviewer manual Table of Contents Overview... 1 Introduction.............................................................. 1 Using this manual......................................................... 1 Objectives............................................................... 1 The interactive review process............................................... 1 Secure job structure..................................................... 1 Fast display of the pages................................................. 1 Supported file formats................................................... 1 Interactive annotations................................................... 2 Automatic notification of pages to review.................................... 2 Collaborative mode..................................................... 2 Color conversion....................................................... 2 Paper proof............................................................ 2 Approval management................................................... 2 Prerequisites............................................................. 2 Conventions............................................................. 3 Reviewer Interface quick-reference... 4 All windows............................................................. 4 The Toolbox............................................................. 4 The Reviewing toolbox..................................................... 4 The Administration window................................................. 4 Automatic notification of pages to review... 6 Overview................................................................ 6 How to choose the directories to check and define the notification process............ 6 How to unsubscribe a directory or change the notification parameters................ 7 How to review pages when notified by email.................................... 7 How to review pages when you are not notified by email.......................... 8 Table of Contents - i
DiALOGUE - Reviewer manual Reviewing a page... 9 How to display a page...................................................... 9 How to zoom in.......................................................... 10 How to zoom out......................................................... 11 How to move the displayed image area....................................... 11 How to check the page size and color space.................................... 12 How to display the coordinates of elements.................................... 12 How to display the separations.............................................. 12 How to insert notes....................................................... 13 How to display the creator and creation time of a note............................ 14 How to draw an outline.................................................... 14 How to edit the notes...................................................... 15 How to move a pin..................................................... 15 How to move a note.................................................... 15 How to move the pin and its attached note................................... 15 How to edit the note text................................................ 15 How to change the length of the text lines................................... 15 How to move an outline................................................. 16 How to change the display of the notes........................................ 16 How to collapse or expand a note.......................................... 16 How to hide or display all notes........................................... 16 How to hide or display all the outlines...................................... 16 How to view the notes without opening the document............................ 17 How to delete a note or an outline............................................ 17 How to measure the colors with the densitometer............................... 17 How to insert a note with densitometer values.................................. 18 How to check the history................................................... 18 How to print a proof...................................................... 19 Overview............................................................ 19 How to download a page................................................ 19 Display with ICC color management......................................... 20 Overview............................................................ 20 Location of ICC profiles................................................. 20 Choosing a monitor profile............................................... 20 ii - Table of Contents
DiALOGUE - Reviewer manual Removing an ICC profile................................................ 21 Document and simulation profiles......................................... 21 Assigning default ICC profiles to directories................................. 21 Assigning default ICC profiles to documents................................ 22 Selecting ICC profiles when reviewing documents............................ 22 Choosing the rendering intent............................................ 22 The collaborative mode... 24 Overview............................................................... 24 How to create a session.................................................... 24 How to invite other users to a session......................................... 24 Joining a session with the Invitation list....................................... 25 Joining a session within a page.............................................. 26 How to review a page collaboratively......................................... 26 The display........................................................... 26 The notes............................................................ 26 The Chat utility........................................................ 26 How to leave a session.................................................... 27 Approving documents... 28 Overview............................................................... 28 The Approval setup....................................................... 28 How to define the documents requiring approval............................. 28 The Approval setup.................................................... 29 How to edit an approval setup............................................ 30 How to remove an approval setup......................................... 30 How to receive a notification in case of approval change....................... 30 Approving documents..................................................... 30 Overview............................................................ 30 How to change the status of a document.................................... 31 How to proceed after receiving an email.................................... 32 How to reset the approval status........................................... 32 How to change the users list.............................................. 33 Table of Contents - iii
DiALOGUE - Reviewer manual Changing the user preferences... 34 How to change the color and language of the user............................... 34 How to change the JPEG quality and the unit of measure......................... 34 Administrator session... 35 Overview............................................................... 35 How to create users....................................................... 35 How to define the access rights to the jobs..................................... 36 How to delete a user...................................................... 38 How to change the password of the administrator user........................... 38 iv - Table of Contents
Overview Introduction DiALOGUE is a Web-based application allowing you to softproof pages and communicate corrections from any location through a Web browser. This allows you to considerably speed up the proofing cycle by enabling all participants in the prepress chain to collaborate in real-time. The Reviewer module allows the clients to view the pages from any location through their standard web browser. The pages are viewed in high-resolution, with very short delay even for large files. Interaction occurs in real-time by annotating the needed corrections on the page. A record of all interactions is kept for later reference. Using this manual This "Reviewer Manual" concentrates on the operational mode of the Reviewer part, and is thus intended to be used by all the participants in the pre-press chain. It describes how to review and annotate the pages in either single or collaborative mode. This manual does not need to be read from beginning to end, since you will get the description or procedure you are interested in, by using the "Table of Contents" or index to quickly access it. All the managing part specific to the documents "provider" (printer, ads agency, prepress shop, publisher) is described in the "Administrator Manual". Objectives As you read through this manual and follow the step-by-step procedures, you will be able to: Open pages in your secure job structure. Display the pages in the desired detail level. Annotate the corrections. Forecast the color rendering with the densitometer. Communicate with other participants in the proofing cycle. The interactive review process Secure job structure The first time a client accesses the DiALOGUE server from his standard browser, a Java applet is downloaded. This applet is then stored on his local machine and used for all subsequent connections. When connected to the DiALOGUE server, the client can access the files stored in a defined job structure by the publisher. He can only access the jobs allowed by his access rights. Fast display of the pages When the client wants to softproof a page, this page is downloaded through the web as a high-resolution JPEG file in a size fitting the browser display window. Each time the client zooms in to display the desired level of detail, the corresponding area of the page is rasterized on the DiALOGUE engine and only this part of the file is transferred through the web. This ensures that the client can view the page in high-resolution with the desired level of detail, without delay. As only the selected part of the file is transferred, the transfer time is small even if the whole file is very large. Supported file formats DiALOGUE is able to softproof the following file formats: PostScript level 1 to 3 DCS 2.0 PDF 1.2 and 1.3, PDF/X PDF-P2 (Dalim's raster-based PDF format) TIFF TIFF-IT CT/LW and page TIFF-IT/P1 CT/LW 1
Scitex Handshake CT/LW and page Scitex New CT/LW Interactive annotations When problems are detected in the page, you can insert notes explaining the required corrections. These corrections are sent to the server in real-time, and also stored in a log file for subsequent reference. As several users can review a page at the same time, each user inserts his own notes that cannot be edited by other users. The annotations are kept in a separate XML file and the original file is left unchanged. Automatic notification of pages to review In order to be automatically notified when new or updated pages are available for review, users can subscribe to directories. In this way, each time a file is added or changed in one of the subscribed directories, the user will either receive a mail or will be able to check the messages at any time in a DiA- LOGUE session. The user can then click on a link to automatically open the changed page. Collaborative mode One user can create a review session and invite other users to join him. All participants in the session can insert their own notes that are displayed in real-time, and communicate through a chat utility. When a user moves or zooms the page, the display is changed for all participants in order for all of them to see clearly the area they are discussing about. Color conversion DiALOGUE supports ICC color management to softproof documents. ICC profiles can be assigned to documents or directories. When reviewing documents it is possible to choose a monitor, a document and a simulation profile. When there are no specific ICC profiles selected, DiALOGUE uses a predefined ICC profile. Color adequacy can also be checked by expert participants with the densitometer tool. This tool measures the exact color values in the original file. Paper proof You can also download the original file in the desired resolution, to print a paper proof at your own location. Approval management You can manage an approval process by defining the documents that will need approval, the users that will be authorized to approve the documents, and finally by defining the approval status of each document requiring approval. An approval setup can be attached to directories, meaning that the documents included in this directory will need approval. Attaching an approval setup to a directory does not attach this setup to its sub-directories. Each directory or sub-directory needs its own setup. The approval setup can include sophisticated approval rules defining which users are allowed and required to approve the documents. Documents can be partially approved if the rule defines that several users must approve a document and only some of them have approved it yet. An email notification can be sent to the defined users when a document requires approval and when its approval status changes. The approval status of a document can be easily changed by clicking on an icon. Users with specific rights can even reset the approval status of approved or rejected documents. Prerequisites You must have access to a Java 2 enabled Netscape or Internet Explorer Web browser. The supported operating systems are the following: Linux IRIX Solaris Windows versions from 95 upwards (may require Java2 update) Windows XP (requires Java2 update) Macintosh OS X. You must also have received the URL, user name and password from the DiALOGUE administrator. 2
Conventions The buttons, menus, options and entry fields are displayed in bold characters: the Cancel button is one example. The window names are displayed in italic: the Brushes Parameters window is one example. The paths, file names and keyboard entries are displayed in light characters: the Ctrl key is one example. 3
Reviewer Interface quick-reference All windows Click to manage the users. OK icon. Click to validate the changes and to close the window. Cancel icon. Click to cancel the changes and close the window. The Toolbox Click to change the login. Click to display the documentation in PDF format. The Reviewing toolbox Click the icon to validate a note. Click the icon, then click and drag a pin to move it. Click and drag a note to move it. Click and drag a link to move both the pin and the note. Double-click a pin to collapse a note. Double-click a collapsed note to expand it. Click the icon, then click in the image or draw a rectangle to zoom in. Shift-click in the image to zoom out. Click to choose pages to review. Click to display the invitation list. In the invitation list, click on join to join a session. Click the icon, then click and drag to place a pin and link it to a note. Click the icon, then click in a note to change its text. Click to display the subscribed directories. You can change the notification parameters or unsubscribe directories. Click the icon, then click and drag to draw an outline. Click to display the notifications received for changes in the subscribed directories. Click on the link displayed in the message to open the page to review. Click to select or upload a monitor profile. Click the icon, then click in the image to display the color values. The Administration window Click to create a user. 4
Click to change the root password. Click to remove the user. Click to change the login. 5
Automatic notification of pages to review Overview To be automatically notified each time a page needs to be reviewed, you can define one or several directories that will be checked for changes. By defining the notification parameters you can decide to be notified if a file is added or deleted from the chosen directories, if a file is updated, or if notes are added to a file by another reviewer. If you choose to receive an email, you can immediately access to the changed page by clicking on the link displayed in the email. Even if you do not choose to be automatically notified by email, you can at any time open DiALOGUE, check the received messages and click on the link displayed in the message to open the corresponding page. How to choose the directories to check and define the notification process 3 Click the Jobs icon: This opens a browser allowing you to navigate in the part of the jobs structure that your provider reserved for you: Before being able to receive notifications, you must choose the directories that will be checked for changes. Proceed as follows: 1 Open your favorite Web browser and log to the URL that was given to you by your provider. This opens a login window asking for a user name and password. 4 Open the directory that needs to be checked and click the Subscribe icon: 2 Type the information that was sent to you by your provider and click on the OK icon. You are then connected to the DiALOGUE server: In this way, you will be notified each time the contents of this directory changes (including its sub-directories). 5 You can now choose how and in which cases you will receive a notification: 6
How to unsubscribe a directory or change the notification parameters To display the subscribed directories and the corresponding notification parameters, click on the Subscriptions icon: Addition and deletion of document: select this option to be warned each time a file is added or deleted in the subscribed directory or in its sub-directories. New document version: select this option to be warned each time a file is updated in the subscribed directory or in its subdirectories. edition: select this option to be warned each time a note is added to one of the pages of the subscribed directory or in its sub-directories. Approval event: select this option to be warned each time the approval status of a document changes. The approval management is fully described in the Approving documents section of this manual. Notification by mail: select this option to be notified by email. You will be able to click on the link added in the email to immediately review the corresponding page. If you do not select this option, you will have to check the received messages during your next DiALOGUE session. Email: if you select the Notification by mail option, type your email address. 6 After defining all desired parameters, click the Subscribe button. This displays "Subscription done" and allows you to click on the Back to directory link to go back to the subscribed directory. You can also change existing subscription parameters. In this case click the Modify button. You can select or deselect options and click the Modify button, or click the Unsubscribe button to unsubscribe the corresponding directory and all its sub-directories: How to review pages when notified by email If you selected the Notification by mail option in the subscription parameters, you will receive a mail each time a subscribed change occurs. You receive one of the following notification: The file "directory/filename" has changed, where directory is the name of the directory, and filename is the name of the updated file. User has edited note in document "directory/filename". The file "directory/filename" has been added. 7
The file "directory/filename" has been removed. You can click on the "directory/filename" link to immediately open the corresponding page in DiALOGUE. There is no link when the file has been removed. How to review pages when you are not notified by email 3 Click the Messages icon: This displays all changes that occurred in the subscribed directories: If you did not select the Notification by mail option in the subscription parameters, you receive no mail to notify you of changes. But you can check the changes at any time in the Message board: 1 Open your Web browser and log to the URL that was given to you by your provider. This opens a login window asking for a user name and password. 2 Type the information that was sent to you by your provider and click the OK icon. You are then connected to the DiA- LOGUE server: The contents of the selected message is displayed in the bottom part of the window, and you can click on the link to immediately review the corresponding page. As for the emails, four messages are possible depending on the change that occurred, and no link is displayed in case of file removal. You can mark a message as read by selecting the message and clicking the Mark as read button. This removes the icon at the left of the line, allowing you to see easily which messages are new. You can also remove a message by selecting the message and clicking the Delete button. You can select several messages by clicking in the boxes in the From column. You can select all messages by clicking in the From checkbox. 8
Reviewing a page How to display a page You have several ways of displaying a page to review: If you use the subscription feature with the automatic notification by email option, you can click on the link included in the email, as described in the "How to review pages when notified by email" section above. If you use the subscription feature without the email option, you can display the messages and click on the link, as described in the "How to review pages when you are not notified by email" section above. 3 Click the Jobs icon: You can display the contents of the directories your provider allocated to you and click on the page you want to review. This is described in this section. To log into DiALOGUE proceed as follows: 1 Open a Web browser and log to the URL that was given to you by your provider. This opens a login window asking for a user name and password. This opens a browser allowing you to select a page: 2 Type the information that was sent to you by your provider and click the OK icon. You are then connected to the DiA- LOGUE server: This window gives you access to part of the job structure defined on the document server of your provider. Your provider has defined the access rights of the user name he created for you and thus defined the part of his job structure to which you have access. In this way your provider can store your documents in your specific job structure, ensuring that you will be the only one that has access to your pages, and ensuring also that you cannot access the documents of other companies. You can change the display of the pages by choosing View as galerie or View as list in place of View as icon: 9
How to zoom in The page is displayed per default at browser size so that you see the whole page. To look at a detail of the page, you can zoom in to this area: 1 Click the Zoom icon: 2 Use one of two methods: The Display as galerie feature is available only if your provider did setup DiALOGUE to use the "UFO-type" browser. If this is not the case, you will be able to display the files only as icons or text. As the View as galerie feature slows down the display, you should check with your provider which browser type is best suited to your connection. 4 Click on a file to display the corresponding page, or click on a folder icon to go deeper in the jobs structure. After clicking on a page icon the page is displayed in a new window: Click in the page at the location you want to enlarge. You may have to click several times to get the desired enlargement or Draw a rectangle around the area you want to look at in detail: This area is enlarged to fill the browser window. It is first displayed in low-resolution and progressively improves to maximum screen resolution: 10
How to move the displayed image area If you zoomed in to display the detail of a small image area, you can display other parts of the page with the same zoom ratio. You can either use the horizontal and vertical scroll bars or use the Navigator window. To display the Navigator window, choose Window > Navigator: This allows you to work immediately with annotations, without having to wait until the area is rasterized and displayed. You can look at virtually unlimited detail, as the original page is always re-rasterized to adapt the display to the required zoom ratio: This command shows a checkmark when the Navigator window is displayed: How to zoom out To zoom out you can either: Choose View > Fit in Window to display the whole page or Click the Zoom icon and click on the page while pressing the Shift key. The zoom ratio is reduced each time you click. The red frame in the Navigator window shows the page area that is currently displayed in the browser window. To display another area of the page, click in the page in the Navigator window. The middle of the red frame is then placed at this point and the page is moved in the browser window to display this area. The image of this area is displayed in progressively increasing resolution, as in the case of zooming. This allows you to go on with your work without having to wait for final display. 11
You can also click on the red frame and drag it over the page. Release the mouse button to display the framed area. How to check the page size and color space Select the Page Infos command in the Window menu. This command shows a checkmark when the Information window is displayed: Choose Window > Infos. This displays the cursor coordinates at the bottom left of the document window: The coordinates are measured from the top left of the document, and are displayed in the unit defined in Window > Preferences... How to display the separations A page can be viewed either in full color, or by separations. To display one or several separations, proceed as follows: 1 Choose Window > Channels: The width and height information shows the total size of the document. This displays the Channels pop-up: You can change the unit from mm to inch in Window > Preferences... How to display the coordinates of elements You can display the coordinates of the cursor. To get accurate results you can zoom in to display elements with pixel precision and measure the precise position of a pixel by dragging the cursor over it. 2 The all option is selected per default to display the document in full color. You can select one or several channels to display only these channels. Click on a channel name, or press the Shift key while clicking on channels to select several channels: 12
3 To display the selected channel in Black&White, click on the icon in the bottom right of the Channels pop-up: 3 You are now in text edit mode, allowing you to type a text in the note: The icon changes to Black&White. You can click again on it to display the separation in its specific color. You can display the separation in Black&White only if a single separation is selected. How to insert notes DiALOGUE allows you to insert notes to indicate needed corrections. This allows you to work as if you were annotating a printed proof. To insert a note, proceed as follows: 1 Click the icon: 2 Click in the page to place a pin and drag to draw a link. The note is drawn as soon as you release the mouse button: The note has a fixed width and the text automatically flows to the next line when this width is reached. 4 Click the Selection icon to validate the note: The note is created in real-time, meaning it is automatically updated on the server as soon as you validate it. Each user has his own color, defined in the User Management. This allows you to distinguish the notes of different users by the color of the note. You can change this color in the user administration (see the Changing the user preferences section). 13
Caution When you reduce the zoom ratio the size of the notes is adapted so you can still read the notes. However, this may cause an overlap of the notes: This can be easily solved by moving the note text (as shown in the "How to move a note" section, below), or by zooming in to show the detail of the area: How to display the creator and creation time of a note In addition to the color of the note that allows you to distinguish the user that created it, you also also display explicitly the name of the user that created the note and creation time of the note. Choose Window > Infos. This displays an information line at the bottom left of the document window: If the note has been modified, it also displays the modification time: How to draw an outline DiALOGUE allows you to draw a free shape to define more precisely the area to which a note applies. Proceed as follows: 1 Insert a note as shown above. 14
2 Click the Outline icon: 3 Draw the shape: 2 Click on the note and drag it to another location. The pin is not moved and the link is redrawn to adapt to the new note location. The outlines are drawn in the color associated to the user. If this color does not show on the background, you can change it in the user administration (see the Changing the user preferences section). How to edit the notes How to move a pin To move a pin, proceed as follows: 1 Click the Selection icon: 2 Click on the pin and drag it to another location. The note is not moved and the link is redrawn to adapt to the new pin location. A pin can be moved only by the user who created the note. How to move a note To move the note, proceed as follows: 1 Click the Selection icon: A note can be moved by any user. This allows a user to put a note out of the way if he wants to look at a detail hidden by this note. How to move the pin and its attached note To move at the same time the pin and its attached note, proceed as follows: 1 Click the Selection icon: 2 Click on the link and drag it to another location. This moves both the pin and its attached note. This is allowed only to the user who created the note. How to edit the note text To edit the text of a note, proceed as follows: 1 Click the Text icon: 2 Click in the note box and change the text. 3 Click the Selection icon to validate the change. This change is immediately updated on the DiALOGUE server. The text can be changed only by the user who created the note. How to change the length of the text lines Per default, the text lines in the notes have a fixed length, and the text automatically flows to the next line when this length is exceeded. 15
You can change this by activating the autosize mode: 1 Click on an existing note to select it, or create a new note. 2 Choose s > Autosize mode > New Line. To change the note display from this: to this: 3 Existing notes are now displayed in one line. When typing new notes, you decide yourself the length of the lines by pressing the Entry key to create a line feed. How to move an outline To move an outline, proceed as follows: 1 Click the Selection icon: proceed as follows: 1 Click the Selection icon: 2 Click on the outline and drag it to another location. An outline can be moved only by the user that created it. Caution Outlines and notes are moved independantly, so if the outline is intended to apply to a specific note, take care to move them both. How to change the display of the notes How to collapse or expand a note If you define a lot of notes, the page can easily become crowded and almost disappear under the notes. To avoid this you can change the display of a note to show only its position, the color of the user that created it, and an order number. 2 Double-click the pin. To reverse the display to a full note display, double-click the order number. You can collapse all the notes by choosing s > Collapse All. You can expand all the notes by choosing s > Expand All. How to hide or display all notes You can also hide completely the notes to look at the page without disturbance. To hide all the notes, choose View > Hide s. To display again the notes, choose View > Show s. How to hide or display all the outlines To further clean up the page you can also hide all the outlines. To hide all the outlines, choose View > Hide Outlines. 16
To display again the outlines, choose View > Show Outlines. You can hide the notes and outlines of all the users. How to view the notes without opening the document How to measure the colors with the densitometer A densitometer tool allows you to display the exact color of any desired location on the page. The color values are expressed in the channel space of the original file and are measured in the original file on the DiALOGUE engine. They are then displayed in your browser: You can easily check the notes that have been created for a document, without opening it. In the file browser, a small icon is displayed for all files that have one or several notes attached: Click on this icon to display a log window: To display the color values of a location on the page, proceed as follows: 1 Click the Densitometer icon: How to delete a note or an outline To delete a note or an outline, proceed as follows: 1 Click the Selection icon: 2 Click somewhere on the page. The color of the pixel you clicked is measured in the original page stored in the DiA- LOGUE server. To get very accurate results you can zoom in to click precisely on the desired pixel: 2 Click the pin or the outline. 3 Press the Delete key. You cannot delete notes or outlines created by other users. 17
3 To display the color values of other pixels, just click on these pixels. This allows you to measure in real-time the color values of any number of locations in the page to evaluate the accuracy of the colors that will be printed. The Densitometer window disappears as soon as you click another icon (such as the Selection icon, for example). How to insert a note with densitometer values Once you have measured the color values at a location on the page, you can link a note displaying the densitometer results to this location: This creates the note linked to the point where you clicked with the densitometer. When you move the display of the page, the densitometer window is still visible even if the point on the page where you measured the values is no more displayed. When you create a note, the display of the page is changed to display again that part of the page and the newly created note. How to check the history To create this note, proceed as follows: 1 Click the Densitometer icon: 2 Click somewhere on the page to display the densitometer window. 3 Click on the icon at the bottom right of the densitometer window: To keep a track of all comments attached to a page, the information about all notes added, deleted or changed is stored in a separate XML file. This file is stored in a directory different from the directory of the page, ensuring that it is not deleted even if the page is deleted. There are two ways of viewing the history log attached to a page: You can open a page and choose View > Historic. or You can display the history without opening a page, as a small icon is displayed in the file browser for each file that has an history log attached. You just have to click on the icon. 18
Both methods display a log of all note management that occurred on the page: 3 Choose the resolution unit between l/cm and dpi, and type the desired resolution. The original document will be rasterized using this resolution value. If working in collaborative mode, the actions of all the users collaborating on the page are displayed. You can click on an action or a user to filter the contents of the log. This will display only the information relative to the selected action or user: To display again all the contents of the history log, click on all. How to print a proof Overview In case of doubt or to assess with more confidence the quality of the file, you can download the original file, and print a proof on your usual proofer. How to download a page The DiALOGUE system administrator can define a maximum download resolution for each user. 4 Click on the OK button. This displays a download window specific to your browser. You will have the choice between opening the file with a specific application or storing the file on your disk. If the application used to open the downloaded file format is already defined, the file may be automatically opened with this application. 5 To open the file in an application, select the Open using <no application specified> option and click on the Choose button. This allows you to choose the application. Click the OK icon to open the file in the defined application. 6 To save the file to your disk, select the Save this file to Disk option, and click the OK icon. This displays a browser window allowing you to define the location and name of the stored file. 7 Once the file is downloaded you can print it using your standard workflow. For each note added to the document by all the reviewers, an icon is placed in the PDF file: 1 Display the page you want to download. 2 Choose View > Download High Resolution. This displays a window allowing you to choose the resolution of the downloaded file. 19
You can double-click this icon to display the contents of the note, with its creator and creation time: Display with ICC color management Overview DiALOGUE lets you view documents in true colors with ICC color management. For a reliable view you have to use accurate ICC profiles that describe the color gamut of the monitor, of the document and eventually of the output (if the document and the output color space are not identical). You need the following profiles: Monitor profile: the profile that describes the color space of the monitor. Document profile: the profile that describes the color space of the document. Most of the times a CMYK profile. Simulation profile: this profile describes the color space of the output. It is only needed when the color space of the document and the color space of the output condition are not identical. For instance, when the document has been generated for SWOP colors but will be printed with Euroscale colors. server setup. The default path is /symlnks/dialogue/icc on the server. The location and the way to copy ICC profiles is different for monitor and document profiles. Monitor profiles: ICC monitor profiles are assigned to specific users. The ICC profile has to be copied to the directory / symlnks/dialogue/icc/"username". A profile located in the folder /symlnks/dialogue/icc/bill is only seen by the user bill. It is possible to upload monitor ICC profiles from the DiA- LOGUE client (see next chapter "Choosing a monitor profile"). Document and simulation profiles: document and simulation profiles can only be copied by the system administrator, it is not possible to upload the profiles from the client side. The location of the document profiles is /symlnks/dialogue/icc/ common. Document profiles are not assigned to specific users, i.e. all users have the same list of document and simulation ICC profiles. Choosing a monitor profile DiALOGUE lets you upload monitor ICC profiles from the client machine to the DiALOGUE server. Each user has only access to its own monitor profiles. 1 Click the Monitor Profiles icon: 2 This displays a window allowing you to select or download ICC monitor profiles: It is not possible to select specific ICC profiles in DiALOGUE when working in collaborative mode. Location of ICC profiles When working with ICC profiles in DiALOGUE you must ensure that the DiALOGUE server accesses the ICC profiles. The location of the ICC profiles is defined in the DiALOGUE 20
3 If the ICC monitor profile has not been uploaded previously, click on Choose File: this will open a file browser where you can select the desired ICC profile. Assigning default ICC profiles to directories DiALOGUE lets you assign default document and simulation profiles to directories. It is still possible to select varying ICC profiles when reviewing documents. 1 Click on the Jobs icon: 2 Click on the icon to assign ICC profiles (third icon from the right): 4 A click on the Upload button will copy the selected ICC profile to the DiALOGUE server. The ICC profile is added to the profiles list. 5 Select the monitor profile in the list and click on Set as current. From now on, the chosen ICC profile will be used as default monitor profile but it is still possible to select another monitor profile when reviewing a document (see also "Selecting ICC profiles when reviewing documents"). The current profile is displayed below the profiles list. Removing an ICC profile The Monitor Profiles window lets you remove uploaded ICC profiles. 1 Select the ICC profile in the list. 2 Click on Remove. The ICC profile is removed from the server. Document and simulation profiles Document profiles cannot be uploaded via the DiALOGUE user interface, they have to be copied by the system administrator manually to the folder /symlnks/dialogue/icc/common. 3 This displays the ICC Profiles for Directory window: 4 The window lists all ICC profiles found in the directory / symlnks/dialogue/icc/common. Choose the desired ICC profile in the list and click on Set Document Profile or on Set Simulation profile. The chosen ICC profiles will be assigned to the current directory and all its sub-directories. 5 Click the Back to directory link to return to the Jobs view. 21
Assigning default ICC profiles to documents DiALOGUE lets you also assign default document and simulation profiles to specific files. It is possible to select varying ICC profiles when reviewing the document. Assigning an ICC profile to a document in the Jobs structure has the advantage that the assigned ICC profile is saved with the document. 1 Click the Jobs icon: Selecting ICC profiles when reviewing documents While reviewing documents you can select the monitor, document or simulation profile in the menu entry View > ICC profiles. 2 Click the icon to assign ICC profiles to documents (first icon from the right): 3 The cursor changes to a crosshair and a document is highlighted when you drag the cursor over it. Click the desired document to display the ICC Profile for Document window: 4 Choose the desired ICC profile in the list and click on Set Document Profile or on Set Simulation profile. 5 Click on the Back to directory link to return to the Jobs view. It is not possible to select specific ICC profiles in DiALOGUE when working in collaborative mode. Choosing the rendering intent It is possible to select a rendering intent in the ICC Profiles window: Photometric: Non-reproduceable colors are mapped to the borders of the output color gamut by using a linear compression.this generally means that both in-gamut and outof-gamut colors are modified from their precise colorimetric values in order to preserve color relationships. Colors that were different in the original image are still different after the correction. The photometric intent is typically used for photos. Relative Colorimetric: all reproduceable (in-gamut) colors are reproduced exactly, all non-reproduceable (out-ofgamut) colors are mapped to the nearest reproduceable color at the outer limit ot the output color gamut. This means that some colors that were different in the original image can now be the same. Because the relationship between colors within the image has changed, colorimetrically matched images may not look right to human viewers. The relative colorimetric intent is typically used for vector graphics, logos or screenshots. 22
Saturation: colors are represented in a manner that preserves or emphasizes saturation. Non-reproduceable colors are mapped to the borders of the output color gamut by using a linear compression, thus changing all colors to some extent. Reproduction of in-gamut colors may or may not be colorimetrically accurate. The saturation intent is typically used for for business graphics, where saturation is the most important attribute of the color. Absolute Colorimetric: this rendering intent enables to simulate the paper white of the final output. When the intent is chosen the background should be displayed yellowish. 23
The collaborative mode Overview Any authorised user can create a review session and invite other users to join him. All participants in the session can insert their own notes that are displayed in real-time, and communicate through a chat utility. When a user moves or zooms the page, the display is changed for all participants in order for all of them to see clearly what is being discussed. How to create a session To work in collaborative mode, one user has first to create a session. To create a collaborative session, proceed as follows: 1 Open the page you want to discuss with other users. 2 Choose Session > Create: Drag the cursor over the bottom of the document window to show the session window. It is hidden as soon as you drag the cursor out of the session window. For the moment, this window displays only the user that created the session (bob, in this example). The creator can now either automatically invite other users to this session or ask other users to join. How to invite other users to a session When the session is created you can invite other users to join the session. This method is easy and fast but works only if the users you want to invite are already logged in DiALOGUE (although not necessarily reviewing a page). To invite a user, proceed as follows: 1 Choose Session > Invite: 3 Type a session name and a password: The Session name and optional Password must be sent to all the users that the session creator wants to join his session. 4 Click the OK button in the Create session window. This displays the Session window: 2 To invite a user, type its user name and click the OK button: 24
3 If your guest is currently logged in DiALOGUE, a message is automatically sent through the web and a pop-up window is displayed in your guest's browser window. 4 Depending if your guest is currently displaying a page or not, two cases are possible: If your guest is currently displaying a page, the pop-up window will allow him to accept or reject the invitation: If your guest clicks on join, the page is automatically displayed. A Session window is automatically displayed and shows all participants. As soon as one of your guests accepts to join the session, his name is displayed in all the Session windows. If your guest clicks on the Accept button, the page you (the creator of the session) are viewing is automatically displayed in your guest's browser window. It is displayed exactly as you view it, that is, with the same zoom ratio and with all the notes that are already created. If your guest clicks on the Reject button, the invitation is stored in the list of invitations. He will be able to connect later by clicking on the Invitation list icon. This displays the invitation list (see the following). If your guest is not displaying a page, another pop-up window is displayed: Joining a session with the Invitation list If the people you want to join the session are not currently logged in DiALOGUE you cannot automatically invite them. But you can still call them and ask them to join the session. In this case, it is their initiative to log to DiALOGUE and join the session. This works as follows: 1 After creating a session, the session creator calls the users he wants to join the session and tells them the session name and the password defined when creating the session (if a password has been defined). 2 With this information, the users can now join the session. To join the session you have to click the Invitation list icon:: 3 The following window is displayed: Clicking on the OK button displays the invitation list: 25
3 After clicking the OK button you are immediately logged to the session. 4 Type the Session name and (optionnally) the Password given by the session creator: 5 After clicking the Join button you are immediately logged to the session. The page that the creator of the session is currently viewing is automatically displayed in your browser window, with the same zoom ratio and with all the notes that are already created. A Session window is automatically displayed and shows all participants. As soon as a user joins the session, his name is displayed in all the Session windows. Joining a session within a page It is also possible to join a session while reviewing a page. This works as follows: 1 Choose Session > Join: How to review a page collaboratively The display To discuss a particular area of the page, one of the participants can zoom in to this area or draw an outline around this area. This change is immediately shown in the display of all the participants, ensuring that everyone sees exactly what the other participants see. The notes Every user can create notes and these notes are immediately shown in the display of all the participants. s are managed in the standard way, that is: only the creator can move the pin, change the text or delete the note. Each note displays the specific color of the user who created it. The Chat utility A chat utility allows you to communicate in real-time with all the participitants of a session. To use this utility, proceed as follows: 1 Click in the chat field in the bottom part of the Session window and type a text: 2 Type the Session name and (optionnally) the Password given by the session creator: 2 Click the icon right of the chat field: 26
This sends the message to all participants: 3 Any other participant can then break in on the conversation in the same way. The name of the writer is displayed and a different color allows to follow easily the conversation: How to leave a session A participant can leave the session at any moment by choosing Session > Leave. He is then disconnected and all other participants are informed: 27
Approving documents Overview You can manage an approval process by defining the documents that will need approval, the users that will be authorized to approve the documents, and finally by defining the approval status of each document requiring approval. An approval setup can be attached to directories, meaning that the documents included in this directory will need approval. Attaching an approval setup to a directory does not attach this setup to its sub-directories. Each directory or sub-directory needs its own setup. To create, edit or remove an approval setup, the user must have administrator rights. The approval setup can include sophisticated approval rules defining which users are allowed and required to approve the documents. Documents can be partially approved if the rule defines that several users must approve a document and only some of them have approved it yet. An email notification can be sent to the defined users when a document requires approval and when its approval status changes. The approval status of a document can be easily changed by clicking on an icon. Users with specific rights can even reset the approval status of approved or rejected documents. The Approval setup How to define the documents requiring approval The documents requiring an approval are defined by attaching an approval setup to directories. This means that all documents included in a directory having an attached approval setup will require approval. Sub-directories do not inherit the approval setup of their parent directory. This means that each directory or sub-directory must have its own approval setup. To attach an approval setup to a directory, proceed as follows: 1 Login as a user with administrator rights. 2 Click the Jobs icon: This displays your jobs structure: 3 Navigate in the job structure to open the desired directory, and click the Approval Setup icon: This displays a pop-up showing that no approval setup has been defined yet: 4 Click the Create Setup button. This opens the Approval Setup window: 28
commands by selecting a command type in the Add New Command drop-down list. This opens a window allowing you to type the command: 5 You can now define the approval setup, as described below, and click the Back to directory link. This will validate the setup and bring you back to the directory display. The Approval setup User List: this text field allows you to define the users that will be able and required to approve the documents included in the directory. You can use the AND and OR boolean operations to define sophisticated approval rules. Example You can type csc or csc2 and bill. By pressing the Tab key to go to the next option, this is automatically changed to csc OR (csc2 AND bill). This means that either csc can approve the documents alone, or csc2 and bill are both required to approve the documents. If only csc2 has approved a document, this document is in partially approved status. Incoming Formats: this option allows you to define the file formats that will be automatically displayed in To be approved status when they are copied or moved in this directory. You can add file formats by selecting them in the Add Format drop-down list. Files in formats not defined here will be instead displayed in Not set status. Important Files in the defined formats are not set to To be approved status if are already present in the directory. If the user has subscribed to the directory to be notified in case of approval status change, an email is sent to this user each time a file status changes to To be approved. If files already existing in a directory were automatically set to To be approved status, the user would be flooded with emails in case of big directories. Commands to execute after validation: this allows you to define actions that will be automatically undertaken when a document is approved (completely, not partially). You can add In the case of a Copy or Move command, you can type a fixed path and add variable parts by selecting the path, directory or filename variables. The path variable gives the absolute path of the file; pointing to the current directory, the directory variable gives the relative path to the current directory beginning at the root of the DiALOGUE job structure, the filename variable gives the name of the file. In the case of the Custom command, you can type the command in the text field. This allows you for example to launch a shell command be typing its absolute path and adding its parameters, possibly using the path, directory and filename variables. A shell command could for example be used to rename the file while copying it into another directory. You can define several commands, that will be executed in the order in which they are defined. You can remove a command by clicking the minus icon. Example You can define commands such as the following: In this example, the approved document will first be copied into another directory structure, keeping the DiALOGUE job structure as sub-directory of the /tmp/dialogue absolute path, and keeping the original file name. A new /tmp/dialogue/validation directory is then created. Finally a shell named renamefile is executed, using the original file name of the document as a parameter. 29
How to edit an approval setup A user with administrator rights can edit an existing approval setup by clicking the Approval Setup icon. This displays the Approval Setup window in which you can make the required changes. How to remove an approval setup A user with administrator rights can remove an existing approval setup by clicking the Approval Setup icon. This displays the Approval Setup window in which you can click the Delete Directory Setup link. This automatically removes the approval setup for the current directory and displays the following pop-up: How to receive a notification in case of approval change You can be automatically notified when the approval status of a document changes, if you subscribe to the directory. Proceed as follows: 1 Click the Jobs icon: This opens a browser allowing you to navigate in the part of the jobs structure that your provider reserved for you: 2 Open the directory that needs to be checked and click the Subscribe icon: 3 You can now select the Approval event option: 4 If it is not yet done, select the Notification by mail option and type your email address. If this option is not selected, you will have to check the received messages during your next DiALOGUE session. 5 Click the Subscribe icon. Approving documents Overview Once a directory has an approval setup attached, all documents in this directory display an icon allowing to change their approval status. The display of the icons depends on the approval status of the document and on the approval rights of the current user. There are five possible approval states: Not Set: this status means that no approval is required for this document. This status is the default for all documents which file format is not included in the approval setup. It is also the default for documents which file format is included in the approval setup, if these documents were already present in the directory when the approval setup was created. This status can be changed to To Be Approved by clicking its icon: To Be Approved: this status means that the document needs to be approved. Its icon if the user does not have the rights to approve the document is the following: 30
It is the following if the user has the rights to validate the document: It is the default status for document copied into a directory if their file format is included in the attached approval setup. A document changed to this status, either by copying the file into the directory, or by clicking the Not Set icon, triggers an email message sent to the user if the directory has been subscribed by selecting the Approval event option. A document with the circular icon cannot be approved because this user has not been defined in the Approval setup as a user having the rights to approve documents in this directory. A document with the square icon can be approved by clicking the icon. Partially approved: this status means that the document has already been approved by one or several users, but still requires approval by at least one additional user. Its icon if the user does not have the rights to approve the document is the following: It is the following if the user has the rights to validate the document: A document changed to this status by clicking the To Be Approved icon, triggers an email message sent to the user if the directory has been subscribed by selecting the Approval event option. A document with the circular icon cannot be approved because this user has not been defined in the Approval setup as a user having the rights to approve documents in this directory. A document with the square icon can be approved by clicking the icon. Approved: this status means that the document has been completely approved, by all required users. Its icon is the following: A document changed to this status by clicking the To Be Approved or the Partially Approved icon triggers an email message sent to the user if the directory has been subscribed by selecting the Approval event option. Rejected: this status means that the document contained errors that did not allow it to be approved. Such a document should be corrected by its creator and re-posted. Its icon is the following: A document changed to this status by clicking the To Be Approved or the Partially Approved icon triggers an email message sent to the user if the directory has been subscribed by selecting the Approval event option. The status of a document can be reset by the root user only in the case of an approved document, or by the root user and a user with administrator rights in the case of a rejected document. In both cases, the status is reset to the To Be Approved status. A document that is reset while in To Be Approved status is also changed to Not Set status. A document which status is reset triggers an email message sent to the user if the directory has been subscribed by selecting the Approval event option: How to change the status of a document When an approval setup has been created for a directory, all documents display an additional icon allowing the user to change their approval status: 31
To change the status of a document, proceed as follows: 1 Click the status icon. This opens a window displaying information about the current status and the history current changes. It also displays buttons allowing you to change the status. These buttons depend on the current status of the document: If you change a document from Not Set to To Be Approved status, you can immediately continue by clicking the Validate or Reject button. 4 After defining the desired status, click the Back to directory link. How to proceed after receiving an email When you are notified by email that a status change has occured you can directly open the corresponding approval window by clicking the Go to Approval Page link in the email: 2 If desired, type a comment describing for example why a document is rejected. This comment is displayed in the email sent to the user that subscribed the directory. 3 Click on the desired button to change the status. If the document is currently in Not Set status, you can click the To Be Approved button. If the document is currently in To Be Approved or Partially Approved status, you can click the Validate or Reject buttons. The first time you click on a link, this launches the web browser and asks for a login and password. Once logged in you must click a second time on the link to access the approval window. How to reset the approval status The status of a document can be reset by the root user only in the case of an approved document, or by the root user and a user with administrator rights in the case of a rejected document. In both cases, the status is reset to the To Be Approved status. A document that is reset while in To Be Approved status is changed to Not Set status. A document which status is reset triggers an email message. To reset the approval status proceed as follows: 1 Click the approval status icon of a document. This displays the approval window: 32
If the document is no more in Not Set status, the root user or a user with administrator rights can reset the status to Not Set. To change the users list for a document in Not Set status, proceed as follows: 1 Click its Not Set icon. This displays the approval window showing the User List as a text field: 2 Click the Reset State icon. This displays a new approval window corresponding to a document in Not Set status. You can either immediately click the To Be Approved button to change the status to To Be Approved, or click the Back to directory link to leave the document in Not Set status. How to change the users list While a document is in Not Set status you can change the users list defined in the Approval setup attached to the whole directory. This allows you to customize the users list for a specific document of the directory. This users list defines the users that are allowed and required to approve the document. 2 Type a new users list, as described in the Approval setup section, above. 3 Click the To Be Approved button to change the status, or click the Back to directory link to keep the document in Not Set status. 33
Changing the user preferences How to change the color and language of the user To change the color and UI language of your user, proceed as follows: 1 Click the Administration icon: In the Preferences window you can also define the units of measure. This setting defines the unit in which the page size is displayed in the page Infos window and the unit in which the cursor coordinates are displayed. Proceed as follows: 1 While reviewing a document, choose Window > Preferences in the document window: 2 This displays the setup of your user: 3 To change the color, click the color patch in the User color column to open a color picker window: 2 This displays the Preferences window: 4 Click one of the color squares, or type RGB values in the color fields, and click the OK icon. The notes and outlines will be displayed in this color. 5 To change the language in which the interface will be displayed, choose a language in the Language drop-down list. How to change the JPEG quality and the unit of measure When a page is reviewed in DiALOGUE, it is downloaded through the web as a high-resolution JPEG file. The Preferences window lets you choose the compression rate of the JPEG image that are displayed in the web browser. 3 Choose a JPEG compression quality for the softproof file. A minimum or low quality leads to a high compression rate, choosing a lossless or maximum quality will yield a lower compression. Choosing a low JPEG quality (i.e a high compression rate) will speed up the data transfer. 4 Choose the unit in which the page size and cursor coordinates are displayed. 34
Administrator session Overview If your provider gave you a user/password with "administrator" rights you will be able to create your own users. This is useful if you want to manage your users by creating users for incoming operators and removing users for departing operators. The users you create will automatically have access rights to the job structure that was assigned to the "administrator" user and you cannot change this yourself. If you want to define a different job structure for some of your users, you should ask your provider to do this for you. How to create users To create the users, proceed as follows: 1 Click on the Login icon: 3 Click the Administration icon: This opens the user setup screen: This opens a Login window: 4 To create a user, click the User Creation icon: 2 Type the user name given by your provider in the Login field (this user must have "administrator rights"). Type the password given by your provider. Click on the OK button to display the main interface screen: This opens the User Creation window: 35
5 Type a user name, and type two times the password. If you select the Administrator checkbox, the created user will have the rights to create other users exactly like the "administrator" user delivered to you by your provider. The creation of such users may be useful to delegate to other companies the right to create users for their own operators. Caution As you are not able to change the access rights of users to the job structure, the users of this other company will access the same job structure as your own users. The only way to change this is to ask your provider (the holder of the DiA- LOGUE license) to change these rights for you. 6 Click the OK icon to create the user: 11 In the User color column, choose the color that will be assigned to the notes and outlines created by the user. In this way you will be able to identify the user who created a note if several users are reviewing and annotating the same page. You can also change this color if the outlines you draw to not show over the background color of the document. To choose a color, click in the User color column (the cursor must display as a "hand" icon). This displays a Color Picker window: You can click in one of the color squares, or type RGB values in the color fields. Click the OK icon to validate the color. It is then displayed in the User color column. 7 Type the e-mail of the user. This is used to notify automatically the user in case of changes in the directories to which he subscribed. 8 In the Document root folder column, define the access rights to the jobs, as described below. 9 In the Max Document column, define the number of documents that the user can open at the same time. No user can open more documents than the number defined for its administrator user (that is why this number is displayed in brackets). 10 DiALOGUE lets users download the documents as PDF high-resolution files, for example to proof them locally. The Max Download column lets you define the maximum resolution of the downloaded document. This allows you, for example, to limit the resolution to 72 dpi for some users if you do not want to let them download high-resolution documents. You can also forbid completely the download of PDF files by unselecting the checkbox 12 Select one of the available languages to display the DiA- LOGUE interface in this language for this user. How to define the access rights to the jobs To define the access rights of the users to different job structures proceed as follows. 1 Click on the browse icon in the Document root folder column: 2 This opens a browser. The displayed "root" folder is the one defined in the Document root folder option of the DiA- LOGUE Engine setup: 36
Click on browse in the line of client "bob": 3 You can either keep things as they are to give the user access to all the displayed directories down to any level of sub-directories, or limit access to one branch of the hierarchy. Click on one of the folder icons to limit access to this branch. Click on the webviewer folder icon: 4 This displays the contents of this branch and allows you to continue going down into the hierarchy. To go up in the hierarchy, you can click on the Up icon: You can also create a directory by clicking the Create icon: Click on the demo folder icon: The new directory is created as a sub-directory of the currently open directory. You can also delete the currently open directory by clicking the Delete icon: Example Click on the ClientA folder icon: You would proceed as follows to give to user "bob" access rights to the contents of the "ClientA" folder: 37
This opens a screen asking you to confirm the deletion: Click on the OK icon to delete the user or on the Cancel icon to keep him. This displays the files contained in this folder. All these files will be accessible for review to user "bob": You cannot remove the "administrator" user, because this user is the only one allowed to create other users. How to change the password of the administrator user When logged in as "administrator", you can change the password of this user by clicking on the Change Password icon: Click on the OK icon: This validates the access rights. How to delete a user To remove one of the created users, click on the Remove icon right of the user's line: Type the old password and two times the new password, then click on the OK icon to approve the change. You cannot change the password of other created users. If you need to change such a password, remove the user and re-create it. 38
Index A Access rights 36 Administrator user Change password 38 Overview 35 Annotations Change length of text 15 Collapse 16 Delete 17 Display 16 Display creator and creation time 14 Edit 15 Edit text 15 Expand 16 Hide 16 Insert 13 Move 15 Move a pin 15 Move with pin 15 Overview 2 View 17 With densitometer values 18 Automatic notification Change notification parameters 7 Choose directories 6 Overview 2, 6 Review notified pages 7 Unsubscribe directory 7 C Chat 26 Circle, see Outline Collaborative mode Annotations 26 Chat 26 Create session 24 Display 26 Invite users 24 Join session 25, 26 Leave session 27 Overview 2, 24 Collapse a note 16 Color conversion Overview 2 Color management Assigning default profiles to directories 21 Assigning default profiles to documents 22 Choose monitor profile 20 Choose rendering intent 22 Document and simulation profile 21 Location of ICC profiles 20 Overview 20 Remove profile 21 Selecting profile while reviewing document 22 Color space 12 Colors Measure 17 Coordinates 12 D Densitometer 17 Index - 1
Densitometer values in annotation 18 Download page 19 Download quality 34 E Expand a note 16 F File formats 1 H History 18 I ICC, see Color management Invitation list 25 J Job structure 36 Overview 1 JPEG quality 34 L Language 34 Line, see Outline N s, see Annotations Notification, see Automatic notification O Outline Delete 17 Display 16 Draw 14 Hide 16 Move 16 Overview 1 P Page review Color space 12 Display contents of directories 9 Display coordinates 12 Display separations 12 Draw outline 14 Methods overview 9 Overview 1 Page size 12 Review notified pages 7 Review unnotified pages 8 Zoom 10, 11 Page review, see also Collaborative mode Page size 12 Pin Move 15 Move with annotation 15 Preferences 34 Prerequisites 2 Profile, see color management Proof Download page 19 Overview 19 Resolution 19 R Rendering intent 22 Resolution 19 2 - Index
S Separations 12 Session, see Collaborative mode Shape, see Outline U Unit of measure 34 User Change administrator password 38 Change color or language 34 Create 35 Remove 38 V View as galerie 9 View as icon 9 View as list 9 Z Zoom 10, 11 Index - 3