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CumulusInDesign Client

When working with Adobe® InDesign® you can access assets cataloged in Cumulus via

native InDesign panels provided by the Cumulus InDesign Client. Which assets are

available to you depends based on your permissions as a Cumulus user. You can

quickly find the assets you need either by browsing a catalog, or the category tree, or

by using Cumulus’ powerful Quicksearch function. Placing files into the layout is sim-

ple case of drag and drop. Any file format supported by Adobe InDesign can be used.

Once the layout is complete, you can easily catalog it as a new asset, or check it in as a

new version of an already existing asset.

This guide describes the Cumulus InDesign Client and the Cumulus menu in Adobe

InDesign from the user’s perspective. Explanations are given for each of the program’s

menu options.

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CUMULUS – USER ASSISTANCE CUMULUS INDESIGN CLIENT – WELCOME!

© 2018, CANTO GMBH. ALL RIGHTS RESERVED.

Welcome!This user assistance is intended to show you your way around Cumulus InDesign Cli-ent.

It informs you about

• what Cumulus InDesign Client is, and what can you do with it,• the look & feel of Cumulus InDesign Client, and• how you can achieve different tasks with Cumulus InDesign Client.

Using this User Assistance

When you click or tap the Help icon, this page opens.

Find what you are looking for

Searching the description for a specific feature? Type the words you are looking for in the Search field at the top.

Browsing what is available? Let the links in the Contents panel guide you to the infor-mation.

Find an item via index? Select the Index icon next to the Contents icon. A list of topics is displayed.

Reading on paper

Prefer reading a paper document? Select the Print icon in the top right corner and have the current topic printed.






Tell us what you think

We are committed to providing you with high quality documentation and you can help us to continually improve the documentation that we offer by telling us what you think. We appreciate all types of feedback and look forward to hearing from you. Write to us by clicking the email icon in the top right corner.

Understanding conventions used

Instructional steps are identified by numbers:

1. This would be the first step (and could be the last as well).

2. This would the next step (and could be the last as well).

Named user interface elements – buttons, menus, text fields, etc. – are displayed in bold. For example:

“Select Open.”

Successive actions (such as selecting a submenu of a menu) are connected with the > sign:

“Select File > Open.”

Cumulus Portals can be used on desktop or laptop computers as well as on tablets and smart phones. In general, instructions will work for both, computers with tradi-tional screens and devices with touch screens. Just keep in mind that on a traditional screen you select an element by clicking, and on a touch screen by taping.






Copyrights

Copyright 2018, Canto GmbH. All rights reserved.

Canto, the Canto logo, the Cumulus logo, and Cumulus are registered trademarks of Canto, registered in the U.S. and other countries.

Apple, Mac, Macintosh and QuickTime are registered trademarks of Apple Computer, Inc., reg-istered in the U.S. and other countries.

Microsoft, Windows and Windows NT are either trademarks or registered trademarks of the Microsoft Corporation in the U.S. and other countries.

Other third-party product and company names mentioned in this document are trademarks or registered trademarks of their respective holders.

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CUMULUS – USER ASSISTANCE CUMULUS INDESIGN CLIENT – CUMULUS INDESIGN CLIENT PANELS


Cumulus InDesign Client PanelsCumulus InDesign Client provides four native InDesign panels for the access to Cumulus catalogs and functions from within InDesign. These panels can be accessed via a new entry in Adobe InDesign’s Window menu, Cumulus. It provides following sub menus:

• Records – Displays the records of the selected catalogs. If no catalog is open or a connection to a Cumulus Server is not yet established, the Connect to Server and the Open Catalog dialogs are opened first.

• Categories – Displays the category tree(s) of the currently open catalog(s).• Information – Displays the metadata information belonging to the currently

selected file in the Records panel.• Preview – Displays a preview of the currently selected file in the Records panel.






The Records Panel

The Records panel displays the records of all opened catalogs

The Records panel allows you to browse and to search for records. To perform a search, enter text into the search field, or choose a predefined search query from the drop-down menu. The result of your search is displayed in the Records panel. (For

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1 Panel menu2 Performs a Quicksearch.3 Opens a selection list of previous Quicksearch items and

saved search queries (including a Find All search). (For more information on search options and saving queries, see the Cumulus Client User Guide.)

4 Entry field for Quicksearch (Default: a “contains” search in the record fields Record Name, Document Text, Notes, Keywords, and Categories. A search item will be found if it is contained with one of the fields.)

5 Clears the quicksearch field and performs a “Find all” search.

6 Toggles the sorting order (ascending/descending).7 Displays the current sorting criterion. 8 Opens a selection list of available sorting criteria.9 The Add to Cumulus or Check-in to Cumulus button

works as a short cut to the “Add to catalog” and “Check in” functions. Which button is displayed depends on the state of the currently active file in InDesign: whether it has not yet been added to a catalog so far, or whether it was checked out from Cumulus before.

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more information on search options and saving queries, see the Cumulus Client User Guide.)

You can select multiple records in the record pane using SHIFT-click (for adjacent records), or CMD-click (for discrete records).

Right-clicking on any record displayed in the Records panel evokes a shortcut menu offering further options:

• Information – Opens the Information panel and displays information on the asset (metadata).

• Preview – Opens the Preview panel and displays a preview of the asset.• Open in Cumulus – Opens the details page of the asset in the Cumulus Web Cli-

ent, in your default web browser. If no Web Client session is currently active, you must log in to the Web Client first.

• Delete – Deletes the record. You can choose to delete contained records (if any) and the asset itself additionally.

• Attach/Detach Categories – Assigns the asset to the categories that are selected in the Categories panel, or detaches these categories from the asset.

• Check Out – Checks out the asset (only active with assets under version control, e.g. Cumulus Vault).If no checkout location is specified in the InDesign Client properties, a dialog opens to select the checkout location.

• Undo Check Out – Cancels the check-out of the asset (only active with assets that are already checked out).

• Check In – Checks in the asset as a new version (only active with assets that are already checked out).






• Relink – Exchanges any link that is selected in InDesigns Links panel with a link to the asset (only active when the Links panel is open, and at least one link is selected).

Double-clicking on a record in the Catalog panel opens the related Information panel or Preview panel, depending on your Cumulus user settings.

NOTE: Double-clicking on a record of an InDesign asset opens this document in InDesign. InDesign documents from a location that supports versioning (e.g. Cumulus Vault) are checked out additionally.

Information and Preview panels can also be opened via the shortcut menu. – If Infor-mation and Preview panels are already open, their contents follows the selection in the Records panel.

Assets can be inserted into any InDesign document by dragging the respective record from the Records panel and dropping it onto a document opened in InDesign.

Which metadata (or record fields) are displayed in the Records panel depends on the selected Record View Set. InDesign Client users can select from the same range of Record View Sets as they can with the Cumulus Desktop Client. With the Records panel, you can switch between the settings for the Thumbnail View or the Report View of the selected Record View Set to display the records of a catalogs.

NOTE: Most of the user interface settings specified in the Record View Sets, such as background color or font settings, are ignored by the InDesign Client. However, font color settings for record fields will be respected in both the Records panel and the Information panel. This offers administrators a conve-nient way to highlight certain metadata information in the InDesign Client.






The Categories Panel

The Categories panel displays the category trees of the currently open catalogs. A tri-angle icon to the left of a category name denotes that there are sub-categories; click-ing this icon expands or collapses the sub-categories. If you select a category name by double clicking, only such items will be displayed in the Catalog panel that belong to that category. Double clicking several category names will display all items belong-ing to any of the selected categories.

1 Panel Menu1






The Preview Panel

The Preview panel displays a preview of the asset currently selected in the Records panel. The contents of this panel follows the selection in the Records panel.

The Preview panel provides controls to adapt the size of the preview.

If multiple assets are selected in the Records panel, a respective message is shown instead of a preview.

1 Panel Menu2 Adjust preview size to a certain percentage

of the original.3 Adjust preview size to the size of the preview

panel.4 Increase preview size.5 Decrease preview size.6 Adjust preview size to 100% of the original

file.

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The Information Panel

The Information panel displays metadata information of the asset that is currently selected in the Records panel. The contents of this panel follows the selection in the Records panel.

Which metadata (or record fields) are displayed in the Information panel depends on the settings for the Asset Information Window of the selected Record View Set. (This Record View Set may be different from that used by the Records panel.)

If multiple assets are selected in the Records panel, a respective message is shown instead of the metadata.

1 Panel Menu2 Separator

Click a separator to collapse/expand the sec-tion below.

3 Metadata edit field Select an editable metadata field on the Information panel. Its contents is displayed here and can be edited.

4 Saves the modified metadata.

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NOTE: Most of the user interface settings specified in a Record View Set, such as background color or font settings, are ignored by the InDesign Client. How-ever, font color settings for record fields will be respected in both the Records panel and the Information panel. This offers administrators a convenient way to highlight certain metadata information in the InDesign Client.

The Panel Menu

Each of the four panels provides a panel menu offering specific functions.

• Select Catalog – Opens a dialog to select the catalog(s) to be opened. If the con-nection to a Cumulus Server is not yet established, the Connect to Server dialog is opened first.

• Close Catalog – Opens a dialog to select one or more catalogs to be closed.• Disconnect – Closes all open catalogs and disconnects the InDesign Client from

the Cumulus Server.• Record View Set – Opens a list of available Record view sets (Records and Infor-

mation panels only).• Thumbnail View – The items of the selected catalogs are displayed in thumbnail

view (Records panel only).• Report View –The items of the selected catalogs are displayed in report view

(Records panel only).• Only Master Assets – if activated, only master assets are displayed. When working

with Adobe InDesign documents, master assets are the document files (Records panel only). – For more information on master assets and asset relations, see the chapter “Managing Related Assets” in the Cumulus Client User Guide.

• Information – Opens the Information panel and displays information on the selected asset (metadata) (Records panel only).






• Preview – Opens the Preview panel and displays a preview of the selected asset (Records panel only).

• Attach/Detach Categories – Assigns the selected asset to the categories that are selected in the Categories panel, or detaches these categories from the asset (Records panel only).

• Assign Metadata from Template – Opens a list of available Metadata Templates. Select the desired one to apply it to the selected asset (Records and Information panels only).

• Open in Cumulus – Opens the details page of the selected asset in the Cumulus Web Client, in your default web browser. If no Web Client session is currently active, you must log in to the Web Client first. (Records panel only)

• Delete – Deletes the selected record. Additionally, you can choose to delete con-tained records (if any) and the asset itself (Records panel only).

• Add Document to Catalog – Adds the current InDesign document to the open catalog. If more than one catalog is opened, you must select the desired catalog.

• Check In – Checks in a previously checked out InDesign document as new ver-sion. This function is only active with a version control system, e.g. Cumulus Vault.

• About – Opens a window with information on the InDesign Client• Properties – Opens a dialog to specify InDesign Client properties, such as auto-

matic login options and a checkout location for version controlled assets.




CUMULUS – USER ASSISTANCE CUMULUS INDESIGN CLIENT – THE HOW-TO SECTION


The How-To SectionThis section provides instructions on the most common tasks to be performed with the Cumulus InDesign Client.

NOTE: You may not be able to perform all tasks described in this guide. Which tasks you are actually allowed to perform depends on your user permissions which are defined by the Cumulus Administrator.

Configure PropertiesCumulus InDesign Client properties contain the configuration of an automatic login and the possibility to specify a checkout location for assets from a version control sys-tem like Cumulus Vault.

Enable Automatic Login

With automatic login enabled, you will be logged into the specified Cumulus Server automatically each time you open a catalog. You’ll never see the Connect to Server dialog.






To configure the automatic login:

1. From the panel menu of any In InDesign Client panel, select Properties. The Cumulus InDesign Client Properties dialog is displayed.

2. Activate the Enable Automatic Login option.

3. Specify the server you want to be connected to.

4. Specify whether you want to be logged in as a guest or as a registered user. To be connected as a registered user, enter your user name and password.

5. Click OK to confirm your settings and to close the Cumulus InDesign Client Properties dialog.

Specify a Checkout Location for Assets under Version Control

If a checkout location is set, all version controlled assets (e.g. from Cumulus Vault) will be stored in this location when checked out. If no checkout location is set, you will be prompted to select a storage location each time you check out such an asset.

To configure a checkout location:

1. From the panel menu of any In InDesign Client panel, select Properties. The Properties dialog is displayed.






2. Click the browse button ( )to open a file browser and navigate to the desired storage destination.It is strongly recommended to select an empty folder as check-out location.







Specify the PDF Output Handling

While cataloging or checking in InDesign documents, Cumulus InDesign Client can create PDF files from these documents. In order to quickly overlook which of your PDF files originate from InDesign documents, you may want to keep the.indd extension in the file names of the generated PDF files (e.g., MyFile.indd.pdf instead of MyFile.pdf).

To keep the.indd extension in the name of created PDF files:


2. In the PDF Output Handling section, activate the Include “.indd” extension in PDF file name option.


NOTE: PDF QualityAs of Cumulus 11.0.3, PDFs are always created with high quality images.However, this was not the case with prior Cumulus releases (11.0.1 or 11.0.2), where you had to explicitly activate the Embed images when exporting to ‘Adobe PDF (Print)’ format option (in InDesign Preferences > Cumulus Doc Watch) to get high quality PDFs.






Show Import Options Dialog when Placing Assets

When placing assets via drag & drop from the InDesign client into a layout, the InDesign Import Options dialog can be displayed automatically, just like in the native InDesign "Place" feature.

To display the InDesign Import Options dialog when placing files into a layout:


2. In the When placing assets section, activate the Show “Import Options” dialog option.


Known Limitations

Due to limitations of the InDesign API, InDesign’s Data Merge function (Window > Utilities > Data Merge) will not work if your assets are stored in a Cumulus Vault. Data Merge only works with assets that are stored on a mounted volume.






Open Catalog / Connect to ServerIn order to use Cumulus InDesign Client together with Adobe InDesign, you must first open a Cumulus catalog.

To open a Cumulus catalog

1. From the panel menu of any In InDesign Client panel, select Select Catalog (OR, it the panel is still empty, click Open Cumulus Catalog). If the automatic login is enabled in the Cumulus InDesign Client properties, or if you are already connected, the Open Catalog dialog is displayed. Continue with step 3

2. If the automatic login is not enabled and you are not already connected to a server, the Connect to Cumulus Server dialog is displayed.

Specify the Cumulus Server, and select whether to connect as a guest or as a reg-istered user. To be connected as a registered user, enter your user name and pass-word.

NOTE: The Server and Name fields contain the information you used for your last login, as does the Password field, if the Remember Password option has been activated.

Click OK. The Open Catalog dialog is displayed.

3. Select one or more catalogs to work with, then click OK.

You are connected to Cumulus. The records of the selected catalog(s) are dis-played in the Records panel.






Close Catalog / Disconnect from ServerOpen catalogs can be closed at anytime. With the last catalog closed, you are auto-matically disconnected from the server.

To close a catalog:

1. From the panel menu of any In InDesign Client panel, select Close Catalog. The Close Catalog dialog is displayed.

2. Select the catalog(s) you want to close and click OK, or just click Close all to close all open catalogs.

With the closing of the last catalog, the connection to the server is closed auto-matically.

To close all open catalogs at once:

1. From the panel menu of any In InDesign Client panel, select Disconnect.

All open catalogs are closed immediately. The connection to the server is closed.






Opening InDesign FilesTo open InDesign documents cataloged in Cumulus from within the InDesign Client:

1. In the InDesign Client Records panel, double-click on the record of the InDesign document you want to open

The respective document is opened in InDesign and can be edited.

NOTE: Double clicking InDesign documents from a location that supports ver-sioning (e.g. Cumulus Vault) checks them out additionally.






Placing Assets in InDesign DocumentsUsing assets from a Cumulus catalog in InDesign documents is a simple case of drag & drop.

To place an asset in InDesign:

1. From the Records panel, drag the record of the asset you want to use onto an open document in InDesign.

2. Drop the record onto an existing frame. The asset is inserted into that frame and can be further edited.

OR

Drop the record to a place outside an existing frame. InDesign creates a new frame for that asset. It can there be further edited.

NOTE: Depending on your settings in the InDesign Client properties, the InDesign Client’s Import Options dialog is displayed when you place an asset.






Relinking Assets in InDesign DocumentsYou can easily replace any link in an InDesign document with a link to an asset in Cumulus.

This function is especially handy with assets that are placed multiple times in an InDesign document.

To replace links in InDesign with a link to a Cumulus asset:

1. Open the document in InDesign, then open the InDesign Links panel.

2. Select the resources or the links you want to replace in the Link panel, or select the placement of an asset in the document.

3. Find the asset that you want to use as a replacement in the InDesign Client’s Records panel, then select Relink for it’s shortcut menu.

When a resource is selected all links for this resource in the InDesign document are replaced with the link to the replacement asset.

NOTE: Basically, this works the same way as the native InDesign relinking func-tion. However, there is one difference: relinking to an asset in Cumulus can only be evoked via the shortcut menu of the InDesign Client’s Record panel.






Checking out DocumentsChecking out /checking in only applies to assets stored in Cumulus Vault (or any other version control system). You may check out any asset from such a catalog.

To check out an InDesign document:

1. In the Records panel, select the document(s) you want to check out, then select Check Out from the shortcut menu.

The selected documents are downloaded to the checkout location specified in the InDesign Client properties. If no checkout location is specified, you will be prompted to select one.

Checked-out InDesign documents are automatically opened in InDesign.






Adding InDesign Files to a Cumulus CatalogAny document open in InDesign can be added to an open Cumulus catalog. Addi-tionally, a PDF file may be generated from that document and also added to the cat-alog.

With Cumulus Enterprise only: If the InDesign document contains linked files from sources other than a Cumulus catalog, these files will be added to Cumulus automat-ically. The links to these files will be replaced with the corresponding Cumulus URIs.

To add an InDesign document to a catalog:

1. Click Add to Cumulus on the Records panel, ORSelect Add Document to Catalog from the panel menu of any In InDesign Client panel.

The Add Document to Catalog dialog is displayed.

2. If more than one catalog is open in the InDesign Client window, select the cata-log to which you want to add the document.

3. If necessary, select the Asset Handling Set to be used.

4. Optionally, activate the Create PDF and add to catalog option.

You may also want to activate the Show InDesign’s PDF export window option. The InDesign’s PDF export window allows to select or modify PDF export set-tings. For further information refer to the Adobe InDesign documentation.

The InDesign Client will remember your PDF related settings as defaults until you change them again.






5. Click OK. The document is added to the selected catalog. If the Create PDF and add to catalog option has been activated, a PDF file is generated and added to the catalog, too.

NOTE: You may be prompted to save your document in InDesign before it is added to the catalog.






Checking in DocumentsAny previously checked out document can be checked back in again as a new ver-sion. If you have added files from sources other than a Cumulus catalog to the InDe-sign document, these files will be added to Cumulus automatically. The links to these files will be replaced with the corresponding Cumulus URIs. Additionally, a PDF file may be generated and added to the catalog.

NOTE: Checking-in a document creates a new version of the document in Cumulus. However, the document itself remains checked out from Cumulus (and open in InDesign) to facilitate further editing. When you are done with the editing, you must additionally select Undo checkout from the shortcut menu of the record, which will also close the document, or close the document man-ually and then confirm the Undo Check Out operation.

To check in a document as new version:

1. Click Check-in to Cumulus on the Records panel, ORSelect Check In from the panel menu of any In InDesign Client panel in order to check in an open InDesign document, OR Select the document(s) you want to check in, then select Check In from the shortcut menu.

The Check In dialog is displayed.

2. Optionally, enter a comment.






3. If necessary, select the asset handling set to be used.

4. Optionally, activate the Create PDF and add to catalogoption.

You may also want to activate the Show InDesign’s PDF export window option. The InDesign’s PDF export window allows to select or modify PDF export set-tings. For further information refer to the Adobe InDesign documentation.

The InDesign Client will remember your PDF related settings as defaults until you change them again.

5. Click OK. A new version of each selected document is created in Cumulus. If the Create PDF and add to catalog option is activated, a PDF file is generated for each selected document and checked in, too.

NOTE: You may be prompted to save your document in InDesign before the check in process can take place.






Deleting RecordsDepending on your permissions, you may be able to delete records from a catalog. . Additionally, you can choose to delete contained records as well (e.g, the records for individual pages of an InDesign or PDF document).

Furthermore, you can choose to delete the asset together with the record.

To delete a record:

1. On the Record panel, select the record(s) you want to delete an choose Delete from the shortcut menu or the panel menu.

2. If you want to delete the contained records or the corresponding asset, too, acti-vate the respective options.

3. Click OK. The record(s) (and, if selected, the contained records and the assets) are immediately deleted.

NOTE: Be carefully with deleting assets! Deleting an asset may have unwanted side effects, e.g. if an asset is referenced in an other catalog!






Viewing and Editing Asset InformationWith Cumulus InDesign Client, information about assets (metadata) can be viewed in the Information panel. Depending on your permissions, you may be able to edit or modify some of theses metadata. With the InDesign Client, only information in string fields and string list fields from which you can choose a value (i.e. Rating or Status) can be edited.

To view or edit information about an asset:

1. If the Information panel is already open, just select a record in the Records panel.The metadata of the selected asset is displayed.

2. If the Information panel is not open, double click a record in the Records panel, ORselect a record and choose Information from the shortcut menu.

The Information panel is opened, displaying the metadata of the selected asset.

3. Select the field you want to edit.

If the selected field value is user editable, the entry field at the bottom of the panel turns active and displays the current value.

4. Enter your modifications:

• String fields can be edited by simply typing into the field.• String list fields with predefined values offer a drop down list to select a value.

5. Click Save to confirm your edits. The changed value is displayed in the respective field, and the appropriate record in the Cumulus catalog is updated immediately






If you leave the entry field without saving your changes first, Cumulus asks you to either save or discard your changes.

NOTE: Which information you see depends on- the fields contained in the catalog to which the asset belongs, and- the Record View Set that is currently active. You can change the Record View Set via the panel menu of the Information panel.

Assign Metadata from a Template

A Metadata Template is a means to add new metadata values to assets, or modify existing ones, in a convenient and consistent way. You can apply metadata informa-tion from any available Metadata Template via the Records panels or the Information panel.

To apply metadata information from a Metadata Template to an asset:

1. Select the respective record in the Records panel, or open its Information panel.

2. From the panel menu, choose Assign Metadata from Template, then select the desired metadata template.

3. Confirm your selection with OK. The asset’s metadata is modified immediately.






Attach/Detach CategoriesCumulus categories can be attached to and detached from individual asset directly from within the InDesign Client.

To attach or detach categories to or from an asset:

1. In the Categories panel, select the category or categories which you want to attach to (or to detach from, if they have been attached already) a selected asset.

2. In the Records panel, select the record of the respective asset and choose Attach/Detach Categories from the panel menu or the shortcut menu.

A dialog is displayed which lists the selected categories.

3. Depending on what you want to achieve, click either Attach Categories or Detach Categories.The categories are attached or detached immediately.

NOTE: You can only attach or detach categories if they belong to the same cat-alog as the selected asset, and you can only attach or detach categories from one single asset at a time.




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Cumulus Glossary

This Glossary offers an alphabetical listing of terms and phrases used throughout this

manual and Cumulus.



CUMULUS CUMULUS GLOSSARY


Action Function or combination of certain functions. Cumulus provides different types of actions. See also Asset Action, Trigger Action.

AssetA general term describing any type of digital media (including graphic, page layout, presentation, sound, and video files) that has value to its owner.

Asset ActionCombination of certain functions saved under a chosen name that is performed on assets in Cumulus.

Asset RelationsCumulus supports several types of relations between files. Cumulus relation types are:

• Contained and Referenced – A file can contain other files or reference to other files, or a file can be contained in or referenced by other files.

• Variant – A file can be a variant of another file, or have other files as variants.• Alternate – A file can be an alternate of another file, or have other files as alter-

nates. • Custom– in addition to the above listed relations, a Cumulus Catalog Administra-

tor can add other relations to a catalog.

Asset Handling ModuleWhen cataloging and accessing assets, Cumulus uses different modules: Asset Stor-age, Asset Processor, Metadata and Filter modules.






Asset Handling SetA setting that defines how Cumulus handles assets – during the cataloging process and when accessing assets.

Asset InformationThe information about an asset as stored in the record associated with the asset.

Asset Information windowA special Cumulus Desktop Client window that displays the information about a cat-aloged asset. This information is stored in the asset’s record. (See also Record.) Cumulus also provides an Information View and an Information Pane.

Asset ReferenceThe mechanism by which Cumulus tracks the actual location of an asset managed in a Cumulus catalog.

AXR (Asset Cross References)Automatic detection of usage and cross-references of assets within Cumulus. Cumu-lus is able to detect links and placed assets in compound documents such as QuarkX-Press, EPS, Adobe InDesign, and Illustrator (version 8, 9) as well as Microsoft Word and PowerPoint documents.

BasketA temporary or intermediate repository which is especially useful to collect files from different locations within the catalog hierarchy.






BooleanA system of logic based on two possible values: true or false. Cumulus uses the Bool-ean operators "and" and "or" to combine search conditions.

CacheA temporary storage area where frequently accessed data can be stored for rapid access.

CatalogA special file (with the extension .ccf ) that Cumulus creates to manage cataloged assets. See also Asset and Cumulus Catalog File.

Catalog file nameName of the special file for a catalog ( with the extension .ccf). The catalog name defaults to this file name (without the extension). The catalog name can be changed without changing the catalog file name. See also Cumulus Catalog File.

CatalogingThe process by which a user adds one or more assets to a catalog.

Catalog AdministratorCumulus user with administrator permissions for a catalog who can edit the Catalog Settings.

CategoryCumulus categories are used to organize records, much like folders are used to orga-nize files in a traditional filing cabinet. But the asset can appear in any number of






Cumulus categories at one time. They are similar in purpose to keywords used in other programs. See also Folder category and Related category.

Category Information windowA special Cumulus Desktop Client window that displays the information about cate-gories.

Category Exchange FileSee Cumulus Category Exchange File.

Category paneWith Cumulus Desktop Client, it is located on the left side of the Collection window and displays category names in a hierarchical list. Multiple tabs are provided so that categories can be created and displayed in separate tabs.

Category View Set A setting that defines the display options for the Category Information window of the Cumulus Desktop Client. For each tab different display options can be set.

Central asset locationA central asset location is a single storage location used to store certain digital assets. Employing a central asset location ensures your assets remain accessible to all, and can more easily be accounted for.

ClientA computer user who accesses a server application (such as the Cumulus Server) across a network.






Client/server architectureA software configuration in which users (also called clients) access a server application across a network.

CollectionAny set of records from any one catalog. With Cumulus Desktop Client, a collection includes the records’ display properties and it can be saved (see Cumulus Collection File) and opened again. A collection – whether saved or unsaved – is always con-nected to its catalog. In order to open a particular collection you must have access to its catalog.

Collections overlayList of all collections available to a user of Cumulus Portals.

Collection windowA Cumulus Desktop Client window featuring two panes (Category pane and Record pane) that function as the central user interface.

Compound searchA search query consisting of two or more search conditions.

ContainerWith Cumulus Web Client containers are used to organize files, much like folders are used to organize files in a traditional filing cabinet.






Container browser Cumulus Web Client means to browse through and navigate in the container hierar-chy.

Context menuAlso called shortcut menu. A menu that opens when clicking the right mouse but-ton / Control key + mouse button. The available options are related to the selected object.

Controlled vocabularyA restricted list of words or terms used for labeling, indexing or categorizing. Con-trolled vocabulary schemes provide a way to organize knowledge for subsequent retrieval. They mandate the use of predefined, authorized terms, in contrast to natural language vocabularies, where there is no such restriction.

CSSCascading Style Sheets. A stylesheet language used to describe the presentation of a document written in HTML or XML. A CSS file defines how elements should be ren-dered on screen, on paper, in speech, or on other media.

Cumulus An indispensable digital asset management system for organizing and managing digital assets. See also Asset.

There are different editions of Cumulus designed to meet the needs of anyone who wants to keep track of their digital media: Cumulus Workgroup and Cumulus Enter-prise.






Cumulus Administrator A person who configures and manages Cumulus catalogs. The Administrator is responsible for keeping the catalogs running smoothly for Cumulus Client users, backing up catalogs, and other tasks.

Cumulus application windowThe main Cumulus Desktop Client window containing the menu bar, the toolbar, the statusbar, and – as “child” window(s) – the Collection window(s) with various panes.

Cumulus ActionSee Asset Action.

Cumulus Catalog FileA special file (with the extension .ccf) that Cumulus creates to manage cataloged assets (digital media).

Cumulus Category Exchange FileA file ( with the extension .cce) that Cumulus creates when exporting category information.

Cumulus Collection FileA special file ( with the extension .cfe) that Cumulus creates to manage saved col-lections.

Cumulus PortalsThe ideal tool to publish and market digital assets on dynamically generated Web pages to the Web.






Cumulus Record Exchange FileA special file ( with the extension .cre) that Cumulus creates when exporting record information.

Cumulus ServerThe computer where Cumulus Server software is installed and where Cumulus cata-logs should reside.

Cumulus VaultCumulus full-featured Version Control System that manages user access to asset files and provides up-to-the-minute information on each asset’s version history.

Cumulus Web ClientProvides Cumulus catalogs online and offers read/write access for metadata edits as well as asset uploads and downloads to users with a standard Web browser.

Details pageCan be displayed with Cumulus Portals. It provides a preview image of the file and selected metadata, as defined by an administrator.

Details viewCumulus view mode. With Cumulus Desktop Client, each record appears in the Record pane as a text listing that includes fields you can define (e.g., record name, file format, resolution, etc.). See also Thumbnail view, Information view.






Drag and DropA way to move user-interface objects by dragging them with the mouse and drop-ping them into targets.

EJaPEmbedded Java PlugIn. Technology that provides unlimited possibilities to add new functionality or to integrate Cumulus into workflows. EJaPs are Java code that runs within the Cumulus application.

EJSPEmbedded Server Plug-In. Technology that provides possibilities to add new func-tionality, or to integrate Cumulus into workflows. ESPs are similar to EJaPs (Embedded Java PlugIn). Whereas EJaPs are Java code that runs within the Cumulus application, ESPs are Java code that runs at the Cumulus Server.

EXIFExchangeable Image File Format. Standard for storing interchangeable information in image files, especially those using JPEG compression. Most digital cameras now use the EXIF format. The format is part of the DCF standard created by JEIDA (Japan Elec-tronics and Information Technology Industries Association) to encourage inter-oper-ability between imaging devices. Cumulus can read EXIF metadata information while cataloging. You can view and edit this metadata. See also Metadata.

FiltersAmbiguous:






• Software utilities that Cumulus uses to capture information about an asset during the cataloging process. For more information on the availability of new file filters, please see the Canto Website (www.canto.com).

• With Web Client and Portals: means to filter to narrow down the number of dis-played files in order to just get what is needed.

Find windowCumulus tool provided by the Desktop Client that enables users to search catalogs for records or categories that match search conditions.

Folder categoryFolder categories are automatically created by Cumulus during the cataloging pro-cess. These automatically created categories resemble the folder or directory hierar-chy in which the assets reside.

With Desktop Client, they are identified by a smaller folder in their icons. They are cre-ated by default but this option can be disabled.

FTPFile Transfer Protocol. A standard Internet protocol, which is the simplest way to exchange files between computers on the Internet.

HTTPHyperText Transfer Protocol. A standard Internet protocol, which is the protocol most often used in the World Wide Web to transfer information between servers and browsers.






Information viewCumulus view mode displaying a file’s metadata. See also Thumbnail view, Details view.

Information windowSpecial Cumulus Desktop Client windows that display the information about records or categories. See also Asset Information window and Category Information window.

IPTC International Press Telecommunication Council. Standard for digital text applied to an image. Applications used for professional imaging, support IPTC; e.g. the text informa-tion in Photoshop is a subset of the IPTC information. Cumulus can read IPTC meta-data information while cataloging. You can view and edit this metadata and Cumulus can write your changes back to the asset. See also Metadata.

Java Server PageJava Server Page (JSP) is a technology for controlling the content or appearance of Web pages through the use of servlets, small programs that are specified in the Web page and run on the Web server to modify the Web page before it is sent to the user who requested it.

JSONJavaScript Object Notation. An open-standard format that provides a syntax for stor-ing and exchanging data. This common data format is used for asynchronous browser/server communication.






LDAPLightweight Directory Access Protocol. Directories containing information such as names, phone numbers, and addresses are often stored on a variety of incompatible systems. LDAP provides a simple protocol that allows you to access and search these disparate directories over the Internet.

Media fileAny electronic or digital media file (including graphic, page layout, presentation, sound and video files). See also Asset.

MenubarHorizontal bar containing the labels of drop down menus. The menu bar's purpose is to provide the majority of a program's essential functions at a standard place.

MetadataMetadata is any data that helps to describe the content or characteristics of an asset. It is the information stored with each asset—such as file name, location, etc. Different types of assets have different metadata fields: an image file, for example, would con-tain information on color and resolution, while an audio file would have a field for the playback duration.

Palette modeCumulus view mode that is specially designed for using Cumulus with another appli-cation, e.g. a desktop publishing application. In palette mode the Cumulus applica-tion shrinks to a palette that can conveniently be used with another application. That way you can easily drag and drop cataloged assets into other applications.






Path/PathnameA description of the location where a file is stored on a computer hard drive, server, or removable medium (such as CD-ROM, Syquest, Zip, Jaz, or MO cartridges).

PreviewA special program mode in which you can examine cataloged assets such as video clips, sound files, and image files.

QueryA combination of search conditions. Queries can be saved to disk and loaded into the Find window or provided as a predefined search to Web Client users. See also Searches, predefined.

RecordThe actual catalog entry Cumulus creates when an asset is added to a catalog. Records store valuable information about an asset, such as the file name, file location, file type, resolution, etc.

Record Exchange FileSee Cumulus Record Exchange file.

Record paneLocated on the right side of the Desktop Client Collection window, the Record pane displays records as thumbnails or plain text. See also Record, Thumbnail view and Details view.






Related categoryAn alias of an existing category that acts as a virtual cross reference to the original cat-egory. You can use related categories to place multiple instances of the same cate-gory under various parent categories, without having to copy the entire contents of the category. By default, the names of related categories are displayed in italics with a “(related)” appendix.

Record View SetA setting that defines how records are displayed in the different view modes Cumulus Desktop Client provides: Thumbnail View, Details View, Info View and Information window.

ResolutionThe number of pixels per inch in any graphic file format. Higher-resolution files have a higher number of pixels per inch than lower-resolution files. Working with higher-resolution files usually requires more memory and hard disk space than working with lower-resolution files.

Responsive Web Design (RWD)Approach to web design allowing web applications to adapt to the size and capabil-ities of the device used and size of the browser window running in. Cumulus Portals is such a state-of-the-at web application.

ScriptA list of instructions executed by a computer. Scripts are used by Cumulus to perform complex tasks automatically.






Search icon, customizedCustomizable icons for queries available for Cumulus Web Client if an administrator has defined search criteria that fit with the currently open catalog.

Searches, predefinedQueries made available for Cumulus Web Client users by an administrator. They are displayed as search entries in the main menu.

Server/Client Asset TransferA Cumulus feature (especially useful in a cross platform environment) that allows users in a network to access assets for previewing, copying and transferring via their connection to the Cumulus Server. With this feature the user is not forced to have direct access to the computer where the asset is stored. Only the computer running the Cumulus Server requires this access.

Simple searchA search query consisting of one search condition.

PortalsSee Cumulus Portals.

SkinA term for the particular way in which information is arranged and displayed on a computer screen.

StatusbarA Cumulus Desktop Client bar providing descriptions on category/record status.






ThumbnailA miniature display of a cataloged asset.

Thumbnail viewCumulus view mode. With Desktop Client the record appears with a miniature display of the cataloged asset in the Record pane.

ToolbarA standard program tool that offers buttons as shortcuts to commonly used com-mands.

TooltipA small floating descriptive window that appears above a toolbar button when the cursor is positioned over it.

TriggerA stored procedure that is activated automatically when a specified event occurs. Cumulus Triggers can be used to perform many tasks, such as auditing catalogs, records and categories. Cumulus Triggers can be set for catalogs, records and catego-ries.

Trigger ActionThe action performed when a Cumulus Trigger is activated. See also Action.

URLUniform Resource Locator. The address of a file (resource) accessible on the Internet.






Video CloudUtility for better availability, worldwide distribution and public streaming of videos. Videos in Cumulus can additionally be published to a Video Cloud, as offered by var-ious providers. The “original” video files and all their metadata remain safe in Cumulus (stored in a Vault or on a file server), but the delivery of the video to websites – includ-ing Cumulus Portals and the Web Client – is performed by the Video Cloud.

Workflow AdministratorCumulus user with Workflow Administrator permissions. A Workflow Administrator can create, edit and delete workflows; add them to, delete them from and update them in catalogs; and remove them from assets (files).

XMPExtensible Metadata Platform. Adobe’s XMP™ is a labeling technology that allows you to embed metadata into the asset itself. With an XMP-enabled application (e.g. all applications of Adobe Creative Suite), information about a project can be captured during the content creation process and embedded within the file and into a content management system. Cumulus can read XMP metadata information while catalog-ing. You can view and edit this metadata and Cumulus can write your changes back to the asset. See also Metadata.

Web ClientSee Cumulus Web Client.


