Adobe InDesign CS4 Reviewer's Guide

Reviewer’s Guide ADOBE InDEsIGn cs4 ® ® Break down the barriers between online and offline publishing Create compelling print content, immersive Flash® publications, and interactive PDF documents—all with beautiful typography and stunning design. InDesign CS4 gives you the tools you need to create sophisticated layouts for traditional and online media. Adobe InDesign CS4 software breaks down the barriers between online and offline publishing. With its new features and workflows for creating interactive documents integrated into its already-powerful page design tools, you can create sophisticated and engaging layouts for onscreen audiences as easily as for print audiences. Work faster and more efficiently with intuitive new tools that streamline tedious production tasks. Fluid workflows enable you to develop persuasive personalized content and tailored long documents using fewer steps and customer-inspired enhancements. Tight integration with other Adobe Creative Suite® 4 components let you quickly design and deliver engaging page layouts for multiple media. Open InDesign layouts directly in Adobe Flash® CS4 Professional with page design and typography preserved. Quickly cycle through multiple artboards created in Adobe Illustrator CS4 and place any selected artboard as a native Illustrator file into your InDesign document. Place 3D Photoshop files in your 2D layout giving your page design added depth and texture. Export your InDesign document as a PDF and share it in an interactive PDF Portfolio. Whether you’re creating a page layout for print distribution or digital publishing, InDesign CS4 is your layout tool of choice. This Reviewer’s Guide puts you in the driver’s seat as you carry out three successive projects in the development of a new digital and print magazine: client approval of design concept, layout and production for commercial printing, and creating a layout for delivery as an immersive Flash document. Along the way you’ll enjoy a hands-on tour of the most important and powerful new features in Adobe InDesign CS4. Here is an overview of the projects and the new features you’ll explore: First project: Create a dynamic SWF (Flash) presentation of your design concept for client review The enhanced user interface and new interactive tools and panels in InDesign CS4 allow you to design and export interactive SWF files without needing to learn Flash authoring. Part 1: Explore the new interface—Work smoothly and swiftly within InDesign using several elegant interface enhancements that make it easy to operate among multiple InDesign documents at once. Adobe InDesign CS4 is also available as a component of: • Adobe Creative Suite® Design Premium • Adobe Creative Suite Design Standard • Adobe Creative Suite 4 Master Collection Top new features • Live Preflight (Page 28) • Customizable Links panel (Page 13) • Conditional text (Page 23) • Cross-references (Page 19) • Interactive document design with SWF file export (Page 4) • Page transitions for PDF and SWF files (Page 7) • Export to Adobe Flash CS4 Professional (XFL) (Page 31) • Smart Guides (Page 10) • Spread rotation (Page 15) • Smart Text Reflow (Page 27) Part 2: Add interactive buttons— Create button appearance states and specify button actions more easily than ever with the new Buttons panel and Sample Buttons library. Part 3: set up and test hyperlinks—Build hyperlinks that quickly navigate to external URLs, launch an e-mail client, or jump to a section within the same or even a different document with the enhanced Hyperlinks panel. Verify hyperlinks directly in InDesign. Part 4: create animated page transitions—Choose from a rich set of page transitions that include curl, wipe, dissolve, fade, and many more. Preview transitions as Flash animations in InDesign, and use the new Page Transitions panel to customize and apply them. Part 5: Export the layout to sWF— Deliver high-impact, interactive SWF files directly from InDesign via the Export To SWF dialog box. Second project: Develop and finalize page designs for the first issue of (the fictional) check Magazine Discover how customer-inspired enhancements to your everyday page layout toolset and new support for long document and multi-channel publishing make page design and production easier than ever in InDesign CS4. Part 6: Move and transform objects smoothly with smart Guides—Quickly align, space, rotate, and resize multiple objects in the layout using fewer steps, and without the need to open a panel or menu. Part 7: Discover the enhanced and customizable Links panel—Go way beyond filenames and update status in the completely redesigned Links panel, which can now list metadata and attributes of each linked asset right in the panel view—you decide which ones. Part 8: Rotate spreads onscreen—Easily edit rotated text with new spread rotation. Part 9: Edit tables more effectively—Use the Story Editor to edit text in tables without the distraction of formatting, and to copyfit overset table cells instead of changing table geometry. Add inline notes to tables to collaborate more effectively. Part 10: Add cross-references to streamline page layout and production—Rely on dynamically updated cross-references to make long document production more efficient and improve technical accuracy. Part 11: Use conditional text to create unique content for different audiences—Quickly deliver multiple versions of a single document for different users and channels by creating and applying conditions to text content. Turn conditions on and off to control the visibility of conditional text within a text flow. Part 12: nip production problems in the bud with Live Preflight—Use the new Live Preflight panel, status bar, and custom preflight profiles to alert you to potential production problems in real time, directly within your layout. Third project: create a rich interactive version of the magazine using InDesign and Flash cs4 Professional Combine the page layout strengths of InDesign with the power of Flash authoring to create rich, interactive documents. Part 13: Design for Flash playback in InDesign—Leverage your skills and familiarity with the powerful typography and page design capabilities of InDesign to create layouts designed with Flash playback in mind. Part 14: Export the layout to the new XFL interchange format—Scale page elements to fit browser windows and choose text and graphic conversion options in a simple dialog box. Part 15: Open and edit the XFL file in Flash cs4—Maintain visual fidelity to the original layout pages and edit text and graphics in Flash CS4 Professional. Many More New Features See page 34 for information about additional features in InDesign CS4. Adobe InDesign CS4—Reviewer’s Guide 2 Please do the following before starting this tour: • Insert the Adobe Creative Suite 4 Master Collection DVD, launch the Setup file, and perform a Typical Install. This ensures that the software is configured correctly for this Reviewer’s Guide. • To gain the full experience of this tour, make sure your computer is connected to the Internet throughout. • Download InDesign_CS4_RG_Assets.zip from the Creative Suite 4 Press Resources website at www.adobe.com/aboutadobe/pressroom/cs4, and extract the contents of the file to your local hard drive. This will give you a folder named InDesign_CS4_RG_Assets, which includes the files you’ll need to complete the exercises in this guide. • If you have previously installed and worked with InDesign, you may want to restore all preferences and default settings before beginning this tour. To do so, launch InDesign CS4 while pressing Command+Shift+Option+Control (Mac) or Ctrl+Shift+Alt (Windows), and then click Yes when prompted. • For optimum viewing, increase display quality: 1. Open the Display Performance dialog box (InDesign > Preferences >Display Performance on Mac; Edit > Preferences > Display Performance on Windows). 2. In the Default View pop-up menu, choose High Quality. 3. In the Adjust View Settings pop-up menu, choose High Quality. Make sure all three sliders in the dialog box are set all the way to the right. 4. In the Greek Type Below field, type 4, and then click OK. 5. Open the View menu and look for the toggle command Show/Hide Frame Edges. If the command says Hide Frame Edge, you don’t need to do anything further. If it says Show Frame Edges, choose the command. • Prepare to work on the example projects during this tour. In the InDesign_CS4_RG_Assets folder you extracted earlier, locate and open the files called Check_Mag_Preso.indd, Check_Mag.indd, and Check_Mag_Web.indd. • If you see an alert about a color profile mismatch, choose Leave Document As Is, and then click OK. • If you see an alert that links have been modified, choose Update Links Automatically. • If you see an alert that links are missing, choose Fix Links Automatically, and then click Browse. The links for all three files are located in the same Links folder inside the InDesign_CS4_RG_Assets folder. Browse to that folder, select the filename indicated in the dialog box’s title bar, and then click Open. InDesign will automatically link to other missing files that are in the same folder. When the Links panel opens in the document window, you can close it. • Macintosh users: Please open the Window menu and check the status of the Application Frame, a new interface feature that is optional for Mac users. If the Application Frame menu item is unchecked (off), select it to enable the Application Frame. Keep things organized Save working copies of the three original INDD documents so that you can go back to the originals at any time. Before you begin • Save working copies of the three layouts: 1. Choose File > Save As for the active document. 2. In the Save As dialog box, navigate to the InDesign_CS4_RG_Assets folder so your file will be saved within it. 3. Change the filename in the Save As dialog box by adding “My_” in front of the original filename. For example, save Check_Mag.indd as My_Check_Mag.indd, and then click Save. 4. Do the same for the other two documents. Use the files that begin with “My_” as your working files throughout this tour. Keep the original INDD files around in case you want to start over. Adobe InDesign CS4—Reviewer’s Guide 3 Using InDesign CS4, you can design and export interactive SWF files without needing to learn Adobe Flash CS4 Professional. In this project’s scenario, you (the designer) want to show your client potential type treatments, mastheads, and color palette options for a new digital and print publication called Check Magazine. You’ve already assembled these components in the InDesign document called My_Check_Mag_Preso.indd. InDesign CS4 sports a number of user interface improvements that are echoed in most of the other Creative Suite 4 software, providing a consistent user experience not just between applications but also between Macintosh and Windows versions of them. Note for Mac users: As stated in the instructions (“Before You Begin,” page 3), the Application Frame is an optional feature on the Mac OS and will be disabled by default in the shipping version of InDesign CS4 for the Mac platform. Mac users should open the Window menu to check its status. If the Application Frame menu item is unchecked (off), please select it to turn it on. FIRsT PROJEcT: create a dynamic sWF presentation for client review Part 1: Explore the new interface Try it: Prepare to work on the presentation project 1. Click the document tab for My_Check_Mag_Preso.indd to bring it to the front. Tabbed documents make it easy to see at a glance which files are open in InDesign. 2. Choose View > Fit Page In Window to see the entire page, and take a moment to become familiar with the new interface. Workspace Switcher Focus on the job at hand and unclutter the interface by selecting one of the new taskbased workspaces. Or, easily customize your own menus and panel arrangements into workspaces that can be shared and saved. N-up view When you need to see and compare multiple layouts (or multiple views of the same layout) at the same time, choosing one of the N-up views from the Application Bar instantly handles all the tedious window resizing and positioning. Application Bar Use new control buttons below the main menu to quickly switch to a new workspace, modify the view of a document, search online Help, and more. Tabbed documents Manage and work across multiple documents with ease just by clicking their window tabs. Drag a tab downward to make the window float, drag its title bar back to the tab area to dock it back into tabbed mode. Application Frame (New for Mac) Documents and panels are wholly contained within a single application frame, eliminating background distractions. Resize the frame and all the contents resize as well, including the panels. The next step is to deliver a high-impact presentation that will impress your client. The creative concepts you’ve developed can be part of your presentation without any rework, since you can place native Photoshop and Illustrator artwork directly in InDesign. By quickly adding some interactivity to the layout, you’ll be able to efficiently deliver an engaging SWF presentation that’s innovative and fun. With the new Buttons panel, the process of creating dynamic buttons tied to actions has been simplified and streamlined in InDesign CS4. You can turn any object on the page into Part 2: Add interactive buttons Adobe InDesign CS4—Reviewer’s Guide 4 a button or get a head start with one of the dozens of sample buttons included in the Sample Buttons library, some of which come complete with transparency effects and rollovers. Try it: Add navigation buttons to every page 1. Switch to the Interactivity workspace Application Bar. using the Workspace Switcher in the 2. Open the Pages panel and double-click the thumbnail of the A-3 Column Grid master page to make it active in the document window. 3. Scroll down in the document window to reveal the pasteboard below the master page, where two buttons appear. Sample Buttons library and beyond The Sample Buttons library, part of the default Interactivity workspace, is a convenient repository of dozens of interactive buttons that you can use in any project. Many are already set up with rollover states, events, and actions. 4. Shift-click the buttons with the Selection tool to select them both, and then drag and drop them into the footer area of the page, below the horizontal rule. (Because the new Smart Guides feature is enabled by default, you may see guidelines appear temporarily as you drag the buttons. Smart Guides are covered on page 10.) 5. Shift-click the left-pointing triangle to deselect it. Now only the right-pointing triangle is selected. 6. Open the new Buttons panel from the panel dock. The [Normal] state is highlighted in the State Appearance section of the panel. The new Buttons panel lets you set events, actions, and states at the same time in a single screen—no more dialog boxes. Once you drag and drop a button from the library onto the page, you can customize any of its settings in the Buttons panel. But keep in mind that any object you can select with the Selection tool in an InDesign layout can be turned into a button, including text frames, custom shapes, placed images, groups, even an empty frame. Just select the item and choose Convert To Button from the rightclick (context) menu or from the Object > Interactive submenu. As soon as you convert a selection into a button, the Buttons panel automatically opens so you can complete the job by adding actions, events, and states. Adobe InDesign CS4—Reviewer’s Guide 5 Button actions, events, and states To make a button interactive, you have to add an action to it—what should happen (go to a different page in the document, open a URL in the user’s browser, and so on) when a user clicks the button or even just moves the cursor over it or away from it. The “when” part of the equation is called an event. In other words, an action needs a triggering event before it can be carried out. In the Buttons panel, you tell InDesign which event should trigger which action for the selected button from convenient pull-down menus. Use states to provide visual cues that a given element on the page or screen is an interactive button. You can add a Rollover state that changes appearance when the user moves the cursor over the button, and a Click state that briefly appears when the user clicks the button. State changes can be subtle or shocking, as your creative muse desires; in fact, each state can have completely different content for the same button. 7. Select the [Rollover] state. The right triangle changes appearance, showing how it will look when the user’s cursor rolls over it in the exported SWF or PDF file. If you’d prefer a different look for the rollover, change the button’s appearance (for example, apply a different fill color from the Swatches panel) while its [Rollover] state is selected. The [Normal] state appearance remains the same, because it wasn’t highlighted while you modified the artwork. You can preview and modify the button’s appearance for the [Click] state in the same way. 8. Select the [Normal] state. 9. Select the contents of the Name field at the top of the Buttons panel and change it to Next Page. 10. Click the Add Action symbol down menu. and choose Go To Next Page from the Actions pull- You’re finished with the right triangle button; now let’s do the left triangle. 11. Select the left triangle button on the master page. 12. Change its name to Previous Page in the Name field. 13. Click the Add Action symbol pull-down menu. and choose Go To Previous Page from the Actions That’s it, you’re done! The new Buttons panel makes adding and customizing interactive buttons easier than ever. Before you continue, make sure that both buttons have the [Normal] state selected in the Buttons panel, so they appear in their “starting” appearance throughout the document. Creating hyperlinks in an InDesign layout file is a simple and straightforward process, thanks to the redesigned and enhanced Hyperlinks panel. Build hyperlinks that quickly navigate to external URLs, open other files with supplementary information, launch an e-mail client, or jump to a page or section of a page within the same or even a different document. Finally, test the hyperlinks right in the layout before you export the file. Try it: Add a hyperlink to the presentation 1. Make sure you’re still on the A-3 Column Grid master page. 2. Open the Hyperlinks panel from the panel dock at the right of the screen. Use this field to quickly create a URL hyperlink destination, bypassing the New Hyperlink dialog box (see sidebar at left). Hyperlinks are listed in this area as you create them. Hyperlinks and crossreferences are closely related, so they share the same panel. You’ll be working with the new Cross-References feature in the next project. New Cross-Reference button New Hyperlink button Part 3: set up and test hyperlinks Note: After opening the Hyperlinks/CrossReferences panel, you may need to drag the Cross-References header downwards to reveal all of the Hyperlinks section. In the shipping version of InDesign CS4, the Hyperlinks/Cross-References panel will open with both sections having an equal amount of space in the panel. URL hyperlink shortcut If you want to quickly create a hyperlink leading to a web site address (a URL hyperlink) using the default appearance, there’s no need to open the New Hyperlink dialog box. Instead, in the layout, select the text or object that you want to link, and then enter the destination URL directly in the URL field in the Hyperlinks panel. Press Return, Enter, or Tab to confirm the link, and go on your way. Go to the destination of the selected hyperlink or crossreference Go to the source of the selected hyperlink or crossreference Adobe InDesign CS4—Reviewer’s Guide 6 Flexible and fast hyperlinks Open the Link To dropdown menu in the New Hyperlink dialog box to create a hyperlink that generates a ready-to-send e-mail message (with the recipient’s e-mail address and subject line already filled in) in the user’s default e-mail program, opens a file, or jumps to another page or text anchor in the current document or any other accessible INDD file. 3. With the Type tool, select the text checkmagazine.com in the lower right corner of the master page and copy it (Edit > Copy) to the clipboard. 4. Click the New Hyperlink button at the bottom of the Hyperlinks panel. 5. In the New Hyperlink dialog box, paste in the website address you copied after the http:// that’s already entered in the URL field. Choose Shared Destination to quickly reuse a destination in the current file or any other InDesign file you can access. You can specify a custom character style for hyperlink formatting in the same dialog box where you set other hyperlink options—a new feature in InDesign CS4. Change the appearance of the hyperlink in the layout. Sticky settings = fast formatting In the New Hyperlink or Edit Hyperlink dialog box, formatting and appearance choices you make are “sticky”—they’re used by default for all new hyperlinks you create in the document from then on. For example, if you select a custom character style for a hyperlink, the next text hyperlink you create in the document will have the same character style applied automatically. To help users identify hyperlinks in the exported SWF or PDF file, InDesign surrounds the link with a visible rectangle by default. You can hide the rectangle or change its attributes in the same dialog box, as well as apply a custom character style to the hyperlinked text. 6. Choose Invisible Rectangle from the Type menu in the Appearance area. 7. Choose None from the Highlight menu. 8. Click OK. The selected text on the master page is now hyperlinked to the website address, and the Hyperlink is added to the panel. To check that the hyperlink works correctly, you can test it right in InDesign. Try it: Test a hyperlink destination 1. Click a text insertion point anywhere in the hyperlinked text on your master page, or select the hyperlink destination in the Hyperlinks panel. 2. Click the Go To Destination button at the bottom of the Hyperlinks panel. Your default browser opens, and if you’re connected to the Internet, connects to the site at http://checkmagazine.com. If you get an error, check that the address in the URL field in the Hyperlinks panel is correct (make sure it starts with “http://”), editing the field as necessary. Press Return, Enter, or Tab to save your edits, and then test the destination again. You can now add animated page transitions directly in InDesign, which users will see as they change pages (or screens) in the PDF and SWF files you export from the layout. Even before you export, you can preview page transitions in InDesign as Flash animations, and Part 4: create animated page transitions Adobe InDesign CS4—Reviewer’s Guide 7 New icon in the Pages panel A small Page Transition Applied icon appears to the right of a spread’s thumbnail in the Pages panel if a transition has been applied to it—a handy way to quickly check which spreads have (or lack) transitions. experiment with different speeds and transition directions. Included in the set of a dozen transitions are Curl, Wipe, Dissolve, and Split Window. Try it: Add page transitions to the presentation 1. Double-click the Page 1 thumbnail in the Pages panel to go to the first document page in the My_Check_Mag_Preso.indd file. The spreads in the Check Magazine presentation also show a transparency icon , because the buttons you added previously have transparency effects applied to them. 2. Choose Page Transitions > Choose from the Pages panel menu. The Page Transitions dialog box opens. The Page Transitions dialog box is a Flash panel running inside of InDesign. Use it to compare transitions side-by-side—just move your cursor over any thumbnail to see an animated preview. Note: When running the pre-release version of InDesign CS4 on Windows XP, the page transition icon does not currently appear on the pages panel. The shipping version of InDesign CS4 will resolve this issue. 3. Select the first page transition, Blinds. Make sure that the Apply To All Spreads option at the bottom of the dialog box is checked (the default). 4. Click OK. InDesign applies the Blinds page transition to all the spreads and automatically opens the Page Transitions panel so you can customize the transition. Mix ’em up! If you like, you can assign different types of page transitions to individual pages or ranges of pages within the same layout. To do so, select the page(s) in the Pages panel, choose a transition in the Page Transitions dialog box, and deselect Apply To All Spreads in the dialog box before clicking OK. You can also use the Page Transitions panel to apply transitions to pages selected in the Pages panel. 5. In the Page Transitions panel, choose Vertical from the Direction menu and Slow from the Speed menu. Use the Page Transitions panel to add or change transitions and to customize how an applied transition will appear. Options for direction and speed vary depending on the transition selected. As you choose different options, hover your cursor over the preview at the top of the Page Transitions panel to see an animation of the page transition using the selected settings. 6. When you’re satisfied with your settings, close the Page Transition panel. You’ll be able to see the live page transitions at the end of this project, when you view the final SWF file. Adobe InDesign CS4—Reviewer’s Guide 8 Note: In pre-release builds of InDesign CS4, SWF export is not working correctly on PowerPC Mac computers. Now that you’ve added page navigation buttons, page transitions, and hyperlinks to the presentation, the only remaining task is to export the layout to SWF format. Try it: Export the presentation to sWF format 1. With the My_Check_Mag_Preso.indd file active in InDesign, choose File > Export. 2. Choose SWF from the Format menu in the Export dialog box. Part 5: Export to sWF InDesign changes the file extension in the Save As field to .swf. You can leave the default filename (My_Check_Mag_Preso.swf) as is. 3. Choose a location where InDesign should save the file, such as your desktop, and then click Save. The Export SWF dialog box opens, letting you specify custom settings for the SWF file. 4. Select the option for All Pages, if necessary, in the Export SWF dialog box. You can leave the other settings at their defaults, as shown below. SWF export options Scale the final SWF file by choosing a common browser window or monitor size in the Fit To menu. Unless you know how to code an HTML file to check for the Adobe Flash plug-in, leave the Generate HTML File option turned on. The browser window actually loads the HTML file, which contains a link to the SWF file. Text can be converted into editable Flash text, converted to outlines, or rasterized. The default Flash Text option creates the smallest file sizes. The Interactive Page Curl option is mainly for facingpage print publications exported to SWF, though it does no harm to leave it turned on for other types of projects. Page Curl creates a digital experience that mimics the process of turning the pages in a magazine. Transparency and interactive elements When an InDesign file is output to certain formats, including SWF, any elements with transparency will rasterize other elements beneath them by default. If the element underneath is an interactive button or a hyperlink, the rasterization results in the element losing its interactivity. In that case, InDesign will warn you before the export process begins, giving you a chance to cancel the process so you can modify the design. 5. Click OK to export the file to SWF. 6. If you get an alert about transparency and interactive elements, click OK to dismiss it (the alert doesn’t apply to this project—see the sidebar) and proceed with the export. The HTML file generated during the export opens in your default browser, and the first screen (page) of your SWF file that it references appears in the browser window. Let’s testdrive the interactive elements you added to the file. Try it: Preview the interactive sWF file in your web browser 1. Hover your cursor over the right and left arrow buttons in the SWF file to see the rollover effect. 2. Click the the right arrow button, and note the page transition animation that plays as the second page (screen) is revealed. Use the arrow buttons to move through the rest of the screens. Adobe InDesign CS4—Reviewer’s Guide 9 Note: When running the pre-release version of InDesign CS4 on Windows XP, some SWF browser preview features may not function. The shipping version of InDesign CS4 will resolve these issues. 3. Click the hyperlinked text, checkmagazine.com, to jump to the Check Magazine website in your default browser. If Adobe Flash Player puts up a security warning, you’ll need to either upload the files to a web server first and view the SWF file remotely (the security warning applies only to local files), or follow the on-screen instructions to allow local access. The project is complete. Your client can view the presentation as a standalone Flash file or embedded in an HTML file. Dynamic elements breathe life into your online publications—online presentations, digital magazines, digital brochures, digital catalogs, and more. With InDesign CS4 you can produce high-impact, interactive SWF documents without mastering a new authoring environment or compromising your page design. sEcOnD PROJEcT: Design and lay out the print magazine InDesign CS4 is full of exciting new features and enhancements that will help designers accomplish more in less time and with fewer clicks. Try out useful and innovative new features related to page design and production for yourself in this second project, where you’ll put the final touches on the inaugural print issue of Check Magazine before handoff to your commercial printer. You should still have the three Check Magazine layout files open in InDesign (see “Before You Begin,” page 3). Make the document My_Check_Mag.indd active by clicking its tab or choosing it from the bottom of the Window menu. Precisely arranging elements in a layout is a fast and fluid process with Smart Guides. You can quickly align, space, rotate, and resize objects in relation to other objects or to the page itself without using panels, menu commands, or even ruler guides. The Smart Guides appear when the object you’re transforming with the mouse matches nearby objects, so you can snap the object to the guide when you need precision alignment. Smart Guides disappear when you release the mouse button, resulting in an uncluttered layout. Smart Guides can be toggled off and on in the View > Grids & Guides submenu or using the View Options widget in the Application Bar. When Smart Guides is active, you’ll see them appear as you drag items onscreen. Two “specialty” types of Smart Guides—Smart Dimensions and Smart Spacing—can be toggled on and off individually in the Smart Guide Options section in Preferences > Guides & Pasteboard. All Smart Guides are on by default. Part 6: Move and transform objects exactly with smart Guides Smart Align As you drag items around on the page, Smart Guides extend to other items on the page, indicating that an edge or center of the item you’re dragging is aligned with the edge or center of another object visible on the page. You’ll also see a Smart Guide appear when the object is aligned with the boundary or center of a column, gutter, or margin. Try it: Use smart Guides to align two objects 1. Go to page 10 in the My_Check_Mag.indd file. 2. Switch to the Advanced workspace using the Workspace Switcher on the right side of the Application Bar. This workspace has the fullest complement of docked panels and shows all menu commands. Adobe InDesign CS4—Reviewer’s Guide 10 Even the cursor is smart Closely related to Smart Guides is the new Smart Cursor, which dynamically reports position, size, and rotation values when you move and transform items with the selection tools. 3. Zoom in to about 300% and adjust the view so the four small images at the bottom of the page are centered in the layout window and take up most of its area. Zoom in on the bottom of page 10 to see the four small images. As you drag an object around the layout, the Smart Cursor displays the changing X and Y coordinates of the object according to the selected reference point in the Control panel. When you resize an item by dragging one of its handles, the Smart Cursor dynamically reports the item’s height and width, and when you use the Rotate tool, the Smart Cursor shows the changing angle of rotation. The Smart Cursor options are found in Preferences > Interface > Cursor Options. 4. Select the leftmost image (a picture of a man holding his hat) with the Selection tool and slowly drag it around. When the center or an edge of the object you’re dragging aligns with the center or an edge of a nearby page element (such as a column), you’ll see Smart Guides appear. As you drag the image away from a potential alignment point, its corresponding Smart Guide disappears. 5. Release the mouse button when a horizontal Smart Guide extends from the top edge of the image you’re dragging to the top edge of the image to its right (a smiling woman). As you drag the photo of the man upwards, a green horizontal Smart Guide appears when the photo’s vertical center aligns with the vertical center of any object visible in the window, such as the photo of the woman to its right. Since you want to align the top edges, you can ignore this guideline and continue dragging. Release the mouse button when a Smart Guide appears that connects the top edges of the two images. The two items are now precisely top-aligned, and the Smart Guide disappears. You can change Smart Guide color in Preferences > Guides & Pasteboard. Controlling Smart Guides When drawing guides, Smart Guides considers only other objects partially or entirely visible in the window. If you want to align the object you’re dragging to something not currently visible on the page or spread, you’d need to zoom out so both elements are visible. Smart Dimensions As you resize frames, horizontal Smart Guides appear below them (or vertical ones appear to their left), letting you know when the horizontal or vertical measure of the frame you’re resizing matches the equivalent measure of another visible element in the window. Try it: Use smart Guides to match frame width 1. Drag the right middle handle of the second image (the smiling woman) to the left to crop the image, reducing the width of the frame. Drag this handle (circled) to the left. Adobe InDesign CS4—Reviewer’s Guide 11 Smart align points and contents You’ll also see Smart Guides appear when you’re using the Direct Selection tool to adjust individual points on a path or shape, making it much easier to align one point with another, or align a point to a nearby object’s edge or center. 2. Release the mouse button when Smart Guides appear below the first and second photos, indicating that the width of the second photo (the one you’re cropping) exactly matches the width of the photo to the left. Smart Guides appear when the width or height of the item you’re resizing matches that of another object visible in the window. 3. Select the third image (the car) and repeat steps 1 and 2, so its width matches the first two images. If you use the Direct Selection tool to click and hold on an image, you’ll see the full image, including any part that’s cropped out by the frame (which appears screened back). As you drag the image contents independent of its frame, Smart Guides extend from the center or edges of the image itself. Now that we have some room to maneuver, let’s adjust the spacing between these photos. Smart Spacing When the white space between an object you’re dragging and an adjacent object is exactly the same as the space between two other objects in the window, you’ll see Smart Guides appear, indicating equal distance between the objects. That’s your cue to release the mouse button if you want the spacing between items to be exactly the same. Try it: Use smart Guides to match horizontal spacing 1. Drag the first photo (the man) to the left so its left edge snaps to the column guide. The left edge of the photo is aligned with the column guide. 2. Slowly drag the third photo (the car) to the right so there’s approximately the same amount of space between the photos of the car and the woman as there is between the photos of the man and the woman, but don’t release the mouse button yet. 3. Release the mouse button when the Smart Guides appear between the three images. These photos now have exactly the same amount of space between them. Smart Guides appear when the spacing between objects is exactly the same. Smart Guides also appear when vertical spacing matches, and when spacing matches page attributes like column width, gutter width, and margin measures. Smart Rotation As you rotate an object with the Rotate tool , a Smart Guide overlays the object, dynamically reflecting the current angle of rotation. When the rotation amount matches the angle of another object visible in the window, the same Smart Guide appears on the other object as well. Use Smart Guides to rotate the first photo the same amount as the fourth photo, which is already rotated. Make sure both images are visible in the window before you begin. Try it: Use smart Guides to match rotation amounts 1. Select the first photo (the man) with the Selection tool . Adobe InDesign CS4—Reviewer’s Guide 12 2. Select the Rotate tool in the toolbar. The rotation’s point of origin icon appears in the center of the photo by default. The Smart Guide will extend from this icon as soon as you start to rotate the photo. 3. Position the Rotate tool crosshair cursor to the right of the selected photo and slowly drag upwards. As the image rotates, you can see the Smart Guide appear. Smart Guides overlay an object as you rotate it. 4. Release the mouse button when you see the Smart Guides appear on the fourth image, indicating both rotation amounts are the same. When the object is rotated the same amount as another object in the window, Smart Guides appear on the other object as well, and the color of both guidelines changes to the Smart Guides color. The intuitive and interactive Smart Align, Smart Spacing, Smart Dimensions, and Smart Rotation abilities of the Smart Guides feature help you to quickly layout and arrange items on the page without extensive use of panels, menus, and ruler guides. Producing complex documents requires that you manage linked content effectively. The redesigned Links panel provides comprehensive and consolidated access to link attributes and metadata, including scale, original and effective resolution, layer assignment, copyright information, workflow status, and more. You can customize the panel to display the metadata and attributes that are most critical to your workflow for every linked asset. Note: In the shipping version of InDesign CS4, the Links panel will open wide enough to show page numbers as part of the default configuration of the panel. Part 7: Discover the customizable Links panel Try it: customize the main Links panel display 1. Choose Edit > Deselect All. 2. Open the Links panel from the panel dock. 3. Scroll the panel to the top of the list. The new Link Info pane is open by default. We’ll cover that later, so close it for now. 4. Click the Show/Hide Link Information button above the Link Info pane to hide it, as in the image at right. 5. Drag the left edge of the panel to the left until the linked page numbers are visible in the panel. Tip: Resizing panels Any panel with a dotted Grow handle in its lower right corner can also be resized by simply dragging any side of it, even while it’s docked. To do so, open the panel and hover the pointer over a side edge. When a two-headed arrow appears, you can drag the side to resize the panel. Clicking the Show/Hide button (circled) toggles the LInk Info pane below it open and closed. Adobe InDesign CS4—Reviewer’s Guide 13 Edit Original vs. Edit With Selecting a placed file or a link in the Links panel and choosing Edit Original opens the file in the program associated with that file type by your operating system. If you want the original file to open in a different program (for instance, open a placed PDF in Illustrator), choose the new Edit With command instead, and then select the program you want the file to open in from the submenu. Your operating system’s default file association remains intact. You can immediately see three useful new features in the main Links panel display. First, multiple links to the same file are in expandable groups—click the triangles in front of the first two “parent” links to reveal or hide their contents. Second, thumbnail previews automatically appear in front of each link, making it much easier to identify linked assets. And third, the links’ page numbers are hyperlinked, so you can quickly jump to the page containing the placed file. Besides these enhancements, the initial Links panel display is essentially the same as it was in InDesign CS3 . . . until you customize the settings in Panel Options. 6. Open the Links panel menu, and choose Panel Options. 7. In the Panel Options dialog box, select the Show In Link Info checkbox (you’ll see why in a bit), and select these additional checkboxes under the Show Column header: Color Space, Effective PPI, and Scale. The Panel Options dialog box lets you reveal additional information about each placed file in the Links panel itself. Items enabled under the Show Column header are always visible in the main Links panel. Those enabled under the Show In Link Info header appear only when you select the link and look in the Link Info pane at the bottom of the panel. 8. Click OK to close the Panel Options dialog box. The new columns have been added to the Links panel, but you’ll need to make it wider to see them. 9. Position your pointer anywhere on the left edge of the Links panel until it turns into a two-headed arrow and then drag to the left, widening the panel until all the columns are visible. Effective Color Space Resolution Scale More Links panel tricks To sort links by a certain criterion such as Name, Page, or Status, simply click the appropriate column (or Option/Altclick the header to sort in reverse order). That means you can sort the links by any attribute or metadata item—just add the item to the list of columns you want visible in Panel Options. The column header that has a little triangle next to it is the one controlling the sort. You can also resize column widths by dragging the vertical separators in the header area, and drag and drop column headers to change their order. When you’re done, you can save your settings in a custom workspace (Window > Workspaces > New Workspace) so your customized Links panel can be recalled for any InDesign document. With the new information in the Links panel, critical data about your placed files is available at a glance. Adding all the information that InDesign knows about linked files to the main Links panel would be impractical—you’d have to make the panel wider than your document to see all the columns! That’s where the newly integrated Link Info pane comes in handy. Adobe InDesign CS4—Reviewer’s Guide 14 Parent links The Links panel now consolidates multiple instances of the same link into a single parent link entry with a disclosure triangle, keeping the Links panel organized and allowing for batch operations. Parent links always appear at the top of the Links panel, regardless of sort order. Clicking the disclosure triangle reveals all instances of the same link in the layout. Try it: Reveal more link information in the Link Info pane 1. Select the linked file Adobe-006355.tif in the Links panel. (You may need to scroll down the Links panel to find it, or increase the height of the panel to show more links.) 2. Click the page number next to the link name. The window scrolls to page 9 and selects the placed link, which is the large image behind the headline Operative Words. InDesign adjusts the view scale automatically to reveal the entire image, which takes up most of the two-page spread on pages 8 and 9. 3. Click the Show/Hide Link Information button reveal more information in the Link Info pane. at the bottom left of the Links panel to You can click each entry’s page number to go to that instance in the layout. Selecting an instance displays associated metadata and attribute information in the Link Info pane. Right-clicking on the parent entry itself reveals a number of useful commands in the context menu. Thumbnails in the Link Info pane (which appear because you turned on that checkbox in Panel Options earlier) are larger than what the main Links panel can display, making it easier to identify a selected link, even if it’s not currently visible in the document window. Clicking a linked page number in the Links panel is an efficient way to go directly to the link in the layout. The Link Info pane lists all of a selected link’s metadata and attributes by default. Information listed here varies according to the type of file selected. The ability to batch operations for multiple instances—such as the Relink All and Embed All commands shown above— saves valuable production time in a busy workflow. Also note the new Copy Full Path and Copy Platform Style Path commands, which are useful whenever you need to quickly extract file path information for use elsewhere, such as tracking assets in a database. The new Edit With command (see sidebar on previous page) is a long-requested feature among designers. As you can see, the parent entries in the Links panel aren’t just for keeping things organized—they’re live links to the original files, and as such provide a convenient way to relink, edit, and update multiple instances of the same linked file. 4. Double-click the name of the selected link to hide the Link Info pane when you’re done reviewing the information. (Double-clicking links toggles the pane’s visibility.) The integrated Link Info pane is a convenient way to view all the metadata and attribute information for a linked file in a tidy scrolling list. Use the Panel Options dialog box to specify which information appears in columnar format in the main Links panel display (typically, just the few items critical to your workflow) and which appears in list view in the Link Info area. The same information can appear in both locations, if you like. Redesigned from top to bottom, the Links panel gives designers the power to manage and filter link information in the way that meets their specific needs. Many layout projects, such as invitations, calendars, and other folded pieces, require certain panels or pages to be rotated in the layout 90 or 180 degrees so that when the project is printed and folded, the page elements all read the correct way. The new Rotate Spread feature allows you to rotate spreads onscreen in 90-degree increments, meaning you no longer need to stand on your head or upend your monitor to properly kern upside-down text. Try it: Rotate a spread onscreen to edit rotated text more easily 1. Go to the Data Addict spread on pages 6–7 of the My_Check_Mag.indd document. 2. Choose View > Fit Spread In Window. 3. Select the Type tool in the toolbar. The Data Addict spread has many rotated text frames. Part 8: Rotate spreads onscreen Adobe InDesign CS4—Reviewer’s Guide 15 4. Click an insertion point in the dark blue speech bubble, center right. The text cursor rotates 90 degrees to match the text’s rotation, making it difficult to select and edit text normally. 5. In the Pages panel, right-click on the thumbnail for pages 6–7, and choose Rotate Spread View > 90º CW (clockwise). The spread appears rotated onscreen. (You can also choose Rotate Spread from the View menu.) The Rotate Spread feature is a view option only; it will still print or export in its original orientation. 6. Press Command/Ctrl++ (plus sign) to zoom in on the text in the blue bubble, which is now displayed in a normal, left-to-right orientation making it much easier to edit. 7. Select the word MONEY and change it to CASH. The page thumbnail in the Pages panel will display a Rotated Spread icon, indicating that this spread has been rotated. 8. Right-click the Rotated Spread icon, and choose Clear Rotation from the context menu to return the spread to its original orientation. Spread rotation is another example of customer-inspired enhancements in InDesign CS4. Adobe InDesign CS4—Reviewer’s Guide 16 You can now edit table text in the Story Editor window as well as the layout window. Writing and editing in the Story Editor allows you see the entire story, including table text, in one scrolling window, even if it’s threaded through multiple frames and pages in the layout. Text appears in the typeface, size, and line spacing that you specify in Preferences > Story Editor Display, without layout or formatting distractions. Overset text in frames—and now, table cells—is visible in the Story Editor window, so it’s easy to copyfit. Any edits made in the Story Editor window are immediately reflected in the layout window. Additionally, you can now embed inline notes into table cells, allowing you to include “PostIt”-like instructions to colleagues who will be working on the same table in the layout. Try it: Edit a table in the story Editor window 1. Go to page 16 in the My_Check_Mag.indd file to see the full-page table titled “Better Ideas.” 2. Choose View > Fit Page In Window, if necessary, to see the entire table. The small red dot at the end of a cell (circled at left and in the close-up at right) indicates overset text. This was an irksome problem to fix in previous versions of InDesign, but one that’s easily solved now that you can edit overset table text in the Story Editor in InDesign CS4. Part 9: Enhanced table editing 3. With the Type tool, click in the table cell that has the red dot in it, as shown above. (If you don’t see a red dot in one of the table cells, choose Normal from the Screen Mode widget in the Application Bar.) 4. Choose Edit > Edit In Story Editor. Show/hide table contents In earlier versions of InDesign, users saw a table placeholder icon in the Story Editor, indicating where a table appeared in a story’s text flow, but the contents of the table itself was not visible. In the Story Editor window in InDesign CS4, the same icon indicates the presence and location of a table, but it has a Show/ Hide control that’s in the Show state by default, revealing the table’s contents. You can click the triangle in the icon to temporarily hide the contents of a table in Story Editor, and click it again to show the contents. The Story Editor appears in a floating document window on top of the layout, and the text content of the table is fully visible and editable. Cell content is separated by dashed lines. Table start Header row Body row In the Story Editor, each table row is indicated in blue text. Each cell in that row is marked by a dashed line, and the contents of the cells appears between the lines. Anchored graphics in a story or table always appear as symbols in the Story Editor. In the Story Editor window, your text insertion point is in the same location—the table cell with the red dot indicating overset text—as it was in the layout window. Overset text is marked off with a red overset break line in the Story Editor. Overset text Adobe InDesign CS4—Reviewer’s Guide 17 View the Story Editor and the layout side by side The Story Editor opens in a floating window by default, which obscures the layout behind it. Many users like to see how the edits they’re making to a story affect the layout as they work. Take advantage of two new features in InDesign CS4 to quickly set this up. First, drag the Story Editor window’s title bar to the window tab area to turn it into a tabbed document. Then choose a side-byside window arrangement from the new N-up button in the Application Bar. The N-up feature arranges tabbed windows side-byside. 5. Select the last sentence in this cell (beginning with “In other words”) and delete it to get rid of the overset text. The red Overset break line goes away. 6. Close the Story Editor window or choose Edit > Edit In Layout to make the layout window active. The text now fits perfectly in the cell and the red overset indicator is gone. Now we’ll add an inline note to the table to let the next person who works on this file know that we edited the text. Notes have been a useful communication tool in InDesign for a while, but up until InDesign CS4 you couldn’t embed them in a table cell. Try it: Insert an inline note into a table cell 1. Choose File > User, enter a user name, and, optionally, choose a color. Your user name and color are saved in your application preferences, so you only need to enter them once after installing the program (or after you rebuild preferences). Now you can see both the Story Editor and the layout at the same time. It’s not required to have a user name set up for yourself before you insert a note, but it’s useful to help identify who wrote which note(s) in a workgroup. 2. Click a text insertion point with the Type tool at the beginning of the cell you edited. 3. Choose Type > Notes > New Note. The Notes panel opens automatically, and the cursor is blinking inside it, ready for you to enter the note. Notes in tables in Story Editor Designers familiar with the notes feature often prefer to work with them in the Story Editor window, where they’re easy to see and edit. Now that you can view table content in Story Editor, you can work with notes in tables there as well. 4. Type some text into the Notes panel, and then close the panel. A note icon in your user color appears in the table cell, and anyone who works on this file can click the icon to open the Notes panel and read your message. (Notes are also visible in the Story Editor window; see sidebar at left.) When table cells contain small, dense, or highly formatted text, editing that content in the Story Editor instead of the layout view is much easier. The ability to add inline notes to table cells lets you insert comments in the same location as the text the comment is referring to. Notes appear within an expanding, inline frame right in the text flow. The handles on either side are in the note author’s user color, and a tooltip reveals the author’s name and a date stamp. The Notes panel works in the Story Editor as well. Adobe InDesign CS4—Reviewer’s Guide 18 Streamline long document production and improve technical accuracy with the powerful cross-reference controls located in the new Cross-References panel. Part 10: Add cross-references to streamline layout and production Cross-references let you easily create a dynamic link to other text in the same or different layout documents, such as chapters in a book set up as individual INDD files. Cross-references can show the current page number of a specific text string you select as the referenced item, or pick up text and/or page numbers automatically based on a specific paragraph style applied to text throughout the document or book. When edits to text or modifications to page design change the location of a referenced item (for example, moving a referenced figure number from page 28 to page 29, or editing the text in a referenced section title), the cross-references can be updated to reflect the changes. Check Magazine’s inaugural issue has four feature stories listed in its Table of Contents on pages 2–3. You need a way to ensure that the article titles in the TOC keep up with the editorial changes you’re making to content. In this case, cross-referencing the titles in the TOC listings to the actual titles in the feature stories is a handy solution. Cross-reference source Referenced text By cross-referencing a feature title in the TOC (left) to the actual title text on the feature spread (above), the TOC text will automatically update whenever the actual title changes. Try it: create a new cross-reference 1. Go to page 3 in the My_Check_Mag.indd file, and zoom in closely to the first feature story title at the bottom left, THE NEXT. The feature title text here was entered manually from the keyboard. You’re going to replace the text with a cross-reference to the actual story’s title, which appears in a text frame on page 5. If an editor changes the title on page 5, the text on page 3 referencing the title updates automatically when you update your cross-references. 2. Select the Type tool in the toolbar. 3. At the bottom of page 3, select the story title THE NEXT (don’t include the page number to its left). 4. Press Delete or Backspace, and leave the text insertion point where it is, to the right of the page number. Adobe InDesign CS4—Reviewer’s Guide 19 5. Choose Type > Hyperlinks & Cross-References > Insert Cross-Reference. The New Cross-Reference dialog box opens. New Cross-Reference dialog box When Paragraph is selected in the Link To menu, InDesign lists all paragraph styles used in the layout in alphabetical order. To select the text string you want to reference (or its page number or paragraph number), first select its paragraph style from this list. InDesign lists the first few words of every paragraph in the layout with that style applied on the right. Change the appearance of the crossreference in this section. Selected settings become the default appearance for subsequent crossreferences you create in this layout. The default Link To: Paragraph option lets you create a cross-reference to any text in the layout. Choosing Text Anchor results in a list of specific Text Anchor destinations you’ve already created in the Hyperlinks panel. Choose the type of cross-reference you’d like to insert from the Format menu. To edit a format or create your own, or to specify a character style for all cross-references of this particular format, click the Pencil icon to the right of the menu. By default, InDesign lists all the paragraph styles used in the document in alphabetical order in the left side of the Destination area. 6. Select tech article title (Technology) towards the bottom of the list of paragraph styles on the left side of the New Cross-Reference dialog box. 7. Select the paragraph text, THE NEXT, that appears on the right in the dialog box. As soon as you select a specific paragraph in the New Cross-Reference dialog box, InDesign inserts the new cross-reference at the text insertion point location. 8. If necessary, move the New Cross-Reference dialog box so you can see the layout behind it, specifically, the bottom of page 3 where you deleted the manually entered title. The cross-reference appears in the layout as “THE NEXT” ON PAGE 5. It appears this way because the default crossreference format automatically surrounds the referenced paragraph text with quotation marks and appends the page number (“on page 5”) in the cross-reference. The new cross-reference uses the default cross-reference format Full Paragraph & Page Number. Since the page number already appears in the layout, you need to choose a format that doesn’t include the number. 9. Choose Full Paragraph from the CrossReference Format menu. In the layout, the cross-reference changes from “THE NEXT” ON PAGE 5 to just “THE NEXT.” You’re almost there, but you don’t want the surrounding quotation marks, and the cross-reference is not using the correct character style. You can fix these problems by creating a custom crossreference format. Adobe InDesign CS4—Reviewer’s Guide 20 Which paragraph style to choose? For most documents, you will already have applied a specific paragraph style to the text that will be referenced, such as Figure Caption or Section Head, so you know to choose that paragraph style when you need to create a new cross-reference. Otherwise, you can discover any text’s paragraph style by clicking inside the text you want to reference with the Type tool, and then looking at the Paragraph Styles panel. The style that has been applied to the active text is highlighted in the panel. Try it: create a new cross-reference format 1. Click the Edit or Create New Cross-Reference Format button Cross-Reference Format menu. to the right of the The Cross-Reference Formats dialog box appears. It lets you edit any of the default formats or create your own. Select a format in the left pane and then edit its definition in the right, adding or removing static text or format elements (selected from the pop-up menu at far right) directly in the Definition field. You can click the Add Format button to add your own formats, and choose a Character Style for any of them. 2. If necessary, reselect the Full Paragraph cross-reference format in the formats pane on the left. 3. Click the Add Format button Clicking inside the text THE NEXT on page 5 reveals that its paragraph style is “tech article title.” underneath the formats pane. InDesign duplicates the selected format, adding a (01) after the name and selecting it in the formats pane. 4. Change the name of the new format to TOC Titles in the Name field. 5. Delete the leading and trailing quotation marks inside the Definition field. 6. Choose the character style Article Title Cyan (TOC) from the menu to the right of Character Style For Cross-Reference (the checkbox gets enabled automatically). The Cross-Reference Formats dialog box should now look like this: 7. Click Save to save your edits to the TOC Titles cross-reference format. 8. Click OK to close this dialog box and return to the New Cross-Reference dialog box. 9. If necessary, choose TOC Titles from the Formats menu to apply it to the cross-reference. Adobe InDesign CS4—Reviewer’s Guide 21 Appearance counts When you export a layout to PDF, you can choose to convert the file’s crossreferences into hyperlinks. In that case, you might want to use the Appearance settings to signal the “clickability” of the embedded cross-references, especially if they aren’t formatted with a distinctive character style. In the layout, the cross-reference to THE NEXT updates immediately, losing its quote marks and sporting the correct character style. Almost perfect! However, since your readers don’t need any visual indicator that the TOC titles are cross-references or links, you should turn off the default rectangle appearance. The Appearance controls are at the bottom of the New Cross-Reference dialog box. 10. Choose Invisible Rectangle from the Type menu in the Appearance section. Now the cross-reference looks exactly right: 11. Click OK to close the New Cross-Reference dialog box. Next, test the cross-reference you’ve already inserted by changing the title of the article in the layout that it references. Try it: Test the cross-reference by changing the referenced text 1. Choose Window > Interactive > Hyperlinks to open the Cross-References panel. Hyperlinks and cross-references are closely related, so they share the same panel. The panel menu includes both hyperlink and cross-reference commands. Go to the source of the selected hyperlink or cross-reference Go to the destination of the selected hyperlink or crossreference Create new Cross-Reference 2. If necessary, select the cross-reference THE NEXT in the panel so it’s highlighted. 3. Click the Go To Destination button at the bottom of the Cross-References panel. InDesign jumps to the article title on page 5 and places a text insertion point inside the destination (referenced) paragraph. Adobe InDesign CS4—Reviewer’s Guide 22 4. Select the word NEXT and change it to NEW. If you happen to peek at the cross-reference on page 3, you’ll see it hasn’t changed. Although InDesign alerts you to out-of-date cross-references whenever you export, print, or package (File > Package) the layout, you need to explicitly choose Update Cross-References to resolve any that are out of date. 5. Choose Type > Hyperlinks & Cross-Reference > Update Cross-Reference. Choosing that command updates all cross-references in the layout, regardless of which tool is active or what’s selected in the file. 6. Click the Go To Source button at the bottom of the Cross-References panel to jump back to the cross-reference on page 3 and verify that it now shows THE NEW. Using the new cross-references feature in InDesign makes it simpler to write, produce, and manage long documents. The flexibility and power of the Cross-Reference Formats dialog box allows you to add and customize formats for your specific needs. You can use the new conditional text feature in InDesign CS4 to generate multiple editions or versions of a publication from the same source document, such as student and teacher editions of a textbook or geographically localized versions of a product manual or retail catalog. Some users have managed to accomplish this already by using different layers to hold edition-specific text frames. With the conditional text feature, you can apply and combine conditions within the same text frame (text flow), which means creating these sorts of documents is much easier than before. Throughout Check Magazine, you’ll use conditional text to show either US or UK pricing, allowing you to create two regional versions of the magazine from the same source document without using layers or duplicate text frames. Try it: create a Us and a UK condition to apply to prices 1. Verify that the document window is in Normal Mode by selecting Normal in the Screen Mode widget in the Application Bar. 2. In the Type menu, make sure you can see Hide Hidden Characters, meaning they’re currently visible. (If you see Show Hidden Characters, choose the command to toggle it.) Part 11: Use conditional text for multi-channel publishing Adobe InDesign CS4—Reviewer’s Guide 23 3. Go to page 11 in My_Check_Mag.indd, and zoom in on the photo caption in the lower left corner of the image. Both the US and UK prices have already been entered in the text frame. 4. Click an insertion point with the Type tool inside the frame. 5. Choose Edit > Select All. 6. Open the Conditional Text panel from the Window > Type & Tables submenu. In the panel, a checkmark appears next to the default condition, [Unconditional], indicating no conditions have been applied to the selected text. (The two additional conditions you see in the panel will be used later in this section. You can ignore them for now.) 7. Choose Edit > Deselect All to deselect the text in the caption frame. 8. Choose New Condition from the Conditional Text panel menu, or Option/Alt-click on the New Condition button at the bottom of the panel. The New Condition dialog box appears. When you create a new condition for text, you can choose how text with that condition applied will be indicated in the layout. Condition indicators are useful because you can tell which conditions have been applied to text without opening the panel. 9. Enter US Price in the Name field, replacing the default name. 10. Click OK to add the condition to the panel. 11. Choose New Condition from the Conditional Text panel menu again. Note that a new indicator color is selected for you automatically. 12. Enter UK Price in the Name field, replacing the default name. Adobe InDesign CS4—Reviewer’s Guide 24 13. Click OK to add the condition to the panel. The Conditional Text panel shows the two new conditions you added. Now that you’ve created the conditions, it’s time to apply them to text. Before you proceed, make sure the new conditions have their visibility enabled (each should have an eye icon in the first column, as shown above). If the visibility square is empty— meaning the condition is hidden—click it to toggle the condition’s visibility back on. Otherwise, text will seem to disappear as soon as you apply the condition, which can be a bit disconcerting when using the feature for the first time. Try it: Apply the conditions to text 1. With the Type tool select the first US price in the first line of the caption, $725. Be sure to include the dollar sign ($) in the selection. 2. Apply the US Price condition to the selection by clicking anywhere on the condition name in the panel. After the US Price condition is applied to the selected text, the text sports a green wavy underline, which is the indicator for that condition. You can modify a condition’s indicator by double-clicking the condition name in the panel. 3. Apply the US Price condition to the remaining two US prices in the caption, one by one, in the same manner. 4. Apply the UK Price condition to the three UK prices in the caption frame. Be sure to include the pound sign (£) in each selection before you apply the condition. When you’ve finished, the caption should show conditional text indicators for all the prices. Adobe InDesign CS4—Reviewer’s Guide 25 Creating and applying conditions to text are straightforward tasks in InDesign CS4. Now that the prep work is done, it’s time to put conditional text to use. Try it: create a regional publication with conditional text 1. Verify that both new conditions are visible (each shows the eye icon) in the panel. 2. Click the eye icon of the UK Price condition to hide it, so that only the US prices appear in the caption. InDesign indicates the presence of hidden conditional text with a nonprinting, zerowidth hidden character. You’ll see an alert if you’re about to delete the character (and thus, all the hidden text) even if hidden characters aren’t visible. The UK prices haven’t been deleted. When you hide a condition by toggling its visibility, InDesign hides any text to which that condition was applied, throughout the document. At this point you could create the US version of Check Magazine—for example, export it to a press-ready PDF or package it (File > Package) for handoff to a vendor. 3. Click the eye icon for the US Price condition to hide it as well. Now no price information appears at all. 4. Click the empty square at the far left of the UK Price condition so the eye icon appears again, making the UK prices visible in the layout. If you like, select Preview in the Screen Mode widget in the Application Bar to see a print preview, without conditional text indicators and hidden characters. Screen Mode: Normal Screen Mode: Preview Combining conditions Extending the flexibility even further, the same instance of text can have multiple conditions applied to it at once. For example, a region-specific product name can be made visible when either the “North America” or “UK” conditions are active, but replaced by a different product name when the “South America” condition is in effect. Now you can create an edition of Check Magazine for its UK subscribers using the same source layout. 5. Choose View > Fit Spread In Window. If necessary, return to Normal Screen Mode. Combinations of multiple conditions can be saved in condition sets to quickly view and hide all the conditions that comprise a certain version of the file, similar to how layer comps in Adobe Photoshop save combinations of layer visibility settings. To see the options for creating and customizing condition sets, choose Show Options from the Conditional Text panel menu. This spread illustrates another scenario where conditional text expands your publishing options: creating a long and short version of the same article in the same source document. The long version requires two additional pages, so you’ll only use it in the PDF edition of the magazine, where paper costs are not a concern. The short version, which you see onscreen, is for the print edition. From the color of the conditional text indicators in the story, you can see that the text has two conditions applied: Print Version (short) and PDF Version (long). The additional two pages of text for the long condition aren’t showing because the long condition’s visibility has been toggled off in the Conditional Text panel. Adobe InDesign CS4—Reviewer’s Guide 26 Smart Text Reflow In InDesign CS4, the new Smart Text Reflow feature makes working with long stories a little easier, regardless whether you’re combining it with conditional text. When you’re editing a story, and you type or paste in more text than the text frame can fit, Smart Text Reflow automatically adds another page with a new frame threaded to the story. You can continue editing the story without having to interrupt your thoughts with trip to the Pages panel or the Selection tool to create another threaded frame. By default, the Smart Text Reflow feature applies only to overridden master page text frames, but you can change the Preferences so it applies to non-master page text frames as well, as described at right. Even if you do so, though, Smart Text Reflow won’t affect standalone (unthreaded) text frames, or a threaded story wholly contained in single page. Those may still become overset. The feature will add pages and frames only if a story is threaded between two or more text frames, and even then, only if the story spans two or more pages in the document. It’s designed that way on purpose, so that an overset headline, for example, doesn’t force another page. As you show and hide the short and long versions of the article, the new Smart Text Reflow feature (see sidebar) adds and removes pages as needed. To enable this feature for the story, you need to change the default preferences for Smart Text Reflow. Try it: Modify the smart Text Reflow preference settings 1. Open the Preferences > Type dialog box. (On the Macintosh, choose Preferences from the InDesign menu; on Windows, it’s in the Edit menu.) The Smart Text Reflow settings are at the bottom of the Type category in Preferences. Smart Text Reflow is enabled by default, but related settings need to be changed for this exercise. 2. Deselect the checkbox for Limit To Master Text Frames. 3. Select the checkboxes for the other two settings, Preserve Facing-Page Spreads and Delete Empty Pages. Leave the other settings at the defaults. The Smart Text Reflow settings should look like this: 4. Click OK to accept the changes and close the Preferences dialog box. With these settings, Smart Text Reflow will automatically add additional two-page spreads to flow text into as necessary, instead of leaving the final threaded frame overset, even though the original text frames aren’t based on master page text frames. If and when you delete (or hide the long condition) text that forced the extra pages, Smart Text Reflow will automatically delete the pages it added. Try it: create a multi-purpose layout with conditional text 1. Press Command/Ctrl+5 to zoom out to 50% so you can see more than one spread in the document window. 2. Click the empty square to the far left of the PDF Version (long) condition in the Conditional Text panel to toggle its visibility back on. In the long version of the article, which was previously hidden, additional text starts directly after the final paragraph in the short version. When the long condition is visible, instead of oversetting the text in the last threaded frame on page 11, InDesign adds another spread directly after it because of the Smart Text Reflow settings. It flows the remaining text from the long version of the story into the new spread. Making the long version of the story visible caused Smart Text Reflow to kick in, adding an additional spread and flowing the entire story into threaded frames automatically. This picture appears on the new spread because it’s a custom anchored object that is part of the long story’s text flow. (You can’t apply conditions to image frames, but you can apply them to anchored object markers.) Adobe InDesign CS4—Reviewer’s Guide 27 3. Hide the PDF version (long) condition in the Conditional Text panel. The long version of the story disappears. Since the additional spread is now empty (because the content it contained became hidden when you hid the condition), and you turned on Delete Empty Pages in the Smart Text Reflow preferences earlier, the second spread is automatically deleted. InDesign doesn’t delete the first spread because there are other objects on it. You’re back to where you started, with only the original (short) version of the story appearing on pages 10–11, and no additional spreads. The additional text for the long version is still there, in the same series of threaded frames as the short version, but it’s hidden. You could prepare the file at this point for handoff to a commercial printer. To create the PDF version, you’d just make the long condition visible again. The additional spread would appear and you could export the layout to PDF in that state. The new conditional text feature in InDesign CS4 is a welcome addition for anyone who needs to create multiple versions of the same source document for different audiences. The new Live Preflight feature alerts you to potential production problems as they occur while you’re laying out pages, allowing you to immediately identify and correct them, and thereby avoid costly production errors. Part 12: check and correct errors as you design with Live Preflight Live Preflight is turned on by default for all new documents, and it uses a default preflight profile named Basic. This default preflight profile checks for missing or modified links, missing fonts, and overset text frames. If any of these conditions exist, the total number of errors in the document appears to the right of a red circle in an unobtrusive section of the document window’s status bar. If none of the conditions that the Live Preflight profile checks for are present, the circle turns green and the text says No Errors. You can easily create custom Live Preflight profiles to catch other potential problems, such as image resolutions that are too low, stroke widths that are too thin, unwanted spot colors, and out-of-date cross-references. Custom profiles can be shared with design and production team members to ensure that all files are checked using the same set of parameters. In the status bar at the bottom of the My_Check_Mag.indd window, the Preflight indicator is red and is currently reporting one error. Since you haven’t modified any of the Preflight settings yet, you know that it’s using the default Basic preflight profile. There might be other errors in the layout that the default profile doesn’t check, so begin by creating a custom profile that checks for those as well, and then use the Live Preflight panel to quickly locate the errors in the layout using the new profile, so you can correct them. Adobe InDesign CS4—Reviewer’s Guide 28 Try it: create a custom Live Preflight profile 1. Click the triangle to the right of the Live Preflight reporting area in the status bar to open its pop-up menu. 2. Choose Define Profiles to open the Preflight Profiles dialog box. In the Preflight Profiles dialog box, click the disclosure triangles to reveal the various conditions a Live Preflight profile can flag. If the active profile checks for a certain error or condition, its main category checkbox is highlighted, such as the Links and Text categories for the default Basic profile, as shown here. 3. Click the Add Profile button box. under the list of profiles on the left side of the dialog The new profile appears in the list, with an automatically assigned name. 4. Enter Check Magazine – Print in the Profile name field at the top, replacing the default name InDesign assigned to the new profile. Under the Profile Name field is a list of all the possible situations a profile can check for, divided into five general categories. By default, all new profiles are preset to check for the same things as the [Basic] profile (missing or modified images, missing fonts, and overset text). 5. Click the disclosure triangle for the Images And Objects category to reveal the error conditions this section can check for. 6. Click the checkbox next to Non-Proportional Scaling Of Placed Objects. For the purpose of this exercise, you’re adding just one new error condition. In the real world, of course, most users would include many more error conditions in the Preflight profiles they create. Take a moment to inspect the other items it’s possible to include before going on to the next exercise. 7. Click Save to save the edits to the Check Mag - Print profile. 8. Click OK to close the Preflight Profiles dialog box. Even though there’s an image with nonproportional scaling in the layout, the Preflight Status indicator in the status bar doesn’t change. That’s because creating a custom Live Preflight Profile doesn’t automatically make it the active profile—the [Basic] profile is still active. You’ll change that in the next step. Try it: Use the Preflight panel with a custom profile to list and correct errors in the layout 1. Open the Preflight panel by double-clicking the Preflight status bar area. 2. In the Preflight panel, select the new profile from the Profile menu. Adobe InDesign CS4—Reviewer’s Guide 29 It’s in the workspace As mentioned at the beginning of this guide, InDesign CS4 offers a number of task-based workspaces to help users work with different types of projects (e.g., the Book workspace) and manage different phases of a project. InDesign immediately preflights the document based on the new profile and updates the list of errors in the document. Now the Preflight panel lists two errors, one in the Images And Objects category, and one in the Text category. 3. Option/Alt-click the disclosure triangles to the left of each of the two categories in the Errors listing. The categories and any subcategories they contain are immediately expanded. Not surprisingly, the Preflight panel is part of the Printing And Proofing workspace. 4. Select the first error listed in the panel—the nonproportional scaling of KUSZ9486.psd. 5. Click the Info pane disclosure triangle at the bottom of the panel to expand it. The Info pane explains the source of the selected error and how to fix it. This makes correcting potential problems in a layout a task that even a newcomer to InDesign can handle. 6. Double-click the entry for the KUSZ9486.psd error (or click the linked page number to its right) to have InDesign jump to that page and select the image in the layout. 7. Select the Direct Selection tool in the toolbar. 8. Select the KUSZ9486.psd image with the Direct Selection tool. The Control panel reveals the nonproportional scaling currently in effect for the image. Preflight the new features too You’ll find that you can set up Live Preflight to help you keep on top of the new features in InDesign CS4, as well as the usual suspects. 9. Enter 22% in the Horizontal Scale field (replacing the existing 20%) and then press Return or Enter to apply the change to the selected image so it’s proportionally scaled. As soon as you fix the problem, note that the Preflight panel removes the element from its Error list, and now says the document has only one error. 10. Select the remaining error—Text Frame—in the Preflight panel. The Info pane reports that the text frame is overset by 35 characters. 11. Double-click the Text Frame entry to jump to the frame in the layout on page 2. 12. Select the Selection tool in the toolbar. 13. Double-click the bottom middle handle of the overset text frame to automatically resize the frame to fit the text. The Preflight panel immediately clears out the error. Since this was the last remaining error (according to the Check Magazine - Print preflight profile), the Preflight status circle turns a happy green and reports No Errors. Adobe InDesign CS4—Reviewer’s Guide 30 Eliminating small errors in the layout as you work can help you avoid larger, more timeconsuming changes after you’ve completed your entire document. With Live Preflight, you can deliver a final publication that’s ready for print or online in less time and with far greater document integrity. THIRD PROJEcT: create a rich interactive version of the magazine in InDesign and Adobe Flash cs4 Professional One of the most exciting new features in InDesign CS4 is its integration with Flash CS4 Professional. Publication designers and interactive design professionals can now collaborate to produce compelling interactive documents. XFL—an entirely new interchange file format developed by Adobe—is the key to this integration. After creating a publication in InDesign CS4, you can export individual pages or the entire INDD file to the XFL format. When a developer opens that XFL file in Flash CS4 Professional, each page maintains visual fidelity to the original InDesign layout, and text and graphics are editable. The Flash developer can then add sophisticated video, audio, animation, and ActionScript™ programming to even the most complex page designs, resulting in a truly rich, interactive document that is a pleasure to view and read online. In this final project you’ll see how you can combine the strengths of InDesign and Flash Professional to create engaging, dynamic documents. Each issue of Check Magazine will be delivered as a print, PDF, and Flash-based digital publication. For the latter, you’ve created a radically different layout that uses the same content and branding as the print magazine, but is optimized for editability in Flash CS4 and designed to be viewed onscreen. This file, My_Check_Web.indd, is one of the three you opened earlier (see “Before You Begin,” page 3). Click on that layout’s tab in InDesign to make it active, or choose it from the list of open documents at the bottom of the Window menu. Try it: Review a layout designed for Flash 1. Choose View > Fit Spread In Window. 2. Scroll through the layout to get an overall sense of the design. As you can see, this publication uses the same content, typefaces, colors, and branding as the print magazine. However, it’s been redesigned to fit pages in a landscape orientation, which is optimal for onscreen reading. 3. Go to the first page in the document. The large white plus symbols near each cover story blurb (and that appear elsewhere in the document), created with the familiar drawing tools in InDesign, will be interactive links in the final Flash version. 4. Go to page 2, the opening screen for the Operative Words feature story. The small text and image frames going across the top of the pages will be turned into a navigation menu in the final Flash document. Smart Guides made it easy to align, space, and size the frames. Part 13: Design for Flash in InDesign Adobe InDesign CS4—Reviewer’s Guide 31 Design for interactivity from the start If you’re creating an InDesign layout that’s meant to be viewed in Flash, as this project was, you’ll want to start with a “page” size that fits comfortably in browser windows and computer monitors. The Page Size menu in the New Document dialog box offers a number of preset screen dimensions (in pixels) to choose from. At the bottom left of this page you’ll see a plus symbol icon that will link to an embedded Flash video on page 4. 5. Go to page 4. A poster image and custom playback controls have been created for the video clip. The Flash team will be programming the link on page 2 and integrating the video on page 4 using the same playback controls as in the layout. 6. Examine pages 3, 5, and 7, which contain a good amount of text. When the XFL file is opened in Flash CS4 Professional, all the text becomes editable Flash text, maintaining the same formatting as in the InDesign layout. With InDesign CS4, layout artists can create Flash CS4-ready page designs with the same powerful design and production toolset they use to create print, PDF—and now, SWF—documents. Converting an INDD file to an editable Flash CS4 file is as easy as exporting a layout to PDF—actually, it’s easier! A single Export dialog box is all it takes. Try it: Export a page from an InDD file to XFL format 1. Choose View > Fit Spread In Window. 2. Go to page 2 in the My_Check_Mag_Web.indd file. You’ll export this page to XFL format. The second page in the file is a good choice for your first export to XFL format, because it contains a mix of images, formatted text, and navigation controls. Part 14: Export the layout to Flash-ready XFL format 3. Choose File > Export to open the Export dialog box. Adobe InDesign CS4—Reviewer’s Guide 32 4. Choose Adobe Flash CS4 Pro (XFL) from the Format dropdown menu in the dialog box. InDesign appends the .xfl extension to the filename when you choose Adobe Flash CS4 Pro (XFL) as the export format in the Format menu. Format menu 5. Name the file page2.xfl in the Save As field, replacing the default filename. 6. If desired, use the Export dialog box to create a new folder or choose a different location in which to save the XFL file. 7. Click Save. The Export Adobe Flash CS4 Pro (XFL) dialog box opens, letting you select conversion options and choose which pages to export. XFL export options Use the Size controls to scale or proportionally fit the contents of the layout to the final screen size during XFL export. Depending on the design or purpose of the XFL file, it might be useful to rasterize the file or flatten transparency effects. Text can be converted into Flash text, or it can be outlined (converted to vectors) or rasterized during export. Choose the default Flash Text option if you want the text editable in Flash CS4. 8. Select the Range radio button in the Pages area and enter 2 in the field, replacing any existing page range. 9. Deselect the Spreads checkbox in the Pages area if it’s selected. Leave all the other options set to their defaults, as shown above. 10. Click OK to export the file to XFL format and close the dialog box. At this point you could give the XFL file to your Flash developer to open in Flash CS4 to add videos, sound, tie it into a database, integrate ActionScript programming, and anything else that’s on the team’s to-do list. In this final hands-on portion of this Reviewer’s Guide you’ll open the XFL file in Flash CS4 yourself to see what it looks like. The new XFL interchange format maintains the page geometry and editability of the InDesign layout page when it’s opened in Flash CS4. 1. Start the Adobe Flash CS4 Professional application, or make it active if it’s already running. Part 15: Edit the InDesign XFL file in Adobe Flash cs4 Adobe InDesign CS4—Reviewer’s Guide 33 Typography in Flash One of the most exciting aspects of the new integration between InDesign CS4 and Flash CS4 is that you can use the powerful text and professional typography controls in InDesign to create beautifully typeset text, and then convert it to editable Flash text when you export the layout to XFL format. Even the text, strokes, and background colors in complex tables (like the one on page 16 in Check Magazine) make it through the XFL interchange process intact. 2. In Flash CS4, choose File > Open. 3. Locate and double-click the file page2.xfl in the dialog box. The page containing the Operative Words feature story opens in the Flash CS4 stage. Page designs and text formatting are maintained when XFL files are opened in Flash CS4. Pages appear in the Flash “stage,” which is analogous to page spreads in an InDesign file. Stage area 4. Double-click on the stage to open the editing window (called a “movie clip” in Flash) for the elements in the file. 5. Double-click the word Feature, which is part of the headline text in the center of the stage. Since the file was converted with the InDesign Text To Flash Text option, the text is fully editable. Text that you formatted in InDesign CS4 retains its formatting and editability in Flash CS4. 6. Press Esc to exit out of text editing mode. 7. Close the document without saving changes. The new integration of InDesign CS4 with Adobe Flash CS4 Professional provides an ideal combination of the fundamental strengths of each tool for creating highly sophisticated digital publications in a straightforward, streamlined workflow. Additional features in Adobe InDesign cs4 In addition to those features and workflows included in the hands-on sections above, InDesign CS4 provides a host of other design, typography, production, print, and dynamic document features that further enable your creative expression as well as increase your productivity. Adobe Photoshop effects. Apply visual effects such as Drop Shadow, Glow, and Bevel And Emboss directly within InDesign. Apply effects independently to an object’s stoke, fill, and content. support for 3D Photoshop artwork. Place a PSD file with an embedded 3D Smart Object in your InDesign layout. Use Edit Original to update or change the angle of the 3D object in Photoshop, save and the placed PSD updates automatically. Fine transparency controls. Adjust transparency and blending modes globally on entire objects or independently on strokes, fills, and content. Drawing tools. Use the Pen, Pencil, Erase, Smooth, and Scissors tools to quickly create and edit simple graphics or paths in your InDesign layouts. Adobe InDesign CS4—Reviewer’s Guide 34 What’s new in Adobe Bridge CS4 Adobe Bridge CS4—included with InDesign CS4—is a visual file browser that helps you search, view, and sort through many assets to quickly find the ones you want. New features and enhancements include: • Faster performance from startup to browsing, including an option to display previews embedded in raw images • Easier access to task-based workspaces • A new List view with rich data and familiar sorting controls • Built-in preview and creation of HTML and Flash web galleries and PDF contact sheets • One-click full-screen previews • Collections for organizing related assets in free-form or search-based virtual groups—even when assets are spread across multiple folders • Fast, detailed search results thanks to tight integration with Spotlight in Mac OS X and Desktop Search in Windows Vista • New review modes, such as Carousel View for quickly cycling through assets • Smart analysis and auto-stacking of high dynamic range (HDR) and panoramic images for handoff to Photoshop • New support for previewing 3D images • Camera Raw improvements, including nondestructive application of dodge, burn, sharpen, and other adjustments Free Transform tool. Resize an object on-the-fly more easily, with larger hit zones around object handles and the ability to resize along object edges. Paragraph composer. Automatically optimize line breaks across a paragraph. OpenType font support. Unlock the full potential of OpenType fonts with support for multilingual and alternate glyphs, including old style numbers, fractions, ligatures, and swashes. Ruler origin on the spine. Correctly place the ruler’s zero position of x at the spine of your document so that the x values are positive for right-sided pages and negative for left-sided pages when Facing Pages is enabled. support for Illustrator cs4 artboards. Quickly cycle through multiple artboards created in Adobe Illustrator CS4 and place any selected artboard as a native Illustrator file into your InDesign document. Image relink. Quickly replace low-resolution placeholder images with high-resolution images based on filename, not file extension. Multi-file placement. Speed document creation by importing multiple files at once or by dragging them from the desktop or from Adobe Bridge CS4. Preview and place files in any order within your layout. contact sheet placement. Quickly create a contact sheet of multiple images loaded in the Place cursor with a single click. As you drag to define the size of the contact sheet, you can use the arrow keys to control the number of rows and columns in the grid. Proportional file placement. Drag to create a frame with the Place cursor loaded; files automatically fit to a proportionally sized frame, or according to the frame-fitting options you have chosen. Power zoom. Use the Hand tool to zoom out by holding down the mouse button (sometimes called patient user mode). Continue to hold, and you can move the zoom area indicator across pages. Release, and the view returns to your original zoom level in your new location. Increase or decrease the zoom percentage using the Up Arrow and Down Arrow keys. Edit With. Choose which application to use to edit a placed item instead of relying on the operating system’s default program for that file type. custom page sizes. Specify page sizes for both print and digital publications during document setup. Create small- and large-format output or design a digital document for common monitor sizes. Apple multi-touch gesture support. Use multi-touch trackpad gestures to navigate layouts and transform objects when you work on Apple MacBook Pro or MacBook Air laptops. Pinch to zoom in on objects and pages, swipe to turn pages, and rotate to rotate objects and spreads. All-language user dictionaries. Add a custom word, name, or phrase to a user dictionary, all languages will then treat the term as correctly spelled. Placed InDesign files. When you place one InDesign file into another, the source file remains an editable link. Now, when you initiate an edit, the linked source file opens to the exact point at which you want to make your edits, even if that source file is multipage or a complex, long document. GREP support for nested character styles. Automatically apply character styles to text using a GREP expression defined within a paragraph style. nested styles enhancement. Use nested styles to dynamically apply complex character formatting to ranges of text within a paragraph. Now apply nested styles through the end of a line for even greater flexibility. Formatting keeps up with new line breaks as text is edited. Adobe InDesign CS4—Reviewer’s Guide 35 Built-in PDF print engine. Take advantage of the PDF print engine to eliminate unwanted surprises and last-minute prepress fixes in print workflows. Delay flattening transparency until the end of the production process for higher quality and greater fidelity to the design. Adobe PDF file export. Use built-in Adobe PDF export presets—or create custom presets— to consistently and reliably prepare Adobe PDF files for electronic review or final output. Create PDF/X-1a, PDF/X-3, PDF/X-4, and PDF/X-5 files. Rule-based layouts from XML. Use scripts that apply rules to automatically build page layouts and format text and graphics from XML content. Data Merge panel. Run a data merge operation and output directly to PDF, now in a single pass, with no intermediate document created. The resulting PDF file takes advantage of PDF XObjects for static parts of the page, thereby reducing the file size. Interactive Adobe PDF files. Author interactive PDFs by adding SWF, QuickTime, and audio files to your page layouts. Create interactive buttons, apply page transitions, and embed hyperlinks and bookmarks to create an immersive reading experience. InDesign Markup Language (IDML). InDesign Markup Language, an XML-based file format, allows developers to programmatically assemble and disassemble InDesign documents using standard XML tools and without having to open INDD files. Realize increases in performance, convenience, and flexibility when building applications based on InDesign CS4 page layouts. Connect to the power of the online community through your creative desktop. New online services accessed from within Adobe InDesign CS4 let you search for help and get answers from the online community; share your screen with colleagues or clients in a few quick clicks; get color inspiration from your peers, and more. With new online services in InDesign CS4, you can take your ideas to the next level. Adobe community Help. Get the power of an online search engine within your Adobe InDesign CS4 software, but with more targeted results, thanks to Adobe Community Help. Searchable content includes the in-depth, product-specific Help that Adobe has always delivered, plus additional Adobe and third-party content chosen by experts at Adobe and in the design and production communities. With Adobe Community Help, you can find the focused answers you need, fast. (Internet connection required for extended content.) Adobe Kuler™. Explore, create, and share color themes with Adobe Kuler. Kick-start your creative projects with color inspiration from the online Kuler community. Browse thousands of themes by newest, most popular, or highest rated; or search themes by tag word, title, or creator. Themes can be downloaded and moved to your Swatches panel with a single click. Or use an interactive color wheel that supports standard harmony rules to develop your own color themes that you can save, move to your Swatches panel, and upload to share with others. (Internet connection required for community functionality.) Acrobat.com. Acrobat.com is a set of online services—file sharing and storage, PDF converter, online word processor, and web conferencing—that you can use to create and share documents, communicate in real time, and simplify working with others. Thanks to the connection between one of the Acrobat.com services, Adobe ConnectNow, and InDesign CS4, you can meet live over the web to share your screen, present creative concepts and ideas, and brainstorm with up to two online guests for no additional service charge. To share your screen with colleagues and clients, choose File > Share My Screen. Guests can then see your desktop on their screens as you work. You can exchange ideas using the chat pod, add a live video or audio feed, or use the Whiteboard feature to enable guests to comment on content. You can even temporarily hand over control of the screen to a guest to collaborate on a file. Additional Acrobat.com services, such as Share, Create PDF, My Files, and Adobe Buzzword®, are accessible via your web browser. (Internet connection required.) creative Pro Online services Adobe InDesign CS4—Reviewer’s Guide 36 Mac OS • PowerPC® G5 or multicore Intel® processor • Mac OS X v10.4.11–10.5.4 • 512MB of RAM (1GB recommended) • 1.6GB of available hard-disk space for installation; additional free space required during installation (cannot install on a volume that uses a case-sensitive file system or on flash-based storage devices) • 1,024x768 display (1,280x800 recommended) with 16-bit video card • DVD-ROM drive • QuickTime 7 software required for multimedia features • Broadband Internet connection required for online services Adobe Bridge Home. Visit Adobe Bridge Home—an online channel available in Adobe Bridge CS4—and keep up with what’s new from Adobe and the design, web development, and video and audio production communities at large. Watch the latest video tutorials for your Adobe InDesign CS4 software, listen to a podcast interview with a leading designer, or learn about the next training event in your community. Discover tips and resources that can help you work smarter and faster, making the most of the new InDesign CS4. (Internet connection required.) InDesign CS4 is also available as a component of Adobe Creative Suite 4 Design Premium and Adobe Creative Suite 4 Master Collection. These powerful toolsets take cross-media design to the next level as you deliver your creative message to more places than ever before. Deep integration provides a fluid workflow between software components that have all been updated with exciting new features and enhancements. With InDesign CS4, as with both Creative Suite 4 Design Premium and Creative Suite 4 Master Collection, you no longer have to struggle with repurposing content for one medium to make it fit another. Now you can put your vision in motion for all media formats at the same time, and create whatever you can imagine. In addition, InDesign CS4 is a component of Creative Suite 4 Design Standard for print-focused design and publishing. For more information, see Adobe Creative Suite 4 Design Premium What’s New. Thank you for taking the time to explore some of the powerful new features and customerinspired enhancements in Adobe InDesign CS4. For additional information, please refer to the Adobe InDesign CS4 What’s New guide, and to the Reviewer’s Guides for Adobe Flash CS4 Professional, Adobe InCopy CS4, and Adobe Creative Suite 4 Design Premium. Adobe InDesign CS4 will be available in North America for an estimated street price of US$699, directly from Adobe or through Adobe Authorized Resellers. To order directly from Adobe, visit the Adobe Store at www.adobe.com or call 1-800-833-6687. Licensed owners of InDesign CS3, InDesign CS2, or InDesign CS can upgrade to Adobe InDesign CS4 for US$199. Licensed owners of InDesign CS3, InDesign CS2, or InDesign CS are also eligible for special upgrade pricing to Adobe Creative Suite 4 Design Premium and Design Standard. Owners of Adobe PageMaker 6, 6.5, or 7 can switch to InDesign CS4 for US$199. A complete description of upgrade eligibility and pricing is available in a separate Pricing Overview document. For volume licensing information, contact an Adobe Licensing Center or go to www.adobe.com. Estimated street prices do not include taxes, shipping, handling, or other related expenses. Information on pricing and support policies outside of North America and for Education customers will be available separately. Adobe revolutionizes how the world engages with ideas and information—anytime, anywhere, and through any medium. For more information, visit www.adobe.com. Adobe, the Adobe logo, Adobe AIR, Acrobat, ActionScript, Buzzword, Creative Suite, Fireworks, Flash, Flex, Illustrator, InDesign, Kuler, Photoshop, and Postscript are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. Mac, Mac OS, and Macintosh are trademarks of Apple Computer, Inc., registered in the United States and other countries. QuickTime is a trademark used under license. Intel and Pentium are trademarks or registered trademarks of Intel Corporation or its subsidiaries in the United States and other countries. PowerPC is a trademark of International Business Machines Corporation in the United States, other countries, or both. Microsoft, Windows, and Windows Vista are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are the property of their respective owners. This product may allow you to access certain features that are hosted online (“online services”), provided you have a high-speed internet connection. The online services, and some features thereof, may not be available in all countries, languages and/or currencies and may be discontinued in whole or in part without notice. Use of the online services is governed by separate terms of use and by the Adobe privacy policy, and access to these services may require user registration. Some online services, including services that are initially offered at no charge, may be subject to additional fees. For additional details and to review the terms of use and privacy policy, please visit www.adobe.com. © 2008 Adobe Systems Incorporated. All rights reserved. Printed in the USA. 07/23/08 Part of the Adobe creative suite 4 family Windows • 1.5GHz or faster processor • Microsoft® Windows® XP with Service Pack 2 (Service Pack 3 recommended) or Windows Vista® Home Premium, Business, Ultimate, or Enterprise with Service Pack 1 (certified for 32-bit Windows XP and Windows Vista) • 512MB of RAM (1GB recommended) • 1.8GB of available hard-disk space for installation; additional free space required during installation (cannot install on flash-based storage devices) • 1,024x768 display (1,280x800 recommended) with 16-bit video card • DVD-ROM drive • QuickTime 7 software required for multimedia features • Broadband Internet connection required for online services For updates to system requirements, visit www.adobe.com/products/indesign/systemreqs. Wrapping Up Availability and pricing Expected ship date Fourth quarter 2008 For more information For more details about Adobe InDesign CS4, visit www.adobe.com/InDesignCS4. 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