Support and Documentation

Using InDesign with Brightspot

Overview of using InDesign with Brightspot

The following steps describe a full synchronization cycle between Brightspot and InDesign.

Tip

As a best practice, create an InDesign template that has text frames and rectangles marked with tags that correspond to fields in Brightspot's content edit forms. Editors can then easily start new InDesign documents that have the correct tags. For more information about InDesign's templates and tags, see Templates and presets and Tag content for XML.

For a video that demonstrates the Brightspot-InDesign synchronization, watch Digital-to-Print: The Brightspot InDesign Integration.

The following sections describe the synchronization in detail.

Step 1: Create a workflow

Collaboration is a big part of the synchronization between Brightspot and InDesign. To facilitate that collaboration, create workflows for your InDesign content types in Brightspot that represent the interactions between a designer, editor, and other roles in your publishing organization. The following illustration is an example of a comprehensive workflow that manages collaboration from initial design review to final publication.

bsp-ind-workflow.png

For detailed information about creating a workflow, see Creating workflows.

Step 2: Create content in Brightspot

Create content in Brightspot. As you create content, be aware of the fields you can export to InDesign. For example, you may write an article that includes a headline, body, and lead image, but the InDesign document may accept only the headline and body.

Tip

You can create Brightspot assets that contain only "ipsum lorem" text, and designers import that text into their InDesign documents. This gives the designers a chance to work on layout before importing the final text from Brightspot.

Step 3: Start a new tagged document in InDesign
  1. Open InDesign. The Brightspot CMS panel appears. (If the panel does not appear, open it by selecting Window > Extensions > Brightspot CMS.)

    Brightspot CMS panel in InDesign
    Figure 179. Brightspot CMS panel in InDesign


  2. Start a new document from a template that has the text frames and rectangles marked with tags. (In most cases, a Brightspot developer creates the templates so that the InDesign tags correspond Brightspot fields.)

Step 4: Import items from Brightspot to InDesign

You can import items from Brightspot into InDesign.

Initial import from Brightspot to InDesign
Procedure. To import from Brightspot to InDesign:
  1. In the Brightspot CMS panel (see illustration Brightspot CMS panel in InDesign), configure the URL you use to log in to Brightspot by doing the following:

    1. Click |mi-settings|. The Configuration panel appears.

      bsp-url-config.png
    2. Enter your Brightspot tool URL. For example, if you log in to Brightspot at https://www.mybrightspot.com/cms, enter that URL in the Configuration panel.

    3. Click Update. A confirmation message appears.

    4. Click |mi-settings| to return to the login panel.

  2. Enter your Brightspot username and password, and click Log In. The Get Started panel appears.

    choose-a-template.png
  3. Select the template that corresponds to the InDesign document you created in Step 3: Start a new tagged document in InDesign.

  4. Click Create. A panel appears.

    new-newspaper-indesign.png
  5. In the Name field, enter a name Brightspot uses for the InDesign document.

  6. From the remaining list boxes, select the assets you want to import from Brightspot.

    • You can select any one or more assets.

    • If the required asset does not appear in the list box, click |mi-search| to open a search panel.

  7. Click Design. (Your version of Brightspot may have a different button depending on the workflow.)

  8. Save the InDesign document.

InDesign imports the Brightspot items into the document.

bsp-import-result.png
Subsequent import from Brightspot to InDesign
Procedure. To do subsequent imports from Brightspot to InDesign:
  1. In InDesign, open the document into which you want to import. (This must be a document into which you already did an import.) The Brightspot CMS extension appears.

  2. Enter your Brightspot username and password, and click Log In. The Edit panel appears.

    edit-indesign-asset.png
  3. Click |mi-swap_horiz|. A list of Brightspot stories already imported appears.

  4. From the Story list boxes, select the assets you want to replace. (If the required asset does not appear in the list box, click |mi-search| to open a search panel.)

  5. Click Save. InDesign ingests the selected stories from Brightspot, and retains the existing ones.

  6. Save the InDesign document.

Step 5: Synchronize changes between Brightspot and InDesign

Changes you make in InDesign appear in the corresponding item in Brightspot, and vice verse.

Synchronizing changes made in InDesign

This section describes how to export changes made in InDesign to the corresponding item in Brightspot.

Procedure. To synchronize changes made in InDesign:
  1. Make changes to the InDesign document.

  2. Click Save. The changes appear in the Brightspot CMS panel.

    sync-changes-id-to-bsp.png
  3. In the Brightspot CMS panel, do the following:

    1. Select the changes you want to accept.

    2. Click Workflow. The Workflow panel appears.

      workflow_step.png
    3. Enter a comment, select the role, and click a transition.

InDesign exports the changes to Brightspot, and an editor can view those changes in the content edit form.

Synchronizing changes made in Brightspot

This section describes how to export changes made in Brightspot to the corresponding object in InDesign.

Procedure. To synchronize changes made in Brightspot:
  1. In Brightspot, open the InDesign item in the content edit form. The content edit form lists the items in the corresponding InDesign document as well as fields for each object. (Brightspot applies a content lock to the InDesign document to prevent editors from overwriting each others' changes.)

  2. Edit the fields as required.

  3. Click |mi-visibility| to view a PDF of InDesign's rendering of your changes.

  4. Click Workflow. The Workflow widget appears.

  5. Enter a comment, select the role, and click a transition.

Brightspot exports the changes to InDesign, and a designer can view those changes in the Brightspot CMS panel.

sync-changes-bsp-to-id.png