User Guide

Log in to the Product

Irrespective of the license you have, you must log in to a Quark Publishing Platform NextGen server to access the features of the platform and to access the assets stored on the server.

The login process for all license types is the same. 

To login to a Quark Publishing Platform NextGen server:

  1. Enter the URL of the server in a browser (for example, https://<SERVER-URL>/auth/login) to open the login page. 

  2. Enter your username and password then select Login

    1. Select the checkbox Remember Me to allow Quark Publishing Platform NextGen to automatically log you in the next time you visit the server URL. 

For Quark Publishing Platform NextGen servers that use Lightweight Directory Application Protocol (LDAP) to manage user lists, you have to log in with your network username and password.

Top Navigation Bar

Once you are logged in to Quark Publishing Platform NextGen, you see several navigation bar tabs and quick action icons.

Which of the navigation bar tabs and quick action icons you see and access depends on the license you have, which are as follows: 

Navigation Bar Tabs

 

Tab 

Accessible To (License) 

Description 

Home 

  • Admin

  • Author

  • Contributor

  • Consumer

Displays a customized home screen with assets and other key sections based on the license you have. 

Author 

  • Admin

  • Author

  • Contributor

Displays a list of content models and key assets for quick access to authoring tasks.  

Searches 

  • Admin

  • Author

  • Contributor

  • Consumer

Displays a list of advanced search options. 

My Assignments 

  • Admin

  • Author

  • Contributor

Displays all the assets that have been assigned to you for review or the assets that you have created. 

Browse 

  • Admin

  • Author

  • Contributor

  • Consumer

Displays the file manager of the platform repository, from where you can see and browse through all the files and folders you have access to.

Analytics 

  • Admin

  • Author

Displays analytics related to users and assets on the platform. 

Admin 

  • Admin

Displays all the options an administrator user needs to manage users and assets on the platform.  

Quick Action Icons

Quick Action

Icon

Accessible To (License)

Description

 

Search 

  • Admin

  • Author

  • Contributor

  • Consumer

Allows you to do a quick search for an asset by name or attribute. 

Upload

  • Admin

  • Author

Allows you to upload a file or folder to the platform repository from your local file system.  

Background Tasks

  • Admin

  • Author

  • Contributor

Displays any background tasks (such as a search query being exported or an asset being published) that are currently running on the platform. 

Offline Editing

  • Admin

  • Author

Allows you to toggle between online and offline editing to make changes to a document on the server or locally.  

Docurated Plugin

  • Admin

  • Author

  • Contributor

  • Consumer

Allows you to access the Docurated* portal in a new browser tab.  

Profile Menu

Your profile avatar

  • Admin

  • Author

  • Contributor

  • Consumer

Displays the options to sign out from the platform and to see information about the platform. 

* Quark Docurated is a SaaS solution for content management and content intelligence. For more information, see Quark Docurated User Guide.

Verify Product Version

As a logged-in user, you can also view the version of Quark Publishing Platform NextGen that you are using through the Profile menu card. 

To view the version: 

  1. Select the profile picture/user avatar at the upper right corner of your screen. 

  2. Select About to see the version details. 

When you are logged in but are idle for more than 30 minutes, Quark Publishing Platform NextGen automatically logs you out. However, before logging you out, Quark Publishing Platform NextGen displays a pop-up for a minute to inform you that you have been idle.