A Guide to QuarkXPress Server 2018

Telegraph XTensions software

Unlike the other XTensions software described in this guide, Telegraph XTensions software works with QuarkXPress, rather than with QuarkXPress Server. You can use Telegraph XTensions software to create QuarkXPress projects that can serve as templates in QuarkXPress Server. Using Telegraph XTensions software, you can assign unique names to individual items, define server caching parameters, and upload the template directly to a QuarkXPress Server computer.

These topics explain how to use Telegraph XTensions software. It is assumed that you are already familiar with the functionality and user interface of QuarkXPress.

Setting Telegraph preferences

Telegraph XTensions software adds the QuarkXPress Server pane to the QuarkXPress Preferences dialog box (QuarkXPress/Edit menu). You can use this pane to configure settings for QuarkXPress Server templates, specify where to store your projects on the server, and control how projects are cached.

QuarkXPress Server pane of Preferences dialog box (QuarkXPress/Edit menu)

To edit the properties of a server in the Server list, select the server name and then click Edit.

To remove a server from the Server Setup list, select the server and then click Remove.

To allow projects checked in from this copy of QuarkXPress to remain open on the server after it has been served, check Allow Document to Stay Open.

To load projects checked in from this copy of QuarkXPress into the server memory cache, check Allow Document in Memory Cache.

Specifying a server for template upload

Before you can upload a template to a server with Telegraph XTensions software, you must add that server to the QuarkXPress preferences. To do so:

  1. Choose QuarkXPress/Edit > Preferences. The Preferences dialog box displays.

  2. Click QuarkXPress Server in the list on the left. The QuarkXPress Server pane displays.

    QuarkXPress Server pane of Preferences dialog box
  3. Click Add. The Add Server dialog box displays.

    Add Server dialog box
  4. Enter a human-readable name for the server in the Server Name field.

  5. Enter the server's name or IP address in the Address field.

  6. Enter the server's port number in the Port field. The default port number is 8080. Valid values are from 1 to 65535.

  7. In the Document Pool Path field, enter the path to the document pool directory on the server, or to a subdirectory within the document pool. If you leave this field blank, the path defaults to the document pool directory path specified in the QuarkXPress Server Document Root field (QuarkXPress Server > Server Configuration > Server tab).

    If you enter a folder path that does not exist, QuarkXPress Server can create the folders in the path when you upload the template to a QuarkXPress Server. To create folders when you upload, check Generate Hierarchy On Document Upload in the Server tab of the QuarkXPress Server Server Configuration dialog box (QuarkXPress Server > Server Configuration) before you upload the template to the server.

  8. Click OK, then close the Preferences dialog box.

Using Telegraph XTensions software

Once you have configured preferences for Telegraph QuarkXTensions software, you can begin creating QuarkXPress Server templates. After you complete a template, Telegraph XTensions software can upload the file to a QuarkXPress Server computer.

Identifying QuarkXPress items and groups

The Box Identifiers palette lets you associate names with items and groups. To display this palette, choose Window > Box Identifiers.

Box Identifiers palette

To edit the name of an item or group, select its name in the Box Identifiers palette and then click Edit Box Name.

To scroll to the location of a named item or group, double-click the target item or group’s name in the Box Identifiers palette. Alternatively, you can select the name and click Go To.

To delete an item’s or group’s name (without deleting the item or group itself), select the name in the Box Identifiers palette and then click Delete.

To make sure that all named boxes display in the Box Identifiers palette, click Populate Named Boxes.

Each QuarkXPress item also has an identification number that you can use when you want to render individual project items in QuarkXPress Server. The number displays in the Box ID field in the upper right corner of the palette.

In a chain of text boxes, all boxes use the same Box Name. However, each box has a unique Box ID number.

Naming items and groups

To specify a name for an item or group:

  1. Using the Item tool, select the target item or group.

  2. In the Box Identifiers palette, click New Box Name. The New Box Name dialog box displays.

    New Box Name dialog box
  3. Enter a name for the item or group in the Box Name field.

  4. Click OK. The name of the item or group displays on the Box Identifiers palette, next to the item’s item ID and page number.

In addition to items on layout pages, you can also name items on master pages. Items on layout pages that are based on items on master pages have a default name of "<Item name on master page><New box UID>"

Uploading templates

Telegraph QuarkXTensions software can upload a project to the QuarkXPress Server computer in one simple step. You can also upload any required pictures and fonts, if you choose to collect the fonts and pictures during the upload.

QuarkXPress Server automatically generates any file hierarchy necessary when you upload content to the document pool from Telegraph XTensions software.

You must have Telegraph XTensions software 10.0 or later to upload templates to QuarkXPress Server 9.0 or later. (You can use previous versions of Telegraph with previous versions of QuarkXPress, but if you do so you must upload projects to the server using the document pool upload capability in the QuarkXPress Server Web interface.)

This feature does not upload assets that are used in App Studio AVE interactivity. You must upload such assets manually.

To upload the active project:

  1. Choose Utilities > Upload Template. The Upload Template dialog box displays.

    If you have edited the project since you last saved it, QuarkXPress prompts you to save the project.

    Upload Template dialog box
  2. Choose a server from the Server drop-down menu. This drop-down menu includes the servers listed in the QuarkXPress Server pane of the Preferences dialog box (QuarkXPress/Edit menu).

  3. If you specified a directory path for the server, that path automatically displays in the Directory Path field. If you did not specify a directory path in the preferences, this field remains blank. This path defaults to the document pool directory specified in QuarkXPress Server.

  4. If you are uploading to QuarkXPress Server, and you have configured that server to require authentication, enter a valid user name and password in the User Name and Password fields. (If the QuarkXPress Server application does not require authentication, leave these fields empty.)

    To specify authentication information for a QuarkXPress Server application, choose Administration > Preferences > General in the QuarkXPress Server Web interface, check Authenticate for Admin Requests box and enter a user name and password.

  5. To indicate which protocol to use for uploading, click HTTP or HTTPS.

  6. Enter the port for QuarkXPress Server in the Port field.

  7. To collect and upload fonts used by the project, check Fonts.

  8. To collect and upload pictures used by the project, check Pictures. This will upload high- or low-resolution pictures that are linked to or embedded in the project.

    If picture files are missing or have been modified since they were imported into the project, an alert displays. For more information about missing or modified picture files, see "Uploading Missing or Modified Pictures."

  9. Click OK.

    If you check Fonts, an alert reminds you of possible restrictions regarding copying font software. Click OK to continue uploading the project with the fonts, click Do Not Collect Fonts to upload the project without the fonts, or click Cancel to stop the upload.

    The Upload Status window displays a progress bar that displays the status of the upload. When the upload is complete, a message notifies you whether the project uploaded successfully.

Uploading missing or modified pictures

If the picture files linked to the project are missing or have been modified since they were imported into the project, an alert displays at upload. Choose from among the following options:

  • To continue the upload with low-resolution versions of the pictures, click OK.

  • To stop the upload, click Cancel.

  • To locate missing pictures or update modified pictures, click List Pictures.

If you click List Pictures, the Missing/Modified Pictures dialog box displays:

  • To view a picture in the project, select the picture's name in the list and click Show.

  • To locate a missing picture file, select it and click Update. The Find dialog box displays. Locate and choose the appropriate file, and then click Open.

  • To update a modified picture file, click Update. Every instance of the modified picture in the project is updated.

  • When OK displays in the Status column for each picture, click Collect. If the status of any picture is still Missing or Modified when you click Collect, that picture file will not be uploaded, but a low-resolution preview will remain in the project.

  • To stop the upload and return to the project window, click Cancel.