Organize and Deliver Digital Assets Using Adobe Experience Manager v6.x Student Workbook

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1 Organize and Deliver Digital Assets Using Adobe Experience Manager v6.x Student Workbook ADOBE DIGITAL LEARNING SERVICES

2 2016 Adobe Systems Incorporated. All rights reserved. Organize and Deliver Digital Assets Using Adobe Experience Manager v6.x If this guide is distributed with software that includes an end user agreement, this guide, as well as the software described in it, is furnished under license and may be used or copied only in accordance with the terms of such license. Except as permitted by any such license, no part of this guide may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, recording, or otherwise, without the prior written permission of Adobe Systems Incorporated. Please note that the content in this guide is protected under copyright law even if it is not distributed with software that includes an end user license agreement. The content of this guide is furnished for informational use only, is subject to change without notice, and should not be construed as a commitment by Adobe Systems Incorporated. Adobe Systems Incorporated assumes no responsibility or liability for any errors or inaccuracies that may appear in the informational content contained in this guide. Please remember that existing artwork or images that you may want to include in your project may be protected under copyright law. The unauthorized incorporation of such material into your new work could be a violation of the rights of the copyright owner. Please be sure to obtain any permission required from the copyright owner. Any references to company names in sample templates are for demonstration purposes only and are not intended to refer to any actual organization. Adobe, the Adobe logo, Acrobat, the Creative Cloud logo, and the Adobe Marketing Cloud logo are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. All other trademarks are the property of their respective owners. Adobe Systems Incorporated, 345 Park Avenue, San Jose, California 95110, USA. Notice to U.S. Government End Users. The Software and Documentation are Commercial Items, as that term is defined at 48 C.F.R , consisting of Commercial Computer Software and Commercial Computer Software Documentation, as such terms are used in 48 C.F.R or 48 C.F.R , as applicable. Consistent with 48 C.F.R or 48 C.F.R through , as applicable, the Commercial Computer Software and Commercial Computer Software Documentation are being licensed to U.S. Government end users (a) only as Commercial Items and (b) with only those rights as are granted to all other end users pursuant to the terms and conditions herein. Unpublished-rights reserved under the copyright laws of the United States. Adobe agrees to comply with all applicable equal opportunity laws including, if appropriate, the provisions of Executive Order 11246, as amended, Section 402 of the Vietnam Era Veterans Readjustment Assistance Act of 1974 (38 USC 4212), and Section 503 of the Rehabilitation Act of 1973, as amended, and the regulations at 41 CFR Parts 60-1 through 60-60, , and The affirmative action clause and regulations contained in the preceding sentence shall be incorporated by reference. 16DEC2016 Organize and Deliver Digital Assets Using Adobe Experience Manager v6.x Student Guide 2

3 Table of Contents Module 1: Navigating through the Adobe Experience Manager Touch UI Overview Objectives Introduction to Touch UI Elements of Touch UI Header Bar Actions Bar Rail Summary Module 2: Creating Folders and Organizing Assets Overview Objectives Navigating through the Assets Console Actions on Assets Creating Folders Creating Private Folder Creating Public Folder Uploading Assets Supporting File Formats Lab Activity Task 2.1: Create a private folder and upload videos, images, and documents Organizing Assets Task 2.2: Organize assets by using Move, Rename, and Copy options Task 2.3: Download assets to your local machine Summary Organize and Deliver Digital Assets Using Adobe Experience Manager v6.x Student Guide 3

4 Module 3: Managing Assets Overview Objectives Editing Asset Folder Settings Lab Activity Task 3.1: Change the thumbnail of a folder Editing Image Assets Cropping Images Rotating Images Flipping Images Previewing Assets Managing Renditions Task 3.2: View, delete, and upload a rendition of an asset Searching for Assets Performing Complex Searches Task 3.3: Perform complex searches Managing the Taxonomy Task 3.4: Create a tag Managing Metadata Editing Bulk Asset Metadata Assets Insights Task 3.5: Edit the metadata of an asset Creating and Managing Metadata Profiles...77 Task 3.6: Create and apply a metadata processing profile to an asset folder...80 Summary Module 4: Sharing Assets Overview Objectives Creating and Managing Collections Accessing Collections Console Creating and Adding Assets to Collections Creating Static Collection Organize and Deliver Digital Assets Using Adobe Experience Manager v6.x Student Guide 4

5 Using Create Button Using To Collection Button Creating Smart Collection Editing Collection Settings Viewing and Editing Collection Properties...90 Editing Bulk Collection Properties Searching for Collections Searching for Assets Within a Collection Deleting a Collection Downloading a Collection Running a Workflow on a Collection Lab Activity Task 4.1: Create a collection Task 4.2: Edit collection properties and create a smart collection...98 Reviewing Assets Annotating Assets Versioning Assets Task 4.3: Add an annotation and create an asset version Generating Asset Reports Task 4.4: Create an Asset Report Sharing Assets with Users Task 4.5: Share a collection with users Using Share Link to Share Assets Sharing Assets with Adobe Marketing Cloud and Creative Cloud Task 4.6: Share asset folder with Marketing Cloud Task 4.7: Share asset folder with Creative Cloud Personalizing Assets Home Page Task 4.8: Personalize your Assets Home page Summary Organize and Deliver Digital Assets Using Adobe Experience Manager v6.x Student Guide 5

6 Additional Features of Adobe Experience Manager Assets Overview Dynamic Media Overview Objectives Introduction to Dynamic Media Media Sets Image Sets Spin Sets Mixed Media Sets Creating Media Sets Editing Media Sets Lab Activity Task 1: Create Image Sets, Spin Sets, and Mixed Media Sets Viewer Presets Rich Media Types for Viewer Presets Task 2: Apply Viewer Presets Adding Image Hotspot Task 3: Add a hotspot to an image and preview it using viewer preset Delivering Dynamic Media Assets Adding Dynamic Media Assets to your Page Linking Dynamic Media asset to your Web Application using URL Embedding Code in your Web Application Optional Task 4: Add dynamic media assets to webpage Summary Brand Portal Overview Objectives Brand Portal Actions on Assets in Brand Portal Lab Activity Task 1: Onboard and access Brand Portal interface Task 2: Publish asset folder to Brand Portal and perform actions on it Organize and Deliver Digital Assets Using Adobe Experience Manager v6.x Student Guide 6

7 Task 3: Download assets from Brand Portal Task 4: Search for assets and create Smart collection in the Brand Portal Summary Catalog Producer Overview Objectives Catalog Producer Lab Activity Task 1: Create a catalog using an InDesign template Summary Adobe Experience Manager Desktop App Overview Objectives Adobe Experience Manager Desktop App Lab Activity Task 1: Enable desktop actions for assets Task 2: Check out assets onto your system Summary Appendix A: Installing Adobe Experience Manager Objectives What is Adobe Experience Manager? Prerequisites Installing Adobe Experience Manager and Enabling Dynamic Media Appendix B: Configuring Adobe Experience Manager with Marketing Cloud Objectives Configuring Marketing Cloud Create an Application Add a New Configuration to Marketing Cloud Enable the Synchronization Test the Synchronization Organize and Deliver Digital Assets Using Adobe Experience Manager v6.x Student Guide 7

8 Appendix C: Configuring Adobe Experience Manager with Brand Portal Objectives Configuring Brand Portal Add a New Configuration to Brand Portal Test the Synchronization Appendix D: Camera RAW Support Objectives Camera RAW File Support Prerequisite Configuring Camera RAW Package Organize and Deliver Digital Assets Using Adobe Experience Manager v6.x Student Guide 8