Desktop Publishing Styles

If you use desktop publishing applications such as Adobe™ InDesign to add special formatting to your reports, you need desktop publishing styles in CDM to represent that formatting. You can create styles in CDM, or you can import styles from your desktop publishing application.

You can work with desktop publishing styles if you have the Manage Desktop Publishing Styles permission.

Grant Permissions for Desktop Publishing Styles

You can adapt the formatting of the content in your reports in CDM for use in a desktop publishing application such as Adobe™ InDesign. Before users can work with desktop publishing styles, the administrator must apply permissions to the appropriate reports, users, and user groups.

1. Click the Home tab, then in the Navigation Pane, click Administration.
2. To specify permissions for a particular user or user group to work with desktop publishing styles, complete the following steps. You must assign this permission only once per user or user group.
   1. Under Security, double-click Application Permissions.
   2. Select the user or user group.
   3. In the work area, expand View.
   4. Select the Allow checkbox next to Manage Desktop Publishing Styles.
3. To specify permissions for a particular user or user group to work with desktop publishing tags, complete the following steps. You must assign this permission for each report.
   1. Under Security, double-click Report Permissions.
   2. Select the report or report group.
   3. Select the user or user group.
   4. In the work area, expand View.
   5. Select the Allow checkbox next to Manage Desktop Publishing Tags.
4. Click Save.

Import Desktop Publishing Styles

If your InDesign application already contains many styles, importing styles is a more efficient approach than creating new styles individually.

Export the styles from InDesign and save the XML file in a location that is accessible at the appropriate file path. The file must follow XML format, and it must have an .xml extension. You can obtain this file in InDesign by exporting the document in an .idml file format. You can then extract this archive to find the style file named mapping.xml.

To import desktop publishing styles in CDM:

1. Do either of the following to open the Desktop Publishing Styles tab in the work area:
   • Click the File tab, then navigate to Administration > Resources > Desktop Publishing Styles.
   • Click the Home tab, then in the Navigation Pane, click Administration and double-click Desktop Publishing Styles under Resources.
2. Click Home > Import.
3. In the window that opens, click Browse, select the exported file, and click Open. The styles that are available in the XML file are listed in the import window.
4. Select the styles that you want to import, or click All to select all styles in the list.
5. Click OK. The desktop publishing styles that you imported appear in the style table in the work area, with a check mark in the Imported column. If a style with the same name exists in the application, an error message opens. Styles from Microsoft™ Office are also added automatically when a tag is created in a Word object.

Add a Desktop Publishing Style

If you do not want to import styles from InDesign, or if you need one or more additional styles, you can use CDM to create them.

1. In the Desktop Publishing Styles tab in the work area, click Home > Add > Desktop Publishing Style.
2. Type a name for the desktop publishing style. The name must be unique, and blank spaces at the beginning or end of the name are not allowed.
3. You can specify a description for the desktop publishing style. Blank spaces at the beginning or end of the description are not allowed.
4. Click OK. The desktop publishing style that you created appears in the style table in the work area.

Edit a Desktop Publishing Style

To edit the name or description of a desktop publishing style:

1. In the Desktop Publishing Styles tab in the work area, double-click the style that you want to edit.
2. Change the name or description of the desktop publishing style. The name must be unique, and blank spaces at the beginning or end of the name or description are not allowed.
3. Click OK.

Delete a Desktop Publishing Style

If necessary, you can delete a desktop publishing style in CDM that was originally created for use in a desktop publishing application such as Adobe™ InDesign. A style cannot be deleted if it is used in a tag.

Important: If you delete a desktop publishing style, you cannot undo your action. Proceed with caution.

To delete a style:

1. In the Desktop Publishing Styles tab in the work area, select the style that you want to delete.
2. Click Home > Delete.
3. In the confirmation message that opens, click Yes.