What is a Project?
The Project Settings of Cacidi LiveMerge are very easy to set up and optimized to make each single project you build run as smooth as possible.
Setting up preferences for a new project (Project Settings…)
Go to the Project Settings window by clicking the LiveMerge palettes fly-out icon top right and choose Project Settings… from the Projects sub menu.
Choose New from the Project popup menu top left and enter a name for your project. This name will be added to the list of projects currently in your Projects menu to choose from.
Next, you should point out your data source type. From the right popup menu choose whether your data source is represented by a file, a MySQL database table, a WebService or an ODBC data connection or loaded into Cacidi LiveMerge using a Custom data query.
Depending of your choice of Data Source you will now be presented with a couple of further choices for selecting the data source: If you chose File as data type you should browse for the data file which is typically a text file exported as .txt , .csv or similar from a Microsoft Excel spreadsheet or database application of your choice.
If you chose MySQL or WebServices you will be presented with additional options for pinpointing the correct data table by entering the IP address of the server, your user name and password and which table to choose from.
The ID-field popup menu lets you choose a column in your data source that contains tracking information for later content updates (typically this is just a unique integer value but it could also be the article number in a product database or similar unique product information.
The chosen data field from the data source will work as the list field in the Cacidi LiveMerge palette for data entries. Choose a data field from where it is easy to get the right data line when producing using Cacidi LiveMerge. This Field could be a Firstname field in a BusinessCard production, to list all the firstnames of the persons in the data source, or it could be Street address from a Real Estate production and list the addresses of all houses in the data source.
The Design Path lets you point out the folder containing you existing or future Item Designs (dynamic Snippets) for the specific project.
Image path lets you point out a certain folder which contain all the images intended for the automatic production. NOTE! The extra short field allows you to set a generic image file extension like JPG, EPS, TIF and similar. When this information is used in conjunction with a given record information, the full image file name is described correctly for Cacidi LiveMerge to produce from.
So, for example, an image path is pointing to a folder with images named
red.EPS, green.EPS, etc. and the text file has got only the information, red, green, etc. As long as the project settings field is filled in with filename extension, everything will work out correct in production when importing images.
Pointing the Styling File to a Word styling file set up for Cacidi LiveMerge, will search and replace incoming text data according to the rules set up in the Styling text file.
Grouping, Looping and Query
If your data source requires grouping around a specific data field, choose the field from the Group popup menu. By grouping data you wrap a number of data fields together as long as they all share the same contents in the Grouped data field. Select the data fields thus to be wrapped from the Loop-field popup menu one at a time and notice how the fields are added to the Loop-field text field. Also notice the special
The Query field is used to limit the data source to only contain certain data records and you can enter text normally in this field to only allow data sources containing this text to be used in production. You can also use ordinary SQL queries to further limit the data output if needed.
If you chose your data source be of the type Custom, a Custom Data field will be visible. Point to a script that is specifically designed to purge and modify certain data sources, typically from multiple data bases and deliver the data to Cacidi LiveMerge. Using this function, you could have your data put together from any number of different data sources, adding fields and columns together and in all ways manipulated as you would desire before production allowing you unlimited possibilities for the data to feed your production.
When your project settings are all in place, click OK and your project settings are now saved by the Project name and ready to choose from the drop down list at anytime.