Welcome to Cumulus
Using Cumulus Help
Understanding Cumulus
Quickstart Guide
Introduction
Some Basics
How Does It Feel: The Cumulus Main Window
View It As You Like It
Sorting
Where Have All My Assets Gone?
Finding Assets: Quicksearch
Finding Assets: The Power of the Find Window
Finding Assets: Search by Category
Finding Assets: Calendar Search
Filtering: Less Might Be More
All About Assets: What to Do With Them
Mysterious Things: Getting Information on Your Assets
Beautiful Things: Preview Your Assets
Commenting On Your Assets
Big Things: The Fullscreen Preview
Real Things: Get Your Assets
Metadata: Make Things Significant
Do It Yourself: The Information Window
Categories, Categories
Assigning Records to Categories, or Vice Versa
Detaching Category Assignments
Ratings
Labels
Files to Assets: Cataloging Your Digital Files
Making It Work: Setting Up a Catalog
Just in Case: Central Asset Location
This is Not the End...
Explore Cumulus
The Desktop Client User Interface
Catalogs
Catalog Size and Performance
Catalog Scope
Live Filtering
Things You Can Do with Catalogs
Adding Assets to Catalogs
Filters
Metadata Extraction
Field Linking
Collections
Working with Collections
Things You Can Do with Collections
Assets/Records
Asset Information
Field Types
Editing Asset Information
Using a Metadata Template
Record Size
Renaming Records
Editing a Record’s Category Assignments
Things You Can Do with Records
Things You Can Do with Assets
Categories
Category Types
Creating Categories
Custom Ordering of Categories
Category Fields
Category Information Window
Editing Category Information
Categories and Auto-cataloging
Individual Master Categories
Things You Can Do with Categories
Information Window
Overview: The Information Window
Sets and Templates
View Sets
Asset Handling Sets
Asset Storage Modules
Default Asset Handling Sets
Asset Handling Sets and Workflow
Metadata Templates
Print Templates
Permissions Templates
Collaboration and Workflow
Workflows
From an Administrator’s Point of View
From a User’s Point of View
Commenting and Mentioning
Subscriptions
Find Assets
Searching for Records By Category
Searching with Quicksearch
Search Options
The Quicksearch Menu
Searching with the Find Window
Overview: The Find Window
Sample Search Options
Simple Searches
Compound Searches
Sequence of Search Conditions
Narrowing the Search
Broadening the Search
Working with Saved Search Queries
Using the Find Window in Advanced Mode
Searching for Categories
User Live Filtering
Working with Filters
Adding Filters
Saving Filters
Using Filters
Deleting Filters
Configuring Filters
Defining Conditions in General
Field Type Specific Condition Options
Use Assets
Drag and Drop
Copying Assets
Copying Categories and Associated Assets
Mailing Your Assets
Previewing Assets
Preview View and Window
Overview: Toolbars for Previews
Multi-page Previews
User Comments
Prerequisites
Adding User Comments
Editing User Comments
Replying to User Comments
Deleting User Comments
Fullscreen Preview
Linking Panels
Displaying the Info Window
Using the Toolbar
Displaying a Command Overview
Marking Assets
Adjusting Preview Size
Rotating Previews
Next and Previous Assets
Comparing Previews
Fullscreen Slide Show
Using the Toolbar
Preview Comparison
Starting the Comparison
Using the Window
Repurposing Assets
Converting Image Assets
Pixel Image Converter Parameters
Cropping Image Assets
Pixel Image Cropping Parameters
Cropping Image Assets with Templates
Watermarking Assets
Watermarking Parameters
Employing Custom Record Fields
Embedding Watermarks into Image Assets
Creating Presentations
Creating Presentations in Office PowerPoint 2007 Format
Office Open XML Presentation Processor Parameters
Creating Presentations in PowerPoint 97-2003 Format
MS PowerPoint Asset Processor Parameters
Creating ZIP Archives
WebAlbum
Creating an Album
Provided Skins and Link/Output Options
Preferences
Customize
Configuring Web URL
Importing and Exporting
Cumulus Exchange File Formats
Maintaining Category Assignments
Exporting and Importing Records and Categories
Importing and Exporting Collections
Importing from Text/CSV Files
Delimiters
Definition of Additional Information
Running an Import Process from a Text File
Import to Category Tree
Import to Records/Categories
Import to String List Fields
Workflow Enhancements
Labeling
Rating
Workflow Automation with Cumulus
Cumulus Asset Actions
Cumulus Trigger
Setting Up Triggers for Records and Categories
Setting Up Triggers for Catalogs
Configuring Trigger Actions
Cumulus Scheduler
Managing Related Assets
Relation Types
How does Cumulus Know about Relations between Assets?
How does Cumulus Display Relations between Assets?
Assigning Relations Manually
AXR
Automatic Cataloging of Referenced Assets
Automatic Tagging of Assets
Manually starting the Automatic Tagging
Using the Scheduler to start the Automatic Tagging
Automatic Tagging Log
Specialized Usage
Using Vault
Organization
Working with Vault
Assets Controlled by Vault
Cataloging to Vault as Defined for the Employed Asset Handling Set
Adding Already Cataloged Assets to Vault
Checking Assets In and Out
Checking Assets Out
Checking Assets In
Undoing a Check Out
Managing Versions
Viewing an Asset’s Version History
Integration
Asset Version Handling
Defining Asset Version Handling
Deleting Assets Controlled by Vault
Previewing, Mailing or Printing Assets Controlled by Vault
Outside the Revision Control
Copying an Asset Controlled by Vault
Dragging and Dropping Assets Controlled by Vault
Moving an Asset out of Vault’s Control
Viewing Asset Status
Viewing Asset Availability
Viewing Revision History
Using URL AssetStore
Cataloging Assets from FTP or HTTP Servers
Cataloging Assets via Menu Command
Cataloging Assets via Drag and Drop
Working with URL‑cataloged Assets
Storing Assets on FTP Servers
Central Asset Location on FTP Server
Working with Images
Editing Images
Image Editor
Working with Raw Images
Cataloging Raw Image Formats
Canon DC Raw Image & Thumbnail File
Using the Similarity Search
Prerequisites
Permissions
Catalog-related Prerequisites
Working with the Video Cloud
How it works
Upload/Publish
When a Video is Published...
Un-publishing/Deleting Videos
Restricting the Availability of Videos in the Video Cloud
File Versioning and the Usage of the Video Cloud
Video Cloud Data
Using the Media Delivery Cloud
Prerequisites
License
Permissions
Catalog-related Prerequisites
How it works
Un-publishing assets
File Versioning and the Usage of the Media Delivery Cloud
Working with Office Documents
Configuring
Cataloging Outlook Messages
PowerPoint Support
Formats and Requirements
Employing the PowerPoint Support Filter Modules
Cataloging the Slides of a Presentation
Working with Records of Slides
The PowerPoint Add-In
Integrating the PowerPoint Add-In
Importing Cataloged Slides, Images or Objects
Working with InDesign Documents
Configuring
Further Special InDesign Support
Assigning Individual Permissions for Records and Categories
On Individual Record/Category Permissions
Setting Individual Permissions
For Records/Categories
For Subcategories
View the Effective Permissions
Client Menu Reference
The Cumulus Menu
About Cumulus
Preferences
Quit Cumulus
The File Menu
Open Catalog
Open Recent Catalog
Connect to Cumulus Server
Catalog Access Window
Close
New Collection
Open Collection
Save Collection
Save Collection As
Send Collection Link
Send Upload Link
Add Catalog to Collection
Remove Catalog from Collection
Save
Add Assets to Catalog
Browse for Assets
Options While Cataloging
New Empty Record
Assign Asset to Record
Recatalog Category Folder
Setup Auto Cataloging
Import
Export
Page Setup
Print Preview
Print
Administration
Server Console (only if installed on the machine)
Connect to Server As
Change Password
Switch Application Language
Prepare Catalog
Rebuild Catalog
Backup Catalog
Compress Catalog
Merge Categories
Migrate Catalog
Convert WPP/ICP 3.0 Triggers
Exit
The Edit Menu
Undo
Cut
Copy
Paste
Paste Metadata
Delete
Select All
Deselect All
Preview Tools
Preferences
The View Menu
Palette Mode
Toolbar
Statusbar
Workspace
Calendar Pane
Category Pane
Category Information Pane
Collection Basket Pane
Information Pane
Preview Pane
Sub-Pane for Relations
Thumbnail Pane
Save Current as Default Workspace
Use Default Workspace
Save Current Workspace As
Manage Workspace
Thumbnails
Details
Information
Preview
Report
Record View Set
Category View Set
Preview/Thumbnail Sizes
Small
Medium
Large Thumbnail/Preview
Sort By
Sort Direction
Language for Field Values
Go To
Preview
Zoom In
Zoom Out
Fit to Window
Fit Width to Window
Fit Height to Window
Full Screen
Categories
Expand
Expand All
Collapse
Collapse All
The Find Menu
Find Records
Find All Records
Find Records by Query
Find Records Assigned to Categories
Find Duplicates
Find Records with Invalid Field Values
Find Offline Assets
Find Versionable Assets
Invert Collection
Find Categories
Find All Categories
Find Categories by Query
Show Original Category
Show Related Categories
Show Categories Containing
Remove from Collection
The Metadata Menu
Information
Bulk Edit
Update Record
Update Formula Fields
Write back Metadata
Assign Metadata From Template
Run Automatic Tagging
Find And Replace Metadata
Assign Label
Assign Rating
Assign Categories
Detach Categories
Optimize Thumbnail
Rotate Preview
Rotate Thumbnail
Assign Relation
Variants
Alternates
Show Related
New Category
New Related Category
New Master Category (optional)
The Asset Menu
Preview
Fullscreen Preview
Fullscreen Slide Show
Edit
Image Editor
Crop Editor
Video Cloud
Show Video Cloud Data
Upload
Remove
Publish
Un-Publish
Compare Previews
View With
Creating Application
Other
Customize
Edit With
Creating Application
Other
Customize
Print With
Creating Application
Other
Customize
Perform Asset Action
Convert To
Mail To
Copy To
Copy Assets Assigned to Category To
Duplicate Asset and Record
Create WebAlbum
Show Location
Configure Web URL
Move To
Rename
Single
Batch
Update Asset Reference(s)
Change Asset Reference
Select Single
Batch
Transform JPEG Original
Check Out
Undo Check Out
Check In
Show History
The Workflow Menu
The Help Menu
Contents and Index
Source
Online
Local
About
Keyboard Shortcuts
Administration: Getting Started
How Cumulus Works
The Cumulus Administrator
Working Smart
Providing Catalogs
Going On
Just in Case: Troubleshooting
Customizing Cumulus
Preferences
User Settings
Overview: User Settings
Record View Sets
Creating and Editing Record View Sets
Setting A Default Record View Set
Adding a Field to a Record View
Adding a Separator to a View
Changing the Properties of a Displayed Field
Additional Display Properties for Different Field Types
Dynamically Displaying Fields
Category View Sets
Category Info Window
Adding a Field to the Category Info Window
Changing the Properties of a Displayed Field
Changing the Category Pane Display
Category Pane and Multilingual Working Environment
Asset Handling Sets
Editing An Asset Handling Set
Creating An Asset Handling Set
Setting A Default Asset Handling Set
Overview: Asset Handling Sets
Asset Handling Modules
(De)activating Asset Handling Modules
Asset Storage Modules
Asset Processor Modules
Metadata Modules
Asset Format Support
Adding Formats to the Asset Formats List
Changing Format Options
Extending Generic Filter Options
Cumulus Asset Actions
Creating an Asset Action
Editing an Asset Action
Setting A Default Asset Action
Overview: Cumulus Asset Actions
Metadata Templates
Creating A Metadata Template
Editing A Metadata Template
Setting A Default Metadata Template
Overview: Metadata Templates
Print Templates
Creating and Editing a Print Template
Setting A Default Print Template
Overview: Print Templates
Record Printing to PDF with Cumulus
Web Solutions URL-Link Feature
PDF Security
Crop Templates
Creating and Editing Crop Templates
Overview: Crop Templates
Sub-Pane Filters
Creating and Editing a Sub-Pane Filter
Setting A Default Sub-Pane Filter
Permissions Templates
Creating and Editing Permissions Templates
Setting A Default Permissions Template
Overview: Permissions Templates
Managing Catalogs
Catalog Settings
Overview: Catalog Settings Window
Employing a Central Asset Location
Copy Triggers and Permissions between Catalogs
Administering Catalog Fields
Customizing Field Properties
Editing Language-Specific Field Names
Defining Field Values
Table Fields
Overview: Field Properties
Defining Field Formulas
Syntax Overview
Formula Examples
The Field Formula Editor
Administering Field Linking
Automatic Creation of Folder Categories
Adding Fields
Updating Fields With Modified Definitions From Catalog Templates
Creating a Custom Field
Editing a String List Field
Administering Asset Relations
Properties of a Relation Type
Localizing Relation Types
Preparing Catalogs for Special Purposes
Securing Catalogs
Journaling Catalogs
Database Mirroring
Error Management
Using Cumulus Catalogs as Mirroring Target Databases
Setting up a Catalog for Mirroring
New Catalogs
Creating Catalogs
Sharing Catalogs
Catalog Templates
Creating and Editing a Catalog Template
The Catalog Template Window
Catalog Maintenance
Catalog Size and Performance
Compressing Catalogs
Backing Up Catalogs
Preparing Catalogs for Special Metadata
Copying Catalogs
Repairing Catalogs
Renaming Catalogs
Deleting Catalogs
Dividing Catalogs
Merging Catalogs
Migrating Catalogs
Migrating a Catalog while opened at the Cumulus Server
Migrating a Cumulus Catalog File
Using Server Console Modules
Logging of Catalog Activities
Activity Monitor
Disconnecting Users from a Catalog
Sending a Message to Selected Users
Obtaining Server Statistics
Archiving Information
Setting Up Multilingual Cumulus
Overview
Localizing
Localizing Names and Descriptions
Localizing String List Entries
Localizing String Fields
Preparing
Translating
Language Specific View Settings
User Interface & Language
Cumulus Web Client
Cumulus Portals
Cumulus Desktop Client
Using the Server Console
Modules of the Server Console
Backup Manager
FileSystem Companion Manager
Configuring FileSystem Companion Instances
File System Versioning
Configuring the File System Versioning
Mail Manager
Overview: Main Panel
Configuring Email Notifications
Theme
Template Classes
Templates
Remote Admin
Cumulus Server Status
Cumulus Server Settings
Overview: Cumulus Server Settings
License
FileSharing Info Settings
Report Manager
Requirements
Working with the Report Manager
Configuring Reports
Generating Reports
Editing or Removing Report Configurations
Scheduler Manager
Setting Up a Scheduler Task
Provided Scheduler Actions
Set Manager
Managing Users
User Management
The Users Catalog
Modes
User Manager
User Types
User Types
Creating Users
Duplicating, Editing and Deleting Users
User Properties
Overview: User Properties – General & Additional Fields
User Identification
Simple View: Permissions
Advanced View: Permissions
Live Filtering and the Additive Permissions Concept
Multiple Roles
Queries and View Permissions
Individual Permissions for Records and Categories Precede Queries
Working with the Role-Based Mode
Switching to Role-Based Mode
Creating New Roles
Duplicating, Editing and Deleting Roles
Actions for User Manager
Importing User Data
Client Groups
Departments
Checking the Users Catalog
Copying User Settings
LDAP Authentication Method
User Password Authentication
User Fields
Cumulus Roles
Security Aspects
Configuring Vault
How Cumulus Vault Works
Vault Server
Vault and Catalogs
Vault and Asset Handling Sets
Behind the Scenes
Installation
Configuring the Vault Server
Implementing Cumulus Vault
Preparing Catalogs for Vault
Linking Catalogs to Vault
Configuring Asset Handling Sets for Vault
User Access to Vault
Administration Utilities
Managing Non-cataloged Assets Stored in Vault
Update Folder Information
Redirecting Asset References
Automatic Tagging Setup
Prerequisites
Licensing
Permissions
Catalog-related Prerequisites
Other Prerequisites
Setting up Automatic Tagging
Configuration Settings for the Cumulus Automatic Tagging OEM
Configuration Settings for Automatic Tagging
Video Cloud Setup
Prerequisites
Licensing
Permissions
Catalog-related Prerequisites
Setting up the Video Cloud
Configuration Settings for the Cumulus Video Cloud
Configuration Settings for Video Cloud Connectors
Media Delivery Cloud Setup
Setting up the Media Delivery Cloud
Configuring Workflows
Overview
Workflow Manager
Configuring Web Client
Overview
Prerequisites for Using the Cumulus Web Client
Server Settings
Catalogs
Asset Handling Sets
Users
Web Client Configuration
Web Client Configurator
The Settings Tab
The Layout Tab
The Search & Filter Tab
The Download Tab
The History Tab
CIP Configurator
Overview
The Settings Tab
Catalog Access
Catalog Configuration
Filters
Filter Set Configuration
The Portals Tab
The Media Delivery Tab
The Mobile App Tab
The History Tab
Configuring RoboFlow
Prerequisites for Configuring RoboFlow
RoboFlow Configurator
Defining Global Workflow Settings
Defining Workflows
Creating a Workflow
Action Scripts and Actions
Legacy Pre-defined Workflows of Canto RoboFlow 8
Cumulus Glossary
Welcome to Cumulus
Query Format
w_info
d_FindWindow
d_QuerySave
d_FindWindowA
d_FilterSave
d_FilterDelete
d_AddFilterCondition
w_preview
w_FSP_preview
d_pixConvert
d_cropConvert
d_watermark
d_watermarkRobust
d_OpenXML_PP
d_PPT_AP
d_ZIP_AP
e_WebAlbum
d_ConfigureWebLinks
d_CharCode
d_AssignRelation
d_versionCheckin
d_versionComment
m_undoCheckout
d_VersionHistory
d_VersionGet
d_conServer
d_selCatCol
d_SendPinURL
e_CatA_MD
d_SelLang
e_PrepC_IPTC
e_PrepC_EXIF
e_PrepC_XMP
d_DelRec
d_CB_ChooseAction
d_SaveLayout
d_SelLayout
d_cat_contain
e_ReplaceMD
d_DuplicateAssetAndRecord
e_renameSingle
e_renameBatch
e_ChangeARef
d_preferences
d_pref_RVS
d_pref_CVS
d_pref_AHS
d_GenericAP
d_GenericFilter_ExtApp
d_GenericFilter
d_pref_Act
d_pref_CS
d_GetCatTemplate
sc_general
d_LoginSC
d_ChooseReplacementMode
d_choAct
d_selAStore
d_selAConvert
d_QueryDel
d_RemoteFB
d_NewEmptyCat
d_NewCat
d_AddCat
d_SaveCollection
d_SelCat_Remove
d_SelCatAndAH
d_SelAHSet
d_newSet
d_selEngine
d_BackupCat
d_ConfigSubpanes
d_ManageAppList
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