Variables: Content is personalized with variables that are replaced at document generation time with values that come from
customer data. xPresso provides a palette for defining all of the variables in a document and mapping these variables to data. A
separate palette allows the user to load a data schema and map its elements to the variables.
Collaboration through subdocuments: Each document template can be modularized into a set of subdocuments contained
within a master document. As a result, different document designers can work on different subdocuments at the same time and
merge them into the master document for testing.
Deployment packaging: Once the designer has completed template development and testing, it can be packaged for
deployment to the xPression server. The packaging process transforms the template and all of its content into Java code, which
the xPression server executes by applying variable data to generate many personalized documents from a single template.
These five concepts are used in all of the xPresso design tools, as explained below.
XPRESSO FOR MICROSOFT WORD
xPresso for Microsoft Word enables business users to add variability to new or existing Word documents, creating a single document
template that enables fast and easy development of content for print, web, email, text messaging, and other channels of choice.
xPresso for Word makes it easy for users to create business rules that specify the type of communication and mode of delivery based
on activity, regulatory requirements, and customer preference. It is commonly used to design correspondence, proposals, contracts,
and other textual documents that are a good fit for Microsoft Word, and adds specific features that are relevant only to Word, such
as text wraparound, as well as versioning and content approval workflow capabilities.
XPRESSO FOR ADOBE INDESIGN
xPresso for Adobe InDesign uses the same technology and concepts as xPresso for Microsoft Word, but it is based on Adobe
InDesign. xPresso for Adobe InDesign is ideally suited for designing highly personalized, graphically rich, frame-based documents,
including statements, financial reports, bills, invoices, marketing collateral, mailers, and catalogs. In addition to the main concepts
described above, xPresso for Adobe InDesign provides specific capabilities for designing statements and marketing collateral, such as
advanced dynamic charting, table and page flows, image cropping, scaling and rotation, and calculations.
XPRESSO FOR ADOBE DREAMWEAVER
xPresso for Adobe Dreamweaver is used to develop rich HTML emails, personalized web pages, and personalized HTML documents. It
uses the same technology and concepts as the other xPresso tools but allows the document designer to work within an HTML
authoring environment and use interactive HTML features, such as dropdown menus, action buttons, and hyperlinks.
xDesign has been developed to design granular, complex documents with compliant, regulatory content, such as hierarchical,
multipart contracts, insurance policies, and packages of multiple, mixed documents. It is a Microsoft Windows-based client
application that allows a document designer to combine subdocuments from various xPresso templates as well as create dynamic
content using Microsoft Word from within xDesign. xDesign benefits from all of the features provided by xPresso plus the following:
Content versioning: The ability to store content fragments as objects in the xPression database and version the objects so that
the appropriate version can be included in a personalized document based on customer data.
Multidata source access: A single xDesign template can read data from multiple data sources through structured query
language (SQL), enabling very powerful data access at document generation time.
Content approval workflow: Each content fragment in an xDesign template can go through an approval workflow to ensure
that only approved content versions are deployed to production for use during document generation.
Mixed document packaging: A single xDesign template can contain subdocuments that are a mix of xPresso documents.
Thus, designers can create a complex document that includes, for example, a cover letter that is an xPresso for Word document,
a statement that is an xPresso for InDesign document, a marketing insert that is also an xPresso for InDesign document, and a
set of legal disclosures that is created from within xDesign using Microsoft Word.
The combination of xPresso and xDesign provides document designers with the most comprehensive document design suite in the
industry, enabling them to work within the tools that they use today. This unique approach eliminates the often daunting step of
transferring a design that was originally created in Word or InDesign into a proprietary tool, which typically takes a long time and
often results in differences between the approved design and the final result.
xPression includes several applications designed for business users that address requirements for quick, ad hoc, interactive
responses, such as those that often take place in a customer service environment. In addition, an automated testing application is
xResponse is a web-based application for realtime document previewing, editing, and generation. It is ideally suited for use
anywhere realtime, customized customer communications are required, such as in call centers, agent automation environments, or
within claims processing systems. xResponse provides secure access to one or more xPression servers and allows the user to
generate a personalized document for a specific customer by pulling in customer data from a predefined source or capturing the data
online. The user can then edit this document in an ad hoc fashion, select a distribution mechanism, and then submit the document
for publication in either real time or as a scheduled batch job. xResponse also provides the ability to define and apply an approval
process that ensures all documents are approved prior to distribution.
xRevise is a web-based application that enables the controlled customization of complex documents. The exact changes performed
on the document are stored, and the user can generate multiple versions of the customized document. It is used most often to
customize a base contract for a particular recipient. xRevise uses an enhanced version of Microsoft Word for a superior yet familiar
interactive document editing environment.
To modify a specific document, users can choose to conduct the changes directly within the document or through its Table of
Contents if they want to focus only on specific document sections. Search features allow users to quickly find and apply changes that
other users may have performed to the same base document for other recipients. xRevise also provides facilities for automatically
customizing a document based on the document’s change history (that is, apply the same customizations performed for one recipient
to hundreds or even thousands of other recipients). xRevise’s built-in triggers alert users when customizations cannot be
automatically applied and initiate manual review processes. Once a customized document is complete, users can deliver it directly to
a customer via all supported xPression distribution mechanisms.
INTERACTIVE DOCUMENT DEVELOPMENT KIT
The Interactive Document Development Toolkit (IDDK) supports interactive capabilities from other web-based applications, and is
the ideal choice when more complex customizations or complete custom applications are required. Additional information regarding
the IDDK is provided in the xPression Development Kits section below.
xTest is a thick-client print stream comparison application. It displays two print streams side-by-side for verification, identifying
changes to type fonts, images, and graphics with user-defined change marks such as circles, squares, and arrows. It eliminates the
need to print volumes of sample documents and visually inspect each page to verify that any changes are intentional. xTest
generates a detailed list of differences on specific pages to pinpoint the exact location of changed items. Expected changes can be
easily accepted with a drag-and-drop feature, which also provides a mechanism for tracking all differences and generating an audit
The xPression software suite includes two web-based applications to administer and monitor the xPression server.
xAdmin is a web-based application for administering the xPression server. Its interface is geared toward IT operations/system
administrators and designed to help them reduce system management costs by streamlining the configuration of the following
aspects of xPression:
Template management: Document designers can use any of the design tools provided by the xPression software suite to
create document templates. The administrator can deploy these templates on the xPression server using xAdmin, which provides
the following document management capabilities:
o Document categories: Organize document templates into logical categories that are linked to predefined data sources,
security permissions, and approval workflow definition.
o Data source groups: Map Universal Content, relational data, XML, or XQuery sources of widely used formats, including flat
files, mainframe data, and XML-based sources. Data sources can be grouped where each group shares the same unified
o Attribute sets: Define a set of attributes that are automatically applied to document templates.
Resource management: Define and organize shared resources, such as fonts, images, connectors to ECM systems, and
external content sources. These resources can then be used in any document publishing job.
Output management: Define device details for print, email, and archive, including formatting, fonts, trays, finishing options
such as bar coding and sorting, and packaging.
System management: Configure license control, migrate from one xPression environment to another, and other system-
CompuSet: Enable and configure the CompuSet composition engine.
Database: Configure xPression’s internal database.
xAdmin stores configuration details in the xPression database, where they can be accessed and read by other xPression components.
xDashboard is a web-based application for defining, executing, and monitoring batch publishing jobs. Its intuitive, easy-to-use
interface enables IT operations staff to quickly run production batch jobs to produce millions of highly personalized and customized
documents without any coding. Major features include:
Job management: Create job definitions, execute batch jobs, and define input data sources, output profiles, and job logging.
Job monitoring: Show the current jobs running in the system, including job names, start time, and progress.
Job history: Display a searchable list of previously run batch jobs. View job status, start and end time, failure records, and
detailed error messages.
Server management: Lock management enables the removal of dangling locks that result from server communication errors.
Concurrency management displays the congruent usage of the software by the number of seats used for the application.
Distribution service management enables viewing the email, print, and archive distribution status for queued distribution tasks.
Server statistics display information for executed jobs and documents.
The xPression server is the core of the xPression software suite. It consists of all of the components necessary for assembling,
publishing, and distributing documents. The components in the xPression server are written in Java and are hosted on a Java EE
application server. Supported server products include Apache Tomcat, IBM WebSphere, BEA WebLogic, and JBOSS. The use of Java
in both the xPression components and the application server allows xPression to deliver multiplatform compatibility and run on
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