quick reference guide 2015

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2015

For Adobe® InDesign® CS5.5/CS6.0/CREATIVE CLOUD®

quick reference guide V3.1

Installing BalfourTools These are the instructions for installing the BalfourTools extension. Please see Setting Up Your BalfourTools Project section for instructions on how to create and set up your yearbook project and content folders.

System Requirements BalfourTools is compatible with Adobe® InDesign® CS 5.5 through Creative Cloud® for Mac® OS and Windows®. To install BalfourTools, you must log on with administrator (or Win Power User) permissions for your computer. Contact your school’s network administrator if you have questions about your account permissions.

2. Double-click on the uninstaller application, and follow the prompts.

Installing the BalfourTools Extention To install BalfourTools: 1. Download the latest version of BalfourTools from studio.balfour.com (Plan & Create > BalfourTools > Installers > Downloads). 2. Click Win or Mac and Save File. Move zipped file to your desktop, open and double-click BalfourTools.zxp. The Adobe Extension Manager launches and starts the installation process.

Before you install BalfourTools, make sure you have the following software installed on your computer: • InDesign CS5.5 through Creative Cloud • Adobe Extension Manager®. CS 5.5 users: You will need to update your copy of Extension Manager before installing BalfourTools. Download updates at http://www.adobe.com/exchange/ em_updates • Adobe Bridge® (required to view and organize your yearbook images) Balfour also recommends having at least 2 GB of RAM to use BalfourTools and InDesign.

3. A few seconds later, the BalfourTools license agreement displays. Please read this agreement carefully. Click the Accept button when you’re finished to continue the installation.

Uninstalling Previous Versions of BalfourTools If you have used a BalfourTools version for your 2014 yearbook or prior, you need to uninstall it from your computer and install the new version. To uninstall older versions of BalfourTools: 1. Find the uninstaller application on your computer.

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• Windows—c:\Program Files\Taylor Publishing\TaylorTools\Uninstaller



• Mac—Applications\Taylor Publishing\ TaylorTools\Uninstaller

for Adobe InDesign CS5.5/CS6/CREATIVE CLOUD®

4. After you accept the license agreement, BalfourTools continues installing on your computer. When it is finished, the Adobe Extension Manager displays a window with a list of all of the extensions installed on your computer. BalfourTools is included at the bottom of this list; this might require scrolling down to see.

2. Create a Content Folder. create an empty folder in a location where everyone can access it, and name it something meaningful to your publication (ex: Yearbook_Content_2015). Windows users: Administrator permissions are required to finish the setup of your Project and Content folders. To do this, right-click the InDesign program icon and select ‘Run as administrator’.

Selecting the Folders

5. Quit Adobe Extension Manager by clicking the X button at the top right corner of the Adobe Extension Manager window.

After creating the Project and Content folders, launch InDesign (as an administrator if using in Windows). In InDesign, click Window > Extensions > BalfourTools. You’ll be asked to choose the Project and Content folders you created previously. After choosing both, enter a unique Machine ID (this identifies each computer for BalfourTools’ History and other admin features).

Setting Up Your BalfourTools Project Creating Project and Content Folders Before you start working with BalfourTools, you’ll need two folders – one to manage the project, and a second in which to keep your images and other yearbook content. The Project and Content folders are usually placed on a network drive so everyone who is working on the yearbook project has access to them. 1. Download a Project Folder from studio.balfour. com. It is included in the ‘Full’ download, or can be downloaded separately. The project folder has pre-sized page templates and subfolders that BalfourTools uses for your yearbook project. Do not delete any contents from the project folder. Make sure you download the *.ZIP file that matches your yearbook’s trim size (7, 8, 9). Extract the folder named ‘Yearbook_Project_xxxx’ to a location on your network that’s accessible to everyone, and rename it to something meaningful to your publication (ex: Yearbook_RHS_2015).

Logging In When you are finished setting your folder locations, you’ll be prompted to log in to BalfourTools. To log in as an administrator for BalfourTools the first time, enter admin as your user name (leavepassword field blank).

QUESTIONS? Contact your Balfour Account Executive: BalfourTools® Support Team: (800) 947-0510 | [email protected]

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