The NetX CC Panel is a custom extension that allows Adobe Creative Cloud applications to communicate seamlessly with NetX. This extension is supported for use with InDesign, Photoshop, and Illustrator. Adobe CC Panel is a licensed add-on module; please contact sales@netx.net for more information on how to purchase.

The NetX CC Panel allows users to perform the following tasks from within Creative Cloud applications:

  • Utilize NetX's folder structure, collections, and saved searches so your assets are familiarly organized and easy to find.
  • Perform basic keyword searches.
  • Edit attribute data via the asset detail view, upload, and check-in actions. 
  • Place NetX assets into CC documents, using the new "place gun" feature.
  • Upload CC documents into NetX (and automatically create relationships between the assets in those documents).
  • Check in/check out assets.
  • Create a selection of assets using a CSV or XLSX file.

System requirements

  • Adobe CC Panel requires Adobe Creative Cloud 2017 or higher.
  • The panel is compatible for use with NetX 8.11 or higher.
  • user level of Importer or above is required to use the panel with Illustrator or Photoshop, but users of Producer and above are strongly recommended, as importing and checking in assets in the Panel is not supported with users level below Producer.

Installation

  1. Download the installer package (.pkg file) from our Product Downloads page.
  2. Depending on your security configuration, you may be blocked from running the installer because it is from an unidentified developer. To bypass this, go to your Mac's System Preferences, and navigate to the Security & Privacy tab and choose Open anyway after double-clicking the Panel's pkg file.
  3. The installer wizard will launch and guide you through the installation. Click Close to finish the installation.

Uninstall the CC Panel

Uninstalling the CC Panel should not be necessary; updates to the CC Panel should be seamless. However, if you are having trouble with installation or wish to completely remove the panel, follow the instructions below.

  1. First, navigate to your computer in your Finder window. If you are having trouble navigating to the computer level, select Computer from the Go drop-down.

  2. Next, from your local hard drive, navigate to Library Application Support  Adobe  CEP  extensions. Delete the com.netxadobeccpanel.ext folder to uninstall the extension. 

Launching the panel

To launch the panel from within a Creative Cloud application, click Window > Extensions. The location of the Extensions menu will vary between the three supported applications.

Accessing panels at startup

By default, the Adobe Creative Cloud applications display a startup screen of recent files when there is nothing currently open. To access panels immediately on opening the application, a change is preferences is required. To change this preference, the following steps are required:

1. Open the application's general preferences.

2. Deselect Show "Start" Workspace When No Documents Are Open.

3. Click OK

Logging in

Adobe CC Panel users need to authenticate against NetX in order to use its service. The URL points to NetX and existing users log into the panel. The panel respects all permissions that are configured in NetX for this user. To log in, follow these steps:

1. Enter the full URL for the NetX instance you would like to use with the Panel. To switch from http:// to https://, click the https:// button. Do not include a slash at the end, such as /app.
2. Use your NetX username and password and click Sign in

By default, the Keep me logged in box will be checked. This will automatically sign you in upon opening the extension in the future; to prevent this, uncheck this box. 

SSO login

The CC Panel's SSO login and Microsoft's SAML services are incompatible at this time. This means that non-SSO (internal NetX logins) must be used to access the panel.

1. If your organization has SSO enabled with NetX, click the SSO Login link. Input your SSO URL to continue. 

2. Input your SSO username and password.

Preferences

You will be able to use the Preferences tab (indicated along the bottom with a  icon) to change your cache folder, attribute settings, and logs as well as see basic information about the Panel you are using. This will include a version number, URL of the site you are logged in to, and active user. 

Cache folder

By default, any NetX-based files that are placed into CC documents are pulled from the server and stored via a local cache directory, to prevent tedious re-downloading of assets and files from NetX. Note that upon opening or placing assets, the cache file will be checked against the latest version of the asset in NetX and will use the cache file if it remains unchanged. If you've checked out the file and made changes to it, the panel will use the local updated version when opening or placing the asset. As you open or place assets in the Panel, your NetX file structure will be mimicked in your selected cache location. This folder can be local to your computer or on a shared resource on your network, such as a file server or network storage device. You will find your cache setting in the Preferences tab of the Panel, indicated along the bottom with a  icon.

Under Cache folder, use the Select button to open a file-picker where you can assign your cache location to change it from the default location at home → netx → cache. Once you have selected a folder and clicked Open, your cache location will be updated. 

Attributes

Under Attribute Sets, you will be able to determine the attribute set you will use; this affects the gallery and asset detail views. The second dropdown will determine the number of attributes in this set which appear in the gallery, below each asset thumbnail. The Panel will use the order of attributes determined in your User Preferences. In Asset Detail View, this will determine the attribute information displayed and which attributes are editable from that view. You may select more than one Attribute Set at a time. 

Log level

If you are experiencing an issue with your Panel and you wish to work with Support, you may be asked to adjust this to Debug before recreating any problem you may have in the Panel and sending your logs to Support. However, to optimize the Panel's performance on a daily basis it is highly recommended that you select the lowest level of logging necessary for your workflow. 

Logs will be located at /Users/<username>/Applications/NetXAdobeCCPanel/logs.

Browsing Assets

You will be able to access a gallery of assets available to you from the FolderSaved Search, and Collections tabs, as well as Search for assets based on key words. Each asset will be presented as a thumbnail with hover actions and options to narrow or sort your gallery contents. These galleries will include all permitted assets, not just assets which are available for use in the Panel. 

The Panel is subject to all permissions settings, user level limitations, and attribute permissions that apply to the NetX user account that is logged in.

Folders

The CC Panel maintains the same folder structure found in NetX, and will show all folders the selected user has permission to view. These will appear in the Folders tab indicated by the  icon along the bottom of the Panel window. 

 Indicates the existence of at least one child folder, and takes you one folder level deeper. 

 Used to navigate back up one folder level.

 Takes you to your top-level folder view.

 This lives to the right of the folder breadcrubs, and works as a place gun in the current folder context.

Search

Basic keyword searches are supported in the Panel. Note that the side pane will remain static, but your search results will replace any assets previously displayed in the gallery view. Autocomplete is supported in the Panel, and as you type you may see a drop-down which will allow you to select search criteria quickly. Either press enter or select an option from the drop-down for the search to take place. To save your search, select Save and give your new search a name. You may toggle Make Public in order to allow other users to have access to your saved search. To queue up these searched assets into the place gun from this gallery, select Place from the gallery header. 



Saved searches

Any Saved Searches either created by a user or shared with that user will appear in the Saved Searches tab of the Panel, indicated by the  icon along the bottom of the Panel window. Simply select a saved search from the left pane to have its contents appear in the gallery. To pull in changes that have taken place in NetX since you began your NetX session, click the  icon at the top of your saved search list. 

If you are having trouble finding the correct saved search, you may use the search filter at the bottom of the side pane which reads Find searches. This will filter your saved searches by name. 

You will not be able to share your saved searches with other users from the Panel interface. Only favorited saved searches will show.


Creating a new saved search

You may create a new saved search from the Panel interface; however, you will not be able to share with other NetX users from the Panel (though you can use the Make Public toggle to make the search publicly accessible by other users). To save a search, simply click Save


Place gun

Each saved search will be accompanied by a Place button to the right of Save in the gallery header; this is called the Place Gun. This adds your saved search results to a queue for placement into your documents. This feature is only available with InDesign. 

Collections

Any Collections either created by a user or shared with that user will appear in the Collections tab of the Panel, indicated by the  icon along the bottom of the Panel window. Simply select a collection from the left pane, to have its contents appear in the gallery of the Panel. To pull in changes that have taken place in NetX since you began your Panel session, click the  icon at the top of your collections list. If you are having trouble finding the correct collection, you may use the lower search bar which reads Find collection. This will filter your collections by name. 

NOTE

You will not be able to either create collections or share your collections with other users from the Panel interface. Only favorited collections will show.



Place gun

Each collection have a button labeled Place in the header of your collection's gallery; this is called the Place Gun. This adds your collection to a queue for placement into your documents. This feature is only available with InDesign. 

Gallery controls

The Panel allows you to sort your galleries by attribute, narrow your list of assets based on attribute criteria, and adjust the size of your thumbnails to either show a larger preview of your assets or smaller to show more assets at once. 

Sorting

Select a system or user-created attribute from the drop-down to sort by. You can toggle your assets between ascending and descending order by using the 

Search facets

Search Facets allow you to refine any group of assets you see in the gallery, including searches and folders. This can help you find the assets you need quickly, as well as allowing you to customize the content and order of your place gun. The attributes that you can facet with are defined and configured in the NetX instance you are connected to. If there are more facets available than will fit along the top of your gallery, you may access the rest of your facets via the  overflow icon.

Place gun

The Place Gun allows you grab the contents of a saved search or collection into a queue; this lets you rapidly download assets to your cache and facilitates a seamless workflow as you place your assets. By clicking the Place button which will be available in the header of any gallery, the Panel will begin checking each asset against its NetX counterpart. It will then add the most recent version of each asset to the cache and, subsequently, the Place Gun. If the most recent version of the asset already exists in the cache, no download will take place, and placing begins right away. Live notifications appear in the lower right of the Panel, allowing you to keep track of which assets are still downloading or if your queue is ready. Placement respects your default fitting settings or individual content boxes.

Once your images are ready, simply use the pointer icon to either drag your cursor to create a new image block, or click into an already-existing image block to place the next image in your queue. If you wish to replace an image in an image block, press Shift on your keyboard as you click the block. To skip an asset, hit Escape on your keyboard. 

The Place Gun feature is only available in Adobe InDesign, and only grabs the first 40 assets of a particular saved search or collection. The gun will grab the first 40 assets according to the order and content of the gallery you are viewing, e.g. the Panel will respect sort order as well as any search facets which have been applied. Place Gun actions will stack; if you select multiple saved searches in a row, each saved search will be added to the queue without regard to the forty asset limit. Choosing a different Tool will clear your Place Gun queue. The following filetypes are supported with the place gun: jpg, jpeg, tif, tiff, psd, ai, gif, png, eps, pdf, svg.


Actions

Hover actions

Each asset thumbnail will have certain actions you may perform using the icons which appear upon hovering over the asset in question. These actions will include: OpenPlaceCheckoutDetail View, and Preview

The availability of the Place and Open actions will depend on the selected asset and the application being used. For example, you cannot place a non-image asset, and you cannot open an InDesign file in Photoshop via the Panel. If an asset is the correct type but is still not available for either placing or opening, it is likely that it has been checked out by another user, and you will need to contact your NetX administrator.

Open

If the  icon appears on a particular asset, that asset type is compatible with the application you are using. Using this icon will open a new document, and save the asset into your local cache location. 


Place

Place ( ) is available for image assets in Illustrator and InDesign, and allows you to queue a single asset which may be used in an existing document, or open a new document with your placed assets. Using InDesign, you may queue several assets in a row to create a custom selection, and your place queue will behave as though you used the place gun. A single place action will trigger a download to your local cache location, and that cached asset will be used until the asset is changed within the NetX database itself to prevent tedious re-downloading of assets. You may place assets into content boxes, drag the icon to create a new image block, or click anywhere outside of the Panel area to add the full sized image to your document. Placing assets creates a relationship between the document asset and the placed image assets in NetX. Placement respects any fitting settings you may have as a default for your document or individual content boxes.

Simply clicking the place action will queue the asset to your cursor for placement. However, if you want to place an image directly into an existing content box, or replace an image, press Shift on your keyboard at the same time you select the place action.

While the CC Panel supports the placement of PDF files, note that password-protected PDF files will not load into the place gun.

Checkout

The  will be the Checkout icon and will appear as an action for any asset compatible with your current Adobe application, much like the Open action. Once an asset has been checked out, it will be downloaded to your local cache location and open in your application. For more about the Checkout process in the Panel, see the Checkouts tab. If you have questions about what checking out assets means in NetX, look here

Detail view

Using the  icon, you may open an asset's Asset Detail view. This will show system and custom attributes that the current user has access to, subject to user level restrictions and any permissions that apply. The attributes you see will also be dependent on the attribute sets you set in the Preferences tab. All types of custom attributes are supported. Changes made in the Panel will appear in NetX and vice versa. This option should be available across asset types, even those not usable in the current application.


Preview

The  icon will be available for image assets, and will expand the selected asset as large as the current Panel area will allow. Simply use the X icon to return to the Panel view. 

Upload

Any file which is currently open and saved in your Adobe application is eligible for upload into NetX. The upload tab will be accessible using the  icon along the bottom of the Panel. Uploading documents with images placed from the Panel will create relationships between the document and images in NetX. 

Importer level users are the lowest level user recommended for use with the Panel. However, uploading documents below Producer level is not supported. 


1. Select a folder. No upload is possible until a selection is made, and you will be able to use the same lefthand folder tab to locate your chosen folder, and use the radio button to select it. Uploads to multiple folders at once is not supported. 

Once the folder has been chosen, its full folder path will preview as breadcrumbs:

2. Choose a file. The file must be currently open, and saved with the most up to date changes. If your file is not shown in the drop-down or marked as unsaved, use the  icon to pull in new changes that may have occurred in the application. 

3. After your file has been added to the queue, it may be closed, altered, etc. without affecting the file left in the upload queue. Basic information about the file in question will appear, including the expected asset ID, name, and file size. To remove an asset from the queue click the icon.

4. If you wish to edit the file's attribute data, toggle Edit asset attributes to be presented with any attributes the current user has access to write to, subject to any permissions or user level

You may adjust your attribute set to narrow down the attributes you need to use:

5. Finally, click the Upload button to upload your file. It will appear in NetX and the Panel once the upload is complete. 

Checkouts tab

The Check-outs tab will be marked by the  icon in the foot of the Panel. This tab will allow you to view and manage all assets checked out by the current user, allowing you to check-in and cancel a check-out. For more details on checking out/versioning assets in NetX in general, please look here. Checking in documents with images placed from the Panel will create relationships between the document and images in NetX. 

 Importer level users are the lowest level user recommended for use with the Panel. However, checking in documents below Producer level is not supported. 

  1. To begin, use the checkout hover action to begin to add assets to the checkouts gallery.
  2. The Checked out assets tab will show a gallery of checked-out assets, and will allow you to manage these using each asset's hover actions. Note that the gallery header will not be available in this gallery.

3. If you wish to check the asset back in with no changes saved and no new version created, use the  icon. It will be immediately removed from the Checkouts tab. If there are no changes to your document on checkin, no versioning will take place.

4. To check an asset back in, use the  icon. Changes will be previewed in the thumbnail, if they are visible. If your asset is open but unsaved, a Save button will show, allowing you to save the file for check-in from the Panel itself. Once your file is ready for upload, you will be able to preview the asset name, ID, and file size as well as add any check-in notes. A check-in of an identical (unchanged)  file will NOT add check-in notes and will cancel the the check-out. Any assets which have been Placed in your document from the Panel since the last time your document has been opened will appear here with asset IDs and any changes which have been made to those assets. If any have been made, this will version the related assets as well. 

5. If you wish to edit the attribute data of the original checked out asset, use the Edit asset attributes toggle. Click Check in once you are ready, and the file will upload to NetX with your saved changes.

Upload selection

You may create a selection of assets using a .csv file, using the same format you would use in NetX. A selection allows you to curate a specific gallery view so all of the assets you might need during your workday will appear in the same place. 

The selection gallery is not sortable, and will not necessarily maintain your .csv order in the gallery or the place gun queue. 

1. To upload a selection, navigate to the correct tab using the  icon along the foot of the Panel.
2. Use the +Select File button to open a file picker at your local storage location. Choose the file you want to use and click Open

If you need access to the documentation on creating your .csv file, you can use the  icon. A tab will open in your default browser.

3. Your selection will appear in the side gallery, and you will have access to all hover actions for each asset. There will be no facets or attribute sorting powers, but there will be an asset count and a thumbnail slider. 

4. Remove all will remove all assets from the current selection.
5. Place will act as a place gun, grabbing the first forty assets in the gallery view for use in your documents. Note that this gallery is not sortable.