Configuring the markup option

Unica Plan provides markup tools for making comments on attachments. When Unica Plan users send approvals for review, the approver can enter the comments directly in the electronic file which can be viewed by other users.

Unica Plan provides following markup tools:

  • Native Unica Plan markup: The native markup option provides various markup functions that can be applied to files in PDF, HTML, JPG, PNG, GIF, and BMP format. Users can mark up whole websites if a URL is supplied. The comments can then be saved in Unica Plan. Native markup is the default option. It does not require Acrobat to be installed on client machines.
  • Adobe™ Acrobat markup: This markup tool requires the installation of Adobe™ Acrobat on each client machine. Users can apply all Acrobat commenting features, and then save the edited PDF in Unica Plan.
  • PDF Embed API markup: Introduced in version 12.1.4, this markup tool is similar to Adobe™ Acrobat markup but works on Google Chrome, Microsoft Edge, and Safari, and also works with annotations (update, remove, and reply).
    Note: If you create Annotations using Native markup (MCM) or Adobe™ Acrobat markup (SOAP), they will not be visible in PDF Embed API markup. Similarly, if you create Annotations using PDF Embed API markup, they will not be visible in Native markup (MCM) or Adobe™ Acrobat markup (SOAP).

The markup option is a global setting. You cannot enable different markup options for different groups of users.

Note: For more information about the versions of Adobe Acrobat that are supported for your operating system, see the Recommended Software Environments and Minimum System Requirements guide.

Configuring native Unica Plan markup

You can enable native Unica Plan markup for review. Enabling native Unica Plan markup disables Adobe™ Acrobat markup.

  1. Click Settings > Configuration > Unica Plan > umoConfiguration > markup.
  2. Click Edit Settings.
  3. Set the markupServerType property to MCM.
  4. Click Save.
  5. Restart Unica Plan for the change to take effect.

Configuring the Adobe™ markup option

When you deploy Unica Plan, the system is configured to use the native markup option by default. If you want to use the Adobe™ markup option instead, complete the following steps:

  • Select Settings > Configuration > Plan > umoConfiguration > markup. Then, configure the markup properties with the following values
  • Set markupServerType to SOAP.
  • Set markupServerURL to the URL of the Unica Plan host server, including the fully qualified host name and the port where the web application server listens. Use the path format that is shown here, with your values substituted for <server> and <port>.

    http://<server>:<port>/plan/services/collabService?wsdl

Configuration settings enable Adobe™ markup for all users.

Installing and configuring Adobe™ on client machines

For users to effectively use Adobe™ markup, you must install the supported version of Adobe™ Acrobat Professional on each client machine that is used to access Unica Plan.

In addition, users who use the Internet Explorer browser to access Unica Plan must set Internet Explorer preferences to display PDFs in the browser.

Configuring PDF Embed API Markup

The prerequisites for PDF Embed API Markup are as follows:

  • An account with Adobe to generate an API key.
  • Internet connection to access the site: https://documentcloud.adobe.com.
Note: The following procedure contains steps related to a third-party website. HCL Software is not responsible for the accuracy of the steps. If there is a discrepancy, access Adobe's documentation for relevant and up-to-date details.

To generate an Adobe API key, complete the following steps:

  1. Open a supported browser and access the site https://developer.adobe,com.
  2. Click Console.
  3. Log in using your Adobe credentials.
  4. Select Create new project.
  5. Select Add API.
  6. Select PDF Embed API.
  7. In the Allowed domain textbox, type or paste the appropriate domain.
  8. Click Save configured API.
  9. Within Credential details, copy the API KEY.

To configure PDF Embed API, complete the following steps:

  1. Click Settings > Configuration > Unica Plan > umoConfiguration > markup.
  2. Click Edit Settings.
  3. Set the markupServerType property to PDF Embed API.
  4. For the adobeConsoleKey parameter, paste the value of the API KEY, received in Step 9 of the earlier procedure.
  5. Click Save.
  6. Restart Unica Plan for the change to take effect.