Experience Manager and Creative Cloud integration best practices

Adobe Experience Manager Assets is a digital asset management (DAM) solution that can integrate with Adobe Creative Cloud to help DAM users work together with creative teams, streamlining collaboration in the content creation process.

Adobe Creative Cloud provides creative teams with an ecosystem of solutions and services to help them to create digital assets. It includes desktop and mobile applications, cloud services like storage with desktop sync or web experience, as well as marketplaces like Adobe Stock.

Read on to know what integrations to pick between desktop and the enterprise-grade DAM based on your use case and what are the associated best practices for the connecting workflows.

Collaboration needs of creatives, marketers, and DAM users

Adobe offerings to support the collaboration need

This article focuses primarily on the first two aspects of the collaboration needs. Distribution and sourcing of assets at scale is briefly mentioned as a use case. For such needs solutions, consider Adobe Brand Portal or Asset Share Commons. Alternate solutions such as Brand Portal, solutions that can be built based on Asset Share Commons components, Link Share, using Experience Manager Assets should be reviewed based on specific requirement.

Mapping of use cases

The legend for the symbols:

• ✔✔: preferred solution
• ✔: acceptable solution
• ✘: shouldn’t be used for the use case

Additional remarks:

• (1) Smaller number of assets: for example, a small set of assets related to a project or campaign
• (2) Larger number of assets: for example, all approved assets in the organization
• (3) Use Experience Manager desktop app upload folder feature

To support asset distribution use cases, other solutions should be considered:

• Brand Portal for a configurable, SaaS add-on to Experience Manager Assets to publish assets.
• Custom solutions are created based on Asset Share Commons code base.
• Experience Manager link share to share assets ad hoc using links.
• Experience Manager Assets web interface with areas for external parties secured by Experience Manager Access Control setup and with necessary IT / network configuration adjustments, giving these external users access to Experience Manager.

Key concepts and use cases

Glossary of common terms

• Work-in-progress or creative work-in-progress (WIP): A phase in asset lifecycle where an asset undergoes multiple changes and is typically not yet ready to be shared with broader teams.
• Creative-ready assets: Assets that are ready to be shared with a broader team, or have been selected / approved by the creative team for sharing with marketing or LOB teams.
• Asset approvals: The approval process that runs for assets already uploaded to DAM, which typically includes brand approvals, legal approvals, and so on.
• Final asset: An asset that has gone through all approvals/metadata tagging and is ready to be used by the broader team. Such an asset is stored in DAM and made available to all (or all interested) users. It can be used in marketing channels or by creative teams to create designs.
• Minor asset update/change : A quick and small change to a digital asset. It is often made in response to a retouching or minor editing request, asset review, or approval (for example, reposition, change text size, adjust saturation/brightness, color, and so on).
• Major asset update/change : A change to a digital asset that requires considerable work, and sometimes must be done over a longer period of time. It typically includes multiple changes. The asset must be saved multiple times while being updated. Major asset updates typically cause the asset to enter a WIP stage.
• DAM: Digital asset management. In this document, it is synonymous with Experience Manager Assets, unless specifically mentioned otherwise.
• Creative user: A creative professional, who creates digital assets using Creative Cloud apps and services. In some cases, a creative user may be a member of a creative team who may use Creative Cloud, but does not create digital assets (like a creative director or creative team manager).
• DAM user: A typical user of a DAM system. Depending on the organization, a DAM user can be a marketing or a non-marketing user, for example a Line-of-Business (LOB) user, librarian, sales person, and so on.

Considerations when using Experience Manager and Creative Cloud integration

• See desktop app best practices
• See Adobe Stock integration
• See Adobe Asset Link

This is a brief summary of best practices for Experience Manager and Creative Cloud integration. Read the rest of this document to get the detailed understanding of these.

• For creative users, working in Photoshop, InDesign, or Illustrator: Adobe Asset Link provides the best user experience, including clean handling of the Work-in-progress on assets checked out from Experience Manager
• For simplifying access to assets from desktop for any generic file format or application: use Experience Manager desktop app
• Understand why and when to store assets in DAM: Updates to be made available to the broader team in your organization
• Mind the volume of assets shared: If your use case is asset distribution, governance and security might be the most important aspects. Consider using tools built for doing that at scale, like Brand Portal.
• Understand asset lifecycle: Know how assets are handled in your organization by different teams
• Handle frequent saves to assets with care: Adobe Asset Link takes care of that for you with PS, AI, ID. For other applications, don’t carry out work in progress tasks in mapped/shared folder unless you need all the changes in DAM

Access to Adobe Stock assets from Assets

Experience Manager and Adobe Stock integration provides Experience Manager users with the ability to search, preview, license and save, assets from Adobe Stock into Experience Manager. Licensed and saved Adobe Stock assets have selected Stock metadata, which can be used to search for them with extra filters.

A few important points about this integration:

• When assets from Adobe stock are saved to Experience Manager, they become a regular Experience Manager Assets, with binary saved to the Experience Manager repository. Some metadata related to Adobe Stock are saved for the asset in Experience Manager, otherwise the ingestion process looks the same as for any other file. For example, if Smart Tags are active, the tags are added to these assets upon saving.
• The asset saved to Experience Manager is a copy, not a link back into Adobe Stock.

Working with assets saved from Adobe Stock into Experience Manager in Creative Cloud. This integration is independent of Adobe Asset Link, but Adobe Asset Link recognizes these assets saved from Stock that way, and displays additional metadata and Stock icon on these assets in Adobe Asset Link extension UI in Photoshop, Illustrator, or InDesign. The files are available for browsing, opening, and so on - because they are regular Experience Manager assets when saved to Experience Manager.
Creative users working in Creative Cloud apps with Adobe Asset Link extension present, in addition to having access to already-licensed assets from Adobe Stock into Experience Manager, can also use Creative Cloud Libraries panel to search, preview, and license Adobe Stock assets.
Assets from Adobe Stock licensed and saved into Experience Manager become available to the broader teams accessing Experience Manager Assets deployment, whereas creatives licensing assets from Adobe Stock via Creative Cloud Libraries panel make them available to themselves only by default in their Creative Cloud account.

About storing assets in a DAM

To design an efficient workflow between creative and marketing/line-of-business (LOB) teams and choose the best support capabilities, it is important to understand when and why assets are stored in DAM.

Why assets are stored in DAM

Storing assets in DAM makes them easily accessible and findable. It ensures that the assets can be leveraged by numerous users across the organization or ecosystem, which includes partners, customers, and so on.

Most organizations choose to only store assets that are relevant to the downstream marketing/LOB processes (publishing to channels like web channel via Experience Manager Sites or other channels served by Adobe Experience Cloud, Advertising Cloud, and measured by Analytics Cloud, providing to users/partners, and so on). In addition, organizations store assets that may be subjected to a review/approval process in DAM. This way, DAM stores mostly assets that have high chances of being leveraged, and avoids storing idle assets.

Storing assets is also subject to technical and resource utilization considerations. DAM provides additional services around stored assets, including extracting metadata, versioning, generating previews/transcoding, managing references, and adding access control information. These services consume additional time and infrastructure resources.

Often, storing all of the assets and updates is not desirable. For example, if updates to specific assets are of poor quality and consume excessive resources, the assets may not be stored in DAM.

When assets are stored in DAM

Creative teams (and organizations) are usually not interested in storing assets at each stage of the asset lifecycle. For example, they avoid storing assets in the following cases:

• Assets that are yet to be finalized or are subject to experimentation
• Assets that fail to pass the creative/internal team review cycle
• Compared to the asset in question, the team has better candidates to represent their work to external teams

Usually, the following classes assets are stored in DAM:

• Assets that reached a certain maturity and are considered ready to be shared
• Assets that were pre-selected by the creative team
• Specific asset formats that are usable or requested by marketing, depending on a specific contract or agreement (for example, JPG files converted from RAW files, TIFFs/images from PSD originals)

When updates to assets are stored in DAM

As a rule, only updates to assets that are relevant to the broader set of DAM users should be stored in DAM. It ensures that users (marketing and similar functions) only see relevant versions in the DAM asset timeline.

Typically changes related to major milestones in the asset lifecycle. For example, the initial creative-ready asset or an official update based on request/review provided by the creative team should be stored and versioned in DAM.

The creative team’s update for review by the marketing team after a request for a change in the existing asset in DAM is an example of a relevant update. It should be stored and versioned in DAM for further reference or for reverting to the previous version.

The following are examples of updates that are typically not relevant:

• Early versions of assets uploaded before it is ready for marketing review
• Frequent creative changes to the asset in the work-in-progress phase before creative team decides the asset is ready

User access to DAM

Experience Manager Assets supports two types of users based on their access to the Experience Manager Assets deployment. Typically, users inside the enterprise network (firewall) have a direct access to DAM. Other users outside the enterprise network would not have a direct access. The user type determines which integrations can be used from the technical standpoint.

Creative users with direct access to DAM

Typically, in-house creative teams or agencies/creative professionals onboarded to the internal network have access to the DAM instance, including Experience Manager login.

In such cases, Experience Manager desktop app helps provide easy access to final/approved assets and lets you save creative-ready assets to DAM.

Creative users without access to DAM

External agencies and freelancers without direct access to the DAM instance may require access to approved assets or want to add their new designs to the DAM.

In such cases, you can leverage the Experience Manager/Creative Cloud integration to improve the workflow. The prerequisite is for the creative users to have an Adobe ID and have a Creative Cloud account with storage service.

Use the following strategies to provide access to final/approved assets:

• To provide access to a large number assets: Use Experience Manager Assets Brand Portal, or customer’s implementation of Asset Share on Experience Manager publish infrastructure

• To provide access to a few assets: Experience Manager folder sharing with Adobe Creative Cloud can be used in addition to Experience Manager Assets Brand Portal or Asset Share. Please note there are certain limitations related to this integration, covered in more detail in this article.

Use Cases

The following use cases describe various types of workflows between DAM and designer’s desktop.

Create new designs using assets from DAM

The following diagram illustrates the digital asset lifecycle. It depicts how creative users and DAM users (marketers, LOB users) leverage existing assets and use them to create more assets, and send them for approval.

The asset lifecycle includes the following stages:

1. Share approved assets to creative desktop: Final assets from DAM are made available to the creative user (on desktop)
2. Create a new design (creative digital asset): A new file is stored in the work-in-progress (WIP) area.
3. Use (place) approved assets in a new design: The creative user produces a new asset using existing approved assets in Creative Cloud apps
4. Frequently saving WIP updates: The creative user iterates quickly and saves the file frequently. At this stage, the creative user may collaborate with others, but the frequently-saved updates are typically of no interest to DAM users.
5. Asset reaches the creative ready status and is saved to the Creative Ready folder
6. Asset update : An asset update or a new file is available to the users in DAM
7. Asset is put to production: This is a DAM process, which depending upon the organization, might comprise tagging, approvals, and changing access control. At this stage, the asset is considered final, and can it be used by broader teams leveraging DAM. It can also be used by creative users to create other assets.

Here are a few general recommendations on how to manage assets through this process:

• Use a dedicated storage area/system, such as Adobe Creative Cloud Assets synced folder, for the WIP files: Frequent updates that are not relevant to DAM users are best handled by a dedicated system, and not from within Experience Manager Assets. WIP assets can be synchronized to local disk using Adobe Creative Cloud desktop application, saved on local storage, and so on.
• Use separate folders/shares for final assets and assets that are uploaded to DAM: for clarity, final assets should have it’s own mapped/shared folder (“Final” example above), and the assets to be uploaded back into DAM should have their own (“Creative Ready”)

Change existing assets managed in DAM

In some cases, assets in DAM might require changes. Examples include:

• Request for changes in assets from the review and approval done in Experience Manager Assets
• Major updates to existing final assets
• Quick edits to an existing file (especially before it is finally approved)

In such cases, Experience Manager desktop app provides the easiest way of performing these operations.

Here is the flow of events depicted in the diagram:

• 1: Share the asset from DAM to desktop, or open it directly on desktop in the application of choice (for example, Adobe Photoshop, and so on). Check out is recommended to lock the file.

• 2: Minor update: Edit the file and save the changes.

• Alternative flow to Step 2

  • A: Major update: If the file requires an elaborate set of changes, it should be saved intermittently and copied to a WIP folder/area.
  • B: Work continues on the file in the WIP folders. The saved changes are not being synched to the version in DAM
  • C: After the updates are complete, the file is copied back or saved to the mapped folder

• 3: Asset updates are reflected in DAM. Check in the asset to unlock it.

• 4: Asset is put to production.

Here are a few general recommendations on how to manage assets throughout this process:

• Avoid directly saving a file that you opened from a network share mapped by Experience Manager desktop app unless the changes you made to the file are small.
• Copy the file to a separate WIP folder if you want to make additional changes to it, save intermittently, or collaborate with the Creative team.

Bulk upload to DAM

You may have a requirement to simultaneously upload a larger number of files into DAM in some scenarios, for example:

• Uploading results of photoshoots or larger projects
• Uploading assets provided by creative agencies
• Uploading selected assets from a larger set if the selection is done outside of DAM

Note that this description refers to uploading files operationally (e.g., every week, or with every photoshoot , etc), as a normal part of desktop user’s workflow. Large asset migrations are not covered here.

You can leverage the following capabilities if you want to upload assets in bulk:

• To upload large/hierarchical folders, use Experience Manager desktop app, which provides a Folder Upload feature. You can also upload hierarchical folder structures. Assets are uploaded in background and, therefore, it is not tied to a web browser session
• If you want to upload a few files from a single folder, drag them directly from desktop to the Web UI or use the Create option in the Experience Manager Assets web UI.

Manage digital assets directly from desktop

If you use Network File Shares to manage digital assets, just using the network share mapped by Experience Manager desktop app could be seen as a convenient substitute. When transitioning from network file shares, please remember that Experience Manager Web UI provides a rich set of Digital Asset Management capabilities that go well beyond what is possible on a network share (search, collections, metadata, collaboration, previews, etc), and Experience Manager desktop app provides a handy link to connect the server-side DAM repository with the work on desktop.

Avoid using Experience Manager desktop app to manage assets directly in the network share of Experience Manager Assets. For example, avoid using Experience Manager desktop app to move/copy multiple files. Instead, use the Experience Manager Assets web UI to drag folders from Finder/Explorer to the network share or use the Experience Manager Assets Folder Upload feature.

Asset migration

To plan and execute asset migrations from existing system to a new system or migration of large volume of assets stored on servers, see the Migration Guide. Experience Manager desktop app and Experience Manager to Creative Cloud integrations do not support such migrations. Due to the large volumes of assets to be ingested, and additional requirements around metadata mapping, transformation, and ingestion, migrations should be handled using different tools and approaches.