Once again, as with CS 1, installing the plugins fro InDesign to use the Bridge/LiveEdit workflow is not the most intuitive thing. Much like installing them for CS 1, you need to have an InCopy CS 2 installation disc to make it work. As I found out from direct experience, copying the plugins only makes things look somewhat right. The functionality will not be there and everything will go belly up in a very ugly way if you try to use a setup like this.
With InDesign installed (and closed) on the machine, run the InCopy installer and enter your InCopy serial number. You should then get a window that gives you the option of a Complete installation which will install InCopy as well as the plugins (probably not what you want) or the option to just install the InDesign plugins. It is the second choice you want to choose. Let everything run, finish, close the installer, and then fire up InDesign. You should see the option to enter a User under the File menu, which you want to do. As with CS 1, this is completely arbitrary and can be any name you want. If everything else worked out, you should see an InCopy submenu in about the middle of the Edit menu and if you right click or Command+click on a story, you should see an InCopy menu there as well. Happy LiveEditing!
ONE
Building upon my Sample Workflow for CS1, let's outline a basic setup for CS 2.
First, start with a fully complete InDesign document which will probably have empty textframes for the content or filler text. The designer then needs to use the Export function from the InCopy contextual menu (right click on a textframe for Windows, Control+click for Apple) to export the story out in to the .incx format. This much is the same as CS 1, but there is one further step where this story needs to be added to an Assignment file. You can create the Assignment at the same time you export the story file or if you already have the Assignments set up, you Export that story directly to that Assignment option in the same InCopy submenu. If you just Export the stories, then you'll have to add them in to a particular Assignment in your Assignments window in InDesign by dragging them there from the Unassigned area.
From this point forward, the designer will need to use the Check In/Out options to edit the text that has been exported. If you're working in a small environment, then you don't need to worry about much else, unless you want to take advantage of the ability to Export graphics in to the .incx format as well, in which I'd recommend putting them in their own Assignment file, separate from the text-based files. If you have a lot of stories, you might want to break down your Assignments in to separate files, but I have yet to see that be required.
TWO
Once you have everything set up from the InDesign side of things including: the primary .indd Indesign file, single or multiple .inca Assignment files, and single or multiple .incx InCopy files, you're ready to proceed in to working within InCopy.
It's pretty simple really, you just open up the Assignment file in InCopy and start going about your Check In/Check Out business. If the designer makes a change to the file while an InCopy user is working on it, once the file gets saved, InCopy will ask the user to update their file to see the changes. Just be sure to use Check In/Check Out for changes. Using the Save won't save the file in the way you want it to and it's something of a shame that this function is still in there as it is very confusing to most InCopy users.
If upon opening an Assignment file, you get a warning screen about there being no Stories or Assignments and you only have the layout view to work with, then something is wrong with how everything is set up. You will want to check and make sure that all the required elements are in place and if all else fails, try to recreate the Assignment file from InDesign.
One last little nifty feature for InCopy users is to be able to Export a file from InCopy. This is something of an answer to the lack of generational edits for InCopy users because they can save out a copy of a story once they're done with it in to RTF or PDF format and be able to open that later and copy the text back in to the story. It is also useful in case they get last minute changes from a writer or need to converse with them because RTF will be a lot more portable format than a .incx file.
Overall, the Bridge Workflow (now called LiveEdit although many components are still called Bridge) is pretty much the same as the CS 1 products and you should take a look in that section to refresh prior to reading these articles.
The biggest changes come in the form of a new file called an Assignments file (.inca). This file appears to be something of a scaled-down version (wireframe if you will?) of an InDesign file (.indd) and works as a way to control all the comings and goings of the system. From some basic tests I've performed, you can still use the old system of opening the .indd file in InCopy to perform edits, but I don't recommend it and I view this change as a good one despite some additional work overhead for the InDesign folks because it pulls people away from the InDesign file to a degree where I've seen some workflow problems develop in CS 1.
The other major changes come on the InCopy side of things, where a file you open in InCopy is no longer a .incc file, it is a .incx file which stands for InCopy Interchange Document. These are slightly different than the old files because they can contain the textual, story elements of an InDesign document as well as graphical elements and they are all grouped in to the Assignment files which allow control over who gets what. You can still perform the workflow the same way as I outlined in my CS 1 articles, but these new features allow more control and hopefully more stability as time will show. Toss in the fact that InCopy users can export files to RTF and there is a good deal of new functionality that is worth the upgrade.