Professional Documents
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3 Manual
R W D
I n f o
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C o n f i g u r a t i o n
V e r s i o n
5 . 3
PROPRIETARY RIGHTS NOTICE This material is the property of RWD Technologies. The material represents substantial creative effort and contains confidential information, and other proprietary concepts, techniques, ideas, and expressions. This material may not be reproduced, altered, or transmitted in any form or by any means (including, without limitation, electronic, mechanical, photocopying, or recording means) or in connection with any information storage or retrieval system, and may not be used in any manner whatsoever, without the express written consent of RWD Technologies. Your possession or use of this material constitutes your acceptance of these conditions. If you do not agree with these conditions, return the material to RWD Technologies. This material is intended to be used as a sample course for training purposes only.
COPYRIGHT 1999-2004 RWD TECHNOLOGIES ALL RIGHTS RESERVED RWD Technologies and RWD Info Pak are registered trademarks of RWD Technologies, Inc. All other product and company names referenced herein are the registered or unregistered trademarks of their respective owners.
Table of Contents
CUSTOMIZING INFO PAK WITH THE CONFIGURATION TOOL USING PROFILES AND PROJECT SETTINGS WHY USE PROFILES AND PROJECT SETTINGS? ARE PROFILES MANDATORY? SYNCHRONIZING PROFILES AND PROJECT SETTINGS AVAILABLE PROJECT SETTINGS AVAILABLE PROFILE OPTIONS SHOULD I CREATE A NEW PROJECT SETTINGS FILE? CREATING A PROJECT SETTINGS FILE SPECIFYING PROJECT SETTINGS MAINTAINING PROJECT SETTINGS FILES USING PROFILES MAINTAINING PROFILES AVAILABLE PUBLISHER PROFILE SETTINGS CREATING A PROFILE MODIFYING PROFILE PROPERTIES OPENING A PROFILE COPYING A PROFILE IMPORTING AND EXPORTING PROFILES REMOVING A PROFILE CREATING PROFILES FOR A NEW PROJECT SETTINGS FILE USING ALTERNATE DOCUMENTS AND TEMPLATES TEMPLATES DELIVERED WITH INFO PAK TYPICAL DOCUMENT SCENARIOS FOR ALTERNATE DOCUMENTS AND TEMPLATES CREATING CUSTOM AUTO-TEXT OR STYLES FOR ALTERNATE DOCUMENTS UPDATING STYLES FOR DOCUMENTS UPDATING STYLES FOR AN ALTERNATE DOC TYPE WITH AN ASSOCIATED TEMPLATE UPDATING STYLES FOR AN ALTERNATE DOC TYPE WITH NO ASSOCIATED TEMPLATE UPDATING STYLES FOR ALL DOCUMENT TYPES DISTRIBUTING NEW CONFIGURATION AND LOGO FILES CUSTOMIZING THE LOGO USING SYNC TO DISTRIBUTE FILES WHAT IS SYNCHRONIZATION? WHAT FILES ARE SYNCHRONIZED? UPLOADING FILES WITH SYNC USING AUTO SCHEDULER WORKING WITH AUTO SCHEDULER TASKS CREATING A TASK STOPPING A TASK VIEWING THE TASK LIST AND TASK LOG DELETING A TASK
RWD Info Pak - Configuration Version 5.3, 08/09/2004
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Table of Contents
EXITING AUTO SCHEDULER FOR MORE INFORMATION - AVAILABLE RWD INFO PAK COURSES
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Customizing
The following subsections provide information regarding project settings and user-level settings (profiles).
Customizing
Customizing
Customizing
Publishing
User Text
Customizing Configuration Tool Tab Doc Types Project Setting Enable and disable standard document types; change standard document type name; add and edit custom document types; specify parent document types in use Specify allowable document formats for publishing
Doc Settings
Customizing
Customizing Component Tab Import Preference/Profile Options Location of documents to be imported Category construction selection Category hierarchy Links Content Verification Path Document type and format sequence Generate toolbar for related documents Open documents in a new browser window Remove documents not found during content verification HTX Location HTX Assignment Options Build Navigation Path Build navigation folders by Run content verification before building Remove existing navigation pages Fastpath Build Fastpath Path Properties to build from Build fastpath pages from Run content verification before building Remove existing fastpath pages Separate multiple property values by Non-published child document text Interface Language Interface language
Customizing
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Customizing
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Customizing
New .
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Customizing
A dialog window will display prompting you to save any changes to the currently open project settings. If you are planning multiple projects, use the Project Settings Save As option to create a new project settings file based on the currently-open file.
3. As required, complete/review the following fields: Field Name Name Description R/O/C R O Description Name of the project settings file Text describing the project settings file
4. Click
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Customizing
The new project settings file is created, and the title and description are displayed at the top of the RWD Info Pak - Configuration Tool window.
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Customizing
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Customizing
2. Perform one of the following: If The desired project settings file is not open 1. 2. Then Select Project Settings Open .
3. The desired project settings file is open 3. Perform one or more of the following: If You Need To Configure Template options Recorder options Version options Category options Client Information options Publishing options User Text options Doc Types options Doc Settings options
Click ---
4. Click
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Customizing
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Customizing 5. As required, perform one or more of the following: If You Want To Set the type of images inserted in the document when the recorder captures a screen shot; this option may be changed at anytime, even during recording. Then Select one of the following three choices: Full - A caption and full screen image:
Enter a specific maximum width in inches or centimeters. Images are inserted in the source document based on the specified width. Test your specified setting to ensure the image is readable after the reduction in size.
Activate the Glossary application in Info Pak Click Publisher Activate the automatic insert of page breaks before screen shots in Info Pak - Publisher Activate the automatic insert of the R/O/C (Required/Optional/Conditional) column in Field Description tables Click Click
. . .
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Customizing If You Want To For multi-page screen flows, use a circle Click connector symbol in the document instead of the square Goto Page X connector used in previous versions Insert a hyperlink in Visio to connect a multipage screen flow Click . Then .
6. Click
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Customizing
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Customizing 7. As required, complete/review the following field: Field Name Unknown Field Name Text R/O/C C Description The text that will be inserted if the following conditions are met: the user is recording, the recorder cannot resolve the field label, and the user selects Never in the Prompt for Field Name field in the Publisher Preferences. This text is only activated when Never is selected.
8. Click
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Customizing
The Versions tab displays the standard editorial versions used in differentiating drafts of Info Pak documents.
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Customizing 9. As required, perform one of the following: If You Want To Add a version 1. Then Enter the version name in the Versions field. Click .
2.
The version will be added to the bottom of the list. Change the order of the version 1. 2. Select the version to be moved. To move the version higher in the list, click 3. .
Delete a version
1. 2.
The versions will display in the Document Information window of the Info Pak document in the same order they display in the Versions tab. 10. Click .
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Customizing
11. Click beneath the Number field label to select the number of the category you need to configure. There are eight categories from which to choose.
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Customizing 12. As required, complete/review the following fields: Field Name Name (leave blank to disable category) R/O/C R Description The category type name. This is displayed in the Document Information window of the Info Pak document (see below). Example: Module
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Customizing Field Name Values R/O/C R Description The values or category names that display as choices in the drop-down list of the Document Information window. If you are using Web Architect, these values will become the folders in the Category Organizer window and, eventually, will form the navigational structure of the website. Example: Purchasing
13. As required, perform one of the following: If You Need To Add a category value 1. Then Enter the name of the category listing in the Values field. Click .
Select the category listing to be moved. To move the category higher in the list, click .
3.
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Customizing If You Need To Alphabetically sort the list of category values Then Sort alphabetically to sort values as Click they are entered or to sort a non-alphabetized list. 1. 2. Select the category listing to be deleted. Click .
14. Click
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Customizing
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Customizing 15. As required, complete/review the following fields: Field Name Company Name R/O/C R Description This field defaults to the name of the company that has purchased Info Pak. This value is based on the company name entered during installation and cannot be changed. Example: Project Name R RWD Technologies Name of the documentation project; this name will display on the Info Pak - Publisher Document Information window. Example: Header Text Footer Text Sync Interval (hours) O O R Example: Example: Info Pak Documentation Project Office Education and Training For RWD Internal Training Purposes Only Text that displays below the header line in documents. Text that displays above the footer line in documents. Specify the minimum time interval to wait, in hours, before a component on a users computer will attempt to synchronize to a network location. The default setting is 8 hours. A setting of 0 hours will cause components to synchronize on each startup.
16. Click
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Customizing
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Customizing 17. Complete/review the following fields: Field Name Build Folders Based Upon R/O/C R Description The folder name format used when publishing documents. There are three choices: filename - This is the typical and recommended setting. Content folder structure is based on document name, followed by document type, and then format. Keep filenames succinct, and be mindful of any operating system limitations on spaces or capitalization when specifying a filename. id - Content folder structure is built from the document ID number assigned by Web Architect, followed by document type, and then format. If this option is selected, it would only be possible to publish child documents after the documents have been imported into Web Architect. The following error will occur if a document is published before being imported into Web Architect:
id_filename - Content folder structure is built from the document ID and the name of the document, followed by document type, and then format. If this option is selected, it would only be possible to publish documents after the documents have been imported into Web Architect. Publishing by ID number or by ID number and filename are options used in earlier versions of Info Pak. These options are not recommended in Info Pak 5.0 because they prevent documents from being imported into multiple Web Architect databases. Select PostScript Folder Name R The name of the folder created when publishing a PostScript document format. There are two options: postscript - The default setting if there is no limitation to file path length. ps - The setting required if there is a character length limitation for the file path.
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Customizing 18. As required, perform one or more of the following: If You Want To Remove Microsoft Office-specific markup tags from your published HTML content. These tags are typically used for round-trip editing between Microsoft Word and HTML; filtering the HTML results in smaller HTML files. In published documents, insert a new screen ) in place of the icon ( ) icon ( used in previous RWD Info Pak versions Insert a formatted box with the name of the child type at the beginning of the child document Click . Click Then .
Click
Create an HTML file that links to all of the Click different child types and formats that have been published for a specific parent. This file, located in the \content\child_ document_name folder, can be used to help quickly find published content. Insert an intentional blank page in an odd numbered Microsoft Word parent document. This is useful when formatting double-sided documents. Insert a Return to Procedure hyperlink to allow users to return to the cue card steps display after viewing a screen capture. Click
Click
Specify a graphic file (.gif, .bmp, or .jpg) to be used as the logo in published documents. Click
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Customizing If You Want To Set the size of screenshots in published HTML files Then Enter a specific maximum width in pixels, or select from the following three options: Original Size do not resize the screenshot 1024 resize the screenshot to optimize for 1024x768 display resolution 800 resize the screenshot to optimize for 800x600 display resolution Images are resized based on the specified width. The image is not changed in the source document, only the published document. Test your specified setting to ensure the image is readable after the reduction in size. Implement a cascading style sheet (CSS) to specify the format of published HTML documents Specify the desired implementation of the cascading style sheet: No use the Microsoft Word Save as Web Page option to create HTML child documents that reflect the look-and-feel of the parent document Yes, global format the HTML child document based on a central content.css style sheet stored in the ../My Documents/InfoPak/ Standard folder Yes, local (portable) format the HTML child document based on a local content.css style sheet stored in the child document subfolder; this option is useful if you need to send the child document to others If you are currently using a custom cascading style sheet, it is recommended that you transfer your customizations to the delivered content.css file.
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Customizing If You Want To Save published documents as index. If this Click option was not selected, the published documents would be named after the parent Click document with a two-letter extension representing the child document type. (For Click example, createpowi.htm is a Work Instruction published from the document named createpo.doc.) Alternate documents would be named after the source document. . . . You must save PostScript (PDF) documents, source format documents, and web documents as index to include these files in Web Architect websites. . Then
Include the steps located in the Procedure Click section in a Test Information child document. Steps may be inserted or recorded directly into the Test Information section of a parent document, and these steps will always be included in the Test Information child document. Include notes in a Quick Reference child document Include the Results heading in a Quick Reference child document Include the Comments heading in a Quick Reference child document. This option is only active if the Include Results option is selected. Click Click Click . . .
19. Click
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Customizing
in the field, and select the section for which you would like to alter the default 20. Click template text. The available sections are:
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Customizing Business Process Procedure (SAP only) Change History Configuration Information Exercise/Data Sheet Footer Text Introductory Text Procedure Test Information Field separator for grids (SAP only) BW Phrases (SAP only)
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Customizing
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Customizing
Default template text can only be edited, not deleted. To remove your custom text, delete the entry in the Custom Text column. If you delete custom text for a reference text field that is also used in another document section, the custom text in this other section will also be deleted. Changes to template text are not retroactive; therefore, changes will only be reflected in new documents. In addition, custom template text will not be translated. 22. Click .
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Customizing
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Customizing 23. As required, review the following fields: Name Name Application Number R/O/C R R R Example: Example: Description Name of the document type BPP Cue Card Word Name of the application used to open the document type Unique document identification number associated with the document type Example: Ext R Example: 24. As required, perform one or more of the following: If You Need To Permit the use of a specific document type Then in the Enabled column for that Click document type. 1. 2. 3. Select the document type to be edited. Click . 11 .doc Three-character file extension associated with the application
4.
Click
For the standard document types delivered with Info Pak, only the name field can be edited.
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Enter a name for the document type, and select the associated application.
3.
Click
Before you can create an alternate document or assimilate an existing document, you must first create a custom document type for the Microsoft Office application. If you will be creating a custom template for this document type, the template and document must have the same name and the template must be saved in the /Custom_Templates folder. Edit a custom document type 1. 2. 3. Select the document type to be edited. Click .
Click
Enable or disable the use of a specific parent Toggle for the SAP Parent, Oracle Parent, document type during document creation and Generic Parent options, as desired.
25. Click
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Customizing
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Customizing
26. Select or deselect to permit or disable the publishing of a particular document type and format combination. The following formats are available: - PostScript - Print - SAP KW Word Document - Web Document (HTML) - Office Source Format - PowerPoint Slideshow Non-supported or non-applicable document type and format combinations are grayed ). Deselected items ( ) will display grayed out on author computers. out (
27. When you have completed the project settings configuration, click
The project settings file displayed at the top of the window will receive the updated settings.
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Customizing
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Customizing
2. If the desired project settings file is not open, select Project Settings
Open .
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Customizing
4. Click
5. As required, perform one or more of the following: If You Want To Edit the current project settings description Save the current project settings with a new name Delete a project settings file Go To Step 6 Step 10 Step 14
Properties .
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Customizing
8. Click
The Save As option creates a copy of the current project settings file as a basis for the new file. Use the New option if you want to create a project settings file based on the default project settings shipped with the Info Pak product. The Save As option is recommended if you are planning the use of additional project settings files due to multi-project requirements. Create your initial project settings file, include all anticipated document types, and then use the Save As option to create subsequent project settings files. Additional document types should be added to multiple project settings files in the same order. By aligning project settings files, you ensure consistent use and leveraging of custom document types and facilitate the inclusion of a custom document in multiple websites.
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Customizing
12. Click
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Customizing
15. Select the file to be removed from the list. You cannot delete the currently-open project settings file. In addition, you cannot delete all project settings files. At least one file must remain in the list.
16. Click
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Customizing
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Using Profiles
Using Profiles
The following subsections provide details on creating and maintaining profiles. If there is a requirement to document multiple projects, administrators may create and distribute multiple project settings and profiles to authors. In addition, authors can create their own profiles to specify and retain preference settings. In these subsections, the Info Pak Publisher component is used as an example to illustrate the use of profiles.
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Using Profiles
Recorder Profile Settings Publisher Recorder Tab Search HTML title tags Prompt for field name Screen percent differential Hide toolbar when recording Active window mode Current application mode Desktop mode All hot-keys Refer to the Preferences: Template and Recorder section in the Info Pak Publisher manual for detailed instructions on specifying these hot-key profile options. Refer to the Preferences: Template and Recorder section in the Info Pak Publisher manual for detailed instructions on specifying these recorder profile options.
Converter Profile Settings Publisher Converter Select document type(s) and format(s) Remove screen shots Map screenflow Inbox Outbox Refer to the Publish section in the Info Pak Publisher manual for detailed instructions on specifying these converter profile options.
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Using Profiles Setting Publisher Converter Interface language 1. 2. 3. Publisher Converter Restart rate 1. 2. 3. Information Select Start Programs RWD Info Pak Publisher Converter. Select Help Preferences . Specify the interface language from the Interface Language drop-down list. Select Start Programs RWD Info Pak Publisher Converter. Select Help Preferences . In the Restart Rate field, specify the number of source documents published before the Microsoft Office application is automatically closed and re-opened. The default number is 100. If you are experiencing memory resource issues, decrease the number entered in this field. Publisher Converter Paper size 1. 2. 3. Publisher Converter Enable express publishing 1. 2. 3. Select Start Programs RWD Info Pak Publisher Converter. Select Help Preferences . Select the paper size (U.S. Letter or A4) from the Paper Size drop-down list. Select Start Programs RWD Info Pak Publisher Converter. Select Help Preferences .
Enable Express Publishing to Select publish only those documents that have changed since the last publish process.
Creating a Profile
You may want to create a profile if you are working on multiple documentation projects. Creating separate profiles for these projects allows you to quickly and easily fulfill distinct project requirements. For example, you may have the following project scenarios that may be fulfilled using separate profiles: Project Glossary Location Default Save Location \\canada\ERP\parents Profile ERP Template CRM Mexico
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Using Profiles
Use the New option to create a profile based on the default profile shipped with the Publisher product. Use the Save As option if you want to base a new profile on an existing profile. 1. Select Profiles New from the RWD Info Pak Template toolbar or RWD Info Pak Converter component.
2. As required, complete/review the following fields: Field Name Profile name R/O/C R Name of the new profile Example: ERP Converter Profile description O Text describing the new profile Example: For use with ERP parent documents. Description
3. Click
4. As necessary, set the profile preferences listed in Available Publisher Profile Settings. 5. Select Profiles Save.
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Using Profiles
. Save.
Opening a Profile
There are several instances when it may be necessary to open a profile: When authors receive a new project settings file and associated profile(s) from the administrator via the synchronization process. When an author opens the Publisher profile, he will be using the standardized settings established for the project. After an author imports a profile received by the administrator or coworker. When an author needs to switch between profiles to fulfill the requirements of different tasks or projects.
1. Select Profiles Open from the RWD Info Pak Template toolbar or RWD Info Pak Converter component. Alternately, you can select an existing profile from the list at the bottom of the Profiles drop-down menu. This list displays the last five profiles used.
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Using Profiles
3. Click
Copying a Profile
It may be necessary to copy a profile in the following circumstances: If an author is using an administrator-supplied profile to which he has made modifications. In this case, the author copies the profile to a new name to prevent overwriting at the next synchronization. If an author wants to use a profile as a starting point for a new profile. Use the New option to create a profile based on the default profile shipped with the Publisher product. To copy a profile, perform the following steps: 1. Open the profile to be copied. 2. Select Profiles Save As from the RWD Info Pak Template toolbar or RWD Info Pak Converter component.
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Using Profiles
3. As required, edit the following fields: Field Name Profile name Profile description R/O/C R O Name of the profile Text describing the profile Description
4. Click
. The existing profile is copied to a new profile. As necessary, create and save settings to this new profile.
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Using Profiles 2. Select Profiles Import from the RWD Info Pak Template toolbar or RWD Info Pak Converter component.
3. Click
4. Select the profile to be imported. Only exported profiles may be imported. Exported profiles have an .ipk file extension.
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6. Click
7. Return to Step 1. 8. Select Profiles Export from the RWD Info Pak Template toolbar or RWD Info Pak Converter component.
9. Click
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Using Profiles
10. Click
11. Navigate to the location to which the profile will be exported. 12. Click .
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Using Profiles
13. Click
. Inform your coworkers of the export location so that they may import the profile. Exported profiles have an .ipk file extension.
Removing a Profile
Perform the following steps to delete a profile: 1. Select Profiles Remove from the RWD Info Pak Template toolbar or RWD Info Pak Converter component.
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Using Profiles
2. Select the profile to be removed from the displayed list. You cannot remove the currently-loaded profile.
3. Click
. If you delete an administrator-created profile that is still located in the network synchronize location, when you next open Publisher or force a synchronization the deleted profile will be downloaded to your computer.
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Using Profiles
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Using Profiles
4. Select the
tab.
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Using Profiles
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Using Profiles
6. Click
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Using Profiles 8. As desired, make the necessary profile settings. Specify user-accessible directory paths (such as a central server) when specifying locations (for example, the outbox location and the location of the fastpaths directory). Use of mapped drive designations is not recommended. Refer to Using Profiles for information on setting profile options. 9. Click Profiles Save or Profiles Save As to save the profile.
10. Distribute the profiles and projects settings to your authors as described in Distributing New Configuration and Logo Files.
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Using Profiles
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Default Location
C:\Documents and Settings\All Users\Application Data\RWD\Info Pak\Version 5.30
Description
Used to create and edit parent documents (SAP, Oracle, or generic) Contains macros that are digitally signed by RWD; to preserve the digital signature and consistent parent formatting, RWD recommends against modifying this template Used to convert an Info Pak for Asia document into an Info Pak parent document Contains macros that are digitally signed by RWD; to preserve the digital signature and consistent parent formatting, RWD recommends against modifying this template Contains auto-text and styles; this template makes infopak auto-text and styles available to all files Global template available to all RWD Info Pak Microsoft Word documents Contains no macros or digital signatures Changes made to this template will affect all documents (parent and alternate) New or modified auto-text does not morph language based on the Interface Language specified in Publisher Preferences
Infopakasia.dot
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Default Location
C:\Documents and Settings\[username]\Application Data\Microsoft\Word\STARTUP
Description
Global template that ships blank; intended to hold custom auto-text and styles Contains no macros or digital signatures For a single alternate document type, insert unique auto-text and styles in this template New auto-text does not morph language based on the Interface Language specified in Publisher Preferences
Templates can be created and modified using standard Microsoft Word functionality. Detailed instructions on creating and modifying Microsoft Word templates are beyond the scope of this manual. Refer to the appropriate Microsoft documentation and online help for detailed information on advanced template functions. Administrators should store custom document templates they create in a folder named Custom_Templates. The default location is: C:\Documents and Settings\All Users\Application Data\RWD\Info Pak\Version 5.30\Custom_Templates. Custom and standard templates are updated through the synchronization process. Refer to Distributing New Configuration and Logo Files for instructions on distributing templates.
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Modify the paragraph and 1. Consider simply using the User character styles or auto-text Text tab in the Configuration Tool if used in all documents you need to alter the standard autotext delivered with Info Pak. 2. If necessary, modify the infopak_standard.dot. 3. Upload the files for distribution via Sync. Create a new Microsoft Office alternate document based on a starter template 1. Create the required document type in the Configuration Tool. 2. Create the associated document template. Note that the template name must match the document type (that is, a Recipe document type must have a corresponding templated named recipe.dot). 3. Upload the files for distribution via Sync. Create a new, blank Microsoft Office alternate document 1. Create the required document type in the Configuration Tool. 2. Upload the project settings file for distribution via Sync. 1. Consider simply using the User Text tab in the Configuration Tool if you need to alter the standard autotext delivered with Info Pak. 2. If necessary, modify the infopak_custom.dot or the associated custom template. 3. Upload the files for distribution via Sync. Add document properties, publish, and import an existing non-Info Pak Microsoft Office document 1. Create the required document type in the Configuration Tool. 2. Upload the project settings file for distribution via Sync.
Refer to Creating an Alternate Document in the Info Pak Publisher user manual.
Refer to Creating an Alternate Document in the Info Pak Publisher user manual.
Modify the paragraph and character styles or auto-text used in a single custom alternate document
Refer to Creating an Alternate Document in the Info Pak Publisher user manual.
Refer to Assimilating a Microsoft Office or HTML Document in the Info Pak Publisher user manual.
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Alternate Documents and Templates If You Want To The Administrator Must The Author Must
----
Update an existing group of Create and/or modify the appropriate documents to incorporate template. Refer to the following subsection, Updating Styles for new styles Documents, for additional details. Upgrade an existing Info Pak for Asia document to an Info Pak parent document ----
1. Open the Info Pak for Asia document on a computer with Info Pak 5.3 installed. The process of opening the document will convert the document to a standard SAP parent. 2. Edit the document as desired. In Info Pak for Asia documents, field names in the Field Name/Description tables were captured as images, not text. Consequently, Glossary will not recognize these field names in your new parent document. If you wish to use Glossary functionality with these former Info Pak for Asia documents, you must replace the images with text.
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Example DocType_Number Original Style Name New Style Name 4. Save the modified template.
When determining the proper appearance of a document, RWD Info Pak scans templates in the following sequence to apply styles and auto-text: Document Type Alternate documents Sequence 1. alternate document template 2. infopak_custom.dot 3. infopak_standard.dot Parent documents infopak_standard.dot
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Updating Styles for Documents Updating Styles for an Alternate Doc Type with an Associated Template
If the style change is for one alternate document type with an associated template (other than normal.dot), perform the following steps: 1. Open the template. 2. Modify the style and save the template. 3. Open the documents requiring the update and perform the following steps in each document. 4. Select Tools Templates and Add-Ins... .
5. Ensure the attached template is the correct template. 6. Ensure Automatically update document styles is selected. 7. Click . If Automatically update document styles was previously selected, the styles will automatically be updated when the document is opened.
6. Select the Styles tab. 7. Ensure the infopak_custom.dot is open in the left portion of the Organizer window. For each document requiring the update, perform the following steps: 8. Open the document in the right portion of the Organizer window. 9. Select the changed style(s) on the left. 10. Click .
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6. Select the Styles tab. 7. Ensure the infopak_standard.dot is open in the left portion of the Organizer window. For each document requiring the update, perform the following steps: 8. Open the document in the right portion of the Organizer window. 9. Select the changed style(s) on the left. 10. Click .
11. Close the document on the right. The style(s) will be updated immediately.
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If the administrator has specified a sync location for one or all Info Pak components on his computer, the synchronization process could occur when local data files are newer than those on the server. The administrator will be prompted to confirm the overwriting of the files and should disallow the synchronization. To avoid possible loss of customizations on the administrators computer, the administrator should either disable synchronization on his computer (by not specifying a sync location in the Info Pak components) or distribute updated, customized files via Sync prior to opening an Info Pak component on his computer.
Location and Filename C:\Documents and Settings\All Users\Application Data\RWD\Info Pak\Version 5.30\*.ips Current working folder; the default location is C:\Documents and Settings\[your user name]\My Documents\InfoPak\profiles\ [component name]\. *.xml Startup location specified in Microsoft Word (Tools Options, File Locations tab) Infopak_standard.dot
Description Created by the administrator in the Configuration Tool to specify projectwide information such as company name and header and footer text. Specifies component-specific information such as glossary database location and inbox and outbox locations; these settings can be changed by the user.
Profile
Template
Info Pak template containing autotext and styles; this template makes infopak auto-text and styles available to all files Refer to Templates Delivered with Info Pak for additional information on infopak_standard.dot.
Startup location specified in Microsoft Word (Tools Options, File Locations tab) Infopak_custom.dot
Info Pak global template that ships blank; intended to hold custom autotext and styles Refer to Templates Delivered with Info Pak for additional information on infopak_custom.dot.
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Distributing New Configuration File Type Custom Template Location and Filename C:\Documents and Settings\All Users\Application Data\RWD\Info Pak\Version 5.30\Custom_Templates\ *.dot *.pot *.xlt *.vst C:\Documents and Settings\All Users\Application Data\RWD\Info Pak\Version 5.30\Databases\GUIPro\*.mdb Description Administrator-developed custom templates for use with Microsoft Word, Microsoft PowerPoint, Microsoft Excel, or Microsoft Visio. Refer to Templates Delivered with Info Pak for additional information on custom templates. Contains button images used with GUIPro and GUIPro Builder. GUIPro databases will be synchronized using the synchronization location selected in Publisher Template and Web Architect. Company or project logo displayed in header of non-HTML child documents.
GUIPro Database
Custom Logo
The Web Architect and Glossary databases are not synchronized. Automatic synchronization of the files in the previous table occurs when a user launches a suite component. The Info Pak component splash screen will be displayed during synchronization and will indicate the message Synchronizing . The process is transparent to the user except for the minimal time delay involved with the synchronization. To avoid many synchronization processes in one day, a registry key is used to track the date and time of the last sync event. Using the Configuration Tool, the administrator can set the minimum time interval to wait (in hours) before a component attempts to synchronize. A limit of one automatic synchronization per 8 hours is the default setting. Info Pak users can also force a synchronization from within an Info Pak component using the Profiles Synchronize menu option.
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Distributing New Configuration Pak GUIPro and GUIPro Builder manual for information on updating GUIPro databases.
2. Double-click
Programs
Sync.
The first time you access the Sync component, no items are displayed in the window. After specifying your server location, the items are displayed.
3. Click
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5. Note the location specified in the Select the server location to place these documents field. Inform your users of this location to ensure they correctly set their synchronize location in the Info Pak component(s).
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Distributing New Configuration 6. Complete/review the following fields: All files stored on the administrators local machine that can be pushed to the server will be displayed each time. Field Name Item Click Description to select or deselect the file for uploading.
The following color-coding conventions are used: Green indicates the item either does not exist on the server location or the server version is older than the version on the administrators computer. These files are checked by default. You may want to upload this item. Red indicates the item exists on the server location and is more recent than the version on the administrators computer. These files are not checked by default. You may not want to upload this item unless you need to revert to an older version. Black indicates the item exists on both the server location and the administrators computer and has the same LastModified date. These files are not checked by default. Description Newer Version Description of the file. Example: This is a RWD Info Pak GUIPro database. Local indicates the version of the item on the administrators computer is the newest (or only) version of this file. Server indicates the version of the item on the server is more recent than the version on the administrators computer. Same indicates the version of the item on the server is the same as the version on the administrators computer. Location Location of the item on the administrators computer.
All columns may be sorted by clicking on the column heading. By default, the list is sorted on the Newer Version column. Items that are new on the administrators computer are displayed at the top of the list, followed by items that are newer on the server and, finally, items that have not changed.
7. Click
. The selected items are uploaded to the specified server location. These items will be downloaded to the users computer when the user next launches an Info Pak component or forces a synchronization.
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1. Double-click on the desktop, or use the menu path Start Pak Auto Scheduler.
Programs
RWD Info
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2. As required, complete/review the following fields: If you are adding or removing profiles while Auto Scheduler is open, select Manage Refresh Profile Lists to refresh the list of available profiles for a particular component. Name Task Name Glossary Profile R/O/C R O Description Unique description of the task Name of the Glossary profile to include in the task; if you do not select a profile, Glossary will not be included in the automated task. The button can be used to display the properties of the specified profile. Publisher Converter Profile O Name of the Converter profile to include in the task; if you do not select a profile, Converter will not be included in the automated task. The button can be used to display the properties of the specified profile. Web Architect Profile O Name of the Web Architect profile to include in the task; if you do not select a profile, Web Architect will not be included in the automated task. The button can be used to display the properties of the specified profile. User .bat File O Click to locate and specify a batch (.bat) file to be run as part of the Auto Scheduler process. Browse to locate the file instead of entering the path manually; this will help to ensure you accurately specify the location. After browsing and selecting the file, the location and name will be enclosed in quotes. Batch files can be used to execute non-Info Pak actions such as copying published files to a server. The batch file will run as the last step in the task. If you add command line parameters after the batch file designation, enclose each parameter in quotes.
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Using Auto Scheduler Name Import R/O/C C Click Description to import documents into Web Architect. You must specify a Web Architect profile to select this option. Build Navigation Pages C Click to build navigation pages using Web Architect. You must specify a Web Architect profile to select this option. Build Fastpath Pages C Click to build fastpath pages using Web Architect. You must specify a Web Architect profile to select this option. Continue to next component if one fails Verify selected profiles for consistency O O to ignore any fatal errors and continue to the next Click component within the task. to have Auto Scheduler check the specified profiles to Click ensure there is a consistent project settings file specified in Converter and Web Architect; and the Glossary path to parents, the Converter inbox, and the Web Architect import path point to the same location. If the profiles are not consistent, a warning message is displayed. You may schedule and execute an inconsistent task. Next Run Time R Click to specify the run time, and use the increment the highlighted portion of the time. arrows to
Specify an adequate time interval between tasks. If a task is executing when another task is scheduled to start, the subsequent task execution will be delayed until the first task has finished executing. Multiple tasks cannot run concurrently. Next Run Date R Click to specify the run date, and use the select a month and day. button to
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Using Auto Scheduler Name Scheduled Frequency R/O/C R Description Select a frequency for the task from the following five options: Not Scheduled Once Daily Weekly Monthly Comments O Optional description of the task
3. Select File
The Auto Scheduler will start a task automatically if the system time equals the scheduled time of that task. During execution of an Auto Scheduler task, it is recommended you exit other applications to maximize system performance.
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New Task to clear the screen fields and create another task. Save Task
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Stopping a Task
Click or the Cancel button on the currently-executing component dialog window. The Auto Scheduler will stop after completing the current process and will not execute the remainder of the task.
2. Review the following fields in the task list: Name Task Name Next Run Scheduled Frequency Current Status R/O/C R R R R Description of the task Displays the next date and time of the task; if the task is not scheduled to run again, Not Scheduled is displayed. Specifies the frequency for the task; possible values are Not Scheduled, Once, Daily, Weekly, or Monthly. Displays the current status of the task; possible values are Pending, Running, No future runs scheduled, and Delayed waiting. Displays the status of the last run of the task; possible values are Completed, Finished with error(s), Stopped by user, Not applicable, Interrupted by error(s), and Unable to start. Description
Previous Status
3. Return to Step 1. 4. Select Manage View Previous Run Log to display the Auto Scheduler log.
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The default location of the Auto Scheduler logs is the default working folder: C:\Documents and Settings\[username]\My Documents\InfoPak\ Scheduler\Logs. 5. Select File Exit to close Notepad after you have reviewed the log.
Deleting a Task
To delete one or more tasks from the task list, perform one of the following: If You Want To Then
Delete a single task displayed in the 1. Select the desired task in the task list. task list. 2. Select Manage Delete Task. Delete all tasks displayed in the task Select Manage list. Delete All Tasks.
An error message is displayed if you attempt to delete a task that is currently running.
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RWD Info Pak - Help Launchpad for the Administrator (for SAP only) (4-hour
course)
An advanced course for the project management team or technical personnel, covering the setup and maintenance of customized context-sensitive help in SAP. Includes the creation of transaction and server tables in the SAP system, setup of notifications and alerts, and the viewing of statistical data.
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