XMetaL Macros for Non-Programmers

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Macros are the basic unit of extensibility for XMetaL. A macro consists of some script code plus a small amount of metadata -- such as a name and hotkey -- which then becomes an executable action that XMetaL will perform for you. We will provide an introduction to XMetaL macros, including an overview of the different types of macros that you can write, and some examples of simple macros that you can use to enhance the XMetaL environment. Even though we will look at real script code, you do not need scripting/programming experience to understand this introductory webinar ... but we do secretly hope that you'll be tempted to try some afterwards!

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XMetaL Macros for Non-Programmers

  1. 1. © 2010 JustSystems Inc.© 2010 JustSystems Inc. in 37 minutes Episode 15 XMetaL Macros for Non-Programmers Brought to you by XMetaL Technical Services Tom Magliery, XML Technology Specialist
  2. 2. © 2010 JustSystems Inc. • Announcements • Introduction and your first macro • How to run a macro (5 ways) • Customizing the toolbar • User and event macros • Application and document macros • Notes for DITA users • Temptations • Summary • Resources • Q&A Agenda This slide makes me hungry for Skyline Chili. Bonus points if you know why.
  3. 3. © 2010 JustSystems Inc. • Two new articles by our colleague Su-Laine: – Information Today (how businesses can learn about collaboration from Wikipedia): http://www.infotoday.com/it/nov10/index.shtml – CIDM Best Practices newsletter (localization in DITA): http://www.infomanagementcenter.com/index.php?page=1419 • Best wishes to Dave from marketing as he moves on today. The paddling feet below our webinars’ waterline will never be the same. Announcements
  4. 4. © 2010 JustSystems Inc. • XMetaL macro: – A blob of script code that can be executed by XMetaL – A way to extend the functionality of XMetaL • MCR files aka macro files: – XMetaL customization files that contain XMetaL macros Introduction to XMetaL macros Sure, “blob” is a technical term.
  5. 5. © 2010 JustSystems Inc. Your first macro: “Hello, world” DEMO_HelloWorld.mcr An MCR file is actually an XML file. Since script code often contains some of the five reserved XML characters: < > & ' ", it is wrapped in a CDATA section, which tells XML parsers not to treat these characters as markup. Source code already on Slide 3? You said “non-programmers”! Yes. Trust me ...
  6. 6. © 2010 JustSystems Inc. Your first macro: “Hello, world” DEMO_HelloWorld.mcr This is the name that XMetaL will use in the Macros toolbar, dialog, and other places. Source code already on Slide 3? You said “non-programmers”! Yes. Trust me ...
  7. 7. © 2010 JustSystems Inc. Your first macro: “Hello, world” DEMO_HelloWorld.mcr This tells XMetaL what scripting language this macro uses. Source code already on Slide 3? You said “non-programmers”! Yes. Trust me ...
  8. 8. © 2010 JustSystems Inc. Your first macro: “Hello, world” DEMO_HelloWorld.mcr This is the script code to be executed whenever this macro is run. Source code already on Slide 3? You said “non-programmers”! Yes. Trust me ...
  9. 9. © 2010 JustSystems Inc. 1. Create an MCR file with a macro DEMO_HelloWorld.mcr 2. Put the MCR file in the “Startup” folder C:Program FilesXMetaL 6.0AuthorStartUp 3. Restart XMetaL 4. Run the macro – How? Adding your macro to XMetaL
  10. 10. © 2010 JustSystems Inc. • Option 1: Run from the Macros dialog How to run your macro
  11. 11. © 2010 JustSystems Inc. • Option 2: Run from the Macros toolbar – Select a macro, then click the “Run” button How to run your macro New personal best: Most annoying thing I’ve ever put on a PowerPoint slide. Run 1 2
  12. 12. © 2010 JustSystems Inc. • Option 3: Use a shortcut key – TIP: You can edit MCR files in XMetaL (also in any text editor). Then you need to refresh/reload the macros for macro changes to take effect. How to run your macro DEMO_HelloWorld.mcr
  13. 13. © 2010 JustSystems Inc. • Option 4: Add a custom menu or toolbar item – But first, let’s see a more useful macro How to run your macro
  14. 14. © 2010 JustSystems Inc. Macro #2: Word Count DEMO_WordCount.mcr I can tell you how this script code works later, if we have time. It’s not perfect.
  15. 15. © 2010 JustSystems Inc. • You can put more than one macro in a single MCR file • It looks something like this TIP: Multiple macros per file ManyMacrosInOneFile.mcr For ease-of-demo reasons, I’m not doing that today.
  16. 16. © 2010 JustSystems Inc. • Now back to Option 4: Add a custom menu or toolbar item How to run your macro Start with a right-click in the toolbars 1 Select “Customize...” 2
  17. 17. © 2010 JustSystems Inc. • Now back to Option 4: Add a custom menu or toolbar item How to run your macro Click “New...” 3 Name your toolbar4
  18. 18. © 2010 JustSystems Inc. • Now back to Option 4: Add a custom menu or toolbar item How to run your macro Select the Buttons tab 5 Select “Application Macros” 6 Select your macro 7 Choose an icon for your macro8
  19. 19. © 2010 JustSystems Inc. • Now back to Option 4: Add a custom menu or toolbar item How to run your macro Drag the icon to the toolbar9
  20. 20. © 2010 JustSystems Inc. • Important notes: – When adding toolbar buttons for application macros, close all documents first – Customizing the toolbars (or menus) manually is fine for “simple” situations, but for more complex customization it is better to manipulate them with script (more script!) • Advanced topics: – Saving/sharing your toolbar settings – Where XMetaL “hides” TBR files • Toolbar cache & per-user folder – Customizing menus/toolbars with script Customizing toolbars
  21. 21. © 2010 JustSystems Inc. • Option 5: Add to the context (right-click) menu – But first, we need to learn about event macros How to run your macro
  22. 22. © 2010 JustSystems Inc. • Our examples so far are user macros – XMetaL runs one whenever you request it • XMetaL also supports event macros – XMetaL runs them automatically when system events occur – The magic is in the name of the macro – “On_” prefix indicates that it is an event macro – XMetaL recognizes certain event names – You can have multiple event macros with the same name – in most cases they will all be run. (With user macros, only one will run.) User vs. event macros
  23. 23. © 2010 JustSystems Inc. – Whenever we open any document, this macro will display some information about that file Macro #3: When a document is opened DEMO_OnDocOpenComplete.mcr
  24. 24. © 2010 JustSystems Inc. – Use this to hide event macros from the Macros toolbar and dialog TIP: Hiding a macro DEMO_OnDocOpenComplete.mcr
  25. 25. © 2010 JustSystems Inc. • Now back to Option 5*: Add it to the context (right-click) menu – Note: This is a simplified example; maybe not “best practice” but it will work for the demo – “Best practice” is another advanced topic How to run your macro *Finally!! DEMO_ContextMenu.mcr
  26. 26. © 2010 JustSystems Inc. • Our examples so far are application macros – Loaded at application startup – Available no matter what type of document you are working in (DITA, DocBook, ...) – Also must be coded to handle any document type • Can’t have script that relies on specific element names • XMetaL also supports document macros – MCR file is named “YourDTDName.mcr” and (usually) lives with other YourDTDName files (CSS, CTM, etc.) – Loaded the first time a document is opened – Available only if the active document is that type Application vs. document macros DTD name or schema name, of course.
  27. 27. © 2010 JustSystems Inc. – TIP: You can run macros from other macros. (Need to be sure they have been loaded first.) Example: Add macros to Journalist partial code, paste this into journalist.mcr
  28. 28. © 2010 JustSystems Inc. • Most of the DITA features in XMetaL are macros – mostly document macros – E.g. adding a conref is a macro that launches the (custom- built) dialogs that let you browse for the target, then inserts the conref attribute • Script is far more complex than today’s examples • Adding simple application macros to XMetaL will usually work with DITA – All of today’s samples work fine • Adding document macros for DITA to XMetaL is “not allowed” – There are a few exceptions: special “hooks” – This is an advanced topic for sure! Some notes for DITA users
  29. 29. © 2010 JustSystems Inc. • Adding custom dialogs and wizards • Transforming legacy content • Importing data from databases • Processing/analyzing content • Working with ActiveX objects • Handling drag-and-drop from other apps • Improving authors’ user experience • Automatically navigating through documents • Generating content, e.g., TOC or index • Capturing and pre-processing user input • Hiding parts of the XMetaL UI • Providing shortcuts for repetitive operations • Adding custom UI to the Resource Manager Temptations
  30. 30. © 2010 JustSystems Inc. • Macros ... – are blobs of executable script code – can be user-invoked (many ways) or event-based – can be application-wide or document-type-specific – can run other macros – can do lots of different things • XMetaL APIs – your subconscious has seen six: – Application.Alert(), Application.AppendMacro(), Application.Run(), ActiveDocument.FullName, ActiveDocument.Xml, Application.MessageBox() • There are over 1200 properties and methods! Summary: what have we learned?
  31. 31. © 2010 JustSystems Inc. • Customization Guide: – General guide to customizing XMetaL – Some topics assume you are using XMetaL Developer (Visual Studio) • We’ve been “hand-editing” today, which is fine • Programmer’s Guide: – Complete reference guide to the XMetaL API • Both are available here (PDF and WebHelp): http://na.justsystems.com/content-support-user-guides XMetaL developer resources
  32. 32. © 2010 JustSystems Inc. • XMetaL Community Forums – http://forums.xmetal.com/ • JustSystems Partner Center – http://justpartnercenter.com/ • Ask us for help (customer support) – supportxmetal@justsystems.com • Ask us for help (partner tech support) – partnersupport-na@justsystems.com Resources

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