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Single Sourcing with TCS: Using FrameMaker to Manage Print and Help Authoring  Matt Sullivan, GRAFIX Training & Consulting...
2-day TCS Integration Classes <ul><li>Available at the STC meeting in Philly, see </li></ul><ul><ul><li>http://www.stc.org...
Goal <ul><li>To show how traditional documentation methods can be used to control custom and conditionalized output includ...
AIM Concept <ul><li>aim.com concept  </li></ul><ul><ul><li>Short video marketing message </li></ul></ul><ul><ul><li>“ Ego-...
Overview of Session <ul><li>Concepting and Initial Doc Setup </li></ul><ul><ul><li>Highlight Key FrameMaker Topics </li></...
Adobe Technical  Communication Suite <ul><li>Integrated versions of applications </li></ul><ul><ul><li>FrameMaker 8 </li><...
Initial Organization in  Outlining Program <ul><li>Natara Bonsai www.natara.com </li></ul><ul><ul><li>Allows easy reorgani...
DTP and Help Naming Conventions <ul><li>Strive for no format overrides </li></ul><ul><ul><li>Format with Paragraph and Cha...
FrameMaker <ul><li>Assign Master Pages automatically </li></ul><ul><ul><li>Ex: CoverPage, RotatedTables, FullPageGraphics ...
Graphics Import Options <ul><li>By reference, except screen captures </li></ul><ul><li>Native files if possible </li></ul>...
Output from Frame <ul><li>Print </li></ul><ul><ul><li>Create PDF, then print (frees up FrameMaker faster) </li></ul></ul><...
Extra FM Topics <ul><li>Use Character Tags on the TOC Reference Page to normalize TOC page numbers </li></ul><ul><li>Creat...
Acrobat 3D <ul><li>Works with many native 3d formats output </li></ul><ul><ul><li>See  Edit > Preferences > Convert to PDF...
Acrobat 3D Toolkit <ul><li>Drag & Drop onto a shortcut or the open application to start editing </li></ul><ul><li>Full con...
Acrobat 3D Controls and Toolbars <ul><li>Commonly used toolbars shown to the right   </li></ul><ul><li>Ensure Folders are...
Map surfaces in Acrobat 3D <ul><li>With Folders visible, view Materials </li></ul><ul><ul><li>If necessary, select the Gen...
Save/Save As dialog in Acrobat 3D <ul><li>Save as Universal 3D (.u3d) format to ensure compatibility with Frame 8 </li></u...
Create Standalone Version of 3D PDF <ul><li>Drag U3D into Acrobat 3D </li></ul>
Place in FrameMaker <ul><li>Place as any other .ai, .psd, or export format </li></ul><ul><li>Converts to PDF as fully arti...
Break
Captivate output <ul><li>Simultaneously captures actions and descriptions in multiple deliverables </li></ul><ul><ul><li>D...
Captivate <ul><li>Write script </li></ul><ul><li>Record action </li></ul><ul><li>Add/modify helper elements </li></ul><ul>...
Captivate Scripts <ul><li>Develop scripts from outlines and print docs </li></ul><ul><li>Place scripts into Notes area </l...
Captivate Details <ul><li>Buttons and Click boxes explained </li></ul><ul><ul><li>Active and Inactive areas </li></ul></ul...
Captivate Print Image <ul><li>Can show the result of steps </li></ul><ul><li>Select best slide background of finished step...
Add Playbar to SWF <ul><li>Force Captivate to produce single SWF including playbar </li></ul><ul><ul><li>Select Project > ...
RoboHelp <ul><li>Import FM by reference </li></ul><ul><ul><li>Option currently available as right-click on HTML directory ...
Map Critical Styles <ul><li>Edit Style Mappings for headings that split into topics </li></ul>
fmstyles.css <ul><li>Create placeholder topic </li></ul><ul><ul><li>Conditionalize if desired </li></ul></ul><ul><li>Verif...
Conditional Builds <ul><li>Use Conditional Build Expressions to create multiple projects </li></ul><ul><ul><li>WebHelp-Ver...
Output from RoboHelp <ul><li>Create unique SSL’s for  </li></ul><ul><ul><li>FlashHelp </li></ul></ul><ul><ul><li>WebHelp <...
Duplicating Layouts <ul><li>Right-Click the format to duplicate </li></ul><ul><li>Confirm format type </li></ul><ul><ul><l...
Batch Generate <ul><li>Right-Click on a layout </li></ul><ul><ul><li>Select SSL’s as needed </li></ul></ul><ul><li>Click G...
Adobe Integrated Runtime (AIR) <ul><li>Input is WebHelp from RoboHelp 7 </li></ul><ul><li>Output is an Application Install...
RoboHelp Packager for AIR <ul><li>Must have output from RoboHelp 7 as the source material </li></ul><ul><li>Uses the WebHe...
AIR Formatting Options <ul><li>Ships with 2 skins & 2 themes </li></ul>
AIR Content Settings <ul><li>Controls output of  </li></ul><ul><ul><li>MiniTOC </li></ul></ul><ul><ul><li>Search Capabilit...
 
Revise Content <ul><li>Change common and conditional text in FrameMaker </li></ul><ul><li>Update/Force Update in RoboHelp ...
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[Workshop] Single Sourcing with the Technical Communication Suite: Using FrameMaker to Manage Print and Help Authoring

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Presented by Matt Sullivan at Documentation and Training West, May 6-9, 2008 in Vancouver, BC

See how the Adobe Technical Communication Suite (TC) helps you incorporate video and manage your help, print, and web projects from a single Adobe FrameMaker book. Learn to use the TC Suite to rapidly update multiple outputs using FrameMaker files with conditional text and structured or unstructured information.

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  • Transcript of "[Workshop] Single Sourcing with the Technical Communication Suite: Using FrameMaker to Manage Print and Help Authoring"

    1. 1. Single Sourcing with TCS: Using FrameMaker to Manage Print and Help Authoring Matt Sullivan, GRAFIX Training & Consulting 888 882-2819 [email_address] http:// www.grafixtraining.com/doctrainwest
    2. 2. 2-day TCS Integration Classes <ul><li>Available at the STC meeting in Philly, see </li></ul><ul><ul><li>http://www.stc.org/55thConf/precon/certAdobe.asp </li></ul></ul><ul><li>Available in southern California, see </li></ul><ul><ul><li>http:// grafixtraining.com/pages/schedule.html </li></ul></ul><ul><li>Available remotely </li></ul><ul><ul><li>Only a 2-student minimum for live online training! </li></ul></ul><ul><ul><li>http:// grafixtraining.com/pages/remote.html </li></ul></ul>
    3. 3. Goal <ul><li>To show how traditional documentation methods can be used to control custom and conditionalized output including (not limited to): </li></ul><ul><ul><li>Print </li></ul></ul><ul><ul><li>A variety of Help formats </li></ul></ul><ul><ul><li>Adobe AIR </li></ul></ul>
    4. 4. AIM Concept <ul><li>aim.com concept </li></ul><ul><ul><li>Short video marketing message </li></ul></ul><ul><ul><li>“ Ego-based” customers </li></ul></ul><ul><ul><li>Chroma-keyed video floats over existing web page (like a weather reporter) </li></ul></ul><ul><ul><li>Delivered from streaming server </li></ul></ul>
    5. 5. Overview of Session <ul><li>Concepting and Initial Doc Setup </li></ul><ul><ul><li>Highlight Key FrameMaker Topics </li></ul></ul><ul><li>Acrobat 3D Toolkit </li></ul><ul><li>Captivate Hybrid Project </li></ul><ul><li>(Break) </li></ul><ul><li>RoboHelp Setup </li></ul><ul><li>Outputs </li></ul><ul><li>Revisions </li></ul>
    6. 6. Adobe Technical Communication Suite <ul><li>Integrated versions of applications </li></ul><ul><ul><li>FrameMaker 8 </li></ul></ul><ul><ul><li>Acrobat 3D </li></ul></ul><ul><ul><ul><li>A superset of Acrobat 8 Professional </li></ul></ul></ul><ul><ul><li>Captivate 3 </li></ul></ul><ul><ul><li>RoboHelp 7 </li></ul></ul><ul><ul><li>(RoboHelp Packager for AIR) </li></ul></ul><ul><li>New License $1,599 </li></ul><ul><li>Upgrade to TCS from any version of these four products for $999 </li></ul><ul><ul><li>Don’t forget the Maintenance Contract and VLP Discounts </li></ul></ul><ul><li>30-day fully functioning downloads available </li></ul>
    7. 7. Initial Organization in Outlining Program <ul><li>Natara Bonsai www.natara.com </li></ul><ul><ul><li>Allows easy reorganization of bullet points </li></ul></ul><ul><ul><li>Bullets convert to Heading1, Heading2, etc. </li></ul></ul><ul><ul><li>Output to RTF </li></ul></ul><ul><ul><li>Syncs with Palm-based devices </li></ul></ul>
    8. 8. DTP and Help Naming Conventions <ul><li>Strive for no format overrides </li></ul><ul><ul><li>Format with Paragraph and Character styles only </li></ul></ul><ul><li>Consistent Naming Conventions for </li></ul><ul><ul><li>Paragraph Formats </li></ul></ul><ul><ul><li>Character Formats </li></ul></ul><ul><ul><li>Conditions </li></ul></ul><ul><ul><li>Cross Reference Formats </li></ul></ul><ul><ul><li>Master and Reference Pages </li></ul></ul><ul><ul><li>Colors </li></ul></ul><ul><li>Styles </li></ul><ul><ul><li>InitialCap </li></ul></ul><ul><ul><li>ALLCAP </li></ul></ul><ul><ul><li>lower_case </li></ul></ul>
    9. 9. FrameMaker <ul><li>Assign Master Pages automatically </li></ul><ul><ul><li>Ex: CoverPage, RotatedTables, FullPageGraphics </li></ul></ul><ul><ul><li>MasterPageMaps Reference Page </li></ul></ul><ul><li>Cross-reference formats </li></ul><ul><ul><li>Complete units (Para’s or Sentences) </li></ul></ul><ul><ul><li>Leverage Character Formats to highlight Hyperlink </li></ul></ul><ul><li>Conditional Text </li></ul><ul><ul><li>Including Build Expressions </li></ul></ul>
    10. 10. Graphics Import Options <ul><li>By reference, except screen captures </li></ul><ul><li>Native files if possible </li></ul><ul><ul><li>Illustrator </li></ul></ul><ul><ul><li>Photoshop </li></ul></ul><ul><li>3D objects </li></ul><ul><ul><li>With poster for print output </li></ul></ul><ul><li>Captivate demos </li></ul><ul><ul><li>With poster for print output </li></ul></ul>
    11. 11. Output from Frame <ul><li>Print </li></ul><ul><ul><li>Create PDF, then print (frees up FrameMaker faster) </li></ul></ul><ul><li>PDF (loosely grouped into3 types) </li></ul><ul><ul><li>Screen only </li></ul></ul><ul><ul><li>Laser/bubble jet output </li></ul></ul><ul><ul><li>Commercial print </li></ul></ul><ul><li>HTML/XML </li></ul><ul><ul><li>Native HTML conversion </li></ul></ul><ul><ul><li>Commercial solutions available </li></ul></ul>
    12. 12. Extra FM Topics <ul><li>Use Character Tags on the TOC Reference Page to normalize TOC page numbers </li></ul><ul><li>Create an extra List of Paragraphs to check overall organization of all Heading levels </li></ul>
    13. 13. Acrobat 3D <ul><li>Works with many native 3d formats output </li></ul><ul><ul><li>See Edit > Preferences > Convert to PDF </li></ul></ul>
    14. 14. Acrobat 3D Toolkit <ul><li>Drag & Drop onto a shortcut or the open application to start editing </li></ul><ul><li>Full control over selecting and viewing 3D structure </li></ul><ul><li>Select using Scene Tree or any Tool </li></ul><ul><ul><li>Group Feature helps with organization </li></ul></ul>
    15. 15. Acrobat 3D Controls and Toolbars <ul><li>Commonly used toolbars shown to the right  </li></ul><ul><li>Ensure Folders are visible </li></ul>
    16. 16. Map surfaces in Acrobat 3D <ul><li>With Folders visible, view Materials </li></ul><ul><ul><li>If necessary, select the Generate Thumbnails icon </li></ul></ul><ul><li>Drag surface onto selected object(s) </li></ul>
    17. 17. Save/Save As dialog in Acrobat 3D <ul><li>Save as Universal 3D (.u3d) format to ensure compatibility with Frame 8 </li></ul><ul><li>In Save dialog box select Settings </li></ul><ul><ul><li>General Tab </li></ul></ul><ul><ul><ul><li>Choose ECMA 1 st Edition </li></ul></ul></ul><ul><ul><li>Animation Tab </li></ul></ul><ul><ul><ul><li>Select Export Animation </li></ul></ul></ul>
    18. 18. Create Standalone Version of 3D PDF <ul><li>Drag U3D into Acrobat 3D </li></ul>
    19. 19. Place in FrameMaker <ul><li>Place as any other .ai, .psd, or export format </li></ul><ul><li>Converts to PDF as fully articulating object </li></ul><ul><li>Double-click Frame image to re-edit in Acrobat 3D Toolkit </li></ul>
    20. 20. Break
    21. 21. Captivate output <ul><li>Simultaneously captures actions and descriptions in multiple deliverables </li></ul><ul><ul><li>Demonstration </li></ul></ul><ul><ul><li>Training Simulation </li></ul></ul><ul><ul><li>Assessment Simulation </li></ul></ul><ul><ul><li>Hybrid as needed </li></ul></ul><ul><li>Delivered as SWF </li></ul>
    22. 22. Captivate <ul><li>Write script </li></ul><ul><li>Record action </li></ul><ul><li>Add/modify helper elements </li></ul><ul><ul><li>Captions </li></ul></ul><ul><ul><li>Buttons </li></ul></ul><ul><ul><li>Click boxes </li></ul></ul>
    23. 23. Captivate Scripts <ul><li>Develop scripts from outlines and print docs </li></ul><ul><li>Place scripts into Notes area </li></ul><ul><ul><li>Break script into object level chunks </li></ul></ul><ul><li>Record audio chunks from Captivate </li></ul><ul><ul><li>Allows naming of small, discreet files </li></ul></ul><ul><li>Edit in Captivate, or open directly in Soundbooth </li></ul>
    24. 24. Captivate Details <ul><li>Buttons and Click boxes explained </li></ul><ul><ul><li>Active and Inactive areas </li></ul></ul><ul><ul><li>Actions </li></ul></ul><ul><ul><li>Fade in, not out </li></ul></ul><ul><li>Apply to All is your friend </li></ul>
    25. 25. Captivate Print Image <ul><li>Can show the result of steps </li></ul><ul><li>Select best slide background of finished steps </li></ul><ul><li>Export to .gif image </li></ul><ul><li>Select Edit > Preferences > Project > Start and End </li></ul><ul><ul><li>Click ellipse for Loading Screen & select .gif exported above </li></ul></ul>
    26. 26. Add Playbar to SWF <ul><li>Force Captivate to produce single SWF including playbar </li></ul><ul><ul><li>Select Project > Skin > Borders </li></ul></ul><ul><ul><li>Uncheck Show Borders </li></ul></ul><ul><li>Increase project height to accommodate player </li></ul><ul><ul><li>Select Project > Resize Project </li></ul></ul><ul><ul><li>Deselect Maintain Aspect Ratio </li></ul></ul><ul><ul><li>Increase Height by 32 pixels </li></ul></ul><ul><ul><li>Do not scale, place in Top Center, use White background </li></ul></ul>
    27. 27. RoboHelp <ul><li>Import FM by reference </li></ul><ul><ul><li>Option currently available as right-click on HTML directory in Project Manager </li></ul></ul>
    28. 28. Map Critical Styles <ul><li>Edit Style Mappings for headings that split into topics </li></ul>
    29. 29. fmstyles.css <ul><li>Create placeholder topic </li></ul><ul><ul><li>Conditionalize if desired </li></ul></ul><ul><li>Verify fmstyles.css is applied to placeholder </li></ul><ul><ul><li>Forces fmstyles to show in project manager </li></ul></ul><ul><li>All Frame-generated CSS files use fmstyles for base </li></ul><ul><li>Edit fmstyles.css as needed </li></ul><ul><ul><li>Reuse or replace the CSS as needed </li></ul></ul>
    30. 30. Conditional Builds <ul><li>Use Conditional Build Expressions to create multiple projects </li></ul><ul><ul><li>WebHelp-Verbose </li></ul></ul><ul><ul><li>WebHelp-Minimal Text </li></ul></ul>
    31. 31. Output from RoboHelp <ul><li>Create unique SSL’s for </li></ul><ul><ul><li>FlashHelp </li></ul></ul><ul><ul><li>WebHelp </li></ul></ul><ul><ul><ul><li>Send To RoboHelp Packager for AIR </li></ul></ul></ul>
    32. 32. Duplicating Layouts <ul><li>Right-Click the format to duplicate </li></ul><ul><li>Confirm format type </li></ul><ul><ul><li>Set options as needed </li></ul></ul><ul><ul><li>Create Conditional Build Expressions from Conditions used in document </li></ul></ul>
    33. 33. Batch Generate <ul><li>Right-Click on a layout </li></ul><ul><ul><li>Select SSL’s as needed </li></ul></ul><ul><li>Click Generate </li></ul><ul><li>Batch Generate settings are saved with XPJ </li></ul>
    34. 34. Adobe Integrated Runtime (AIR) <ul><li>Input is WebHelp from RoboHelp 7 </li></ul><ul><li>Output is an Application Installer </li></ul><ul><li>A bit like PDF and Flash rolled into content that autoupdates when connected to the web </li></ul>
    35. 35. RoboHelp Packager for AIR <ul><li>Must have output from RoboHelp 7 as the source material </li></ul><ul><li>Uses the WebHelp folder from SSL as target </li></ul><ul><li>Requires Digital ID, but allows low-tech bypass </li></ul>
    36. 36. AIR Formatting Options <ul><li>Ships with 2 skins & 2 themes </li></ul>
    37. 37. AIR Content Settings <ul><li>Controls output of </li></ul><ul><ul><li>MiniTOC </li></ul></ul><ul><ul><li>Search Capability </li></ul></ul><ul><ul><li>Custom Resource Tabs </li></ul></ul><ul><li>Has Live Preview </li></ul>
    38. 39. Revise Content <ul><li>Change common and conditional text in FrameMaker </li></ul><ul><li>Update/Force Update in RoboHelp </li></ul><ul><li>Batch Generate in RoboHelp </li></ul><ul><li>Convert to AIR and post new version </li></ul><ul><li>Access AIR app to see update </li></ul>
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