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Adobe DITA World: Templates, DITA, and FrameMaker 2015

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Basics of building a custom template using YOUR styles to make DITA and FrameMaker look 'right'.

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Adobe DITA World: Templates, DITA, and FrameMaker 2015

  1. 1. Bernard Aschwanden www.publishingsmarter.com bernard@publishingsmarter.com Setting up a Corporate Template for DITA with FrameMaker 2015 19:43 1 @publishsmarter or @aschwanden4stc
  2. 2. Housekeeping and note taking 19:43@publishsmarter or @aschwanden4stc 2  Thanks Adobe! (and the massive number of attendees!)  Not all slides or topics are equally weighted  Use some, discard others  Slides speed varies (reference) but this is a QUICK session  Questions? Ask along the way!  REMEMBER: Bandwidth matters, close background apps!  I’d love to claim errors/typos is on purpose… they
  3. 3. About your speaker 19:43@publishsmarter or @aschwanden4stc 3  Publishing Smarter: President  Content strategist, publishing tech expert, author, and geek-enough  Certified Technical Trainer  DITA  Content management  Topic-based writing  Society for Technical Communication  Immediate Past President  STC Associate Fellow
  4. 4. Standard disclaimer 19:43@publishsmarter or @aschwanden4stc 4  In the interest of brevity I will make some blanket statements to keep it simple  Generally things are the same in 1.2 and 1.3 versions  It’s not all 100% “the truth”, but I’ll stay close  Purists may complain  And they are wrong!  (except when they are right)
  5. 5. Slides and demo (alternating) @publishsmarter or @aschwanden4stc 19:43 5 Let’s get to it
  6. 6. In the next 45-ish (yikes!) minutes 19:43@publishsmarter or @aschwanden4stc 6  FrameMaker (2015 release) uses many DITA templates including ones for writing topics, concepts, references, tasks, or maps, and others when publishing  Learn where these templates are stored and how to configure them  See tips and tricks to updating the default templates to more closely match existing company templates, or even replace them with your own styles  Adjust the EDD as needed to further refine the appearance of output  This session explores the default templates and ideas can be recreated using your own templates
  7. 7. What I plan to do/show 19:43@publishsmarter or @aschwanden4stc 7  How to quickly tweak the default template (good for learning DITA and to ID the template)  How to import the rules to your template (surprisingly little good comes of this… at first)  Rework your tags to match what is expected (mostly easy to do)  Change references from an EDD to use YOUR tags (a bit more involved, means “reading” the EDD and working with insets)  Change an EDD by adding your own rules (also involved, but very cool)  Other options to consider when updating the templates (not everyone WANTS to do it themselves)
  8. 8. Power use required 19:43@publishsmarter or @aschwanden4stc 8  Before you begin:  You need to have permissions  Launch FM as an administrator —OR—change security settings  Create a backup of ALL files  EDD  Templates  Your content  Once you start  Test in an iterative way  Implement ONE change at a time  See if you like it
  9. 9. Template locations 19:43@publishsmarter or @aschwanden4stc 9  For the author to have a custom setup, you need to be able to work with the DITA folder. For example: C:Program Files (x86)Adobe AdobeFrameMaker2015StructurexmlDITA_1.3 apptechnicalContenttemplate (similar for 1.2 as well, but the number changes)  Your path MAY differ a bit, but the important bits stand out…
  10. 10. Basic setup changes 19:43@publishsmarter or @aschwanden4stc 10 1. Create a new task/concept/reference, etc and view the default appearances 2. Open a template and change the zoom 3. Create a new t/c/r and view the defaults 4. Open a template and change view settings
  11. 11. The absolute minimum* 19:43@publishsmarter or @aschwanden4stc 11 1. You need to open the EDD and your template 2. Then, in YOUR template, import the EDD rules (File > Import > Element Definitions) 3. Copy in a bit of DITA  The end, kinda  You now have all the structure, all the format rules, but...  If your names and the EDD references don’t match, it’s not what you need * Not at all recommended. By anyone. Ever. If you want super-easy, use defaults.
  12. 12. EDD Locations 19:43@publishsmarter or @aschwanden4stc 12  If you want to further define what is in your template, you need to be able to work with: C:Program Files (x86)AdobeAdobeFrameMaker2015Structurexml DITA_1.3apptechnicalContentedd (similar for 1.2 as well, but the number changes)  Your path MAY differ a bit, but the important bits stand out…
  13. 13. Updating an EDD 19:43@publishsmarter or @aschwanden4stc 13  Take the time to explore the file, get to know the syntax  Search for specific paragraph or character tag names  Tweak to YOUR names (once you have the right one)  Import the EDD, test with your files  NOTE: In this session I am ignoring the messages, but normally read/resolve *IF* they matter  Tweak EDD  In your template, File > Import > Element Definitions  Create sample DITA content, see if the formats “stick”
  14. 14. Changes with minimal EDD work 19:43@publishsmarter or @aschwanden4stc 14 1. Create a representative sample of your content in DITA 2. Open your template and insert (copy/paste) DITA 3. Import the EDD (previous slide) 4. Edit the appearance (very carefully) using Designers  For example: Rename/match tags (Bulleted/ul.bulleted)  Note that some content may have EDD based “first/last/only” rules  Could have other rules that may have unexpected impacts 5. Delete the content, save the template 6. Open DITA content and see the format change 7. Repeat as needed
  15. 15. Changes with a bit more EDD work 19:43@publishsmarter or @aschwanden4stc 15 1. In the EDD, find the “right” place to change (for example, need to update the <title> for section, etc.) 2. Make a silly change, such as assigning a table title (test if you got it right) 3. Import, see the impact 4. Correct the tag you assigned with the “right” one 5. Repeat as needed
  16. 16. Changes with a bunch of EDD work 19:43@publishsmarter or @aschwanden4stc 16 1. In the EDD, find the “right” place to change (for example, need to ADD a rule for <shortdesc>) 2. Add a brand new rule with a silly change, such as assigning a table title (again, test if you got it right) 3. Import, see the impact 4. Correct the tag you assigned with the “right” one 5. Repeat as needed
  17. 17. When ready, and with extreme caution 19:43@publishsmarter or @aschwanden4stc 17  Ensure you have backups  Double check that you have backups  Get OTHER people to validate that you have backups  Replace the default Adobe templates with your own  Match the path, match the names  Test  Test  Test
  18. 18. Publishing paths 19:43@publishsmarter or @aschwanden4stc 18  Author templates and publish templates are in different locations  Consider:  Authors may want to have a template that shows draft- comments, or uses conditions, or even has watermarks for PDF  Publishing may want to have templates that don’t  StructurexmlDITAoutputTemplates Your path MAY differ a bit, but the important bits stand out...
  19. 19. Further (geeky) reading 19:43@publishsmarter or @aschwanden4stc 19  http://help.adobe.com/en_US/framemaker/dita/ framemaker_customization.pdf  http://help.adobe.com/en_US/framemaker/2015/ini/ framemaker_2015_ini_reference.pdf
  20. 20. One other option 19:43@publishsmarter or @aschwanden4stc 20  Use these ideas  Build a custom structured application  Point to custom folder locations  Structure Tools > Structured Application Designer  Still need to have custom templates
  21. 21. Blatant self-promotional plug 19:43@publishsmarter or @aschwanden4stc 21
  22. 22. Follow up contact information 19:43@publishsmarter or @aschwanden4stc 22 905 833 8448 (Eastern Time) bernard@publishingsmarter.com www.linkedin.com/in/bernardaschwanden @publishsmarter or @aschwanden4stc www.publishingsmarter.com

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