Macroscope is a product that allows users to design, edit, and publish method content. It provides features that allow customization of documentation structures, content, and support materials. The ProcessUnifier authoring tool within Macroscope allows users to structure content, edit pages, manage links and menus, and publish content as web pages from a centralized repository. Macroscope is deployed either as a standalone or multi-user system, with typical configurations involving an authoring environment and staged publishing servers.

1. Macroscope®
Customization Features

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Structure – Edit – Publish
How Macroscope (the product) is built and deployed
Design
Content
Experts
Method Editors
ProcessUnifier™ (MPU)
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Macroscope Site
Method Users
Use
Macroscope Customization Features
Feedback from the
user community and
experts, influence
from evolved
frameworks
New and improved
content authored,
validated and used
Macroscope
Evolution
User
Experience
Improved
Practices
Knowledge is
captured,
structured and
published

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The published product
A network of interlinked Web pages maintained
and published from the MPU repository
Links to collateral objects, e.g. files,
Web pages external to Macroscope.
Managed by authorized users
without the need of MPU
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Built-in adaptation features: Deliverable Assistant
Create documentation structures
templates based on project
nature and complexity.
Adapt typical structure and content of
given deliverable templates
Adapting documentation structure and
typical content
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Built-in adaptation features: Support Material
Add/replace your own tools attached to an
existing Macroscope concept
Replace or add to items provided by
Macroscope
• A direct correspondance
• An alternate solution (e.g. specific form)
• A complement (e.g. tool, procedure, policy,
guideline)
• No change to the descriptive Macroscope
page
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Authoring tool : ProcessUnifier™
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MPU - Overview
Main functions:
• Structure – create, copy,
move, rename, delete and
reorganize the structure
(generates breadcrumb and
sibling sections)
• Explore – display and
browse through the
published pages
• Edit– create and modify
page format and content,
manage menus
• Manage – authorize
content authors,
import/export content,
manage page templates,
etc.
• Publish – publish one,
many or all content
elements as web pages
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Edit Structure
Hierarchy of items
• How the pages are
linked to one
another
• Drives the
breadcrumb line
and the sibling
section
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Edit Content
Create and modify
content
• Format:
•Predefined forms for
Macroscope
•User-defined
templates
•Free forms
•Automated sections
e.g. TOC, Structured
List, Ordered List,
Index, Collapsible
sections, etc.
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Edit Links
Links between process
components
• References (hyperlinks) to
other process elements (e.g.
role, deliverable, activity)
through drop-down lists
instead of typing the element’s
name
• Referential integrity ensured
• Changes to one element
cascades through the entire
sites just by republishing
pages
External links
• Other intranet or internet sites
• Any other types of hyperlinks
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Edit Graphical Links
Hot Spot Editor
• Easy drawing of clickable zones
• Drag and Drop references (hyperlinks) from drop-down lists
• Easy import of images
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Edit Menus
Manage menus
• Per domain
• References through
drag and drop
• Not limited to
process content
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Publish
Publish Site
• Web pages generates
from the database
content
• Automated generation
of:
•Certain page views or
sections
•Navigational elements
• Define configurations
(packages) and publish
• Multiple instances of
Macroscope sites on
same server
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Typical Configurations
ProcessUnifier
Repository
(SQL Server)
Authoring
ProcessUnifier Client
Publish Web
Pages
Compare & Synchronise
(Update)Admin,
Domain Expert,
Content Editor
Publication Submission
Manage Structure
and Edit Content
Test Server
Development Site
Staging or Production Server
Official Intranet Site
Authoring Environment
Stand-alone
• Macroscope 5.0 or upward
installed
• MPU application
• InfoPath 2003 SP2 or upward
• SQL Server 2005 Express Edition
Multi user
• Macroscope installed on a server
• MPU for each client
• InfoPath for each client
• SQL Server 2005 Workgroup, Standard,
or Enterprise edition.
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Server containing the
Macroscope database containing
the domain to be edited
Accessing the database to be edited
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Main administration Items
Export or Import a domain from/to other
databases
Who may do what on a Macroscope domain
Domain names and authorizations
Edit Macroscope menus
Edit page templates
Trace changes made to pages
Publishing parameters
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