Configuration 5.3 Manual

Configuration 5.
3 Manual
R W D
I n f o
P a k
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
Customizing Info Pak with the Configuration Tool

The RWD Info Pak - Configuration Tool allows for the customization of the Info Pak product suite. Changes made with the Configuration Tool are saved to an .ips file. The default .ips file delivered with Info Pak is infopak.ips. Any changes made are computer-specific and the new configuration information must be distributed to other users. Refer to Distributing New Configuration and Logo Files for more information. The Configuration Tool should only be installed on those computers whose users have authorization to make modifications to the Info Pak product suite. The Configuration Tool reads from and writes to the infopak.ips file, which contains project-wide settings. User-level settings are established via each Info Pak components profile options. These settings are written only to the current users profiles. The distinction between project and user-level settings also exists on an Info Pak administrators computer. Before making changes to the configuration settings: The Administrator installation of Info Pak must be present on the local machine. The document version, category names and values, header/footer text, and any changes to the default template text must be decided upon as they relate to the specific needs of the company and project team.
The following subsections provide information regarding project settings and user-level settings (profiles).
Customizing
Using Profiles and Project Settings

Profiles are files that enable you to store your individual preferences for specific Info Pak components. Profiles are used in the Publisher (Template/Recorder, and Converter), Glossary, and Web Architect components. For example, the Template/Recorder profile allows you to specify options such as paper size, default save location, and screen percent differential. Profiles also include a reference to the corresponding project settings file. The Info Pak administrator creates a project settings file (using the Info Pak Configuration Tool) to enforce standards and consistency across all Info Pak components used on a project. Project settings allow the administrator to specify options such as screen insert type, company name, and project name. Project settings files have an .ips extension.
Why Use Profiles and Project Settings?

Profiles and project settings provide the following potential benefits: Authors can specify their preferences for the current project. If you work on more than one documentation project, you can create a profile for each project to simplify switching between projects and to ensure consistency. For example, if Project A calls for publishing cue cards and PDF work instructions and Project B calls for publishing Microsoft Word BPPs, creating two profiles enables you to easily switch between the projects without specifying the publish options each time. Authors can save time and minimize mistakes by reusing profiles from previous or current projects. Administrators use project settings to ensure that information such as header and footer text and categories are used consistently across the project documentation. These settings are then automatically synchronized with authors. Administrators use profiles to enable auto scheduling. The auto scheduling functionality allows the administrator to execute Glossary, Publisher, and Web Architect tasks in unattended mode. Profiles inform the Info Pak - Auto Scheduler component where to find Info Pak documents for globalizing, what document types and formats to publish, and which .htx files to use for website creation. Refer to Using Auto Scheduler for detailed information on the Auto Scheduler component.
Are Profiles Mandatory?

Profiles are not mandatory if authors simply need one configured project settings file. In this case, configure the infopak.ips delivered with Info Pak and distribute this project settings file to the authors. Refer to Should I Create a New Project Settings File? for guidance on determining your project requirements.
Customizing
Synchronizing Profiles and Project Settings

Administrators must distribute new and updated project settings and/or profiles to authors. In previous versions of Info Pak, this typically required email notifications to authors who then had to locate and copy the files to their local machines. Info Pak includes synchronization functionality to automate many of these file distribution tasks. Synchronization is the process of updating profile and project settings files with administratorsupplied files stored on a central server. Synchronization occurs automatically when a component is launched. 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. Authors are prompted if a synchronized file from the server (for example, profiles, project settings, templates, logo, or GUIPro databases) is attempting to overwrite a newer file on the local computer. Older local files are automatically overwritten during synchronization. Refer to Distributing New Configuration and Logo Files for detailed information on synchronization.
Customizing
Available Project Settings

The following table lists the project settings available in the Configuration Tool. Configuration Tool Tab Template Project Setting Screen Insert Type Use Glossary Parent document: Maximum screen shot width Use page breaks before screen shots Use R/O/C column Use new screen flow connector Use active connectors in Visio Unknown Field Name Text Version name and sequence Category name and value Company Name Project Name Header Text Footer Text Sync Interval (hours) Build Folders Based Upon Select PostScript Folder Name Use filtered HTML Use new screen icon Child type heading box Child document locator page Include Intentional Blank page Use Return to Procedure for screen shots Logo filename HTML: Maximum screen shot width Use CSS Save as index Include procedural steps (in Test documents) Include Notes (in Quick Reference documents) Include Results (in Quick Reference documents) Include Comments (in Quick Reference documents) All user text settings
Recorder Versions Categories Client Info
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
Available Profile Options

The following table lists the profile settings available in the Info Pak components. Refer to the specific Info Pak component manual for instructions on specifying and using these profile options. Component Publisher Tab Template Preference/Profile Options Glossary location Default save location Paper size Interface language Working folder location Recorder Search HTML Title Tags Prompt for Field Name Screen Percent Differential Hide toolbar when recording Active window mode Current application mode Desktop mode Hot-keys Converter Publishing All hot-keys Select document type(s) and format(s) Remove Screen Shots Map Screenflow Inbox Outbox Interface language Restart rate Paper size Enable Express Publishing Glossary Glossary Location of the glossary database Interface language Location of the documents to be globalized Term name and definition styles Web Architect N/A Location of the Web Architect database Build Directory Structure Path
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
HTX Assignments Navigation
Customizing
Should I Create a New Project Settings File?

A project settings file is used to enforce consistency and standardization across a project and to allow an author to work on more than one documentation project at a time. For example, if Project A uses the categories Module and Course and Project B uses the categories Application and Procedure, the administrator would create separate project settings files and profiles to distribute to authors. If you have multiple project requirements similar to the above example, you will need to create and distribute multiple project settings (ips) files. If your project requirements are limited to one documentation effort, you can simply modify and distribute the default infopak.ips file delivered with Info Pak. The following graphic illustrates typical single and multiple documentation project scenarios.
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Customizing
Creating a Project Settings File

Perform the following steps to create a new project settings file using the Configuration Tool. When you create a new project settings file you are essentially creating a copy of the default project settings file (infopak.ips) delivered with Info Pak. Refer to Should I Create a New Project Settings File? for guidance on creating a project settings file versus modifying the default project settings file (infopak.ips) delivered with Info Pak. 1. Start the application using the menu path Start Configuration Tool. Programs RWD Info Pak
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Customizing
2. Select Project Settings
New .
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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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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
Specifying Project Settings

1. Start the application using the menu path Start Configuration Tool. Programs RWD Info Pak
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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 .
Select the desired project settings.
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 ---
Go To Step 4 Step 6 Step 8 Step 10 Step 14 Step 16 Step 19 Step 22 Step 25
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:
Heading Only - A formatted caption of the screen title:
SAP Easy Access

Screenbar Only - An image of the title bar:
Set the width of captured screenshots in parent documents
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 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. .
To move the version lower in the list, click .
Delete a version
1. 2.
Select the version to be deleted. Click .
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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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 .
2. Change the order of the category value 1. 2.
Select the category listing to be moved. To move the category higher in the list, click .
3.
To move the version lower in the list, click .
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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 .
Delete a category value
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 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
to locate and specify the file.
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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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21. Enter the desired text in the Custom Text column.
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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
Edit the name of a standard document type
Edit the document type name.
4.
Click
For the standard document types delivered with Info Pak, only the name field can be edited.
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Customizing If You Need To Add a custom document type 1. 2. Click Then .
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 .
Edit the document type name or the associated application.
4. Disable the use of a specific document type
Click
in the Enabled column for that Deselect document type.
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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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
Maintaining Project Settings Files

Perform the following steps to edit the project settings description and copy or remove a project settings file. 1. Start the application using the menu path Start Configuration Tool. Programs RWD Info Pak
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2. If the desired project settings file is not open, select Project Settings
Open .
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3. Select the desired project settings from the displayed list.
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
6. Select Project Settings
Properties .
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Customizing
7. Edit the text in the Description field.
8. Click
9. Return to Step 5. 10. Select Project Settings Save As .
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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11. Enter a new name and description.
12. Click
13. Return to Step 5. 14. Select Project Settings Remove .
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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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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
Maintaining Profiles Available Publisher Profile Settings

The following settings can be stored in the Publisher profiles: Setting Template Profile Settings Publisher Template Tab Glossary location Default save location Paper size Interface language Working folder location Refer to the Preferences: Template and Recorder section in the Info Pak Publisher manual for detailed instructions on specifying these template profile options. Information
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.
Publisher Hot-keys Tab
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
Canada ERP \\canada\ERP\Glossary\ implementation canada.ipg
Mexico CRM \\mexico\CRM\Glossary\ \\mexico\CRM\parents implementation mexico.ipg
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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
Modifying Profile Properties

1. Select Profiles Properties from the RWD Info Pak Template toolbar or RWD Info Pak Converter component.
2. As necessary, make changes to the Profile description field.
3. Click 4. Select 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
2. Select the profile to open.
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.
Importing and Exporting Profiles

In addition to synchronizing, profiles can be distributed via the import and export options. You may want to use these options to share profiles with other Publisher users. 1. Perform one of the following: If You Want To Import a profile Export a profile Go To Step 2 Step 8
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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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Using Profiles 5. Click .
6. Click
. The profile is now available to be opened.
7. Return to Step 1. 8. Select Profiles Export from the RWD Info Pak Template toolbar or RWD Info Pak Converter component.
9. Click
to select from the available Template or Converter profiles on your computer.
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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
Creating Profiles for a New Project Settings File

If you create a new project settings file, you must create corresponding profiles for the various Info Pak components being used on your project. These profiles will point to your new project settings. Profiles must be created for the Template, Converter, Glossary, and Web Architect components. The following steps illustrate the process of creating a profile for your new project settings file. The functionality to associate a project settings file with a profile is only available with administrator installations. Users will not see the Project Settings tab on the Preferences window and will not be able to select a project setting to associate with a profile. The Info Pak - Converter component is used as an example in the following procedure. Refer to the relevant Info Pak component manual for information on specific profile options. 1. Start the application using the menu path Start Converter. 2. Create a new profile or open an existing profile. 3. Select Help Preferences . Programs RWD Info Pak Publisher
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Using Profiles
4. Select the
tab.
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Using Profiles
5. Select the newly-created project settings.
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Using Profiles
6. Click
to save the project settings.
7. Close and re-open the Info Pak Converter component.
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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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Alternate Documents and Templates
Using Alternate Documents and Templates

In addition to standard parent and child documents, another type of document can be created with Info Pak Publisher: alternate documents. Alternate documents are Microsoft Office documents that are given Info Pak properties. Alternate documents can be created using custom templates created by your company or the existing templates provided in the Microsoft Office suite. In addition, your existing Microsoft Office and HTML files can be assimilated into the Info Pak suite to become alternate documents. The assimilation process stamps the file with custom Info Pak properties. Alternate document types are created by the administrator using the Configuration Tool and are then distributed to authors. Examples of possible custom documents include policy and procedure documents, conceptual presentations, checklists, and process flows. Refer to the Info Pak Publisher manual for information on creating alternate documents and assimilating documents. The following subsections provide information on the templates delivered with Info Pak and typical document scenarios for alternate documents.
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Templates Delivered with Info Pak

Modifying the look-and-feel of standard Info Pak documents or creating new custom alternate documents may require creating or changing document templates. If you create a template containing macros, you must assess the security implications for your users. Microsoft Word includes security levels to protect against the risk that macro viruses will infect computers. You should evaluate digitally signing your custom templates; RWD does not digitally sign any template other than infopak.dot, infopakasia.dot, and the GUIPro template toolbars. The following templates are delivered with Info Pak: Template
Infopak.dot
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
C:\Documents and Settings\All Users\Application Data\RWD\Info Pak\Version 5.30
Infopak_standard.dot C:\Documents and Settings\[username]\Application Data\Microsoft\Word\STARTUP
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Alternate Documents and Templates Template

Infopak_custom.dot
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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Typical Document Scenarios for Alternate Documents and Templates

The following subsections illustrate typical alternate document scenarios you may encounter. In addition, basic details regarding creating custom auto-text and styles for use with Info Pak are provided. Refer to the following table for help in determining the required tasks based on your documentation needs: If You Want To The Administrator Must The Author Must
Refer to Creating an Alternate Document in the Info Pak Publisher user manual.
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.
Modify the paragraph and character styles or auto-text used in a single custom alternate document
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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Creating Custom Auto-Text or Styles for Alternate Documents

Perform the following steps to create custom auto-text or styles to be used with alternate documents. 1. Determine the DocType_Number for the alternate document type. The DocType_Number is defined by the administrator via the Configuration Tool. 2. Copy the original style from infopak_standard.dot to infopak_custom.dot or to the alternate document template you have created. 3. Rename the style in infopak_custom.dot or the alternate document template according to the following convention:
Example DocType_Number Original Style Name New Style Name 4. Save the modified template.
11005 P101_Step P11005_Step
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.
Updating Styles for an Alternate Doc Type with No Associated Template

If the style change is for one alternate document type with no associated template (other than normal.dot), perform the following steps: 1. Open infopak_custom.dot. 2. In the Modify Style window, modify the style(s). 3. Save infopak_custom.dot 4. Select Tools 5. Click Templates and Add-Ins... . .
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 .
11. Close the document on the right.
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The style(s) will be updated immediately.
Updating Styles for All Document Types

If the style change is for all document types, perform the following steps: 1. Open infopak_standard.dot. 2. In the Modify Style window, modify the style(s). 3. Save infopak_standard.dot 4. Select Tools 5. Click Templates and Add-Ins... . ..
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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Distributing New Configuration
Distributing New Configuration and Logo Files

You can make new or updated project settings files (for example, infopak.ips) and profiles available to your documentation authors. There are three ways to distribute these files to Info Pak users: Use RWD Info Pak - Sync to upload new files to a central server location from which users can automatically synchronize their Info Pak components. This is the preferred method because it ensures that a documentation team uses a consistent and up-todate set of files. Copy new files to a server location. Authors can then copy or import files from this location to their local computer. Include new files in an email. Authors can save attached files to their local computer. Refer to Using Sync to Distribute Files for detailed instructions on the Sync application.
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Customizing the Logo

The logo file is a graphic to be used as the company or project logo. Once customized, it will display in the header of non-HTML Info Pak child documents produced from a standard Oracle, SAP, or generic parent document. The logo may be color or black and white. A graphic editing program, such as Microsoft Paint, can be used to create and edit the logo. The logo image does not display in the parent but, rather, is inserted into the child documents during the publishing routine. 1. Obtain the desired logo in electronic form. 2. Resize the logo to tall by 1- wide (recommended). 3. Convert the logo file to a GIF, JPG, or BMP format. 4. On the Publishing tab in the Configuration Tool, specify the name and location of the logo file. Specifying the logo file in the Configuration Tool copies the logo to the following folder on the administrators computer: C:\Documents and Settings\All Users\Application Data\RWD\Info Pak\Version 5.30\Logos. The logo will then be distributed to authors during synchronization. Refer to Specifying Project Settings for instructions on editing project settings. Refer to Uploading Files with Sync for additional instructions on the Sync application. 5. Optionally, to include the new logo for subsequent Info Pak installations, save the logo file(s) in the support\config folder of the installation directory structure.
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Using Sync to Distribute Files What is Synchronization?

Synchronization is the process of aligning configuration files on a users computer with standardized, centrally-maintained files on a server. Synchronization is a two-step process: 1. Administrators upload configuration files to a server. 2. After users specify the server location to their installed Info Pak components, Info Pak automatically downloads the new or updated files to the local computer. The Info Pak Sync component is installed as part of the standard administrator installation. Sync allows administrators to upload new and updated configuration and template files, logo files, and GUIPro databases to a central server location. Users Info Pak components can be set up to sync to this central server location for automatic download of required files. By automating what, in previous Info Pak versions, was a manual process, documentation teams have greater assurance that they are using up-to-date project settings, templates, logo, and databases.
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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.
What Files are Synchronized?

The following files may be uploaded using Sync and, subsequently, synchronized with the users computer: Files must exist in the location specified below in order to be recognized for upload by Sync.
File Type Project Setting
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
C:\Documents and Settings\All Users\Application Data\RWD\Info Pak\Version 5.30\Logos\*.gif, *.bmp, or *.jpg
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.
Uploading Files with Sync

1. As necessary, complete the required modifications to create or update the project settings, profile, template, logo, or database files. Refer to Customizing Info Pak with the Configuration Tool and Using Profiles for additional details on creating project settings and profiles. Refer to Templates Delivered with Info Pak for additional information on templates. Refer to the Info
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Distributing New Configuration Pak GUIPro and GUIPro Builder manual for information on updating GUIPro databases.
2. Double-click
on the desktop, or select Start
Programs
RWD Info Pak
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
to locate the server destination.
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4. Select the desired folder, and 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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Using Auto Scheduler

The RWD Info Pak Auto Scheduler component is installed as part of the standard administrator installation. This component schedules and executes Info Pak Glossary, Info Pak Converter, and Info Pak Web Architect tasks in unattended mode. By selecting profiles for each of these three components, the administrator can process a document folder to globalize the documents, publish the desired output documents, and import the documents and build navigation and fastpath pages for website generation. Components can be included or excluded from the automated process. The following figure assumes that all three components are being included and that all Web Architect tasks are being executed. In addition, the optional inclusion of a batch file (*.bat) is also reflected in the figure.
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Working With Auto Scheduler Tasks Creating a Task

Perform the following steps to create a task with Info Pak Auto Scheduler:
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
Save Task, or click
to add the task to the task list.
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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4. Optionally, select File
New Task to clear the screen fields and create another task. Save Task
If you need to create a task based on an existing task, select File As .
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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.
Viewing the Task List and Task Log

The task list at the bottom of the Auto Scheduler window displays the list of saved tasks. Selecting a task will display the tasks settings in the upper portion of the window. The task log displays any errors encountered during task execution and the number of documents processed during the task. The task log will indicate that a batch file (if included) was called and finished. However, Auto Scheduler does not check to ensure the batch file completed successfully. 1. As required, perform one or more of the following: If You Want To Review information in the task list Review a log detailing information about the previous run of a task Then --Select the desired task in the task list. Go To Step 2 Step 4
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.
Notepad is launched, and the log is displayed.
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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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Exiting Auto Scheduler

You must be logged into the computer running Auto Scheduler, and Auto Scheduler must be running in order to execute future scheduled tasks. You can minimize and maximize the application. Select File Exit to exit Auto Scheduler. If you exit the application and tasks exist in the list, a warning message displays indicating these tasks will not execute at the scheduled time. Instead, the next time Auto Scheduler is started, these tasks statuses will be updated to Delayed and the delayed tasks will start running automatically in scheduled order.
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For More Information
For More Information - Available RWD Info Pak Courses

Courses are available for each Info Pak product. See your Info Pak sales representative for more information on purchasing and scheduling these courses.
RWD Info Pak - Publisher (8-hour course)

A beginner course designed for the developers and the project management team, covering the basics of recording a procedural document, editing the document, and creating (or publishing) alternate formats. Includes instruction on using RWD Info Pak - Glossary functionality, creating Microsoft Visio screen flows, and inserting buttons and icons using RWD Info Pak - GUIPro.
RWD Info Pak - Simulator (4-hour course)

A course designed for the developers and the project management team, covering the basics of recording a simulation, editing the simulation, and generating interactive and static output formats.
RWD Info Pak - Web Architect (8-hour course)

An intermediate course for the lead developers and the project management team, covering the creation of a website using the content created by RWD Info Pak - Publisher. Includes importing documents into the database, creating a directory structure that will be used in the navigation of the website, and tracking and reporting documentation status. Note: This course is not intended for web developers and does not cover HTML authoring or customization.
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.
RWD Info Pak - OmniHelp for the Administrator (8-hour course)

A course for the management and maintenance of the OmniHelp desktop and server components. Includes server configuration, client installation, use of notification and alert notes, and users help request options.
RWD Info Pak - Glossary for the Administrator (4-hour course)

An advanced course for the management and maintenance of the RWD Info Pak - Glossary database. Intended for a smaller number of users, primarily the lead developers or project management team. Includes importing terms and definitions into a database, editing terms in the database, and exporting (or globalizing) terms into end-user documentation.
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For More Information
Configuration Management (8-hour course)

An advanced course for the project management team or Info Pak administrator. Includes the configuration of the Info Pak template options, logo, categories, and RWD Info Pak - Glossary setup. Not intended for all developers. The course also covers the use of RWD Info Pak - Auto Scheduler and the RWD Info Pak - Sync tool.
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Configuration 5.

RWD Info Pak - Configuration Version 5.3, 08/09/2004

Customizing Info Pak with the Configuration Tool

RWD Info Pak - Configuration Version 5.3, 08/09/2004

Using Profiles and Project Settings

Why Use Profiles and Project Settings?

Are Profiles Mandatory?

RWD Info Pak - Configuration Version 5.3, 08/09/2004

Synchronizing Profiles and Project Settings

RWD Info Pak - Configuration Version 5.3, 08/09/2004

Available Project Settings

Recorder Versions Categories Client Info

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RWD Info Pak - Configuration Version 5.3, 08/09/2004

Available Profile Options

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HTX Assignments Navigation

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Should I Create a New Project Settings File?

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Creating a Project Settings File

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2. Select Project Settings

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Specifying Project Settings

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Select the desired project settings.

Go To Step 4 Step 6 Step 8 Step 10 Step 14 Step 16 Step 19 Step 22 Step 25

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Heading Only - A formatted caption of the screen title:

SAP Easy Access

Set the width of captured screenshots in parent documents

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To move the version lower in the list, click .

Select the version to be deleted. Click .

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2. Change the order of the category value 1. 2.

To move the version lower in the list, click .

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Delete a category value

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to locate and specify the file.

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21. Enter the desired text in the Custom Text column.

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RWD Info Pak - Configuration Version 5.3, 08/09/2004