power to the people: supporting pca-driven content creation through custom development
TRANSCRIPT
Anna Hartman, SAPApril 5, 2016
Power to the People: Supporting PCA-driven content creation through custom development
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What Does SAP Do?
THE Cloud Company Powered by HANA
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UA at SAP
UA Design and Customer Experience
Cloud-enabled User Analysis
Embedded UA – Videos, Contextual Help
Integrated API Documentation
People and Processes
Enablement
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DITA CMS back-end environment
IXIASOFT TextML Application Server
TextML Infrastructure (cluster, failover)
DITA CMS User Environment
DITA Project Map Editor Production Center
Build DashboardTranslation Dashboard
Container Management/Cloning
IXIASOFT DITA CMS Eclipse Plug-in
oXygen Editor Eclipse Plug-in
Remote Access Infrastructure (RDP)
DITA CMS Production Environment
Build Infrastructure
DITA OT Antenna House
DITA OT FrameworkCore TT Custom TT Custom TT
DITA Build System
Builds
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Versioning: Container Model
A container…contains objects that belong together on a content level, e.g., all maps, topics, and images used to document a
software component for a given releaseis an inventory list of the IDs of the objects that are contained in itdefines for each ID which physical object is used by pointing to the file name references object using <keydef>
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What is PCA?
People Centric Approach
Who are our people? Internal and external users with disparate backgrounds and unique needs Different systems/backgrounds/companies Some DITA, some not Branding Delivery channels Release Cycles
What does it mean to us? Develop custom, creative, flexible solutions that enhance and simplify the overall UA infrastructure.
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Project titleScheduled datesTeam members
Project titleScheduled datesTeam members
1998 2001 2005 2006-07 20122010 2014
Structured FM
DocBook/CC
Bleeding Edge
DITA
DB 2 DITA
IXIASOFT DITA CMS
Migration Training
User Guide
70+ Users
Metamap
SAP
IXIASOFT DITA CMS*
Migration
“Regression”
Moving Forward
FM + SGML
Archaic
Sybase
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Problem Statement and Requirements
Simplify project and output management within DITA CMS with more flexible build process.Started with output maps that included metadata for delivery.Project referenced output maps, which referenced buildable maps.No easy way to apply global settings, manage “collections” in a build manifestHave flexible Build process (e.g. support of multiple Build schedules based on various time zones, disabling
some outputs in the projects). With this would come the added benefit of build optimization and better use of resources.
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Solution
Project Map DITA Project Map Editor
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What is a Project Map?
• The project map is a specialized map in the DITA CMS used to contain project, output, and publishing information for a project.
• Users create a project map in the root container of the dependency tree. This is the highest-level container in the dependency tree. The project map versions with the container.
• The project map defines the list of the outputs that are built for the project. In this way, the project map replaces all the output maps in the project.
• Users create projects in the same way in the DITA CMS. However, now they only need to associate one project map with the project (instead of an output map for every output).
• The project map defines the list of languages used in the build process at the project level. By default this list is inherited at the output level, with the possibility to disable some languages, if needed.
• Users edit the project map using the Project Map Editor.
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Advantages of Project Maps
• Simplifies project management for projects with many outputs.
• Doc Leads define output properties (rendering, profiling, delivery channels) at the project level that can be inherited by groups of outputs.
• Users can edit certain properties on a group of outputs.
• Easily enable/disable the build for groups of outputs.
• Helps the Production Team optimize build resources.
• Includes milestones and output languages at the project level.
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Information in a Project Map
General: This information applies to the whole project:• Project title and description• List of publishing languages• Milestones
Global Settings: Create a setting to define a set of properties that can be applied to one or many outputs: • Rendering setting: defines all Open Toolkit properties required for a trans-type.• Profiling setting: defines profiling settings (strategy, mode, conditions with attributes/values).• Delivery channel setting: defines information for a given delivery channel (for example, Nexus)
Outputs: An output is publishing configuration for a deliverable. For each output, users configure:• The title, buildable map loio, and trans-type. • The rendering and profiling settings to inherit, if any.• The list of languages to build and an output file name.• The delivery channel for each language.
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Creating a Project Map
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Select project-map.ditamap,Open map in DITA Map view. Click Select… to select the root container.
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Before creating the project map, create or clone a project. In the new project, replace the former project map with the latest version.
Select Create Map.
Enter a Map Title. Use the name of the project without the version information.
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Creating a Project Map
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Release the map.5
Click Create.
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Adding the Project Map to the Project
Open the project in the Project Management view.
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Drag the project map from the Search Results view (or Documents view or DITA Mapview) to the Deliverables tab in the Project Management view.
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Project Map EditorProject map title and description. You can
edit both fields
Set the languages for your project here.
Add settings for delivery channels,
rendering, and profiling
Add outputs to your project map.
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General Tab – General Information
The title is automatically added upon creation of the project map. Users can change the name in the Title field.
Add an optional description for the project map.
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General Tab - Languages
Click to add additional languages to the project.
Select the relevant language(s) and click OK.
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General Tab – Global Settings
Click to add delivery channel, profiling, and rendering settings to the project.
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Global settings – Delivery channels
Click to add a delivery channel to the project. Highlight a row and click to edit a setting or click to delete a setting.
The following delivery channels appear by default:
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Global settings- Profiling
Add the Name and Description for the profiling setting.
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Global settings- Profiling
In the Strategy field, select Includeor Exclude. This is a general setting.
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Users choose the following profiling strategies:• Include: profiled content for all conditions maintained in the project map is also included in the
document. Non-profiled (generic) content is always included in the document. • Exclude: profiled content is removed from the document. Non-profiled (generic) content is always
included in the document.
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Global settings- Profiling
In the Mode field, users can choose the following profiling modes for your PDF deliverables:• Standard: default mode where no flagging
shall be used for preparing the delivery.• Flag: Adds a flag in the topic showing the
profile that was used on a particular element in the topic.
• TICM: custom option for certain SAP guides.
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Standard shows or hides the profiled content. With flagging, profiled content is highlighted using a flag or the text is wrapped in a green bar.
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Global settings- Profiling
Select one or more profiling conditions in the Profiling pane. Click Add.
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Global settings- Rendering
Add the Name and Description for the rendering setting.
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Global settings- Rendering
Select the trans-type from the drop-down menu.
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Global settings- Rendering
Click to add a rendering property to your output.
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Global settings- Rendering
Select the relevant rendering property and value. Click Add.
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Add as many properties as needed, and click Add.
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Example – Completed General tab
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Milestones tab
Click to add a new milestone to your project. Highlight a row and click to add the due date and status to a setting or click to delete a milestone.
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Adding output entries
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Click the Add Output icon .
Click the Outputs tab. Any existing outputs are listed.
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After users define output languages and settings (rendering, profiling, delivery channels), users add reference to buildable maps (deliverables) and globally apply settings.
1 Lock the project map and open it in the DITA Project Map editor.
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Adding output entries
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Select the Type (this is the trans-type).
In the Outputs page of the Project Map editor, enter a Titlefor the output (this can be the same as the buildable map)
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4 Right-click the buildable map (for example in the Search Results) and select Copy > Copy ID.
7 Right-click the Buildable map field and paste the ID copied earlier.
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Adding output entries
In the Rendering and Profiling dropdown lists, select the rendering and profiling settings (if any) to apply to this output (these were defined earlier in the General tab).
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8 Enter an Owner. This name appears in the Build Dashboard, another plug-in used by teams to manage nightly builds.
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Adding Output Filenames
To enter an output for a given language, name, select the line and click the Edit language icon.
In the Languages box, a line appears for each output language defined in global settings.
Enter the output file name for the language.
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Configuring Build Cycles
Optionally, users can select a Build cycle. Each output and each language can have a separate cycles (either Daily or Weekly).
*Soon Doc Leads can specify the time of day for the builds (00:00 CET or 13:00 CET), at the project level.
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Configuring Build Mode
Optionally, users select a Build mode.
A Draft build renders:• the unique identifier of every topic in the
topic title• draft comments• the security level to Internal
The Production-Draft status builds both production and draft versions of the build.
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Enabling Builds
To enable or disable the build for a specificlanguage, set the Status. Users can also do this from the Languages box with the enable and disable build icons:
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Adding Delivery Channels
To add a delivery channel for a language, select Add delivery channel icon.
Select the Language and the Setting from the dropdown lists, which are populated with data from Global Settings.
For Perforce, enter the language path.
To enable or disable the push to the delivery change for a specific language, set the Status. Users can also do this from the Languages box with the enable and disable push icons:
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Saving Output Entries
When all the output properties, languages, and delivery channels are configured, click to apply the changes.
The output editor closes and the output entry appears in the list on the Outputstab.
Save and release the project map.
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Manage the output list (Output tab)
Select all outputs
Unselect all outputs
Edit selected outputs
Duplicate selected output
Add output
Remove selected output
Enable the Build for selected outputs
Disable the Build for selected outputs
Export all output information in a TSV file
(available in a later release)
Actions
Combined search used to filter the Output list
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Filtering the Output List
Enter text in the Search field to filter the output list.
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Editing Multiple Outputs
In the Output list, select multiple outputs to which the changes apply, and click the Edit icon.
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Editing Multiple Outputs
If a field has different values among the selected outputs, <MULTIPLE-VALUES> is displayed. The information entered for these or any other fields are applied to all outputs in the selection.
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It’s All About People
Project Map and DITA Project Map Editor = just one example of a PCA-driven solution.
Global Evolution Model
Future Innovation
Every Team IS Exceptional, but keep it simple
You can please some of the people some of the time, all of the people some of the time,
some of the people all of the time but you can never please all of the people all of the time.