Transcript The Value of XML and Structured Content

Project Workflow
Management
Michael Davis – Principal Business Consultant
SDL Proprietary and Confidential
Objectives - Discuss S1000D Project Creation Concepts
• How do I create the Users, Groups, Teams, and Roles that I need to
manage my project?
– User Desktop Creation
– Assigning Roles
– Building and using Workpools
• How do I get my Data into Contenta CSDB?
– DMRL (Data Module Requirements List) and IRL (Illustration Requirements List)
• Upload Tool
• SNS Creation and Management
– Define DMRL and IRL
– Manage DMRL and IRL
• How do I manage my S1000D once it is in Contenta S1000D CSDB?
– Project Creation
– Workflow Creation
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Objectives - Discuss S1000D Project Management
• How do I create a Contenta S1000D Workflow and then configure it?
• Drag and Drop
• Project Connectors
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How do I create the Users, Roles, and Teams I need?
• With the introduction of Contenta S1000D 5.0, Contenta Explorer (Fat
Client) and Contenta Web (No install Browser Client) have been
synchronized with a common look and navigation.
• User Desktops, Roles, Workpools and other admin functions are easily
created and modified from either client as “sysadmin”.
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User Desktops
• User Desktops allow users
the ability to login into
Contenta S1000D
– Access to objects is granted via
dragging objects onto the user
desktop
– Properties for each object
available on Tab
– User can easily see all of
his/her work via the
Assignments area.
– Projects associated with that
user show up under the Project
Management area.
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P
r
o
p
e
r
t
i
e
s
Create Desktop
• To create user desktops you must be logged in as sysadmin
Right Click
Newly Created
Press OK
User
ClickDesktop
Enter New User
Name, Login Name,
Password and then
select Role
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User Roles – Description and Use
• Contenta users are assigned at least one role when the users’ desktops
are created.
– Roles are associated with tasks when the ProjMan or SysAdmin configures the project
workflow.
– When a role is associated with a task, users assigned that role can be assigned to the
task.
Click
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Workpools – Description and Creation
• Workpools allow you to group users into one role (the workpool) so you
can assign them all to the same task in a project to work simultaneously.
– You can make as many workpools as you like to support your internal business
processes. Think of Workpool as a team or group.
Notice that new workpool
has been created and when
members desktops are
Press Ok explanded the workpool is
Click
visible
Right Click
Write in Name
Select Users
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How do I get my Data into Contenta S1000D CSDB
• S1000D Provides a mechanism called the DMRL (Data Module
Requirements List)
– Contenta S1000D utilizes the DMRL to perform the following functions:
• A data module requirements list is used to identify the required data modules for a
project
• The data module requirement list supports planning, reporting, production and
configuration control
• A data module requirements list can be generated in parts or in a complete form
– Partial DMRL may be provided to partner companies or subcontractors
• Direct Load of already created Data Modules, Pub Modules, ICN’s or
DDN’s
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DMRL Creation and Management
• SDL has created two ways for your company to create and manage
DMRL files.
1. Support of the actual DML file upload directly into the upload screen
2. Support for Comma Separated Values contained within spreadsheet or text
file
Header Row
identifies each
• Best Practice to use the CSV file route as it is much easier
to visually
maintain and sort
individual
part of
on fields of your choice.
the DMC/PMC/ICN
–
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SNS Creation and Maintenance
• If you do not wish to create a DMRL via spreadsheet or direct DML XML editing you can
utilize the Contenta S1000D suite of Tools to create all parts of your project metadata.
• SNS creation and maintenance tools are accessed via the S1000D object in CW/CE
Right Click
Click on S1000D Upload
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S1000D Upload to Configuration Screen
• Ability to accept the following types of files:
– Data Module, Pub Module, DDN, ICN, DMRL
Drag and Drop files here
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Load DMRL Example
APACHESHORTBOW
doesn’t yet exist within
DMRL
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Upload Screen in Action
• Drag files onto interface and then view results of existence check, well
formed check, and upload success
Notice Feedback
Column provides a
report on each
DMC/PMC/ICN
which has been
created during
upload
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Upload Screen Success with DMC/PMC/ICN
• Screen has reported on duplicates, well formed XML, link creation, and
upload success
Notice Name,
Type, Issue No.
and Feedback
are all reported
on individually
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What happens during a DMRL Load?
• During the DMRL loading process Contenta S1000D reads and interprets
each line of the DMRL
– The SNS for all Data Modules and ICN’s is auto created and immediately
available for use
– Each Data Module, Pub Module, or ICN is available to be created on demand
via the Define DMRL and IRL or Manage DMRL and IRL screen
– DDN’s are automatically created under the Dispatch container and available for
immediate use.
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Manage DMRL and IRL
• Now that we have created a new Program by uploading our DMRL we can Manage
DMRL/IRL one of two ways
– Directly by SNS
– Or via System, Subsystem, SubSubsystem, Unit or Assembly
Select Program
If you wish to
manage by
System,
Subsystem,
SubSubSystem
then click radio
button
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How do I manage my Data once it is in Contenta S1000D
CSDB?
• Contenta S1000D Projects
– Contenta Projects are object is used to group data that is to be written, edited,
revised, or otherwise modified and put through an approved workflow
– Data in the project is isolated from the stable “gold” data and your published
documents until all work is approved and you post the updates
• Projects can only be created by sysadmin or ProjMan user roles
– Typically Project Manager does the following:
• Creates Project underneath WIP (Work in Process) container
• Assigns a specific workflow to a project
• Identifies users to the specific tasks within a workflow
• Populates project with objects which need authoring or revision
• Responsible for “Posting” the project data back to the Stable “Gold” data when the
project is complete.
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Create New Contenta Project
• Log in as a Project Manager
– Navigate to WIP Folder and add new Project
Click
Fill in Name
Right Click
New Project
Select
workflow
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Fill in Date
P
r
e
s
s
O
K
Add Team Members to Project
• Once Logged in as Project Manger return to highlight project within
WIP container and rightclick
Right Click
Select Role
Add Users to Team
Select Users
Click
Press OK
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Create New Data Modules From uploaded DMRL
• Add newly defined data modules and ICN’s to your project by returning to
Manage DMRL and IRL screen
Right Click
Click
Select SDC SNS and Information Codes
Notice that
Hit Search to find all DMC’s all Data
Modules
have now
Hit Create
been
created
from Do action
Menu to create
selected
DMC’s
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Assign newly created Data Modules to Project
• Once you have created the new data modules from template or via direct
upload you can then easily assign them to a project from within the Define
DMRL and IRL screen or via copy/paste from CE/CW.
All newly added Data Modules are
visible under project
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Select your
newly
Select
all Data
created
Modules
to be
All selected
project
assigned
to
Data from
Modules
Project
drop
project
and
have
now
down
menu
select
“Assign
been
added
to” from
todrop
your
down project
menu
Workflow Management and Creation
• Projects have workflows that define the tasks, roles, and users whom are
assigned to the individual tasks within the workflow timeline.
• Workflows can be created or modified from the CE or CW screen
– Suggested just to use the Contenta Explorer Client as it is easier to use
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Workflow Creation
Click on
Click
click
Writing Step
Enter Name
to select and
Select Task Route
then
Click
ondrag
Review
and
then
click
start
cursor
to
areaand
task
to
select
object and drag the
on step
pagenow
to Repeat
Task route
then
review
Writing
exists
route
todrag
theSave
Writing
Right
Click
on Task Click OK
Click
Make a task with a
place
steps
to
connect
task
onto
canvas
and
can
be
modified
to
step. The Routes
route to add custom
Right Click on Review
return route by
other objects
area
add users
by
right
actually
connects
Right Click on Tasks to
“triggers”
or or task
otherand repeat steps clicking
a new route
clicking
selecting
the and
steps.
edit properties. You can
events
from writing step
that goes the other
properties
add due dates and user
direction from the
roles and workpools
original route
After choosing trigger
either click OK or
cancel
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Upcoming Events
S1000D in Action Webinar Series
Session 1
How to Use the BREX
Builder
[recording]
Session 2
Enhancing the IETP User
Experience
[recording]
The Power of Applicability
[recording]
Session 3
Fall Webinar Series:
S1000D Customer
Use Cases
• Starting in September
• Details coming soon
S1000D Events
Session 5
Building and Delivering
Publications
6/28/2012
Session 6
Enhancing the Clarity and
Language Quality of
Technical Documentation
7/25/2012
Register at www.sdl.com/xml under Events
• S1000D User Forum
Denver, CO
June 18-21
• ATA e-Business Forum
Scottsdale, AZ
October 22-24
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