Follow

Managing Non-uPerform Documents

The Management Center provides access to several document functions: adding a managed document, adding a web document, and updating document properties. The managed document and web document functionality allows you to maintain all of your documentation and training file types and website links within the Server.

NOTE:

uPerform documents are added to the Server via the Editor workspace. You cannot add uPerform documents to the Server via the Management Center.

Managed Documents

A managed document is a non-uPerform document or file pair that has a source file and optional publish file that is uploaded to the Server.

  • The Source File is any managed document.
  • The optional Publish File is published output that is associated with the Source File. If included, the publishing process will use the Publish File as the end user website content; otherwise the Source File will be used.
  • The Launch file is only available for managed documents that are zip files. It is used to designate the file within the zip archive to be displayed on the end user website. If no launch file is identified, the zip file will be downloadable from the end user website.

    NOTE:

    For SCORM or AICC packages, the default is the first launch file in the manifest file of the package. For all other zip files, the default is blank. The drop down contains all of the launch files within the manifest, all of the files at the root level of the package, and the option Don't launch, just download.

A managed document can also be a rich text document that is created directly on the Server with a rich-text editor. The editor also allows you to see what the finished document will look like while the document is being created.

A managed document is identified by a ManagedDoc.JPG to the left of the document title in the document library.

Web Documents

A web document is a link to a website or to a content location accessible via a unique web address. A web document is identified by a WebDoc.JPGto the left of the document title in the document library.

Adding a Managed Document and Updating Properties

  1. Click Projects on the navigation bar of the Management Center.
  2. Click on the project name in which the managed document is/will be located.
  3. Click Document Library.
  4. Click on the folder in which the managed document is/will be located.
  5. Perform one of the following:

    If You Want To

    Then

    Add a managed document
    1. Click the drop-down arrow to the right of the Action Button.
    2. Click Add Document.
    3. Go to the next step.

    Edit properties for a managed document
    1. Click on the binder containing the managed document.
    2. Under "Translations" heading, click on the name of the managed document to update.
    3. Click the drop-down arrow to the right of the Action Button.
    4. Click Edit Properties.
    5. Go to the next step.
  6. Complete/edit the following information:

    Field

    Description

    Name

    The default name is the name of the document. If desired, edit the name of the document.

    Description

    Enter amplifying information about the managed document.

    Type

    This field only displays when adding a document.

    Choose whether you are adding a managed Document or a Web Document (unique web url link)

    Language

    This field only displays when adding a document.

    Select the appropriate language for the new document. The default is your server default language.

    Template

    This field only displays when editing properties for a managed document.

    Select a template to apply to the managed document.

    Selecting a template allows you to add a transaction code, and to associate the template properties within the template to your managed document.

    NOTE: For more information on template properties, refer to Specifying New Template Settings: Properties.

    NOTE: For more information on making a managed document available for context-sensitive help, refer to Recording A Document And Making It Available For Context-Sensitive Help.
  7. Perform one of the following:

    If You Want To

    Then

    Check in a file to the server
    1. Verify Upload File option is selected.
    2. Click Choose File underneath the Source File label to locate and select the managed document to upload.
    3. Click Open
    4. Optionally, if there is published output associated with the managed document, click Choose File underneath the Publish File label to locate and select the Publish File to upload.

    NOTES:

    1. For Zip files, Select or enter a Launch file.

      NOTE: If a Publish File included, the Launch file for the Source File will not be used.

    2. Go to the next step.

    Create new content
    1. Choose Enter Content option.
    2. Add your text.
    3. Go to the next step.

    Save property changes for a managed document

    Go to the next step.
  8. Click Save.

Updating a Managed Document

  1. Click Projects on the navigation bar of the Management Center.
  2. Click on the project name containing the managed document.
  3. Click Document Library.
  4. Click on the folder containing the managed document.
  5. Click on the binder containing the managed document.
  6. Under Translations click on the name of the managed document to update.
  7. Click the drop-down arrow to the right of the action button.
  8. Click Lock.

    NOTE:

    Selecting Lock allows you to prevent others from making changes to the document while you are checking in a new version.

    If You Want To

    Then

    Edit and upload a new file
    1. Download the version you want to edit from the Version History table.
    2. Edit and save the document.
    3. Click the drop-down arrow to the right of the action button.
    4. Click Add Version.
    5. Click Choose File to locate and select the new version of the managed document to upload. 

      NOTE: Source file is required, Publish file is optional.

    6. Select or enter a Launch file. (NOTE: This only displays for zip files.)
    7. If the Source File has changed, click Increase Minor Version or Increase Major Version to determine the newest version of the managed document.
    8. Click Add Version.

    NOTE: The version is updated regardless of which files were updated.

    NOTE: To publish the new version, refer to Publishing Content

    Edit Content Directly
    1. Click the drop-down arrow to the right of the action button.
    2. Click Add Version.
    3. Select the appropriate version number.
    4. Click "Enter Content"
    5. Edit the content.
    6. Click Add Version.

    NOTE: To publish the new version, refer to Publishing Content
  9. Verify the updated version is available.

Adding a Web Document and Updating Properties

  1. Click Projects on the navigation bar of the Management Center.
  2. Click on the project name in which the web document is/will be located.
  3. Click Document Library.
  4. Click on the folder in which the web document is/will be located.
  5. Perform one of the following:

    If You Want To

    Then

    Add a web document
    1. Click the drop-down arrow to the right of the action button.
    2. Click Add Document.
    3. Change Type to "Web Document"
    4. Go to the next step.

    Edit properties for a web document
    1. Click on the binder containing the web document.
    2. Under "Translations" heading, click on the name of the web document to update.
    3. Click the drop-down arrow to the right of the action button.
    4. Click Edit Properties.
    5. Go to the next step.
  6. Complete/edit the following information:

    Field

    Description

    Name

    Enter a name for the web document.

    Description

    Enter amplifying information about the web document.

    URL

    Enter the web address of the document or link.

    Template

    This field only displays when editing properties for a web document.

    Select a template to apply to the web document.

    Selecting a template allows you to add a transaction code, and to associate the template properties within the template to your web document. For more information on template properties, refer to Specifying New Template Settings: Properties.
  7. Click Save.
Was this article helpful?
0 out of 1 found this helpful