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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.

NOTE:

Only certain fonts are available for authors while editing content. Non-supported fonts that are used will display as Times New Roman. Refer to What fonts are available to use on uPerform Cloud? for the available fonts.

Managed Documents

A managed document is a non-uPerform/non-Info Pak file 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 Publish File is published output that is associated with the Source File. If included, the publishing process will use the Publish File to create 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 an HTML document that is created directly from 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 (also referred to as authoring files) .

NOTE:

Only SCORM output can be used for assessment tracking.

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 (also referred to as authoring files) .

NOTE:

Web documents are not assigned to binders.

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 Managed 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 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.

    Language

    This field only displays when adding a managed document.

    Select the appropriate language for the new document. The default is your website 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
    1. Click Upload File.
    2. Click Choose File to locate and select the managed document to upload.
    3. Select or enter a Launch file.

      NOTE: This only displays for zip files.

    4. If there is published output associated with the managed document, click Choose File to locate and select the Publish File to upload.

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

    5. Select or enter a Launch file.

      NOTE: This only displays for zip files.

    6. Go to the next step.

    Add an HTML document
    1. Click Enter HTML.
    2. Enter 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 using the document while you are checking in a new version.

    If You Want To

    Then

    Edit and upload a new file
    1. Click the drop-down arrow to the right of the action button.
    2. Click Get Latest Version.
    3. Edit and save the document.
    4. Click the drop-down arrow to the right of the action button.
    5. Click Check In.
    6. Click Choose File to locate and select the new version of the managed document to upload.

      NOTE: You can add a new version for the source file only, the publish file only or both.

    7. Select or enter a Launch file.

      NOTE: This only displays for zip files.

    8. If the Source File has changed, click Increase Minor Version or Increase Major Version to determine the newest version of the managed document.
    9. If desired, click Keep document locked after checking in new version.
    10. Click Check InSave.

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

    Edit HTML document on the Server
    1. Click the drop-down arrow to the right of the action button.
    2. Click Edit Content.
    3. Select the appropriate version number.
    4. Edit the content.
    5. Click Add VersionSave.
    6. If desired, click Unlock this document after adding this version.
  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 Web Document.
    3. Go to the next step.

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

    Field

    Description

    URL

    Enter the web address of the document or link.

    Name

    The default name is populated from the website. If desired, enter a name of the web document.

    Description

    The default description is populated from the website. If desired, enter amplifying information about the web document.

    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.
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