The server workspace 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 server workspace.
|
Managed Documents
A managed document is a non-uPerform/non-Info Pak file or file pair that is uploaded to the server.
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 
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 
to the left of the document title in the document library .
|
NOTE:
|
Web documents are not assigned to binders.
|
Adding a Managed Document and Updating Properties
- Click the Projects button.
- Click on the project name in which the managed document is/will be located.
- Click Document Library.
- Click on the folder in which the managed document is/will be located.
- Perform one of the following:
|
If You Want To
|
Then
|
|
Add a managed document
|
- Click Add Managed Document on the left menu.
- Go to the next step.
|
|
Edit properties for a managed document
|
- Click on the binder containing the managed document.
- Under Translations click on the name of the managed document to update.
- Click Edit Properties in the Task Pane.
- Go to the next step.
|
- 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 end user 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.
|
- Perform one of the following:
|
If You Want To
|
Then
|
|
Check in a file
|
- Click Select a file.
- Click Browse... to locate and select the managed document to upload.
- Go to the next step.
|
|
Add an HTML document
|
- Click Free text.
- Enter text.
- Go to the next step.
|
|
Save property changes for a managed document
|
Go to the next step.
|
- Click Save.
Updating a Managed Document
- Click the Projects button.
- Click on the project name containing the managed document.
- Click Document Library.
- Click on the folder containing the managed document.
- Click on the binder containing the managed document.
- Under Translations click on the name of the managed document to update.
- Select 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
|
- Click Get Latest Version and select a location to save the file.
- Edit and save the document.
- Click Check In.
- Select the appropriate version number.
- Click Browse... to locate and select the new version of the managed document to upload.
|
|
Edit HTML document on the Server
|
- Click Edit Content.
- Select the appropriate version number.
- Edit the content.
|
- Click Add Version.
|
NOTE:
|
Updating the managed document with versions also gives you the ability to revert back to a previous version, if necessary. Refer to Rolling Back to the Previous Version for more information on rolling back to a previous version.
|
- Verify the updated version is available.
Adding a Web Document and Updating Properties
- Click the Projects button.
- Click on the project name in which the web document is/will be located.
- Click Document Library.
- Click on the folder in which the web document is/will be located.
- Perform one of the following:
|
If You Want To
|
Then
|
|
Add a web document
|
- Click Add Web Document on the left menu.
- Go to the next step.
|
|
Edit properties for a web document
|
- Click on the binder containing the web document.
- Click Edit Properties in the Task Pane.
- Go to the next step.
|
- 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.
|
- Click OK.