Specifying New Template Settings: General – uPerform On-Premise Manuals

Specifying General Settings: Information

From the Editor, open the new template.
Click the General tab.
Select Information in the task pane.

Complete/review the following fields:

Field	Description
Name	Specifies the name of the new template.
GUID	Specifies the unique ID of the template.
Show file properties on first save	Select this option to display the Properties... window to the author upon the first save during a new recording.
Allow simulation publishing on the Server	Select this option to enable simulation publishing on the Server for all simulations created using this template. An author can change this setting for an individual document. This setting applies only to Server publishing of simulations. NOTE: This option is not available in uPerform Express.
Show 'Press Return' step after Field Description Table	Select this option to display the return step after a Field/Description table.
Hide Field Description Table	Select this option to hide Field Description tables in Document View and published document output. NOTE: Notes inside the field description table will display.
Field Label Separator	Specifies what character should be used to separate multiple labels in a Field/Description table.
Default Screen Display for Steps in the Document Editor	Select Always display to display new screens for steps. Select Never to never display new screens for steps. Select Only if it is the first time this screen is used to display a new screen in the Document Editor only if the screen is different from the previous step.
Callout Color	Select the color to be used for displayed callouts from the drop-down list. Optionally, click Select to choose a color.

In the Default Mask Settings area, choose from the following options:

Field	Description
Background Color	Click Select to specify a default background color.
Border Color	Click Select to specify a default border color.
Border Size	Select a size from the drop-down list.

Select File > Save to save the template.

Specifying General Settings: Images

From the Editor, open the new template.
Click the General tab.
Select Images in the task pane.

Perform any of the following options:

NOTE:

A preview of the selected image will display to the right.

If You Want To

Then

Add an image to the template

Click Add.
Navigate to the image you want to add to the template.
Click Open.

Update an image

Select the image you want to update
Click Update.
Navigate to the updated image file.
Click Open.

Delete a custom image

Select the custom image from the list you want to delete.
Click Delete.
At the prompt, click Yes.

NOTE: You cannot delete the standard images delivered with the application.

Select File > Save to save the template.

Specifying General Settings: Data Files

From the Editor, open the new template.
Click the General tab.
Select Data Files in the task pane.

Perform any of the following options:

If You Want To	Then
Add a data file to the template	Click Add. Navigate to the data file you want to add to the template. Click Open.
Update a data file	Select the data file you want to update. Click Update. Navigate to the updated data file. Click Open.
Modify a data file	Select the data file you want to edit. Click Modify. Edit the file. NOTE: Basic knowledge of HTML, CSS, and JavaScript is required. Select File > Save. Optionally, click Change Editor ... to specify a different data file editor.
Delete a custom data file	Select the custom data file you want to delete. Click Delete. At the prompt, click Yes. NOTE: You cannot delete the standard data files delivered with the application.

Select File > Save to save the template.

Specifying General Settings: Languages

From the Editor, open the new template.
Click the General tab.
Select Languages in the task pane.

Complete/review the following fields:

Field	Description
Use server languages	NOTE: This setting is only applicable to the Server application. It is not applicable in uPerform Express. Select this option to use languages specified on the Server. Deselect this option to manually select languages to enable in this template. For more information on specifying languages on the Server, refer to Configuring Locale Settings in the companion manual Administration.
Check All	Select this option to select all languages to be used in this template.
Visible	Select one or more languages to manually select languages to enable in this template.
Language	Displays language name, country and language ID.

Select File > Save to save the template.

Specifying General Settings: Hotspot Images

From the Editor, open the new template.
Click the General tab.
Select Hotspot Images in the task pane.

Perform any of the following options:

If You Want To	Then
Add an image	Click Add. Navigate to the image file you want to add to the template. Click Open.
Update an image	Select the image file you want to update. Click Update. Navigate to the updated image file. Click Open.
Delete an image	Select the image from the list you want to delete. Click Delete. At the prompt, click Yes.
Choose a replacement image	Select an image from the list you want to replace. Select a Replacement Image from the drop-down list.

Select File > Save to save the template.

Specifying General Settings: Text To Speech

From the Editor, open the new template.
Click the General tab.
Select Text To Speech in the task pane.

Complete/review the following fields:

Field

Description

Store generated audio within documents and courses

Select this option to store text to speech (TTS) audio within the source document or course.

If this option is not selected, the text to speech audio is saved only when the document or course is published.

NOTE: To include the TTS audio, you must publish the simulation on a computer that has the MS Speech Platform and any custom voices installed.

NOTE: Storing text to speech audio within the source file will increase the size of the document or course.

Pause length

Select the length of the pause between words for text to speech playback from the drop-down list.

Use server voices

Select this option to use voices on the Server.

Perform the following option if necessary:

If You Want To	Then
Configure a voice for text to speech	Select a language/culture from the Available voices list you want to configure. Click Configure. Select a voice from the Available voices drop-down list. NOTE: You can type text into the Preview text field and click Play to hear the selected voice. Click OK when finished making a selection.

NOTE:

SAPI5 compliant voices must be installed to use text to speech functionality. For more information, refer to the Technical Specifications.

Additional voices may be installed on the Server for publishing, but not locally available on your machine. Please contact your local application administrator with any questions.

Specifying General Settings: View Info Pak Settings

NOTE:

Info Pak settings are available only for templates used in conjunction with the Migration Wizard. Info Pak settings are not configurable within the template. For more information on Migration Wizard, refer to the Migration Wizard manual.

From the Editor, open the new template.
Click the General tab.
Select Info Pak Settings from the task pane.

Review the following fields:

NOTE:

The following options are not configurable within the template.

Field	Description
Auto Generate Exercise	This option is selected during the migration.
Procedure From Simulation	This option is selected during the migration.
Definition Styles	Displays the definition styles used in the original Info Pak content.
Term Styles	Displays the term styles used in the original Info Pak content.
Section Mappings	Displays the mapped sections specified during migration.

Click File > Save to save the template.