6. To publish

Publishing consists of transforming a document into a format suitable for its dissemination, via a style sheet that defines its final graphic appearance.

Figure 22. Managing publications

Managing publications

[Note]Custom layouts

Advanced style sheets are not customized by default. They are provided by NeoDoc on demand for a specific layout and data transformation.

6.1. To create a publication

[Important]

The instructions below concern the publication of the current version of the document. To publish a specific version of a document, see To publish a particular version.

[Tip]Publications of a document created from a template

The publications defined on a template are automatically recreated on the instances of this template (Create a content template).

  1. Click on the icon corresponding to the document.

  2. Click on + Add.

Procedure 5. To create a publication based on another publication

  1. Click in the Based on field, select an existing publication.

    The name of a template publication is composed of [Publication name (document label)].

    By default, all publication templates are in the “Others”. As they are used, the most widely used model publications make up the section “Most Used”.

    The number next to the star indicates the number of times this publication has been used as a template.

    You can click on the star to set the model publications as favorites.

  2. In the field Name, the file name is automatically set with the name of the field Based on. Rename the publication if you want.

  3. All parameters in the template are auto-populated. Set a Output Name Template if necessary.

  4. Click Validate.

Procedure 6. Create a publication with manual setup

  1. Skip the field Based onand enter a name to identify the publication.

  2. Select an output format in the drop-down list.

  3. If necessary, select a layout format.

  4. Click Validate.

[Important]

Filters. The values selected in the “Filters” are to be applied for targeted publication (see To define the filtering criteria of a publication).

[Tip]

For more advanced publication settings, refer to To configure a publication.

6.1.1. To filter content

This feature allows you to filter elements that do not match the goal of the publication. This makes it possible, for example, to generate two versions of the same document intended for two audiences who do not need exactly the same information.

The three stages of filtering

6.1.1.1. To define the filtering criteria of a publication

The customized attributes are listed and their values can be selected without risk of error:

Figure 23. Filtering a publication

Filtering a publication

[Important]

Document content items that do not have any filter criteria are published normally.

6.1.1.2. Filtering rules and profiling restrictions

For a targeted publication to generate successfully, the filtering information set for a publication and the profiling information set at the content level in the editor must be consistent.

See the most common restriction cases and methods for detecting potential issues impacting publications Detect potential issues related to profiling.

6.1.2. To configure a publication

Figure 24. Parameters of a publication

Parameters of a publication

For advanced users, this window will allow to modify all the possible parameters of the publication:

Name

  • This name is used in particular to name the result file(s) of the publication.

Output Name and Output Name Template

The output name is assigned to a publication when it is downloaded or sent to an external server (see Send result to). By default, the output name is the same as the name. The output name can be configured:

  • by modifying it directly in the dedicated field;

  • by defining its model with a set of variables.

The available variables are:

  • filename : “technical” name of the file;

  • title : title of the document;

  • label : label of the file;

  • revision : version (visible in the list of documents) attributed by Calenco for the document;

  • language (or LANGUAGE for uppercase display): language version of the document;

  • startTimestamp: start timestamp of the very last publication;

  • startDate: start date of the very last publication;

  • lastModifiedTimestamp: timestamp of the last modification of the document;

  • lastModifiedDate : date of the last modification of the document.

For example, by setting the title variable followed by the language variable you get the translated publication name with the indication of the target language, once the concerned document is back in Calenco after the translation.

Output format

  • Select an output format in the list.

Options

The options are specific to each output format. Main options are:

  • pdfprofile = PDF / X-3: 2003

    Produce a PDF compliant with PDF / X standard:

    • All fonts are integrated in the PDF;

    • Images with transparency are not supported.

  • convert.mathml = [svg | png]

    Define the format used to convert MathML mathematic formulas in html publications.

  • convert.mathml.size = [12]

    Specifies the font size to publish MathML formulas, if parameter convert.mathml is used.

  • images.maxsize = [1000]

    Specifies the maximum size in pixels (width or height) of bitmap images. Useful for reducing the weight of publications.

Layout

  • Depending on the output format, choose the style sheet corresponding to the desired layout. The provenance of the selected style sheet - source workspace (in the case of shared spaces) and / or the storage language - is indicated to the left of the label of this style sheet:

Parameters of a style sheet

  • Parameters to customize a publication

    [Tip]

    The effect is different depending on your stylesheet - nevertheless basic stylesheets are sensitive to standard publish settings.

[Note]

Protect PDF publications. PDFs produced by Calenco conform to Acrobat Reader:

  • Their opening can be blocked by a password on opening (password linked to the publication to personalize it and change it periodically);

    user-password = UnMotDeP @ sseC_mp_qué

  • They can be made non-printable;

    noprint = true

  • Their content may be non-copiable.

    nocopy=true

Send result to

  • If the administrator of the workspace has configured any, you can choose to send the result of the publication to an external server (FTP, SFTP, email, Sharepoint, OneDrive). For more information, please refer to To connect storage servers.

Check out the video of the principle Multi-format publications:

6.2. To manage publications

You can access the publications either via the icon of each document, or via the Publications tab of the interface which gives access to all the publications available in the workspace and in the current language.

6.2.1. Access to the list of publications of a document

This feature list existing publication, eventually to modify or to delete them or to create new ones.

6.2.1.1. Automating

Update of the publication

  • Automatic: the publication is updated as soon as a content or the style sheet is updated and the concerned file is closed in the editor;

  • Manual: publication is updated when the user regenerates it.

Tick or untick the box Auto to switch modes.

[Note]

It is possible to cancel publications being created or regenerated by pressing .

Interpretation of post status

  • post obsolete;

  • up-to-date publication;

  • broken publication Check the logs in the Actions menu or contact technical support;

  • for remote publications, being sent to the FTP server or by email;

  • Remote publishing failed. Check the validity of the FTP server settings and modify them if necessary;

  • published with missing included content. Click on the icon to read the report;

  • failed post with missing included content. Click the icon to read the report.

[Caution]Duration of publication

If a lot of publications are in automatic mode and you edit content that is reused extensively, all of those publications will be regenerated on each save! This could lead to very long publication times.

6.2.2. To download the result

You can download the publication on your computer, whatever the format. A publication in Web format is downloaded via a ZIP archive containing all the resources necessary for navigation.

6.2.3. To share a publication

Click on the icon to share the link to the result of the publication and share it by mail or through other medias (LinkedIn, Twitter, FaceBook...).

Calenco can also directly create an email containing this link using your email application via the icon .

[Warning]Data security

Publication is accessible, without password, to any person having this link.

6.2.4. To electronically sign a publication

[Note]

This feature is an option that works in connection with your DocuSign account.

After subscribing to this feature in the Administration → My Subscription menu, the customer account manager can enable the option via the Administration → Workspaces menu in Actions → Features.

The icon allows you to transfer the PDF publication of your document to DocuSign for signature:

Figure 25. Setting up an electronic signature

Setting up an electronic signature

Persons about to sign will receive an email from DocuSign with the subject and body of the message entered in Calenco.

There can be up to 5 signatories for a document.

Go to section Electronic Signature to prepare documents for electronic signature.

6.3. Reveal style sheet

Using the Reveal style sheet allows you to publish a document in HTML presentation format.

Navigation in the reveal presentation is done via the clickable table of contents or using the arrows positioned at the bottom right of each slide.

[Important]

If the reveal-calenco.xsl style sheet is not present in your workspace, contact NeoDoc technical support.

6.3.1. Edit xml content

The structure element to use for writing content is article.

The content is organized between two levels of sections:

  • each first section level is a slide with horizontal scrolling.

  • level 2 sections generate slides with vertical scrolling.

    The contents are considered as sub-parts of the level 1 section. In this case:

    • the level 1 section should contain only the title that will appear in all sub-sections in the publication.

    • the title of level 2 sections can be left empty, if necessary.

[Important]

Please ensure that the content of each section fits on one slide. This style sheet does not provide automatic advance to the next slide.

6.3.2. To create a publication

  1. Select the output format: HTML 5 Format (Multiple Pages).

  2. Select the layout: reveal-calenco.xml (or the name given to your custom reveal stylesheet).

6.3.3. Configure the features

Display an image on the cover page

Two methods exist:

Procedure 7. Method 1

  • In the editor, place an image in article > info > cover.

    [Note]

    This method allows you to modify the dimensions of the image.

Procedure 8. Method 2

  1. In the publication settings, use titlepage.image.

  2. Specify the file path and file name. Example for a file stored in the French language: fr/monfichier.jpg

Procedure 9. Display an image in the footer

  1. In the publication settings, use logo.image.

  2. Specify the file path and file name. Example for a file stored in the French language: fr/monfichier.jpg

Procedure 10. Embed a video

  1. Retrieve the video sharing link from the Youtube page, Vimeo or your server.

  2. In the editor add the videoobject element.

  3. For the videodata element paste the link in the fileref attribute.

Procedure 11. Change the number of columns in the table of contents

  • In the publication settings use toc.column.count with the desired value.

Position an image on the page. The image is centered horizontally on the page provided that at least one property of its width or height is indicated.

Successive display of the elements of a slide. The role=incremental attribute can be used to fget successive display of elements in the slide.

This attribute can be applied to a bulleted or ordered list. In this case, each item in this list must be assigned the role=fragment to make them appear one after the other.

[Note]

It is possible to use other existing functionalities for this style sheet for example:

  • custom list bullets;

  • slide background color...

Their configuration requires specific development for the customization of the provided style sheet.