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New White Paper: Conditional Text

See also: Convert easily from a modular WinHelp System to RoboHelp HTML

See also: How to create consistent index entries across all Help, if you are working in a multiple authoring environment.

Conditional Text

What is conditional text?

Conditional text is an extension of the old build tags from earlier versions of RoboHelp. Build tags used to exclude whole topics from a build. This gave the Help author the flexibility to produce different versions and outputs from one set of source files. Now with the new conditional text feature, you can exclude at the paragraph, character and image levels for greater flexibility of multiple versions and outputs. Then Preview lets you view a conditional text build without compiling.

With the ability to exclude certain topics, text, and/or graphics from a compile, you have the ability to build any number of different versions and outputs for all sorts of purposes and audiences from one set of source files. And with the ability to save separate versions and outputs with layouts and processing multiple versions and outputs with batch, you have powerful possibilities.

Conditional text example

You have been assigned to write a human resource guide for three audiences: managers, HR, and everyone else. Most of the information in the HR guide is the same for everyone, however, there is some sensitive information for HR and management. HR is allowed to see all the HR sensitive information but not see the management sensitive information, just as; management can only see management sensitive information, not HR sensitive information. You should use two conditional build tags, one for HR sensitive information and one for the management sensitive information to exclude/include as appropriate. When you build for "everyone else," you will need to exclude both HR and Management conditional tags.

Features of conditional text

  • Exclude tagged topics, images, text/characters of text

  • Identify different tags by adding color

  • Save with single source layouts and compile with batch

  • Use with printed documentation, JavaHelp, Oracle Help, Microsoft HTML Help, and WebHelp Enterprise outputs (with as many different conditional multiple version as needed)

  • Use Boolean operators for more conditional build tag expressions (i.e. OR, NOT, AND)

  • Preview without compiling and change build expressions while previewing

Create conditional text

Adding tags to a whole topic is different than adding a tag to text, character, and graphics within a topic.

Whole topic

Text, character, graphic

Identify topics you want to exclude

Identify text, characters, graphics you want to exclude

Create a conditional build tag

Create a conditional build tag

Highlight one or more topics from Topics list

Open a topic that you want to add either text, characters, or graphics

Click Properties – Advanced tab – select applicable build tag – OK

Highlight the text, characters, or graphics to add the tag

 

Format – Apply Conditional Build tag – select applicable build tag

Create conditional build tags

The first step to add conditional text is to make a conditional build tag. The conditional build tag identifies the marked conditional text by color and name. Conditional build tags are created and stored in the Conditional Build Tag folder. Then these tags can be added to one topic at time or multiple topics simultaneously or added to text, character(s) and images within a topic.

Create a conditional build tag

Color-coded conditional build tags gives the Help author a quick visual cue to identify what tag is attached to the conditional text within a topic; however, when added to exclude a whole topic, it is not visually apparent. (You’d have to check Properties to see if a tag has been added to the whole topic.)

  • Click the Project tab on the lower left
  • Right-click the Conditional Build Tags folder
  • Select New Conditional Build Tag
  • From New Build tag dialog, enter a name for the conditional build tag (try to make the name relevant)
  • Click the color chip on the right, and select a color for the conditional build tag

Your screen looks similar to the one shown below:

Click OK

Add conditional build tags to topics

There is more than one way to apply tags to a topic or multiple topics, but opening the Topics List on the right and using Properties is an easy way. Either add to one topic at a time or multiple topics simultaneously.

Apply a conditional built tag to one topic

  • Open Topics list of the right
  • Select a topic to apply a conditional build tag
  • Click Properties
  • Click the Advanced tab
  • Select the applicable conditional build tag
  • Click OK

Apply a conditional build tag to multiple topics simultaneously

  • Open Topics tab on the lower right
  • Select multiple topics using the CTRL/Shift key from topics on the right
  • Click Properties
  • Click the Advanced tab
  • Select the applicable build tag
  • Click OK

Apply conditional build tags within a topic

  • Open the topic to add conditional text/image within a topic
  • Highlight the text/image to add the conditional build tag
  • Click Format – Apply Conditional Build Tag – select applicable conditional build tag
  • The selected text/graphic displays diagonal hatch lines in the color selected for that conditional build tag

Benefits and limitations of conditional text

Benefits

Saves time if you need more than one output. Flexible for multiple outputs.

Saves money for the client, because it takes less work to produce multiple outputs (when possible) from one set of source files

Less work for the poor overworked Help author

Single-source advantage for multiple versions/outputs

Can be an advantage for printed documentation for multiple versions

Saved in single-source layouts for reuse

All outputs in one central location/one project

Can be used in Oracle Help, JavaHelp, Microsoft HTML Help, Enterprise WebHelp for multiple versions/outputs

Preview tagged conditional text

This new feature let’s you preview topics with conditional text applied within a topic so you do not have to compile (generate). You can even redefine the build on-the-fly while you preview.

  1. Open the topic with conditional text within a topic that you want to preview
  2. Click View Selected Item
  3. From the Conditional Build Tag Expression drop-down, select the applicable conditional build tag for the preview, or click Define to define a different build.

 

Convert easily from a modular WinHelp system to RoboHelp HTML

Good choice to switch to RoboHelp HTML because modular WinHelp systems are typically very large, and HTML Help is approximately 50% smaller. Since you are dealing with multiple Help projects, and are planning to keep the Help system modular, let’s do it as gracefully as possible. Good planning is key. Also remember that WinHelp systems are a lot easier to deploy to the users, HTML Help is going to take more planning for its deployment and its software requirements differ.

Let’s start with the structure. Modular Help systems should all be in the same folder (if WinHelp all the CNTs and HLPs or HTML all the CHMs.) Hopefully there are secondary folders for each separate Help project. Then the CNTs & HLPs are added to the main folder when updated. (you should know where one Help project begins and another one starts) so you can add any updated CNTs and HLPs to the main folder for the deliverable files. So you have one primary folder with all applicable CNTs and HLPs from every Help project in the modular Help system and a set of secondary folders—one secondary for each Help project. This structure will be the same for HTML Help (one main folder for the deliverable CHMs and then the secondary folders for each Help project with all the files for that Help project contained).

Tip: know where one Help project begins, and another begins.

I’m not saying WinHelp modular and HTML modular are the same, they are not. They have their similarities but there are some differences that must be observed.

Planning — Before you convert

  • Know advantages of converting from the the HPJ, not the HLP 
  • Plan naming convention, file names must not contain spaces in modular HTML Help
  • Plan the amount of clean-up after the conversion
  • Prototype using one of WinHelp projects to convert that is representative all the WinHelp projects 
  • Know the differences between WinHelp and HTML Help features and how these differences could impact the timeline after the conversion
  • Know the differences between delivering WinHelp and HTML Help so you can plan for the install/delivery

Be aware of the differences between WinHelp and HTML because that helps determine the amount of clean-up work after the conversion

You are going to be converting more than one WinHelp project, because of the modularity of the current system. You will need to create HTML Help projects with each .HPJ file separately so all the jumps/links work. You are probably going to have some clean-up work after converting to HTML Help because of the differences between HTML Help and WinHelp. Listed below are some of those differences to keep in mind because time will be required to fix as necessary.

  • When creating from a modular Help system, you must convert from the HPJ if you want to keep external hotspots active in the HTML Help project.
  • HTML does not support non-scrolling regions. However, you can mimic a non-scrolling region using frames which would mean tweaking after the conversion into HTML Help.
  • Most macros are not supported in HTML Help. If any of the macros used in the WinHelp version are still needed, another method inside HTML Help will have to be added to produce the same or similar results (i.e. HTML Help supports scripting languages to support this).
  • Sequence numbers are assigned to mid-topics that are converted to bookmarks. To make the names meaningful you would have to go in and change.
  • If you were using the WinHelp 2000 view and had used the Smart button, you will have to create buttons for related topics, if that is what you want.
  • If you did use in WinHelp 2000 any buttons, they might need to be resized. You will have to look at each button and check.
  • There is some formatting that does not convert to HTML:
  • Underlining

  • Paragraph spacing

  • Indents

  • Alignments

  • Table borders

  • Background colors

  • Watermarks

  • If bitmaps were used for bullets, your converted HTML Help may not include hanging indents (change to a style and then convert and the conversion will keep the hanging indents).
  • Make sure after the convert that the font on numbered lists matches the text (to retain, use a style in the WinHelp project)
  • HTML jumps used in the WinHelp project do not convert to HTML Help so they must be remade
  • Multimedia files do not convert (you can add from the WYSIWYG Editor after the convert)
  • Secondary windows defined in WinHelp do not convert
  • You will need to make some changes to the style sheet (i.e. by default, uses a gray background).

Tip: Do not keep the default gray background.

Planning to use the HPJ? or HLP? (probably your most important decision)

When you convert your WinHelp project into RoboHelp HTML, you have the choice of using either the HPJ file or the HLP file. Each has its advantages and disadvantages. It could be your most important decision. Because this is a modular Help system, you will see that a benefit is to convert from the HPJ to keep external hotspots active in the HTML Help project.

Benefits of the using the HPJ

  • When creating from a modular Help system, you must convert from the HPJ if you want to keep external hotspots active in the HTML Help project. Since you probably have external hotspots in a modular Help system, this would suggest you definitely want to use the HPJ to do the conversion.
  • The HPJ contains all the information about the project
  • The HPJ contains text formatting and styles
  • Using the HPJ will make the HTML Help project look almost identical to the WinHelp project; however, keep in mind how the different limitations between the two outputs will impact the new HTML Help project.
  • You can decide how to create the folder structure, you can even mirror the TOC

Prototype conversion

Because this is a modular WinHelp system I recommend you convert using the HPJ because it would require less cleanup work after the conversion. See advantages above.

Before you convert all the WinHelp projects, convert one project that is typical of the entire modular WinHelp project. Try it several different ways with different selections on the conversion wizard. Try the finished project and get a feel of how much clean-up will be needed.

Since modular Help systems require no spaces in the file name, you might have to rename the HTML Help system. Rename inside RoboHelp not Windows Explorer.

Continue Converting the entire modular system

Make a new folder for the HTML Help system. Remember with modular Help systems, all CHMs that are going to work together to be a modular Help system and be delivered to the end users or the Help developer, in the same folder. If this was done correctly in WinHelp, I would certainly mirror the folder structure. More folders will be needed to hold each separate Help project that will later combine the most up-to-date CHM in the main deliverable folder. For example, then when you are out in Windows Explorer, by sorting alphabetical by folder, you can identify all the files that belong to each Help system. You can only open one project at a time.

As with any conversion, make sure the WinHelp project is backed up. Use the settings as determined in the prototype. Make sure the Help author who is going to do the work is familiar with the structure of the WinHelp project and possible problems.

Convert the remaining Help projects into a new folder for each Help project using the HPJ files for each one. Rename any that have spaces in the name of the MPJ file. This must be done inside RoboHelp HTML.

Consider the hardware and software requirements for RoboHelp HTML for the end users:

Hardware/Software Requirements for RoboHelp HTML End Users

Minimum

Recommended

Internet Explorer 4.0

5.0 or higher

486 processor

Faster

16MB RAM

More

Microsoft Windows 95 or higher

 

Microsoft HTML Help

 

 

Standalone Help: Additional Requirements for the end-users

IE 5 must be installed on users’ workstations or 4.x or higher

On the RoboHelp install CD

Must have Explorer 4.x or higher loaded first (IE 5 is located on the RoboHelp install CD)

HHUPD.EXE (not needed if the user has Windows 2000)

On RoboHelp install CD in the REDIST folder, can be distributed to the end users if they will be using the Help system

Must have Explorer 4.x or higher loaded first (IE 5 is located on the RoboHelp install disk)

HHActiveX.DLL (optional for glossaries, browse sequences, and/or WebSearch)

Install and register on end users’ systems, can find in the REDIST folder of the RoboHelp install disk or in the Programs folder of RoboHelp

 

Any 3rd party ActiveX controls

Install and register on the end users system

 

 

Context Sensitive: Additional Requirements for the end-users

Along with the CHMs:

Files

Deliver to

Misc.

HHUPD.EXE (not needed if the user has Windows 2000)

Deliver to applications developer or applicable person

Must have Explorer 4.x or higher loaded first (IE 5 is located on the RoboHelp install CD)

HHActiveX.DLL (optional for glossaries, browse sequences, and/or WebSearch)

Deliver to applications developer or applicable person if any of the following were included in the Help:

  • Glossary
  • Browse sequence(s)
  • WebSearch
 

Any 3rd party ActiveX controls

Deliver to applications developer or applicable person, must be installed and registered

 

I.E. 5

Deliver to applications developer or applicable person

Must have Explorer 4.x or higher loaded first (IE 5 is located on the RoboHelp install CD)

Note: If you cannot find the HHActiveX.dll in Windows Explorer, it is because you have the file set as hidden. Unhide: double-click My Computer on your desktop, click the View menu, click Folder Options, click View tab, check "Show all files, and click OK. You can also find the HHActive X.dll on your RoboHelp Install CD in the REDIST folder.

How to create consistent index entries across all Help, if you are working in a multiple authoring environment.

Frequently there are multiple Help authors working on the same Help project. This presents the problem of how to make the index consistent. RoboHelp has a number of build-in options to help keep the index consistent, and you must also have good communication among the Help authors.

The following is a list of ideas and options to help build a consistent index across Help in a multiple authoring environment for a modular WinHelp system:

  • Communication between Help authors
  • Help objectives identified
  • Early planning
  • An index style sheet (conventions used i.e. capitalization)
  • One designated Help author for the index
  • Words and custom phrases identified
  • Noise words identified (words you do not want in the index)
  • RoboHelp reports

Plan early, before you start adding the first index word inside RoboHelp. Not only should the index be built into your timeline, you need time to plan and communicate with the Help authors assigned to the team. Make sure all understand the processes used and agree on project objectives.

It is a good idea for one Help author to take responsibility for the index. If this Help author is new to indexing, the Art of Indexing by Larry Bonura is an excellent book to read.

A number of decisions need to be made to keep the index consistent, and when possible add a paper or electronic style sheet of index rules for the group. Following is a list of typical questions for the group to ask and resolve:

  • What words should not be in the index? (noise words)
  • What words or phrases should be in the index? (words and phrases)
  • Do you only want proper nouns capitalized? Or every index word capitalized?
  • Do you want a two-level index? Or something else?

RoboHelp has a tool called the Smart Index Wizard that helps find and create index entries. The Smart Index Wizard contains a list of default ‘Noise’ words you can add to (words you do not want assigned to the index), and a list where you add words and phrases you do want to add to the index called Custom phrases.

Keep in mind the Smart Index is only as smart as you make it.

A number of default noise words are listed in the Always Ignore list. You can add words appropriate to your Help system here that you do not want in the Help system. The always Ignore list creates a ALWYSIGN.WLF text-only file that the members of the Help team can view in Notepad. However, only one Help author can edit this file at a time which is a good reason for having one Help author responsible. Add the noise word file to a path where all the Help authors can access the file.

RoboHelp also provides the Custom phrase list which can include all words and phrases you want to add to the index. You can add words appropriate to your Help system here that you want in the Help system. It creates a PHRASE.WLF text-only file that the members of the Help team can view in Notepad. However, just like with the Always Ignore list, only one Help author can edit this file at a time. Add the Custom phrase list where all the Help authors can access the file.

RoboHelp Classic (WinHelp) has several very helpful reports about the index, these reports can also be printed for the rest of the group or emailed to each group member.

  • Index (K-Keywords)
  • Project Status
  • Unused Index and See Also Keywords
  • Topic Properties

These RoboHelp options for keeping the index consistent are excellent, but these go hand-in-hand with good communication between all members of the Help team as the communication matches the project objectives.

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