Configure global profile
Perform the following steps to configure the global profile:
-
Log into Adobe Experience Manager as an administrator.
-
Click on the Adobe Experience Manager link at the top and choose Tools.
-
Select Guides from the list of tools and click the Folder Profiles.
For the first time the Folder Profiles page is shown with only the Global Profile tile.
-
Click on the Global Profile tile.
-
To configure Conditional Attributes, see Configure conditional attributes for global or folder-level profiles.
-
To configure Templates, see Configure authoring templates.
-
To configure Output Presets, see Configure output presets.
-
To configure XML Editor Configuration, see Configure and customize the XML Editor.
-
After making all required updates, save and close the Global Profile.
Create and configure a folder-level profile
Perform the following steps to configure a folder-level profile:
-
Log into Adobe Experience Manager as an administrator.
-
Click on the Adobe Experience Manager link at the top and choose Tools.
-
Select Guides from the list of tools and click on the Folder Profiles tile.
For the first time, the Folder Profiles page is shown with the default Global Profile tile only.
-
Click Create.
-
Enter the following details in the Create Folder Profile dialog:
-
Name of the folder profile.
-
Path of the folder where the profile will be applicable.
NOTE
You cannot apply multiple folder profiles on a folder. Ensure that the folder you are selecting here does not have any other profile applied to it. In case of a parent-child folders having their own specific profiles, the child folder will use the configurations from its own profile. The configurations from the parent folder do not override the configurations of a child folder.
-
-
Click Create.
A new tile with the name of the folder profile is created in the Folder Profiles page
-
Click on the folder profile tile to edit.
A General tab with the folder profile’s name and configured folder information is shown.
-
Click Edit to add multiple folders and users who will have administrative access to modify the folder profile.
NOTE
Users that you add here will have the administrative rights to update the conditional attributes, template, and output presets configured for this folder profile. -
To add a folder, click the Browse icon in the Folder Path and navigate to and select a folder, and click Add to add the folder to this profile.
NOTE
Ensure that the folder that you choose here does not have any other folder-level profile associated with it. -
To add a user, select a user from the Admin Users drop-down and click Add.
NOTE
You can add multiple users to the folder profile from the drop-down list. You can also remove an existing admin user from the list by clicking the delete icon next to the user ID. -
After adding all required folders and users to the folder profile, click Save.
Now you are ready to configure the conditional attributes, templates, output presets, and XML Editor.
Configure conditional attributes for global or folder-level profiles
Perform the following steps to configure standard DITA-supported conditional attributes at global or folder-level:
-
Log into Adobe Experience Manager as an administrator or the user having administrative rights on a folder-level profile.
-
Click on the Adobe Experience Manager link at the top and choose Tools.
-
Select Guides from the list of tools and click on the Folder Profiles tile.
-
Click on the profile tile that you want to configure.
NOTE
You can choose to configure conditional attributes in the Global Profile or a folder-level profile. -
On the profile page, click on the Conditional Attributes tab.
-
Click Edit.
-
Click Add.
-
Enter the Name, Value, and a Label for the conditional attribute.
You can save a profile with only the attribute name. However, an attribute can only be used when it has a value specified to it. If you specify both - value and label for an attribute, the Web Editor shows the label of the conditional attribute. Also, the label is shown to the publishing administrator at the time of creating a conditional preset.
The following screenshot shows the definition for the
platform
attribute with possible values and labels. -
If you want to add more values for the same attribute, click the + icon and enter the additional value and label.
-
If you want to add more attributes, click Add.
-
Click Save.
If you are using custom attribute, then it must be a valid DITA attribute supported by the DTD. If you want to use any attribute, which is not a standard DITA attribute, then perform the following additional steps:
-
Add the custom attribute to the DTD file. For example, if your DTD file is commonElements.mod, then you need to locate this file in the DTD directory. The default path of the system DTD file is:
/libs/fmdita/dita_resources/DITA-1.3/dtd/base/dtd/commonElements.mod
IMPORTANT
The specialized DTD file should be a part of the custom code deployment. DTDs under /apps are part of the product deployment and hence it is overwritten with installation of any new release. It is recommended to add specialized DTD under /var/dxml/dita_resources within the project folder, and include the DTD/catalog path in the DITA profile.For more information, see Integrate DITA specialization. -
Use the Package Manager to download /libs/fmdita/config/condAttrList.xml file:
-
Create a copy of the condAttrList.xml file at the following location in your Cloud Manager’s Git repository:
/apps/fmdfmdita/config/condAttrList.xml
-
Save the file.
-
Add custom attributes to the global or folder-level profile.
Configure templates
AEM Guides comes with 7 out-of-the-box topic templates, 2 DITA map templates, and 3 PDF templates. You can choose to have only a few templates available to your authors and publishers. In case you use a custom template, the same can be configured and made available for authoring and publishing. You use the Templates tab in the Folder Profiles configuration to add or remove topic, map, or PDF templates from global or folder-level profiles.
Even before configuring the topic, map, or PDF templates at global or folder-level, you can also define a location to store your custom templates. To configure a custom location to store the templates, see Configure custom DITA template folder path.
Perform the following steps to add the topic, map, or PDF templates into a folder profile:
-
Log into Adobe Experience Manager as an administrator or the user having administrative rights on a folder-level profile.
-
Click on the Adobe Experience Manager link at the top and choose Tools.
-
Select Guides from the list of tools and click on the Folder Profiles tile.
-
Click on the profile tile that you want to configure.
NOTE
You can choose to configure a template in the Global Profile or a folder-level profile. -
On the profile page, click on the Templates tab.
-
Click Edit.
You get the options to add Topic, Map, and PDF templates by searching from the default location or browsing for it.
NOTE
By default, all templates are stored in the /content/dam/dita-templates folder. Thedita-templates
folder containstopics
,maps
, andPDF
sub-folders to store the topic, map, and PDF templates. You can add your custom templates (.dita,.xml, or .ditamapfiles) in the default template folders. Once you add your template in the default folder, you will be able to add them in the global or folder profile. For more information about creating custom templates using the Web Editor, see Create custom authoring template. -
Add the required topic, map, and PDF templates to your profile.
To add a template, do one of the following:
-
Choose Search or Type and enter or select the name of a template from the drop-down list. The drop-down list consists of all default templates and any new template that you have created.
-
Click Browse and select a template from DAM.
-
-
Click Add.
The selected templates are added to the template list.
NOTE
You can change the order of templates by dragging and dropping them at the desired position in the list. The position of templates controls the order in which they show in the Blueprint page in the topic or map creation workflow. -
To set the translation rules, browse the SRX location to find the folder which contains the SRX files. The SRX (Segmentation Rules eXchange) format is a standard for exchanging segmentation rules between different users and different translation environments. You can create a folder and add your custom SRX files to it.
Once you’ve created the folder which contains the SRX files, you can add the folder path in the Translation SRX location configuration inside your folder profile.
AEM Guides picks the SRX rules according to the source language of the translation project. It looks for a custom SRX file for a language, and if you do not define a custom SRX file, then it picks the rules as per the out of the box translation rules.
-
Click Save.
In case you have configured the templates on a folder-level profile, the configured templates get associated with the configured folder. All projects created under the configured folder will have access to only those templates that are configured under the folder-level profile.
Create custom authoring template
AEM Guides provides an easy way of creating authoring templates. As a system administrator, you can use the Web Editor to create authoring templates from scratch. You can then add the new template in the global profile or assign it to a specific folder using the folder-specific profile.
Perform the following steps to create a custom authoring template:
-
Log into Adobe Experience Manager as an administrator.
-
In the Assets UI, navigate to the folder configured to store the template files. By default, all topic templates are stored in the /content/dam/dita-templates/topics folder.
NOTE
To configure a custom location to store topic or map templates, see Configure custom DITA template folder path -
Click Create > DITA Template.
-
On the Blueprint page, select the type of the DITA topic template that you want to create.
NOTE
You can use the Blank template to start from scratch. The Blank template does not have any structure or elements in it. -
Click Next.
-
On the new template Properties page, enter a Title, Name, and Description for the template.
NOTE
The name is automatically suggested based on the Title of your template. If you want to manually specify the name, then ensure that the Name does not contain any spaces, apostrophe, or braces and ends with .dita. -
(Optional) Click the Add a Thumbnail button to browser for and select a thumbnail to associate with your template.
-
Click Create.
The Topic Created message appears.
You can choose to open the template for editing in the Web Editor, or save the template file in the template store location. Once the template is created, you can use the Web Editor to customize the template as per your authoring needs. Once a template is in place, ensure that you associate it either with a global or folder-level profile.
Configure output presets
In a typical enterprise setup, different output templates could be used for different products or user guides. Also, there could be some common output generation processes that should be used by all publishers and a set of specific output generation processes for a specific group of publishers or projects.
AEM Guides allows the administrator to create output presets with specific settings that can then be used by all or a specific set of publishers to generate output. For example, the administrator can create one output preset to generate a user guide that is common across all publishers. And, another one to create the programming user manuals that are specific to a set of publishers. Both of these presets can be configured to use different output templates. In this example, the common publishing preset for generating the user guide can be configured at the global level. And, the output preset for generating the programming user manual can be configured at a folder-level.
Once the default output presets have been created in the system, all DITA maps created after that will use the default presets to generate output. However, all existing DITA maps would continue to use the output presets that were earlier configured with them. If you want to apply the new output preset on all existing DITA maps, then you need to run the Apply preset changes workflow.
In addition to the presets configured at the global or enterprise level, a publisher would still have the rights to create more output presets. However, those presets are tied to the DITA map for which they are created. For more details about creating regular output presets for a DITA map, see Create, edit, duplicate, or remove an output preset in the Using Adobe Experience Manager Guides as a Cloud Service guide.
Perform the following steps to configure global or folder-specific output presets:
-
Log into Adobe Experience Manager as an administrator or the user having administrative rights on a folder-specific profile.
-
Click on the Adobe Experience Manager link at the top and choose Tools.
-
Select Guides from the list of tools and click on the Folder Profiles tile.
-
Click on the profile tile that you want to configure.
NOTE
You can choose to configure output presets in the Global Profile or a folder-specific profile. -
On the profile page. click on the Output Presets tab.
A list of out-of-the-box output presets is displayed, which includes AEM Site, PDF, HTML5, EPUB, and CUSTOM.
-
Do one of the following to create or edit an output preset:
-
Click Create to create a new output preset from scratch.
-
Click Duplicate to create a copy of the selected output preset. You can make changes to the duplicate preset and save it.
-
Click Edit to open the selected preset’s configuration for editing.
For information about output preset settings, see Understanding the output presets in the Using Adobe Experience Manager Guides as a Cloud Service guide.
-
-
Click Save to save the preset settings.
All DITA maps created or uploaded after this will have the new or updated output preset.
Apply preset changes
A new output preset created at the global level is made available to all new DITA maps that you create going forward. Similarly, if a new output preset is created at a folder-level, then that preset is made available to all maps that will be created in the configured folder. By default, a new output preset is not made available to any existing DITA map.
If you have updated an existing output preset, or you want to make a new output preset available to existing DITA maps, then perform the following steps:
-
Log into Adobe Experience Manager as an administrator or the user having administrative rights on a folder-specific profile.
-
Click on the Adobe Experience Manager link at the top and choose Tools.
-
Select Guides from the list of tools and click on the Folder Profiles tile.
-
Click on the profile tile that you want to configure.
NOTE
You can choose to configure output presets in the Global Profile or a folder-specific profile. -
On the profile page. click on the Output Presets tab.
A list of out-of-the-box output presets is displayed, which includes AEM Site, PDF, HTML5, EPUB, and CUSTOM.
-
Select the output preset that you want to apply to existing DITA maps.
-
Click Apply Preset Changes in the main toolbar.
-
In the Apply Preset Changes dialog, you can choose from:
-
Selecting Overwrite Existing Preset option: If you select this option, then any updates that you made in the existing output presets will overwrite settings in all existing DITA maps where that preset is used. However, doing so will result in the loss of any existing conditional preset and baseline information associated with the map.
-
Not selecting Overwrite Existing Preset option: If you do not select this option, then any updates that you made in the existing output presets will not impact the existing DITA maps. Only the newly added presets are added to the existing DITA maps. Note that the newly created DITA map gets both—the updated output presets and the newly added presets.
-
-
Click OK to apply changes from the selected output presets on all existing DITA maps.