You can create the Knowledge Base preset from the Web Editor:
In the Repository panel, open the DITA map file in Map View, then in the Output tab, select the + icon to create an output preset, and then select Knowledge Base from the Type dropdown in the New output preset dialog. You can name the preset and choose the target to generate the output using the Adobe Experience Manager, Salesforce, or ServiceNow.
Knowledge Base configuration knowledge-base-configuration
In the Web editor, the following configurations have been organized under the General and Articles tabs. You can also configure the settings for the specific Knowledge Base you have selected as a target, Adobe Experience Manager, Salesforce, or ServiceNow.
General
Knowledge Base options
Description
Apply conditions using
Select one of the following options:
* None applied: Select this option if you don’t want to apply any condition on the published output. * DITAVAL file: Select DITAVAL file(s) to generate personalized content. You can select multiple DITAVAL files using the browse dialog or by typing the file path. Use the cross icon near the file name to remove it. DITAVAL files are evaluated in the order specified, so the conditions specified in the first file take precedence over the matching conditions specified in later files. You can maintain the file order by adding or deleting files. If the DITAVAL file is moved to another location or deleted, it’s not automatically deleted from the preset. You need to update the location in case files are moved or deleted. You can hover over the file name to view the path in the Adobe Experience Manager repository where the file is stored. You can only select DITAVAL files, and an error is displayed if you select any other file type. * Condition preset: Select a condition preset from the dropdown to apply a condition while publishing the output. The option is visible if you have added a condition present in the Condition Presets tab of the DITA map console. To know more about condition presets, view Use condition presets.
Use Baseline
If you have created a Baseline for the selected DITA map, select this option to specify the version that you want to publish.
When you choose this option, a new Post Generation Workflow drop-down list containing all workflows configured in Adobe Experience Manager is displayed. You must select a workflow you want to execute after the output generation is complete.
Use the dropdown to select from the ServiceNow connection profiles your administrator configures. To learn more about how your administrator can create a publish profile, view the Editor Settings feature description in the Left Panel section.
Knowledge Base
Use this field to select the required ServiceNow Knowledge Base. You can configure knowledge bases in the ServiceNow site to store the content based on the permissions. The articles from this DITA map can be published to these knowledge bases.
Category and Sub-category
Categories are like hierarchical trees used to find and classify ServiceNow Knowledge Base articles. Add a category and sub-category to publish the topics and sub-topics of the TOC to that category and sub-category on the ServiceNow site.
Salesforce
Salesforce options
Description
Publish Profile
Use the drop-down to select from the Salesforce connection profiles your administrator configures. To learn more about how your administrator can create a publish profile, view the Editor Settings feature description in the Left Panel section.
Record Type
Use the dropdown to select among the record types set up in Salesforce as per the visibility settings based on your user profile. Salesforce Record Types are a way of grouping many records of one type for that object. They define how your publication is organized. For example, you can select FAQ Record Type and publish as per the FAQ page layout and fields.
Article Content Field
You can have different fields and a unique layout for each record type template. Use these fields to enter specific information depending on the type of article. For example, you can view a FAQ article’s title, answer, and equation.
Categories
Select a category from the dropdown to publish the topics of the TOC in that category on the Salesforce site.
You can also view the following options in the Salesforce and ServiceNow presets:
Options
Description
Remove the topic heading from the article body.
Select this option to remove the topic heading from the article in the published output.
Upload as draft
Select this option to upload the topic to share it as a draft before making it available to the users.
Upload images
Select this option if you want any images in topics to be included in the published output.
Upload linked documents
Select this option to include the documents linked in topics in the published output.
Adobe Experience Manager
NOTE
You can use Adobe Experience Manager Knowledge Base preset if your administrator has configured it. For more details, view Article-based publishing from the Web Editor section in the Installation and Configuration Guide.
Adobe Experience Manager options
Description
Use article path
Select this option to view the Article path of the folder that contains the Knowledge Base templates.
Article Path
This field appears if you select the option Use article path. Browse to select the Knowledge Base Site within your Adobe Experience Manager repository where the output is stored.
Site
Use this field to select the required Adobe Experience Manager Knowledge Base. You can configure knowledge bases in the Adobe Experience Manager site to store the content based on the permissions. The articles from this DITA map can be published to these knowledge bases.
Category
Select a category from the dropdown to publish the topics of the TOC in that category on the Adobe Expereince Manager site.
Section Template and Article Template
These are the structural components used to organize the content of your output. These are predefined in the Adobe Experience Manager Site template.
Post Generation Workflow
When you choose this option, a new Post Generation Workflow dropdown list containing all workflows configured in Adobe Experience Manager is displayed . You must select a workflow that you want to execute after completion of the output generation workflow. Learn more about how to customize post-output generation workflow section in the Installation and Configuration Guide.
TIP
Select Refresh to populate the respective templates in the fields as per the Knowledge Base template that you have selected.
Articles
This tab displays the tree or hierarchical view of the map. Choose the topics you want to publish to a knowledge base. Expand a TOC node and choose the topics that you want to publish.
