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Rolling Out DITA by Rolling In SharePoint and DITA Exchange Sheila D’Annunzio, STMicroelectronics Steffen Frederiksen, DITA Exchange Content Strategies/DITA NA, Baltimore April 2011 About STMicroelectronics STMicroelectronics is a global leader serving customers across the spectrum of electronics applications with innovative semiconductor solutions. In 2010, the Company’s net revenues were $10.35 billion. Further information on ST can be found at www.st.com. 2 DITA SharePoint Word About DITA Exchange DITA on Microsoft SharePoint & Office Open (use any other tool) Key part of the Microsoft “Intelligent Content Framework” Customers in: Semiconductors Pharma & Life sciences Hi-Tech manufacturing www.dita-exchange.com / srf@dita-exchange.com >< DITA Exchange ApS Katrinebjerg Science Park Aabogade 15 DK-8200 Aarhus N DENMARK >< DITA Exchange Inc. 900 E. Hamilton Campbell California 95008 USA 4 Contents The business drivers SharePoint as a CCMS with DITA Exchange Word as an XML editor and publishing engine. Overcoming challenges in the implementation process Publishing process Metadata The future roadmap Connecting to the corporate web site Implementing workflows via SharePoint Handling translation Exchanging data with joint-venture-partners. 5 The business drivers Introduction - DITA in ST Ran pilot in 2008 / 2009 Used only versioning system for pilot – no CCMS Stopped as files soon became unmanageable Put in CCMS DITA Exchange in 2010 Managing the hundreds of files converted in the pilot caused a lot of pain! 7 Basic CCMS requirements File management (file names, versions, links and metadata) Link management (where topics are used) Map download and upload (with all linked files) Workflows Integrate publication process Integrate conditional processing Related topics (branch/clone) Access rights 8 Extra CCMS requirements Within budget IT department approval Collaboration tool easy to deploy to SMEs Scale up to hundreds of SMEs 9 How Dx met these needs IT deployed SharePoint, in-line with company policy SMEs know SharePoint DITA Word editor easy to use for SMEs Cost reasonable, SharePoint already budgeted, only buy Dx part Can easily scale up due to reasonable cost 10 DITA Word editor 11 DITA Word editor 12 DITA Word editor 13 Additional benefits No need to buy editor Word-based output process Can tweak output for things like page breaks Can easily change output format (change the Word template) Can add custom stylesheet for more complex transformations Easy to integrate with other business systems (out-of-the-box SharePoint) TopicPicker - allows any employee to reuse DITA content in classic Word docs Can produce OpenXML – use as input to other processes (e.g. IP-XACT database) We got up and running very quickly as we started with a hosted (cloud) solution 15 Overcoming challenges in the implementation process The publishing process In pilot had customized the DITA-OT and integrated it into XMetaL Dx has choice of DITA-OT or Dx Word publisher DITAWord (OpenXML)PDF Was skeptical about using the Dx Word publisher but decided to try……………………. 17 Dx Word publisher benefits Uses a .dotm template which is very easy to modify without any programming knowledge! 18 Dx Word publisher benefits Going through Microsoft Word gives you some “artistic license” with the layout For example you can force tables to start at the top of a page or insert a page break This avoids the criticism of ugly PDFs – a common complaint from customers after moving to XML! But beware – tech writers must not update the content here!!!! 19 And it worked………………….. Word output PDF Save as 20 DITA Exchange Word Publisher 21 DITA Exchange Word Publisher Other “Use Cases”: Publish from DITA to Word template, with instructional text, optional text, standard required text, drop-down lists, etc. Publish hybrid DITA content: DITA topics and Word documents mixed in a DITA map “Word Washer” publishing: Standardize all styling Checking for document policies/business rules 22 Metadata Underestimated the importance Thought could just use out-of-box metadata 23 Metadata Dx has no folder structure If metadata is not well defined cannot find anything 24 Why Folders Are “Bad” Topic 1 ? 25 Why Folders Are “Bad” Topic 1 ! Topic 1 Topic 1 26 Why Metadata are Great 27 Customized metadata Customized the metadata without specializing DITA Used <data> element 28 Metadata mapping, Word editor Easy to fill-in, even for SMEs who make the first draft 29 Metadata mapping, CCMS Easy to search and filter 30 Dynamic Metadata Configuration SharePoint “Content Types” With built-in inheritance Document Dx Document DITA Office Map Topic DITAVAL Task Concept Reference Publication Word Excel Media PowerPoint Image Video Math 31 Dynamic Metadata Configuration Document Dx Document DITA Office Map Topic DITAVAL Task Concept Reference Publication Word Excel Media PowerPoint Image Video Math 32 Dynamic Metadata Configuration Document Dx Document DITA Office Map Topic DITAVAL Task Concept Reference Publication Word Excel Media PowerPoint Image Video Math 33 Dynamic Metadata Configuration Document Dx Document DITA Office Map Topic DITAVAL Task Concept Reference Publication Word Excel Media PowerPoint Image Video Math 34 Dynamic Metadata Configuration Document Dx Document DITA Office Map Topic DITAVAL Task Concept Reference Publication Word Excel Media PowerPoint Image Video Math 35 Metadata Mapping To DITA XML 36 Metadata Mapping To DITA XML //prolog/metadata/data[@name=“DrugDosageForm”]/@value 37 Dynamic Metadata Configuration 1. Create a metadata field 2. Attach to a content type 3. Define XML mapping (for XML files) 4. DONE! 38 Dynamic Metadata Configuration 1. Create a metadata field 2. Attach to a content type And BTW, as a side effect of this, you get “Where Used”, “Family Tree”,(for andXML link files) 3. Define XML mapping management for all Office files too… 4. DONE! 39 The future roadmap Next steps Bring tool in-house Connect to internal tools Translation memory Product catalog Web CMS 41 Connect to internal tools 42 Connect to internal tools 1. (Open external content (with IPXACT/SIDSC) in Word editor) 2. Insert or edit (in Word) IPXACT/SIDSC building blocks 3. Publish (Word Publisher) with embedded IPXACT tagging 4. Extract IPXACT from published document 43 Workflows DITA Exchange workflows = SharePoint workflows 44 Collaboration? Collaboration! Customer Customer Shared Content Collaboration Platform Sub-contractor Sub-contractor Sub-contractor DITA I Love 48 SharePoint Loves Dita 49 THANK YOU! DITA Exchange 50