In addition to local publishing, uPerform content, managed documents, and web documents can be published directly from the Server. The publish queue on the Server can be configured to automatically publish at off-peak hours. In addition, uPerform content will publish to the website even if the template is not assigned to the project in which the content resides.
You must be a part of the Publishing Administrators role to configure publishing settings and manage the publish queue. For detailed information on roles, refer to Managing Users, Roles, and Groups.
The content types available for publishing are controlled by the template used to create the content. Content formats available for publishing are controlled by the Server. If the template for the document has been updated, you can republish all documents associated with the template.
Output formats for managed documents (in Microsoft Word, PowerPoint, and Excel formats) are dictated by the conversion types enabled. Managed documents in other formats (for example, .pdf and .zip files) and web documents are not technically published to an alternate format or type. However, you must add these managed documents/web documents to the publish queue in order to have the managed document/web document display on the website. This final step in the development process allows you to maintain access control to your managed documents/web documents. Web documents are immediately displayed on the website after being added to the publish queue.
Enabling Conversion Types for uPerform and Managed Documents
- Click Administration on the left menu of the Server workspace.
- Click Server Administration in the Administration area.
- Click Publishing in the Server Administration area.
- Select one or more of the following conversion types to enable:
You must have at least one conversion type selected in order to publish content.
Enable a course to convert to PDF, HTML, or Word
Select the checkbox(es) in the Course area to enable conversion to PDF, HTML, or Word.
Enable a document to convert to PDF, Simulation, Video, HTML, PowerPoint, or Word or In-Application.
Select the checkbox(es) in the Document area to enable conversion to PDF, Simulation, Video, HTML, PowerPoint, or Word or In-Application.
Enable Word (.doc) to convert to PDF, Source, or HTML
Select the checkbox(es) in the Word Documents (.doc) area to enable conversion to PDF, Source, or HTML.
Enable Word (.docx) to convert to PDF, Source, or HTML
Select the checkbox(es) in the Word Documents (.docx) area to enable conversion to PDF, Source, or HTML.
Enable Excel (.xls) to convert to PDF or Source
Select the checkbox(es) in the Excel Documents (.xls) area to enable conversion to PDF or Source.
Enable Excel (.xlsx) to convert to PDF or Source
Select the checkbox(es) in the Excel Documents (.xlsx) area to enable conversion to PDF or Source.
Enable PowerPoint (.ppt) to convert to PDF or Source
Select the checkbox(es) in the PowerPoint Documents (.ppt) area to enable conversion to PDF or Source.
Enable PowerPoint (.pptx) to convert to PDF or Source
Select the checkbox in the PowerPoint Documents (.pptx) area to enable conversion to PDF or Source.
- Click Save.
The Server can be configured to automatically publish content in the publish queue daily at off-peak hours. Content is automatically placed in the queue when:
- you add content to the publish queue
- the content has completed workflow and the workflow includes the option to automatically publish content when the workflow is completed
- the content is updated from the Glossary when the option is enabled
If you have the appropriate publishing privileges, then you can select to publish the document now.
For detailed information on creating a regular publishing task, refer to the companion manual Administration.
For detailed information on using workflow functionality, refer to Using Workflow.
Via the publish queue, you can also immediately process one or more documents. For complete details on the publish queue, refer to Viewing the Publish Queue and History.
Publishing a Document or Folder
The following procedure applies to uPerform, managed, and web documents and can be performed by the publishing administrator.
- Click the Projects button in the Server workspace.
- Click on the project name.
- Click Document Library.
- Perform one of the following:
If You Want To
Add a folder to the publish queue
Click on the folder that you want to publish.
Add a document to the publish queue
- Clikc on the folder in which the document is located.
- Click on the document to be added to the queue.
- Click Add to Publish Queue on the left menu.
- Select Only add documents that have not yet been published to publish only document(s) that have not been previously published.
- Select Publish selected document(s) now to publish the selected folder or document immediately instead of adding to the daily publishing queue.
- Click OK.
If you update a definition in the Glossary, content associated with the definition that has been previously approved via workflow and published will be automatically sent back to the publishing queue. This allows you to republish the content with the updated definition.