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Matthew Ellison Deep Dive with RoboHelp & Flare

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Page 1: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Matthew Ellison

Deep Dive with RoboHelp & Flare

Page 2: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Matthew Ellison

Consultant and trainer for User Assistance tools and technologies Technical Director of annual

UA Europe conference

Page 3: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

What we’ll cover in this session

What RoboHelp and Flare have in common Comparison of their user interfaces Content authoring and formatting The key distinguishing features of each

tool Future directions

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Please note:

Current version of Flare is 12, released March 2016 Current version of RoboHelp is 2015,

released June 2015

Page 5: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

What RoboHelp and Flare have in common

Edit content as XHTML format using CSS Output to a range of formats including

responsive HTML5 Support for established Help features

(TOC, Index, Search, Glossary, keyword-based links, DHTM drop-downs) Range of single-sourcing features

(snippets, variables, conditional build tags, multi-channel publishing)

Page 6: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

RoboHelp user interface

Page 7: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Flare user interface

Page 8: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Content authoring and formatting

In general: RoboHelp shields you from the nasty

reality of HTML elements and CSS classes Flare enables you to exploit your

XML/XHTML and CSS knowledge

Page 9: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

RoboHelp CSS Editor

Friendly style names instead of

true XHTML elements

and classes

Page 10: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Flare CSS Editor

XHTML elements

and classes

CSS properties

Page 11: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Descendant (complex) selectors

One of my favourite CSS techniques Reduces the number of unique styles

you need Simplifies mark-up and saves time

Page 12: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Example of descendant selector

1. Step text a. Sub-step text b. Sub-step text c. Sub-step text

2. Step text 3. Step text

<ol> <li>Step text</li> <ol> <li>Sub-step text</li> <li>Sub-step text</li> <li>Sub-step text</li> </ol> <li>Step text</li> <li>Step text</li> </ol>

ol ol {list-style-type: lower-alpha}

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Examples of other useful descendant selectors

ul ul { } ul ol { }

table p { }

li p { }

div.Note ul { }

ol ul { }

Page 14: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Editing descendant selectors in Flare

Flare calls them “Complex Selectors”

Page 15: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Adding descendant selectors in Flare

Open the style sheet in a text editor

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Descendant selectors in RoboHelp

No direct support Can open style sheet in text-based

Code Editor RoboHelp may change or remove your

code

Page 17: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Options for collaborative authoring

RoboHelp • Resource Manager:

share style sheets, topics, images, snippets, and master pages

Flare • External Resources and

SharePoint Explorer: share any files

• Project Linking

Page 18: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Project-based nature of RoboHelp/Flare

Content

• Topics • Images • Snippets • Style sheet

Project

• TOC • Skin • Glossary • etc.

SELF-CONTAINED

• Images

Page 19: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Sharing files between projects

FLARE PROJECT

Files copied and synchronized

CENTRAL REPOSITORY

OF FILES A B C D

A B C D

FLARE PROJECT

FLARE PROJECT

FLARE PROJECT

A B C D

A B C D A B C D

Page 20: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

RoboHelp’s Resource Manager

Out of sync

In sync

Updated disabled

Page 21: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Managing linked resources in RoboHelp

Use this to disable the updated of

linked resources

Page 22: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Project linking in Flare

GLOBAL.flprj style.css

warning.flsnp logo.png

FLARE PROJECT

.flimpfl

Flare Project Import File

GLOBAL.flprj

*.css *.flsnp *.png

style.css warning.flsnp

logo.png

FLARE PROJECT

.flimpfl

FLARE PROJECT

.flimpfl

style.css warning.flsnp

logo.png

style.css warning.flsnp

logo.png

*

* *

*

Page 23: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Setting up options for Source Project

Global project

Import everything…

…including linked files…

…except topics and targets

Page 24: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Responsive web design

Design for an optimal viewing experience over a range of different device sizes and types As size of Viewport changes: • Images resize automatically • Column widths resize automatically

At specific Breakpoints: • Navigation controls change position

and/or presentation • Page elements change position or

disappear altogether

Page 25: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

RoboHelp’s responsive HTML5 output

Desktop layout

Page 26: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

RoboHelp’s responsive HTML5 output

Mobile layout

Page 27: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

RoboHelp’s responsive layout editor

Click to identify corresponding

property

Page 28: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

RoboHelp’s responsive HTML5 settings

No CSS coding required

Page 29: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Media queries in RoboHelp

Make a Media Query available to your style sheet by

creating a Screen Profile

Page 30: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Media queries in RoboHelp

Page 31: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Flare’s responsive HTML5 output

Desktop layout

Page 32: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Flare’s responsive HTML5 output

Mobile layout

Page 33: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Enable responsive output in HTML5 skin

Breakpoints between different

Media types

Page 34: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Editing HTML5 layout (Styles in skin)

Styles cascade: Web > Tablet > Mobile

Page 35: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Media queries in Flare

Built-in support for Tablet and Mobile CSS media queries You can create your own custom

media queries using a dialog:

Page 36: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

New Responsive Layout in Flare

Required CSS can be created entirely using Flare’s UI Ideal if you need

specific layouts for particular devices or screen sizes Changes in Flare’s

Responsive Layout editor cause changes to style sheet

Page 37: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Single-sourcing to print

RoboHelp • Use FrameMaker source, or • Publish to Word/PDF from

RoboHelp (some clean-up required)

Flare • Publish to PDF

Page 38: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Configuring headers & footers

Page 39: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Content

Topics

Images

Targets

TOCs

TOC determines content,

sequence, and hierarchy of print

output

Conditions

Master Page Skin Help Only:

Print Only: Page Layout

Glossaries Variables

Snippets

Adds breadcrumbs and mini-tocs

Size, position, and appearance of Help window

Paper size, margins, headers and footers

Style Sheet

PDF

HTML5

A Target pulls together a set of content (based on conditions) with a

specific combination of project files to

create a particular output

Flare’s Single-sourcing Workflow

Page 40: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Distinguishing features of RoboHelp

FrameMaker integration (can be driven from FM) Captivate integration

(less significant) Adobe AIR Adaptive multiscreen publishing Dynamic Content Filters

Page 41: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Dynamic Content Filters

Page 42: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Distinguishing features of Flare

Single-sourcing to all output formats MadCap Capture integration

Project linking

Top Navigation skin

Page 43: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Flare’s top navigation skin

Page 44: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Criteria for choosing RoboHelp or Flare

Initial set-up of styles and project infrastructure Ongoing authoring experience Required workflow for print publishing Preferred end-user experience for

responsive HTML5 Miscellaneous special features

Page 45: Deep Dive with RoboHelp & Flare - Matthew Ellison · Deep Dive with RoboHelp & Flare . ... SharePoint Explorer: share any files •Project Linking . Project-based nature of RoboHelp/Flare

Future directions

Enhanced search • Filtering • Faceted search

New layout and presentation

paradigms for HTML5 output • Better SEO • Better mobile support • RIP trip-pane window

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Matthew Ellison

Thanks for attending! Final questions?

[email protected]