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1/12/2015 Footer 1
WORKSHOP:
TIPS AND TRICKS TO SUCCESSFULLY
MANAGING CONTENT IN MADCAP FLARE
By Denise Kadilak
Information Architect/Team Manager
1/12/2015 Footer 2
AGENDA
 Global Project Linking
 Run-time Merge (HTML5)
 Condition tags
 Reports
 Q&A
What well cover
1/12/2015 Footer 3
IN THIS SESSION ATTENDEES WILL LEARN
 How to use Flare as a content management system of sorts using either the
Global Project Linking or Run-time merge features
 How to use condition tags and reports to track and manage content
1/12/2015 Footer 4
 Import content and project files contained in another Flare project
(parent project)
 Allows you to maintain information in one location but reuse it in other
projects (child projects)
 Process allows you to select which files you want to include and
exclude
 Bottom line:
- Build output pulling in content from several different locations
- Granular control
WHAT IS GLOBAL LINKING?
1/12/2015 Footer 5
 When you create a global link in a child project, you can:
- Automatically re-import before generating output
- Remove stale files (deleted, renamed, moved)
- Specify what type of files you want to include
- Specify what type of files you want to exclude
- Select specific files to include
- Add additional filters based on condition tags
WHAT IS GLOBAL LINKING?
1/12/2015 Footer 6
 For example:
- Include all topic (htm) and image files
- Exclude all template files: CSS, condition tags, masterpage
 Best to include template files in a separate Template import
- Include all content tagged with Online condition tag
- Exclude all content tagged with Print condition tag
WHAT IS GLOBAL LINKING?
1/12/2015 Footer 7
 An easy way to merge the output from multiple HTML5 server-based Flare
targets into one Help system
 Targets can originated from the same Flare project or from different Flare
projects
 Process allows you to control output from the source project
 Setup is easy
 Once you have the process in place, it takes seconds to run the build
 Fewer hic-ups than Global Project Linking
WHAT IS RUN-TIME MERGE?
1/12/2015 Footer 8
 When you create a merge project:
- You place the output files in the correct location on the server
- Flare then automatically merges the output from all of the targets when users access
the Help
- From the end user's perspective, the results are seamless, appearing as one large Help
system
- All of the TOCs, browse sequences, indexes, glossaries, and search capabilities for the
projects are merged
WHAT IS RUN-TIME MERGE?
1/12/2015 Footer 9
 A marker that you apply to different areas of your content so that some
sections show up in some of your outputs but not in others
 Commonly used for single-sourcing work flows
 Well take a look at some other ways to use these in conjunction with the
reporting features in Flare. For example:
- Content Audits
- Content Cleanup
- Release Tracking
WHAT ARE CONDITION TAGS?
1/12/2015 Footer 10
Denise Kadilak is an Information Architect/Team Manager with
Blackbaud, Inc. and a certified Flare advanced developer. She has
presented at several international conferences, including MadWorld,
ABOUT THE SPEAKER
the STC Summit, and CMS/DITA
North America on subjects ranging
from structured authoring,
advanced features in MadCap
Flare, trends in Technical
Communication, and content
management. In addition to her
position at Blackbaud,
Denise is a part-time instructor at John Carroll University in Cleveland, OH,
teaching the Technical Writing course included in the schools Professional
Writing program.
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Cm in flare

  • 1. 1/12/2015 Footer 1 WORKSHOP: TIPS AND TRICKS TO SUCCESSFULLY MANAGING CONTENT IN MADCAP FLARE By Denise Kadilak Information Architect/Team Manager
  • 2. 1/12/2015 Footer 2 AGENDA Global Project Linking Run-time Merge (HTML5) Condition tags Reports Q&A What well cover
  • 3. 1/12/2015 Footer 3 IN THIS SESSION ATTENDEES WILL LEARN How to use Flare as a content management system of sorts using either the Global Project Linking or Run-time merge features How to use condition tags and reports to track and manage content
  • 4. 1/12/2015 Footer 4 Import content and project files contained in another Flare project (parent project) Allows you to maintain information in one location but reuse it in other projects (child projects) Process allows you to select which files you want to include and exclude Bottom line: - Build output pulling in content from several different locations - Granular control WHAT IS GLOBAL LINKING?
  • 5. 1/12/2015 Footer 5 When you create a global link in a child project, you can: - Automatically re-import before generating output - Remove stale files (deleted, renamed, moved) - Specify what type of files you want to include - Specify what type of files you want to exclude - Select specific files to include - Add additional filters based on condition tags WHAT IS GLOBAL LINKING?
  • 6. 1/12/2015 Footer 6 For example: - Include all topic (htm) and image files - Exclude all template files: CSS, condition tags, masterpage Best to include template files in a separate Template import - Include all content tagged with Online condition tag - Exclude all content tagged with Print condition tag WHAT IS GLOBAL LINKING?
  • 7. 1/12/2015 Footer 7 An easy way to merge the output from multiple HTML5 server-based Flare targets into one Help system Targets can originated from the same Flare project or from different Flare projects Process allows you to control output from the source project Setup is easy Once you have the process in place, it takes seconds to run the build Fewer hic-ups than Global Project Linking WHAT IS RUN-TIME MERGE?
  • 8. 1/12/2015 Footer 8 When you create a merge project: - You place the output files in the correct location on the server - Flare then automatically merges the output from all of the targets when users access the Help - From the end user's perspective, the results are seamless, appearing as one large Help system - All of the TOCs, browse sequences, indexes, glossaries, and search capabilities for the projects are merged WHAT IS RUN-TIME MERGE?
  • 9. 1/12/2015 Footer 9 A marker that you apply to different areas of your content so that some sections show up in some of your outputs but not in others Commonly used for single-sourcing work flows Well take a look at some other ways to use these in conjunction with the reporting features in Flare. For example: - Content Audits - Content Cleanup - Release Tracking WHAT ARE CONDITION TAGS?
  • 10. 1/12/2015 Footer 10 Denise Kadilak is an Information Architect/Team Manager with Blackbaud, Inc. and a certified Flare advanced developer. She has presented at several international conferences, including MadWorld, ABOUT THE SPEAKER the STC Summit, and CMS/DITA North America on subjects ranging from structured authoring, advanced features in MadCap Flare, trends in Technical Communication, and content management. In addition to her position at Blackbaud, Denise is a part-time instructor at John Carroll University in Cleveland, OH, teaching the Technical Writing course included in the schools Professional Writing program.

Editor's Notes

  • #2: TITLE SLIDE.