Adobe RoboHelp: iFrames

by Kevin Siegel Follow us on Twitter View our profile on LinkedIn

If you have a need to include PDFs in your Help system, you have a few options. You can create a link to the PDF (which will open the PDF once the user clicks the link) or you can import the PDF into the project (which will create a topic out of the PDF).

There is another, less known technique for including content in your Help System, and this technique actually embeds the content within a topic: iFrames. You can use iFrames (inline frames) to insert PDF files or HTML files within an HTML topic. 

Inserting an iFrame is simple:

  1. Choose Insert > HTML > IFrame to open the iFrame dialog box.
  2. Give the iFrame a name.
  3. Click the browse button and select a URL, HTML file, or PDF file to link.
    iFrame dialog box.  
  4. (Optional) Click the Border tab to set the iFrame's border options.
  5. Click the OK button.

The iFrame won't look like much when viewed in RoboHelp's Design window. However, the results are awesome when you preview the topic. In the image below, the PDF is displayed within the iFrame. Unlike an image, the PDF within the iFrame is scrollable, you can zoom in and out for a closer look, jump between pages, and (coolest of all) use the Show Acrobat toolbar button to display the PDF in Adobe Reader so it can be printed, etc. 

Preview of the iFrame with the PDF inside. 

To edit an iFrame, double-click it to change the name, the linked item, or the border. While in the Design window, you can also drag the frame handles to resize the frame.

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Adobe Captivate: A Clean Break from PowerPoint

by Kevin Siegel Follow us on Twitter View our profile on LinkedIn

Many Captivate projects begin in Microsoft PowerPoint. If you've never tried to import a PowerPoint presentation, you'll find it an easy process. All you have to do is choose From Microsoft PowerPoint (located at the right of the Welcome screen).

Create a project from a PowerPoint presentation.
After opening the PowerPoint presentation, you will be presented with a dialog that will allow you to control, among other things, the size of the presentation when it is converted to a Captivate project.

At the bottom of the dialog box, you will find an innocent-looking check box next to Linked. If you leave this option selected and then complete the import process, the new Captivate project will maintain a link to the source PowerPoint presentation. 

Link to a Presentation.
From this point forward, you can edit the source PowerPoint presentation from within Captivate. If the source PowerPoint presentation is edited outside of Captivate, you can synch the source with the Captivate project with a simple click of your mouse.
The ability to create a link between the Captivate project and the PowerPoint presentation is great. However, you might want to set it up so that there isn't a link between the two applications. Changing your mind about linking is simple. On the Library (Window > Show Library), right-click the PowerPoint presentation and choose Change to "Embedded." 
Embed.
Once embedded, you will no longer be able to initiate editing sessions of the presentation from within PowerPoint. In addition, you will no longer be alerted if somebody on your network makes changes to the presentation.
Should you change your mind about embedding the presentation within Captivate, the embedding process can easily be reversed. Still working on the Library, right-click the presentation and choose Change to "Linked." You'll be prompted to find and open the source document. Once opened, the link between the presentation will instantly be reestablished.
Link.

See also: Changing PowerPoint Slide Sizes for Importing into Captivate

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Looking to learn Captivate quickly? We offer two live, online classes. Adobe Captivate Essentials and Adobe Captivate Beyond the Essentials (Advanced).

 

Adobe Acrobat X: Adding Description Fields to Document Properties

by Barb Binder Follow us on Twitter View our profile on LinkedIn

It's easy to ignore the Description tab of the Document Properties dialog box in Adobe Acrobat. You may never even think about it as you create, enhance and review your PDFs. But if you start amassing a large collection of PDFs, ignoring the Description tab would be a mistake. The Description fields are easily searched (both locally and online) and taking a few minutes to fill them out as you go will save you the headache of realizing a few years down the road that you should have been doing it all along.  

Adobe Acrobat Description fields. 

My personal rule is to make sure I get those fields filled out when I make a PDF. I set the fields up in advance for files created in InDesign, FrameMaker and Word so that they are saved with the source file and simply appear each time I create a PDF.

The general steps are the same for all three applications (and many others that I won't address here). Basically, it's:

  1. Open up a native file in your source application.
  2. Figure out where to enter the description fields.
  3. Create the PDF.
  4. Open the PDF in Acrobat or Reader.
  5. Choose File > Properties > Description to view the fields.

For the specifics on setting this up in InDesign, FrameMaker and Word, read on.

Adobe InDesign

  1. Open any InDesign document.
  2. Choose File > File Info > Description (Mac & Win), fill out the description fields and click OK
  3. Choose File > Export to create the PDF document.
  4. Open Acrobat or Reader.
  5. Choose File > Properties > Description to see the fields.

To see any additional fields, click the Additional Metadatabutton.        

Adobe FrameMaker

  1. Open any FrameMaker document.
  2. Choose File > File Info, fill out the description fields and then click OK.
  3. Choose File > Save as PDF to create the PDF document.
  4. Open Acrobat or Reader.
  5. Choose File > Properties > Description to see the fields.

Microsoft Word

  1. Open any Word document.
  2. Choose File > Properties (Mac) or File > Prepare > Properties (Windows) and fill out the description fields.
  3. On Word for Windows, the fields appear at the top of the document. If you want to see the dialog box, you have to click Document Properties, and navigate to the Summary tab. On a Mac, you are taken right to the dialog box.

  4. Choose File > Save as PDF (Mac) or PDFMaker(Win) to create the PDF document.
  5. Open Acrobat or Reader.
  6. Choose File > Properties > Description to see the fields. 

I know and use all of the steps as described above. Even so, yesterday I found myself with 50+ PDFs that I had just created. I was ready to send them off to the client and realized that I forgot to enter the description fields… on all of them! If you ever find yourself in a similar situation, check out next week's article: Adobe Acrobat X: Adding Description Fields to Multiple PDFs.

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Need to learn Acrobat? Barb's next Acrobat class is April 25. Come learn the basics in just two days.

Adobe Captivate: Sometimes Manual Labor is the Best Kind of Labor

by Kevin Siegel Follow us on Twitter View our profile on LinkedIn

During the recording process, Captivate typically does a wonderful job of creating screen captures on processes you perform within an application. I said "typically" because there are occasions when Captivate fails to create some of the screen captures and you are left in a bit of a pickle. You won't know Captivate missed an important screen capture until you stop the recording process and begin producing the lesson in Captivate. By then, the missing screen(s) may require you to record additional slides.

Assuming you are using Captivate's Automatic recording mode as you record a series of clicks on your computer, Captivate is supposed to automatically create a single slide (screen capture) every time you click your mouse. Alternatively, you can use Captivate's FMR mode during the recording process. Using this mode, Captivate will create a Full Motion Recording (FMR) video if you drag your mouse instead of individual screens. You will end up with fewer slides, but you'll have less flexibility since videos are harder to edit than individual slides.

What if you wanted to record your mouse pointer, along with the pointer path, as you pointed at screen objects? You weren't planning to click anything, you were just going to point at screen objects. Since Captivate's Automatic recording mode requires you to click your mouse to create a screen capture, you're stuck. If you don't click, you won't get that all-important screen capture. You could record an FMR, but you don't want a video. What's a developer to do?

To get around the problem, you can create the screen captures on your own–manually. First show Captivate's Preferences dialog box (Adobe Captivate menu if you are using a Macintosh; Edit menu if you are using Windows). Select theKeys category and make a note of the shortcut required To Capture a Screenshot. (If you don't like the default key, you can click in the field and type your own preferred keyboard combination.)

Manual screen capture key

During the recording process, press the Manual Recordingkey on your keyboard whenever you want to capture the screen. Every time you press the Manual Recording key you will create one screen capture, just as if you had clicked your mouse.

There is one final thing thing to think about when it comes to screen captures. During the recording process, I have heard from developers that the Automatic recording type simply doesn't work (often times there is only a single screen captured during the recording process). While Captivate records the screen actions in most applications, some applications don't appear to get along with Captivate. In that event, I'd suggest using Captivate's third (and least-used) Recording Type: Manual. Just prior to recording the lesson, select Manual from the Recording Type area.

Manual recording mode
Using the Manual recording type will require you to press your keyboard shortcut each and every time you want a screen capture. If you forget to pull the screen capture you'll be out of luck since Captivate won't do anything for you at all. While this Recording Type will certainly require a significant amount of discipline on your part, your finished recording will contain every screenshot you were expecting.

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Looking to learn Captivate quickly? We offer two live, online classes. Adobe Captivate Essentials and Adobe Captivate Beyond the Essentials (Advanced).

Adobe Captivate: A Font Frenzy

by Kevin Siegel Follow us on Twitter View our profile on LinkedIn

I received the following from fellow Captivate developer Johan Van Eeden. It seems Johan ran into some nasty font issues on his computer that totally derailed Captivate. He found a solution and shares it below.

Hi Kevin,

I recently sent you some information about a Captivate problem that I experienced: 

Soon after the green Captivate splash screen appears, the program freezes. 

The problem of Captivate hanging up on start-up is, according to the Adobe forums, one that is encountered quite a bit with versions 4, 5, and 5.5."

I tried installing, uninstalling and reinstalling Captivate several times, to no avail. The Captivate forum pages offer various remedies. I found a solution that worked on this page (at the bottom).

Apparently, if there are corrupted fonts on the PC, this can cause Captivate to hang up.

To resolve the issues, developers will need to:

  1. Download and install FontFrenzy.
  2. Take a Snapshot of the fonts on the PC.
  3. "Unfrenzy" — this moves all the non-system fonts on your PC to a specified directory. All you will have left in the Windows\Fonts directory will be the fonts that were installed with Windows.
  4. Start Captivate.

To get your fonts back, you can "Refrenzy" them, or a selected group of fonts. I'm currently re-installing my fonts one letter of the alphabet at a time, then running Captivate after installing, for example, all the fonts starting with "C." In this way I hope to eventually track down the corrupted fonts."

UPDATE

I installed the fonts, alphabet letter by letter, until I got to I. After each letter's fonts were installed, Captivate would run. However, after I installed the fonts starting with the letter "I", Captivate froze again.

When I looked at the font names, I noticed that there were two fonts with an umlaut in the font name, on the letter "e", thus "ë."

I deleted both fonts from the Windows\Fonts directory and Captivate loaded without a problem.

It seems that, for whatever reason, Captivate can't handle fonts with an umlaut in the font name… something to bear in mind when people mention that they're experiencing the "Captivate freezes while loading problem." 

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Looking to learn Captivate quickly? We offer two live, online classes. Adobe Captivate Essentials and Adobe Captivate Beyond the Essentials (Advanced).

Adobe RoboHelp: Importing & Linking Word Documents

RoboHelp allows you to integrate content created by different authors in Microsoft Word and Adobe FrameMaker. You can create projects by linking or importing Word and FrameMaker documents and then publish in different formats, including printed documentation. You can also use Word and FrameMaker documents as source files in an existing RoboHelp project. 

This article is a quick summary of the import and linking process.

Adobe RoboHelp: Apply a CSS Project-Wide in a Snap

by Kevin Siegel Follow us on Twitter View our profile on LinkedIn

If you want to ensure that the appearance of your topics is consistent project-wide, one of the first things you should think about doing is creating a Cascading Style Sheet (CSS) and then assigning the CSS to all the topics in your project.

To assign the CSS to a single topic, open the topic. On the Formatting toolbar, click the Assign Style Sheet or Create New command. Select an existing CSS from the drop-down menu (or create a new one on the fly) and you are done.

Select a CSS from the list.
Using the technique above will get the job done. However, you can only use this technique to assign a style sheet to one topic at a time. A typical RoboHelp project is likely to have hundreds (if not thousands) of topics.
To assign style sheets to multiple topics, use the Topic Listpod to select as many topics as you want (you can select all of the topics by clicking once on any topic and then pressing [Ctrl] [a] on your keyboard). With the topics selected, chooseEdit > Properties to open the Topic Properties dialog box.

On the Appearance tab, select the CSS you'd like to use from the list of Style Sheets at the left (in the Style Sheet area) and click the OK button.

Select a CSS from the list.
Since multiple topics were selected before you opened the Topic Properties dialog box, all of the selected topics will now be using the same CSS.

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Adobe Captivate: FMRs With all the Trimmings

by Kevin Siegel Follow us on Twitter View our profile on LinkedIn

Last week I showed you how to use Captivate to create a seamless video using the Full Motion Recording (FMR) mode. One of the problems with FMRs is limited editing ability. If you use Captivate's Automatic mode, every time you click your mouse a screen capture will be created. However, if you use the FMR mode, a single video will be created.

When it comes to post-recording editing, the difference between the Automatic and FMR modes is very stark. Using the slide-based screen capture approach of the Automatic recording mode, you can edit every aspect of a slide, even a slide's background (using external programs such as Photoshop or Paint). With the FMR mode's video-based recording approach you still have editing options, but they are limited.

Edit an FMR

To begin the FMR editing process, select the FMR on the Timeline. 

An FMR on the Timeline.
On the Properties panel, locate the FMR Edit Options group. There are three options: InsertSplit and Trim.
If you choose Insert, you'll have an opportunity to record another FMR within the selected FMR. This is a handy option if you need to add more video in the middle of an existing scene.

The Split option will splice your video wherever you position the Playhead on the Timeline and create a second segment. The new segment will automatically appear on a new slide. I've found this option to be useful when a single slide FMR is simply too long. In my opinion, slides that play for a shorter duration will be more effective in the long run when compared to slides that tend to play on and on and on.

I've found the final option, Trim, to be the most beneficial, especially if I've made a mistake during the recording process and need to get rid of it.

Using the Trim option is simple enough. With the FMR selected on the Timeline, choose Trim from the FMR Edit Options drop-down menu.

On the Timeline, select the area of the FMR that you'd like to remove. If you find it difficult to manually select specific areas on the FMR, you can use the Trim From and To fields on the FMR Edit Options group. Or you can let Captivate do the selecting for you by choosing a Start and End Marker.

The last step is to simply click the Trim button on the bottom of the FMR Edit Options group.
 

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Looking to learn Captivate quickly? We offer two live, online classes. Adobe Captivate Essentials and Adobe Captivate Beyond the Essentials (Advanced).

 

Adobe Captivate: FMRs Rule?

by Kevin Siegel Follow us on Twitter View our profile on LinkedIn

I've been teaching and developing with Adobe Captivate for years. The program has always been able to record Full Motion Recordings (FMRs). Never heard of an FMR? You are not alone. Usually developers learn about them by accident. If you record your screen using Captivate's Automatic mode, every click of your mouse will result in a single screen capture. Those screen captures convert to single slides in a Captivate project once you end the recording session.

During the recording process, if you perform a mouse drag (click the mouse clicker and then move the mouse around the screen), Captivate won't capture a single screen. Instead, Captivate will capture the entire drag event as a video–it'll be as if you've pointed a video camera at the screen and turned it on. When you finish with the recording, you'll see a single slide in Captivate representing the captured event.

Since FMRs aren't as easy to edit or control as single slides, I usually tell new Captivate developers to shy away from dragging the mouse during the recording process. Instead, I encourage everyone to click on screen items to ensure they get single screen captures.

In retrospect, I may have been overly hard on FMRs–they do have a role. FMRs can be useful if you want to demonstrate complex mouse events smoothly. For instance, if you're trying to show someone how to use a specific filter in Photoshop, capturing the process with an FMR might be more effective than simple screen captures.

To create an FMR during the recording process, simply select Full Motion from the Recording Type area and record your lesson. 

Selecting FMR mode. 

Once you end the recording, the captured video will appear on the Filmstrip as a single slide. You'll be able to differentiate FMR slides from regular slides easily enough… FMR thumbnails on the Filmstrip have a little camera icon in the lower right.

The resulting FMR 

Next week I'll show you how to edit the FMR. In the meantime, check out the FMR I created late last year (it shows thedifferences between Captivate 5 and 5.5).

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Looking to learn Captivate quickly? We offer two live, online classes. Adobe Captivate Essentials and Adobe Captivate Beyond the Essentials (Advanced).

Adobe RoboHelp: Import Word Documents and Keep the Shapes

by Kevin Siegel Follow us on Twitter View our profile on LinkedIn

You can do a lot of fancy stuff in Word. In fact, if you're really comfortable using the program, you can create a book that looks every bit as good as those produced by desktop publishers using programs such as QuarkXPress, Adobe InDesign or Adobe FrameMaker. (Okay, okay… I'm not going to venture any deeper into the muck… Word can create some pretty complex stuff, but it's not for me… I prefer to use FrameMaker.)

Many people who use RoboHelp also use Word as the main authoring tool for the content that will be imported into RoboHelp. Unfortunately, during the import process there's potential trouble around every corner. For instance, the more complex the Word layout, the higher the risk that something will go wrong when that layout is imported into RoboHelp.

Let's take Word's ability to wrap text around an item and the Shapes feature as examples. You can use the Shapes feature to quickly draw a line or a callout to a screen capture inserted into a Word document. The shapes may look just fine in Word. However, once imported into a RoboHelp project the resulting collection of screen capture, line and callout will rarely look very good. This is especially true if you use any of Word'sWrap Text features other than Inline with Text. (One would use Word's Wrap feature on an object to control exactly where that object appears in the Word layout.) For example, in the image below Word's Wrap Text was set to Tight. There's a callout to the right and a squiggly line. 

Example of a callout and line in Word

The image below shows the content after it has been imported into a new RoboHelp topic. Notice that the Shapes did make it into RoboHelp… but the integrity of the layout has been lost.

What happened to my shape? 
If you need to use the text wrap and Shapes feature in Word, I have a simple trick that will allow you to maintain much of the layout in RoboHelp.
  1. Select the screen capture and shapes in the Word document. (Shiftclick works nicely for this purpose.)
  2. Cut the selected items to the clipboard (Ctrlx).
  3. On the Home tab of Word's Ribbon, click the bottom of the Paste command and choose Paste Special.

     Paste Special

    The Paste Special dialog box opens.  

     

  4. Select Picture (JPEG) from the As list and click the OKbutton.

    Paste Special dialog box.

The independent shapes have been converted into a single image. Once imported into RoboHelp, the Shapes will appear as they did in Word… and they'll Generate just fine too.

The appearance of the shapes when previewed. 

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