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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

Word SharePoint

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

4

>< DITA Exchange ApS Katrinebjerg Science Park Aabogade 15 DK-8200 Aarhus N DENMARK

>< DITA Exchange Inc. 900 E. Hamilton Campbell California 95008 USA

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

7

Managing the hundreds of files converted in the pilot caused a lot of pain!

Basic CCMS requirements

8

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

Extra CCMS requirements

9

Within budget

IT department approval

Collaboration tool easy to

deploy to SMEs Scale up to hundreds of SMEs

How Dx met these needs

10

Cost reasonable, SharePoint already

budgeted, only buy Dx part IT deployed SharePoint, in-line with

company policy

SMEs know SharePoint

DITA Word editor easy to use for SMEs

Can easily scale up due to

reasonable cost

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

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!!!!

Dx Word publisher benefits

19

And it worked…………………..

20

Word output PDF

Save as

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”

25

Topic 1

?

Why Folders Are “Bad”

26

Topic 1

Topic 1

Topic 1 !

Why Metadata are Great

27

Customized metadata

Customized the metadata without

specializing DITA

Used <data> element

28

Metadata mapping, Word editor

29

Easy to fill-in, even for SMEs who make the first draft

Metadata mapping, CCMS

30

Easy to search and filter

Dynamic Metadata Configuration

Document

Dx Document

DITA

Map Topic

Task Concept Reference

DITAVAL Publication

Office

Word Excel PowerPoint

Media

Image Video Math

31

SharePoint “Content Types”

With built-in inheritance

Dynamic Metadata Configuration

Document

Dx Document

DITA

Map Topic

Task Concept Reference

DITAVAL Publication

Office

Word Excel PowerPoint

Media

Image Video Math

32

Dynamic Metadata Configuration

Document

Dx Document

DITA

Map Topic

Task Concept Reference

DITAVAL Publication

Office

Word Excel PowerPoint

Media

Image Video Math

33

Dynamic Metadata Configuration

Document

Dx Document

DITA

Map Topic

Task Concept Reference

DITAVAL Publication

Office

Word Excel PowerPoint

Media

Image Video Math

34

Dynamic Metadata Configuration

Document

Dx Document

DITA

Map Topic

Task Concept Reference

DITAVAL Publication

Office

Word Excel PowerPoint

Media

Image Video Math

35

Metadata Mapping To DITA XML

36

Metadata Mapping To DITA XML

37

//prolog/metadata/data[@name=“DrugDosageForm”]/@value

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

3. Define XML mapping (for XML files)

4. DONE!

39

And BTW, as a side effect of

this, you get “Where Used”,

“Family Tree”, and link

management for all Office files

too…

The future roadmap

Next steps

Bring tool in-house

Connect to internal tools

41

Translation memory

Product catalog

Web CMS

Connect to internal tools

42

Connect to internal tools

43

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

Workflows

DITA Exchange workflows = SharePoint workflows

44

Collaboration?

Collaboration!

Shared Content Collaboration Platform

Sub-contractor Sub-contractor Sub-contractor

Customer Customer

48

I

Love

DITA

49

SharePoint

Loves

Dita

THANK YOU!

50 DITA Exchange

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