Arbortext 5.

4
Curriculum Guide
Live Classroom Curriculum Guide
 Authoring with Arbortext Editor 5.4

 Authoring DITA using Arbortext Editor 5.4

 Introduction to Arbortext Styler 5.4

 Configuring the Arbortext 5.4 Application

Authoring with Arbortext Editor 5.4

Overview

Course Code TRN-2226-T

Course Length 3 Days

During this three-day course, you will learn

the basic and advanced editing operations
of Arbortext Editor. The course emphasizes
hands-on experience, interaction between
student and instructor, and a solid
foundation in the fundamental skills and
commands of this structured authoring
tool.
After completing this course, you will know
how to open, save, and close new and
existing documents in Arbortext Editor.
You will learn how to perform basic edit
operations, such as cut, copy, and paste.
You will also learn how to find and replace
text and markup. You will learn how to
insert, change, and delete markup and
text. You will learn how to insert graphics
and symbols, create and insert text
entities, and add, modify, and delete
attribute values. You will also learn how to
create and edit tables. You will learn how
to use proofreading tools, such as the
spelling checker and thesaurus.
Additionally, you will learn how to use
profiles. You will learn how to use
Arbortext Editor’s change tracking feature
to track changes in your documents, and
also learn how to compare changes
between different versions of a document.
Finally, you will learn how to use Arbortext
Command Language to perform basic
operations in Arbortext Editor.
At the end of each module, you will
complete a skills assessment. The
questions are used to help reinforce your
understanding of the module topics and
form the basis for review of any topics, if
necessary.
Course Objectives
• Structured Information and Document Structure
• Using Arbortext Editor
• Editing Text
• Inserting and Editing Markup
• Assigning Attributes
• Inserting Special Markup
• Creating Tables
• Authoring and Editing Management Tools
• Previewing and Printing Documents

Prerequisites
• Basic computer skills in a Microsoft Windows computing environment.

Audience
This course is intended for:
• Authors/Editors of technical information.
• Technical and administrative support staff members.
• Individuals and organizations evaluating Arbortext Editor.
Agenda

Day 1
Module 1 Structured Information and Document Structure
Module 2 Using Arbortext Editor
Module 3 Editing Text

Day 2
Module 4 Inserting and Editing Markup
Module 5 Assigning Attributes
Module 6 Inserting Special Markup

Day 3
Module 7 Creating Tables
Module 8 Authoring and Editing Management Tools
Module 9 Previewing and Printing Documents
Authoring DITA using Arbortext Editor 5.4

Overview

Course Code TRN-2227-T

Course Length 4 Days

In this four-day course, you will

learn the basic and advanced
editing operations of the Arbortext
DITA application and Arbortext
Editor. The course emphasizes
hands-on experience, interaction
between student and instructor,
and a solid foundation in the
fundamental skills and commands
of the Arbortext DITA application.
You will learn basic functions such
as opening and saving documents,
replacing text and markup, adding
and modifying attribute values and
creating topics, tasks and
references. You will also learn how
to use the Resource Manager to
create cross-references and links,
create content references, and
insert graphics and images. You
will also use profiles, compare
document versions, create DITA
maps, as well as print DITA
documents.
At the end of each module, you will
find a set of review questions to
reinforce critical topics from that
module. Your instructor will discuss
these with the class. At the end of
the course, you will find a course
assessment in Pro/FICIENCY
intended to evaluate your
understanding of the course as a
whole.
Course Objectives
• Learn about the Darwin
Information Typing
Architecture
• Review using Arbortext Editor
• Learn how to editing text
• Learn how to create a DITA
Topic
• Learn how to create a DITA
Concept
• Learn how to create a DITA
Task
• Learn how to use Attributes
• Learn how to create Cross-
References and Links
• Learn how to reference content
and images
• Learn how to create tables
• Learn how to use Authoring
and Editing Management
Tools
• Learn how to create a DITA
Maps
• Learn how to work with
Relationship Tables
• Learn how to preview and print
DITA Documents
• Learn about DITA
Specialization

Prerequisites
• Basic computer skills in a Windows computing environment.

Audience
This course is intended for:
• Authors/Editors of DITA technical information.
• Technical and administrative support staff members.
• Individuals and organizations evaluating the Arbortext DITA application.
Agenda

Day 1
Module 1 The Darwin Information Typing Architecture Overview
Module 2 Using Arbortext Editor
Module 3 Editing Text
Module 4 Creating a DITA Topic

Day 2
Module 5 Creating a DITA Concept
Module 6 Creating a DITA Task
Module 7 Using Attributes
Module 8 Creating Cross-References and Links

Day 3
Module 9 Referencing Content and Images
Module 10 Creating Tables
Module 11 Authoring and Editing Management Tools
Module 12 Creating DITA Maps

Day 4
Module 13 Working with Relationship Tables
Module 14 Previewing and Printing DITA Documents
Module 15 DITA Specialization
Module 16 Final Workshop
Introduction to Arbortext Styler 5.4

Overview

Course Code TRN-2228-T

Course Length 3 Days

This three-day course teaches the

concepts for creating one or more
stylesheets for authoring, for editing
window display, paged and web outputs.
In this course, you will learn how to
code stylesheet categories that affect
the Arbortext window display and paged
output, and how to apply context,
position and conditional-based
formatting. You will also learn how to
use derivation and property sets to
design a stylesheet that is easy to
maintain. You will learn how to create
and apply page sets, preview multiple
outputs while developing StylerSheets,
and export stylesheets to multiple
types. Finally, you will test your
stylesheet to ensure its success.
At the end of the course, you will have a
working knowledge of techniques for
specifying format for Arbortext window
display, multiple outputs and stylesheet
formats, familiarity with relevant
documentation, and the resources to
investigate formatting options not
directly covered.
Pro/FICIENCY assessments will be
provided in order for you to assess your
understanding of the course materials.
The assessment results will also identify
the class topics that require further
review. At the end of the class, you will
take an assessment via your PTC
University account.
Course Objectives
• Introduction to Arbortext and
Stylesheets
• Guidelines For Getting Started
• Getting Started with Arbortext Styler
• Styles
• Formatting Graphics
• Adding Generated Text
• Context and Position-Based Formatting
• Conditional Based Formatting
• Working with Properties
• Assigning Space Values and Priorities
• Using Default Formatting
• Working with Property Sets
• Using Context-Based Formatting
• Generating Text
• Formatting Text and Generated Text
• Numbering and Labeling
• Generating Graphics
• Creating a Table of Contents
• Enabling Conditional-Based Formatting
• Using Cross-Referencing
• Working with Page Sets
• Creating and Using Modular Arbortext
Styler Stylesheets
• Creating Footnotes
• Using the Preview Options in Arbortext
Styler
• Exporting an Arbortext StylerSheet to
Other Formats
• Testing Documents
• Managing and Associating Multiple
Stylesheets

Prerequisites
• Authoring Using Arbortext Editor 5.4 or equivalent work experience with Arbortext
Editor.
• A good understanding of general XML concepts, as well as DTDs.

Audience
This course is intended for:
• Developers of stylesheets for Arbortext Editor window display.
• Developers of stylesheets for paged output.
• Maintainers of stylesheets.
• Programming developers whose scripts affect formatting.
System integrators who want to understand Arbortext Editor formatting.
Agenda

Day 1
Module 1 Introduction to Arbortext and Stylesheets
Module 2 Guidelines For Getting Started
Module 3 Getting Started with Arbortext Styler
Module 4 Styles
Module 5 Formatting Graphics
Module 6 Adding Generated Text
Module 7 Context and Position-Based Formatting
Module 8 Conditional Based Formatting

Day 2
Module 9 Working with Properties
Module 10 Assigning Space Values and Priorities
Module 11 Using Default Formatting
Module 12 Working with Property Sets
Module 13 Using Context-Based Formatting
Module 14 Generating Text
Module 15 Formatting Text and Generated Text
Module 16 Numbering and Labeling
Module 17 Generating Graphics

Day 3
Module 18 Creating a Table of Contents
Module 19 Enabling Conditional-Based Formatting
Module 20 Using Cross-Referencing
Module 21 Working with Page Sets
Module 22 Creating and Using Modular Arbortext Styler Stylesheets
Module 23 Creating Footnotes
Module 24 Using the Preview Options in Arbortext Styler
Module 25 Exporting an Arbortext StylerSheet to Other Formats
Module 26 Testing Documents
Module 27 Managing and Associating Multiple Stylesheets
Module 28 Project
Configuring the Arbortext 5.4 Application

Overview

Course Code TRN-2229-T

Course Length 3 Days
This three‐day workshop is designed to familiarize you
with the design modules of Arbortext Architect that
enable you to create, configure, and maintain
document types. You learn about user interface
configuration, the DCF file, and document type
preferences as you master new terminology and skills.

After completing this course, you will know how to open

Arbortext Architect, and import doctype components.
You will learn how to modify the appearance and
behavior of elements using the DCF Editor. You will also
create template and sample files. You will learn how to
install a document type, configure aliases, and use
ActiveX controls. You will create and run macros and
learn how to create dynamic dialog boxes using the XUI
Editor. You will learn how to merge data from external
sources. You will configure and assign profiles. You will
also learn how to customize Web output and configure
PDF files. After successfully completing this course, you
will be prepared to create, configure, install, and maintain
an Arbortext application.

Pro/FICIENCY assessments will be provided in order for

you to assess your understanding of the course materials.
The assessment results will also identify the class topics
that require further review. At the end of the class, you
will either take an assessment via your PTC University
account, or your instructor will provide training on how to
do this after the class.
Course Objectives
• Describe how DTDs and XML schemas
define structure.
• Describe how stylesheets are used to
format content.
• Describe public identifiers and catalog files.
• Import an application in Arbortext
Architect.
• Open a test document and assign
preferences.
• Use the DCF Editor to assign elements,
assign attribute characteristics, and
control display.
• Enable graphics support and link elements.
• Create templates, sample documents,
doctype preferences files, and doctype ACL
files.
• Set up a custom installation directory.
• Install a customized, global user dictionary.
• Create and apply an alias map to a
document type.
• Create, run, and test a macro.
• Configure XUI dialog boxes and access
Microsoft ActiveX control.
• Understand and run different query types
including a query using the Data Merge
Interface.
• Customize the PCF file for a document type
and apply a profile to a document.
• Configure Web publishing, enable Web
options, and configure options for PDF
files.

Prerequisites
• Completion of Authoring using Arbortext Editor 5.4, is required
• Completion of Understanding SGML and XML, or equivalent experience, is helpful but
not required

Audience
This course is intended for:

• Application Engineers
• System Support Staff
• Production Staff
Agenda

Day 1
Module 1 Getting Started with Arbortext Architect
Module 2 Configuring the DCF
Module 3 Graphics and Linking Support
Module 4 Creating Supporting Files
Module 5 Installing and Managing Document Types

Day 2
Module 6 Tag Aliasing
Module 7 The Macro Recorder
Module 8 Creating XML Dynamic Dialog Boxes
Module 9 Using ActiveX Controls

Day 3
Module 10 Using Data Merge
Module 11 Profiling Configuration
Module 12 Configuring Web Output
Module 13 Configuring PDF Output
Web Based Curriculum Guide
 Authoring with Arbortext Editor 5.4

 Authoring DITA using Arbortext Editor 5.4

 Introduction to Arbortext Styler 5.4

 Configuring the Arbortext 5.4 Application

 Arbortext Advanced Print Publisher 10.0 Update Training

 Arbortext Editor 5.4 Technical Training

Authoring with Arbortext Editor 5.4

Overview

Course Code SAB-CEK2952

Course Length 24 Hours

During this three-day course, you will learn

the basic and advanced editing operations
of Arbortext Editor. The course emphasizes
hands-on experience, interaction between
student and instructor, and a solid
foundation in the fundamental skills and
commands of this structured authoring
tool.
After completing this course, you will know
how to open, save, and close new and
existing documents in Arbortext Editor.
You will learn how to perform basic edit
operations, such as cut, copy, and paste.
You will also learn how to find and replace
text and markup. You will learn how to
insert, change, and delete markup and
text. You will learn how to insert graphics
and symbols, create and insert text
entities, and add, modify, and delete
attribute values. You will also learn how to
create and edit tables. You will learn how
to use proofreading tools, such as the
spelling checker and thesaurus.
Additionally, you will learn how to use
profiles. You will learn how to use
Arbortext Editor’s change tracking feature
to track changes in your documents, and
also learn how to compare changes
between different versions of a document.
Finally, you will learn how to use Arbortext
Command Language to perform basic
operations in Arbortext Editor.
At the end of each module, you will
complete a skills assessment. The
questions are used to help reinforce your
understanding of the module topics and
form the basis for review of any topics, if
necessary.
Course Objectives
• Structured Information and Document Structure
• Using Arbortext Editor
• Editing Text
• Inserting and Editing Markup
• Assigning Attributes
• Inserting Special Markup
• Creating Tables
• Authoring and Editing Management Tools
• Previewing and Printing Documents

Prerequisites
• Basic computer skills in a Microsoft Windows computing environment.

Audience
This course is intended for:
• Authors/Editors of technical information.
• Technical and administrative support staff members.
• Individuals and organizations evaluating Arbortext Editor.
Table of Contents

Module 1 Structured Information and Document Structure

Module 2 Using Arbortext Editor
Module 3 Editing Text
Module 4 Inserting and Editing Markup
Module 5 Assigning Attributes
Module 6 Inserting Special Markup
Module 7 Creating Tables
Module 8 Authoring and Editing Management Tools
Module 9 Previewing and Printing
Authoring DITA using Arbortext Editor 5.4

Overview

Course Code SAB-CEK2953

Course Length 32 Hours

In this four-day course, you will

learn the basic and advanced
editing operations of the Arbortext
DITA application and Arbortext
Editor. The course emphasizes
hands-on experience, interaction
between student and instructor,
and a solid foundation in the
fundamental skills and commands
of the Arbortext DITA application.
You will learn basic functions such
as opening and saving documents,
replacing text and markup, adding
and modifying attribute values and
creating topics, tasks and
references. You will also learn how
to use the Resource Manager to
create cross-references and links,
create content references, and
insert graphics and images. You
will also use profiles, compare
document versions, create DITA
maps, as well as print DITA
documents.
At the end of each module, you will
find a set of review questions to
reinforce critical topics from that
module. Your instructor will discuss
these with the class. At the end of
the course, you will find a course
assessment in Pro/FICIENCY
intended to evaluate your
understanding of the course as a
whole.
Course Objectives
• Learn about the Darwin
Information Typing
Architecture
• Review using Arbortext Editor
• Learn how to editing text
• Learn how to create a DITA
Topic
• Learn how to create a DITA
Concept
• Learn how to create a DITA
Task
• Learn how to use Attributes
• Learn how to create Cross-
References and Links
• Learn how to reference content
and images
• Learn how to create tables
• Learn how to use Authoring
and Editing Management
Tools
• Learn how to create a DITA
Maps
• Learn how to work with
Relationship Tables
• Learn how to preview and print
DITA Documents
• Learn about DITA
Specialization

Prerequisites
• Basic computer skills in a Windows computing environment.

Audience
This course is intended for:
• Authors/Editors of DITA technical information.
• Technical and administrative support staff members.
• Individuals and organizations evaluating the Arbortext DITA application.
Table of Contents
Module 1 The Darwin Information Typing Architecture Overview
Module 2 Using Arbortext Editor
Module 3 Editing Text
Module 4 Creating a DITA Topic
Module 5 Creating a DITA Concept
Module 6 Creating a DITA Task
Module 7 Using Attributes
Module 8 Creating Cross-References and Links
Module 9 Referencing Content and Images
Module 10 Creating Tables
Module 11 Authoring and Editing Management Tools
Module 12 Creating DITA Maps
Module 13 Working with Relationship Tables
Module 14 Previewing and Printing DITA Documents
Module 15 DITA Specialization
Module 16 Final Workshop
Introduction to Arbortext Styler 5.4

Overview

Course Code SAB-CEK3073

Course Length 24 Hours

This three-day course teaches the

concepts for creating one or more
stylesheets for authoring, for editing
window display, paged and Web
outputs.
In this course, you will learn how to
code stylesheet categories that affect
the Arbortext window display and paged
output, and how to apply context,
position and conditional-based
formatting. You will also learn how to
use derivation and property sets to
design a stylesheet that is easy to
maintain. You will learn how to create
and apply page sets, preview multiple
outputs while developing StylerSheets,
and export stylesheets to multiple
types. Finally, you will test your
stylesheet to ensure its success.
At the end of the course, you will have a
working knowledge of techniques for
specifying format for Arbortext window
display, multiple outputs and stylesheet
formats, familiarity with relevant
documentation, and the resources to
investigate formatting options not
directly covered.
Pro/FICIENCY assessments will be
provided in order for you to assess your
understanding of the course materials.
The assessment results will also identify
the class topics that require further
review. At the end of the class, you will
take an assessment via your PTC
University account.
Course Objectives
• Code stylesheet categories that affect the
Arbortext window display and paged output
• Apply context, position and conditional‐
based formatting
• Use derivation and property sets to design a
stylesheet that is easy to maintain
• Create and apply page sets
• Preview multiple outputs while developing
Arbortext Styler stylesheets
• Export stylesheets to multiple types
• Test your stylesheet to ensure its success

Prerequisites
• Authoring Using Arbortext Editor 5.4 or equivalent work experience with Arbortext
Editor
• A good understanding of general XML concepts, as well as DTDs

Audience
This course is intended for:
• Developers of stylesheets for Arbortext Editor window display.
• Developers of stylesheets for paged output.
• Maintainers of stylesheets.
• Programming developers whose scripts affect formatting.
System integrators who want to understand Arbortext Editor formatting.
Table of Contents
Module 1 Introduction to Arbortext and Style Sheets
Module 2 Guidelines For Getting Started
Module 3 Getting Started with Arbortext Styler
Module 4 Styles
Module 5 Formatting Graphics
Module 6 Adding Generated Text
Module 7 Context- and Position-Based Formatting
Module 8 Conditional Based Formatting
Module 9 Working with Properties
Module 10 Assigning Space Values and Priorities
Module 11 Using Default Formatting
Module 12 Working with Property Sets
Module 13 Using Context-Based Formatting
Module 14 Generating Text
Module 15 Formatting Text and Generated Text
Module 16 Numbering and Labeling
Module 17 Generating Graphics
Module 18 Creating a Table of Contents
Module 19 Enabling Conditional-Based Formatting
Module 20 Using Cross-Referencing
Module 21 Working with Page Sets
Module 22 Creating and Using Modular StylerSheets
Module 23 Creating Footnotes
Module 24 Using the Preview Options in Arbortext Styler
Module 25 Exporting an Arbortext StylerSheet to Other Formats
Module 26 Testing Documents
Module 27 Managing and Associating Multiple Stylesheets
Module 28 Project
Configuring the Arbortext 5.4 Application

Overview

Course Code SAB-CEK3074

Course Length 24 Hours
This three‐day workshop is designed to familiarize you
with the design modules of Arbortext Architect that
enable you to create, configure, and maintain
document types. You learn about user interface
configuration, the DCF file, and document type
preferences as you master new terminology and skills.

After completing this course, you will know how to open

Arbortext Architect, and import doctype components.
You will learn how to modify the appearance and
behavior of elements using the DCF Editor. You will also
create template and sample files. You will learn how to
install a document type, configure aliases, and use
ActiveX controls. You will create and run macros and
learn how to create dynamic dialog boxes using the XUI
Editor. You will learn how to merge data from external
sources. You will configure and assign profiles. You will
also learn how to customize Web output and configure
PDF files. After successfully completing this course, you
will be prepared to create, configure, install, and maintain
an Arbortext application.

Pro/FICIENCY assessments will be provided in order for

you to assess your understanding of the course materials.
The assessment results will also identify the class topics
that require further review. At the end of the class, you
will either take an assessment via your PTC University
account, or your instructor will provide training on how to
do this after the class.
Course Objectives
• Describe how DTDs and XML schemas
define structure.
• Describe how stylesheets are used to
format content.
• Describe public identifiers and catalog files.
• Import an application in Arbortext
Architect.
• Open a test document and assign
preferences.
• Use the DCF Editor to assign elements,
assign attribute characteristics, and
control display.
• Enable graphics support and link elements.
• Create templates, sample documents,
doctype preferences files, and doctype ACL
files.
• Set up a custom installation directory.
• Install a customized, global user dictionary.
• Create and apply an alias map to a
document type.
• Create, run, and test a macro.
• Configure XUI dialog boxes and access
Microsoft ActiveX control.
• Understand and run different query types
including a query using the Data Merge
Interface.
• Customize the PCF file for a document type
and apply a profile to a document.
• Configure Web publishing, enable Web
options, and configure options for PDF
files.

Prerequisites
• Completion of Authoring using Arbortext Editor 5.4, is required
• Completion of Understanding SGML and XML, or equivalent experience, is helpful but
not required

Audience
This course is intended for:

• Application Engineers
• System Support Staff
• Production Staff
Table of Contents
Module 1 Getting Started with Arbortext Architect
Module 2 Configuring the DCF
Module 3 Graphics and Linking Support
Module 4 Creating Supporting Files
Module 5 Installing and Managing Document Types
Module 6 Tag Aliasing
Module 7 The Macro Recorder
Module 8 Creating XML Dynamic Dialog Boxes
Module 9 Using ActiveX Controls
Module 10 Using Data Merge
Module 11 Profiling Configuration
Module 12 Configuring Web Output
Module 13 Configuring PDF Output
Arbortext Advanced Print Publisher 10.0 Update
Training

Overview

Course Code SAB-CEK4829

Course Length 2 Hours

This session provides a detailed product

update and demonstration for Arbortext
Advanced Print Publisher 10.0 provided by
the Product Manager. After completion of
this session, you will understand the
improvements in product integration,
template coding, and other new features to
improve layout and language formatting.

Course Objectives
 Understand improvements to Arbortext Advanced Print Publisher integration with other
Arbortext products.
 Understand improvements in template coding.
 Identify many new features to support integration, template coding, and improve layout
and language formatting.

Prerequisites
 Basic computer skills in a Microsoft Windows computing environment.

Audience
This course is intended for:
 Production Staff
 Technical and administrative support staff members.
Table of Contents
Module 1 Arbortext Advanced Print Publisher Version 10
Arbortext Editor 5.4 Technical Training

Overview

Course Code SAB-CEK4845

Course Length 2 Hours

This session prov ides a det ailed produ ct

update and demonstration for Arbortext
Editor 5. 4 prov ided b y t he lead Arbortext
Editor dev eloper. Af ter complet ion of t his
session y ou w ill be able t o con figure t he
new Ac tiveX control and graphi c hotspot s
for HT ML pu blishing, lau nch Arbort ext
Editor pack ages f rom Win dchill an d
Arbortext Content Manager, se t up a nd
support off line ed iting, n ew en hanced
copy/paste for Word, Frame Maker, HTML,
text and RTF.
Course Objectives
 Configure the new ActiveX control and graphic hotspots for HTML publishing
 Launch Arbortext Editor packages from Windchill and Arbortext Content Manager
 Set up and support offline editing
 Use the new enhanced copy/paste for Word, Frame Maker, HTML, text and RTF

Prerequisites
 Basic computer skills in a Microsoft Windows computing environment.

Audience
This course is intended for:
 Authors/Editors of technical information.
 Technical and administrative support staff members.
 Individuals and organizations evaluating Arbortext Editor.
Table of Contents
Module 1 5.4 Arbortext Editor Improvements