RWD uPerform Setting up a Project

We bring people and technology together

Section Objectives
After this section you will be able to:
Create and edit project templates
Create projects on the uPerform server

Upload and assign project templates

Create a document folder library structure Create user accounts and assign users to groups

We bring people and technology together

SEC01-2

Administrator Process Flow

uPerform Servers ready & Project identified

Set Up Project

Create/Edit Template

Create Project

Assign Template to Project

Create Document Library

Create Users & Assign to Groups

Manage Project

Edit Project Properties

Create Workflow Group

Manage Glossary

Manage Website

Create Website Folders and Assign Context

Publish Content to Website

We bring people and technology together

SEC01-3

Where are you?

uPerform Servers ready & Project identified

Set Up Project

Create/Edit Template

Create Project

Assign Template to Project

Create Document Library

Create Users & Assign to Groups

Manage Project

Edit Project Properties

Create Workflow Group

Manage Glossary

Manage Website

Create Website Folders and Assign Context

Publish Content to Website

Customize Enduser Website

We bring people and technology together

SEC01-4

Templates
Enforce standardization of standards, formatting and publishing options Configures available publication types and formats for end-users

Supports corporate branding of documentation and rapid eLearning courses

We bring people and technology together

SEC01-5

Multiple Templates
uPerform projects are scalable to support multiple templates to accommodate needs for blended learning solutions Publish a variety of document types and materials based on the template an authors uses to create the uP doc or course. Customize documentation standards for individual functional areas, departments, etc.

Templates can be updated on a regular basis

We bring people and technology together

SEC01-6

Demonstration
Create a project template

Edit a project template

We bring people and technology together

SEC01-7

Exercise
Create a project template

Edit a project template

We bring people and technology together

SEC01-8

Where are you?

uPerform Servers ready & Project identified

Set Up Project

Create/Edit Template

Create Project

Assign Template to Project

Create Document Library

Create Users & Assign to Groups

Manage Project

Edit Project Properties

Create Workflow Group

Manage Glossary

Manage Website

Create Website Folders and Assign Context

Publish Content to Website

Customize Enduser Website

We bring people and technology together

SEC01-9

What is a Project?
A uPerform Project is a logical grouping of business areas, processes and people. We manage content development and delivery in the projects document libraries and websites.
Document Library This is a centralized repository to store and manage uPerform documents and courses. This is the area in which business and owners and authors develop content Website The website is accessible by the end-user population by navigating to the website URL or via a context-sensitive help solution

We bring people and technology together

SEC01-10

Assign a Template
The Project Administrator will have customized a template from the default uPerform.udt At least one template must be assigned to a project before authors create content using uPerform

Only the templates assigned to a project are available for the authoring teams

We bring people and technology together

SEC01-11

Demonstration
Create a project

Assign a template

We bring people and technology together

SEC01-12

Where are you?

uPerform Servers ready & Project identified

Set Up Project

Create/Edit Template

Create Project

Assign Template to Project

Create Document Library

Create Users & Assign to Groups

Manage Project

Edit Project Properties

Create Workflow Group

Manage Glossary

Manage Website

Create Website Folders and Assign Context

Publish Content to Website

Customize Enduser Website

We bring people and technology together

SEC01-13

Document Library
This is a centralized repository to store and manage uPerform documents and courses. This is the area in which business and owners and authors develop content. Only Admins and Authors may access the library Items are checked-in and checked-out Supports electronic development & review workflows Integrated with the uPerform glossary database

Accessible from the uPerform authoring client.

We bring people and technology together

SEC01-14

Document Properties
Reference uP doc properties by accessing the document library
Version history Status (e.g., locked or available) Last modified by Document owner File name File size

We bring people and technology together

SEC01-15

Managed Documents
Non-uPerform documents can be imported into the uPerform platform as a managed doc
Managed docs are stored in the document library Check Out / Check In uP workflow support Edit documents in their original application Published to the end-user website
We bring people and technology together

SEC01-16

Associated Document
A uPerform document that is linked to another uPerform document via a Save As operation

associated

A
associated

B
clones

C
SEC01-17

We bring people and technology together

Website Context
Each document, simulation, rapid eLearning course, managed document, or web document must be assigned a website context Context in this case defines the path the end user will take to view the final document on the end user website

We bring people and technology together

SEC01-18

Recycle Bin
As a system administrator, you can delete any project, folder, or document from the server Documents and folders are held in the uPerform recycle bin

You can return a document to active from the recycle bin, if necessary

We bring people and technology together

SEC01-19

Demonstration
Create a document library

We bring people and technology together

SEC01-20

Exercise
Create a project

Assign a template
Create document library folders

We bring people and technology together

SEC01-21

Where are you?

uPerform Servers ready & Project identified

Set Up Project

Create/Edit Template

Create Project

Assign Template to Project

Create Document Library

Create Users & Assign to Groups

Manage Project

Edit Project Properties

Create Workflow Group

Manage Glossary

Manage Website

Create Website Folders and Assign Context

Publish Content to Website

Customize Enduser Website

We bring people and technology together

SEC01-22

uPerform Users
User accounts created for all users regardless of their role:

End users Authors or Reviewers Administrators

Users assigned to user groups to provide access control User accounts become role-specific once they have been assigned to a group

We bring people and technology together

SEC01-23

uPerform User Groups

User groups are predefined on the uPerform server:

System Groups:

End user

End user
Author Project Administrator
Author

Project Admin

System Administrator
Glossary Administrator Publishing Administrator

System Admin

Glossary Admin

Workflow Group

People belonging to various workflows

Publishing Admin

We bring people and technology together

SEC01-24

Creating and Assigning User Accounts

User accounts are created and then assigned to a group, which specifies the users access policy Access policy grants both users and groups the ability to view and edit content within uPerform
Author
System Admin Project Admin

User A

Glossary Admin Publishing Admin

User B

We bring people and technology together

SEC01-25

Knowledge Check
What are the two basic modifications to templates?
Modifications

to content

Document sections Output types Standard phrases

Modifications

to style

Colors Playback speed Look and feel

We bring people and technology together SEC01-26

Knowledge Check
What characteristics describe the Document Library?
Logical

grouping of content used by authors and administrators during development

a place for authors to store their work centralized storage of all discussions

Provides Provides

We bring people and technology together

SEC01-27

Learning Review
You should now be able to:

Create and edit project templates

Create projects on the uPerform server Upload and assign project templates

Create a document folder library structure

Create project users and assign to user groups

We bring people and technology together

SEC01-28