Configuration Process

Before actually configuring your profiling, determine the proper profiles to create for your site. Consider the following items:

• Create profiles so that your biggest possible audience does not require that any profiles are applied. This will cut down on the time needed to profile a document.

• Determine whether it will be more work to profile a document to include elements or exclude elements. It may create less work for authors if you create a NOT Model 123 profile instead of a Model 123 profile.

• Avoid creating profiles that are subsets of one another. For example, in the Security profile class, do not create a general Employees profile and specific Managers and Trainees profiles. This may cause problems for those applying the profiles. Instead of creating the general Employees profile, create the Managers and Trainees profiles.

Use the following procedures to create or update a profiling configuration file.

1. Using Arbortext Architect or Arbortext Editor, open the .dcf file of the document type for which you want to configure profiles.

2. Locate the Profiling element. If the file doesn't include a Profiling element, add one.

3. Place your cursor next to the Profiling element and choose Edit > Modify Attributes. Enter the name of the .pcf file containing the profiling configuration you want to use with this document type and choose OK. (If the .pcf file is not in the same directory as the .dcf file, enter the full path and file name of the .pcf file.)

4. Save the document and close Arbortext Architect or Arbortext Editor.

1. Using Arbortext Architect or Arbortext Editor, open the .pcf file in which you want to configure profiles.

2. If this is a new (empty) .pcf file, add the top-level Profiles element.

3. Profiles are categorized within ProfileClasses elements that define the profiles elements can have. Create a new ProfileClasses element. A child Profile element is automatically created and you are prompted to edit the Profile element's attributes. (You must have the Edit > Force Required Attributes Entry preference selected for the Modify Attributes dialog box to open automatically.)

4. Type a descriptive name for the attribute in the alias field. This is the profile name that will appear in Arbortext Editor profiling dialog boxes for assigning profiles and publishing documents.

5. Type a valid attribute name in the attribute field. You must specify a common attribute that can appear on every element in the DTD, and it must have a declared value of CDATA.

6. Choose OK to create the profile.

7. Define the allowed values this profile can have by placing the cursor next to the Profile element and inserting a child Allowed element and value attribute for each possible value.

For example, if you specified the os attribute of the Profile element, you might want to specify values of Windows and UNIX for the value attributes of two Allowed elements.

8. Repeat the previous steps to configure additional profile classes.

9. When you've completed adding profiles to the configuration file, save and close the .pcf file.

1. Using Arbortext Architect or Arbortext Editor, open the .pcf file in which you want to configure profiles.

2. Locate the Profile element for which you wish to set shading. You can choose to set a shading color for the whole profile (Profile element), a profile sub-category (ProfileFolder child element), or for a profile’s individual values (Allowed child element).

3. Place your cursor next to the element for which you wish to set shading, and choose Edit > Modify Attributes.

4. In the Modify Attributes dialog box, select a color value for the shadingBackground attribute.

5. Choose OK to exit the dialog box.

6. Locate the ProfileClasses element for which you wish to provide a conflict color.This color will be applied to an element in a document if it has been assigned two profile values, each configured with different shading colors.

Although it is possible to specify a conflict color on any <ProfileClasses> element in the profile configuration file (.pcf), the color must be defined on the first <ProfileClasses> element to be effective.

7. Choose Edit > Modify Attributes. In the Modify Attributes dialog box, select a color value for the conflictShadingBackground attribute.

8. Choose OK to exit the dialog box.

9. When you've finished configuring profile shading, save and close the .pcf file.