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Checklist: Design, Deploy, and Manage Stationery

The following checklist outlines the tasks involved in designing, deploying, and managing your Stationery. Many tasks refer you to a section that provides more information about that task. Use this checklist as a guide to develop and manage your Stationery.

Prerequisite Tasks

 

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  1. Review the Stationery-related concepts, such as Stationery design projects and Stationery synchronization. For more information, see “Understanding Stationery” on page 106.

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  1. Create sample source files and templates with all styles and formats, cross-reference formats, variables, conditions, markers, and field codes to be used in your source files. These sample files should have all styles in all possible combinations, and the paragraphs should have text that wraps to allow you to review all format settings and the appearance of each type of paragraph. For more information, see “Designing Input Format Standards” on page 71.

Stationery Design Tasks

 

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  1. Create a Stationery design project based on a default output format and add your sample source files to the project. For more information, see “Creating a Stationery Design Project” on page 108.

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  1. Add the other output formats and targets you want to support with your Stationery to your Stationery design project. For more information, see “Adding Output Formats to Your Stationery Design Project” on page 109.

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  1. Scan your sample source files in your Stationery design project to make sure your project has all the elements from your standard source files. For more information, see “Updating a Project to Include All Styles” on page 110

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  1. Review how Style Designer works and how styles inherit properties so you can save time while designing and maintaining your Stationery. For more information, see “Understanding Style Designer” on page 110.

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  1. Create a hierarchy of styles to allow styles to inherit properties from other styles. For more information, see “Organizing and Managing Styles” on page 113.

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  1. Define how to split content into multiple topics based on styles, such as headings. For more information, see “Defining New Pages (Page Breaks)” on page 114.

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  1. Define the table of contents levels and structure. Also define whether to include links, known as a mini-TOC, at the start of a topic that shows the remaining topics within that subsection. For more information, see “Defining TOCs and Mini-TOCs” on page 115.

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  1. Define the appearance of each paragraph style, such as the font family, font size, and margins. Paragraphs also include notes, tips, warnings, and cautions. For more information, see “Modifying the Appearance of Paragraphs” on page 122.

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  1. Define the appearance of your bulleted and numbered lists. For more information, see “Defining the Appearance of Bulleted Lists” on page 128 and “Defining the Appearance of Numbered Lists” on page 129.

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  1. Define the appearance of each character style. For more information, see “Modifying the Appearance of Characters” on page 129.

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  1. Define the appearance of your tables. For more information, see “Defining the Appearance of Tables” on page 133.

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  1. Define the appearance of your images, including the format to use for images. For more information, see “Defining the Appearance of Images” on page 138.

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  1. Define the appearance of your pages, such as breadcrumbs and company information. For more information, see “Defining the Appearance of Pages” on page 146.

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  1. Define the color and appearance of links. For more information, see “Defining the Appearance of Links” on page 155.

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  1. Save a backup copy of your Stationery design project. For more information, see “Saving a Snapshot (Backup Copy) of Your Project” on page 156.

Optional Online Feature and Customization Tasks

 

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  1. Define your marker types and field codes. You can use the default names, or you can define custom marker types and field codes. For more information, see “Defining the Processing of Markers and Field Codes” on page 157.

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  1. Define how to handle file naming for generated topics (pages) and images. For more information, see “Defining File Names” on page 159.

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  1. Define how to handle context-sensitive help links. For more information, see “Defining Context-Sensitive Help Links” on page 161.

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  1. Define support for expand/collapse sections. For more information, see “Defining Expand/Collapse Sections (Drop-Down Hotspots)” on page 162.

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  1. Define how to handle and support popup windows. For more information, see “Defining Popup Windows” on page 164.

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  1. Define how to handle and support related topics. For more information, see “Defining Related Topics” on page 166 and “Defining See Also Links” on page 168.

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  1. For each target, define the default target settings and format-specific features. For more information, see “Define the Default Settings for Each Target” on page 171.

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  1. Save and test your Stationery. For more information, see “Saving and Testing Stationery” on page 177.

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  1. Customize your output as needed. For more information, see “Customizing Your Design” on page 178.

Stationery Testing and Deployment Tasks

 

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  1. Save and test your Stationery. For more information, see “Saving and Testing Stationery” on page 177.

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  1. Resolve any remaining issues and customization requirements.

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  1. Deploy your Stationery and standard source documents. For more information, see “Deploying Stationery” on page 185.

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  1. Maintain your Stationery and deploy adjustments as needed. For more information, see “Managing and Updating Stationery” on page 186.

ePublisher/2008.3/Help/Designing_Templates_and_Stationery/Designing_Stationery.3.2 (last edited 2008-10-11 06:31:33 by BenAllums)