Table of Contents

Previous

Next


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

 

../Checkbox-checked.png

Task

../Checkbox.png

  1. Review the Stationery-related concepts, such as Stationery design projects and Stationery synchronization. For more information, see “Understanding Stationery” on page 114.

../Checkbox.png

  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 77.

Stationery Design Tasks

 

../Checkbox-checked.png

Task

../Checkbox.png

  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 116.

../Checkbox.png

  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 117.

../Checkbox.png

  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 118

../Checkbox.png

  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 118.

../Checkbox.png

  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 121.

../Checkbox.png

  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 122.

../Checkbox.png

  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 123.

../Checkbox.png

  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 130.

../Checkbox.png

../Checkbox.png

  1. Define the appearance of each character style. For more information, see “Modifying the Appearance of Characters” on page 140.

../Checkbox.png

  1. Define the appearance of your tables. For more information, see “Defining the Appearance of Tables” on page 143.

../Checkbox.png

  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 148.

../Checkbox.png

  1. Define the appearance of your pages, such as breadcrumbs and company information. For more information, see “Defining the Appearance of Pages” on page 156.

../Checkbox.png

  1. Define the color and appearance of links. For more information, see “Defining the Appearance of Links” on page 165.

../Checkbox.png

  1. Save a backup copy of your Stationery design project. For more information, see “Saving a Snapshot (Backup Copy) of Your Project” on page 166.

Optional Online Feature and Customization Tasks

 

../Checkbox-checked.png

Task

../Checkbox.png

  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 167.

../Checkbox.png

  1. Define how to handle file naming for generated topics (pages) and images. For more information, see “Defining File Names” on page 169.

../Checkbox.png

  1. Define how to handle context-sensitive help links. For more information, see “Defining Context-Sensitive Help Links” on page 175.

../Checkbox.png

  1. Define support for expand/collapse sections. For more information, see “Defining Expand/Collapse Sections (Drop-Down Hotspots)” on page 177.

../Checkbox.png

  1. Define how to handle and support popup windows. For more information, see “Defining Popup Windows” on page 179.

../Checkbox.png

  1. Define how to handle and support related topics. For more information, see “Defining Related Topics” on page 181 and “Defining See Also Links” on page 183.

../Checkbox.png

  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 186.

../Checkbox.png

  1. Save and test your Stationery. For more information, see “Saving and Testing Stationery” on page 193.

../Checkbox.png

  1. Customize your output as needed. For more information, see “Customizing Your Design” on page 194.

Stationery Testing and Deployment Tasks

 

../Checkbox-checked.png

Task

../Checkbox.png

  1. Save and test your Stationery. For more information, see “Saving and Testing Stationery” on page 193.

../Checkbox.png

  1. Resolve any remaining issues and customization requirements.

../Checkbox.png

  1. Deploy your Stationery and standard source documents. For more information, see “Deploying Stationery” on page 201.

../Checkbox.png

  1. Maintain your Stationery and deploy adjustments as needed. For more information, see “Managing and Updating Stationery” on page 202.

ePublisher/2009.3/Help/02.Designing_Templates_and_Stationery/3.002.Designing_Stationery (last edited 2009-11-16 16:27:06 by TonyMcDow)