Tip: Faster Data Reuse with Arbortext Resource Manager

The Arbortext Editor Resource Manager is a detachable window that serves as the central location for finding data and reusing it in a document.

Structured Authoring allows ease in content reuse, and Arbortext tools assist in making this process more efficient for editors. The newest addition to Editor is the Resource Manager. The Resource Manager detachable window is the central location for finding data and reusing it in a document. The Resource Manager displays the appropriate tabs based on the type of document you are editing. Arbortext Editor saves the state of the Resource Manager as part of your window configuration, so you can change the default location and size as desired. This article will focus on the use of the Resource Manager to find and add content.

  1. The Resource Manager appears by default when you are editing a DITA map, docked to the left side of the Arbortext Editor window. However, you can dock the Resource Manager to either side of the Arbortext Editor window or use it as an undocked dialog. You can dock and undock the Resource Manager by dragging it or by double-clicking on its title bar.
  2. The Resource Manager is on the left side, and the topic tab is selected. This will allow the editor to search for topics to include in the document. Also, the editor can filter the types of topics that are shown by using the “Type” drop down at the bottom of the window. The insert drop down will show the allowed types for insertion.
  3. The Topic tab in the Resource Manager can also search for topics across the internet using the Browser button. This will connect to your browser, and allow you to search the internet for allowable content then return the content to the Resource Manager for addition to your document.
  4. The Resource Manager can be used to search for content references. This content reference tab allows the editor to search for reusable content inside DITA topics and display them. The type drop down will allow the editor to select the desired content, and the insert drop down will filter out the elements.
  5. The editor is able to select content and drag it to the desired place in the document, or click on insert and it will be placed where the cursor is on the page.
  6. The New Topic tab in the Resource Manager allows the editor to select the type of topic to be created, and insert it where desired.  When the editor types in the title, it automatically fills in the file name and ID fields. The folder where the file will be saved can be selected in the folder field.  This shows the default topics allowed, but and new topics created for DITA by the editor will be available in this view.
  7. While editing any of the maps with Resource Manager, an individual topic can be edited for content by double clicking on the topic. This will launch Arbortext Editor with the topic selected to be edited. When the editing is done, close Arbortext Editor and continue editing the DITA Map.

Using the Resource Manager to create and edit DITA Maps makes the process much easier for the editor. The Resource Manager is a tool that allows you to find and insert content from the file system, from a content management system, or from the web and place it into a single document. This makes the job of content reuse in DITA far easier for the editor.

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Tip: Reusing Content with Arbortext and Windchill Integration

Arbortext Editor contains a browser into Arbortext Content Manager (aka Windchill content management).

One of the many advantages of storing content in XML is the ability to reuse it. The best way to ensure proper reuse is to store XML content in a component content management system like Arbortext Content Manager (aka Windchill). This article will demonstrate how content can be reused when best practices in data architecture are followed. Arbortext Editor seamlessly integrates with Arbortext Content Manager:

  1. Arbortext Editor integrates with Arbortext Content Manager to allow the editor direct access into Arbortext Content Manager.
    1. Select Object>Connect from the menu
    2. This will bring up the login box to connect Arbortext editor to Arbortext Content Manager. Log in using your Arbortext Content Manager credentials:
    3. Then, you will be given the option to define the workspace you want in Arbortext Content Manager
  2. Now that you are in Editor, you’ll want to add content stored in Arbortext Content Manager to the XML document being edited.
    1. By clicking Object>Browse you are shown a window with a direct view into Arbortext Content Manager
    2. In this example, the chapter “Electrical Accessories” will be added to the document under Electrical
    3. This is done by placing the cursor in the location where you want the content to appear in Arbortext Editor, selecting the desired content in the Arbortext Content Manager Browser window, and clicking Insert.

Now, “Electrical Accessories” is a new chapter in the XML document, and Editor has renumbered the document automatically. When this content is updated, the changes will appear in this document.

Arbortext Content Manager Web Parts for Sharepoint

Arbortext Content Manager Web Parts for SharePoint seamlessly integrates Arbortext Content Manager (aka Windchill) with Sharepoint.

Arbortext Content Manager Web Parts for SharePoint seamlessly integrates Arbortext Content Manager (aka Windchill) with Sharepoint. The integration allows you to deliver content that exists inside ACM to the rest of the enterprise.

ACM Web Parts for SharePoint gives you the power of a “single source of truth”, a master data management system with the ease-of-use and familiar Microsoft environment that SharePoint provides. Your staff is more productive because they can find the right content, at the right time, when they need it, the way they need it.

ACM Web Parts for SharePoint has several key features:

  • It provides views and access to the information contained within the master data management repository, including business reports and metrics, 3D reports on assembly and products status, document libraries, images, task lists, etc.
  • It gives you access to perform ad-hoc searches to quickly find or access essential content that lives in Windchill or SharePoint
  • It gives you access to SharePoint’s native calendars, wikis, and discussion forums that enable collaboration among users and associates that content back to the related content inside ACM.
  • It can be combined with other web parts to capture data from additional enterprise systems such as enterprise resource planning (ERP), supply chain management (SCM), or manufacturing execution systems (MES). As with other web parts, you can include ACM information into your comprehensive dashboard view of the business.

ACM Web Parts for SharePoint 2.0 is supported by Microsoft SharePoint 2010 and takes advantage of the most advanced capabilities of SharePoint to improve the user experience.

  • Search results aggregate all known ACM and SharePoint content
  • Search results include visualization-rich results, such as icons, images, and fly-out detail panels
  • Search results include SharePoint metadata such as tagging and rating of product content from key contributors.

Note: For traditional engineering groups who use the other PTC products, ACM-specific web parts include a 3D Creo Elements/View image viewer, a 3D Creo Elements/View report in which parts are color coded by specified criteria, a related items web part used for associated documents and drawings, an entity details web part, and a structure viewing web part used for parts lists and where-used reports.

ACM Web Parts for SharePoint combines the power of ACM with the simplicity of SharePoint to expose key product content from ACM within the familiar SharePoint environment. By improving access to product data, you can streamline many processes throughout the enterprise and enable collaboration between cross-functional groups during the product development, content creation, and delivery processes.