Adobe RoboHelp software is designed for developing Help systems, e-learning content, policies and
procedures, and knowledge bases. Its enhanced editing and layout capabilities enable you to create professional looking content. With the new Responsive HTML5 and mobile layouts (SSLs), you can now take
your content authored in RoboHelp, FrameMaker, or Microsoft® Word to mobile devices and tablets. You
can create custom fluid layouts to ensure that users can view the output on a wide range of devices.
With the Responsive HTML5 layout, you can generate output that is suited for different device sizes and
resolutions. For example, you can place the TOC on the right or design a page for displaying search results.
In the multiscreen paradigm, desktop is another screen with a specific width and height.
You can also publish Responsive HTML5 output to RoboHelp Server 10 to enable tracking of review
comments from multiple users and reporting them for analysis.
Worldwide, Adobe RoboHelp is a leader of online Help authoring tools through innovation. New features
create a more productive experience for technical communicators and their audiences.
For latest information about Adobe RoboHelp, visit www.adobe.com/go/learn_robohelp_product_en
Before you begin working with your software, take a few moments to read about the basic workflow and
the many resources available to you. You have access to instructional videos, plug-ins, templates, user
communities, seminars, tutorials, RSS feeds, and much more.
Basic workflow
Indicative infographic: RoboHelp input and output formats
Create a project
Every Help system has at least one project. The basic element of the project is the topic.
Author the content.
Create topics. You can add multimedia now, or later when you customize the output. Work with the application developer to start planning which topics to also use for context-sensitive Help. Context-sensitive
topics appear when the user clicks a Help button in the user interface or presses F1.
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Getting started 1
Import files.
You can import HTML files, Microsoft Word files (.doc, .docx, .docm, .rtf), FrameMaker books and documents (.book, .bk, .fm, .frm, .mif), XML files (.xml), and Adobe PDF files (.pdf).
Develop the navigation.
Based on the hierarchy, or organization scheme, of the content, create links among topics and to external
content if necessary. You can also link text or images to other content. Create a table of contents that reflects
the content hierarchy, and include an index that users can browse. You can also create browse sequences,
paths a user can follow through Help topics. For example, if a user must read several related topics to
understand a feature completely, you can link them in a browse sequence.
Customize the output.
You can apply layouts (which determine behavior and appearance) and formatting. You can also use
conditional text to show or hide content, depending on user interest, application being used, skill level, and
other factors. Add multimedia to make your Help more compelling and richer.
Generate, test, and distribute the Help package.
Generate the output so you can view the Help and check links, formatting, and so on. Test every output
you intend to distribute, including printed documentation.
Activation and registration
To review complete system requirements and recommendations for your Adobe® RoboHelp® software, see
www.adobe.com/support/robohelp.
If your computer is not connected to the Internet, you can check the ReadMe file on the installation disc.
Install the software
1)Close any other Adobe applications open on your computer.
2)Insert the installation disc into your CD drive, and follow the onscreen instructions.
NOTE: If the computer on which you are installing RoboHelp does not have the latest version of PDF Add On,
you can install the latest version while installing RoboHelp. You can also install the ExtendScript toolkit.
RoboHelp uses this toolkit to provide scripting capabilities. For more information about ExtendScript, see
AboutExtendScriptToolkit support.
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Getting started
For more information, see the ReadMe file on the installation disc.
Help with installation
For Help with installation issues, see the Up and running section on the RoboHelp hub page.
License activation
During the installation process, your Adobe software contacts an Adobe server to complete the license
activation process. No personal data is transmitted. For more information on product activation, visit the
Adobe website at www.adobe.com/go/activation.
Adobe Product Improvement Program
After you have used your Adobe software a certain number of times, a dialog box appears, asking whether
you want to participate in Adobe Product Improvement Program.
If you choose to participate, data about your use of Adobe software is sent to Adobe. No personal information is recorded or sent. The Adobe Product Improvement Program only collects information about the
features and tools that you use in the software and how often you use them.
You can opt in to or opt out of the program at any time:
•To participate, choose File > Help > Adobe Product Improvement Program and click Yes, Participate.
•To stop participating, choose File > Help > Adobe Product Improvement Program and click No,
Thank You.
Adobe provides more information about the Adobe Product Improvement Program in a frequently asked
questions (FAQ) list on the Adobewebsite.
Register
Register your product to receive complimentary installation support, notifications of updates, and other
services.
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Getting started 1
NOTE: Register only once for RoboHelp.
1)To register, follow the onscreen instructions in the Registration dialog box, which appears after you
install the software.
Help and support
Adobe Community Help
Adobe Community Help is an integrated environment on Adobe.com that gives you access to community-generated content moderated by Adobe and industry experts. Think of Community Help as collections of related items rather than books. Adobe continually curates and adds to these collections.
Bookmark the RoboHelp Help hub page to find the best content on the web about RoboHelp, including
these resources:
•Videos, tutorials, tips and techniques, blogs, articles, and examples for designers and developers.
•Complete online Help, which is updated regularly.
•All other content on Adobe.com, including knowledgebase articles, downloads and updates, Adobe
Developer Connection, and more.
Accessing RoboHelp help
Accessing help using a web browser
RoboHelp help is available on-line at the following location RoboHelpHelp. You can view the help using
a web browser (Internet Explorer, Safari, Chrome, Firefox, etc.) independent of the product. This means,
you do not need to open RoboHelp to access the online help using a web browser.
The online help includes a search functionality that you use to search for help in the RoboHelp documentation or across adobe.com.
The online help also includes a PDF that you can download and view when you are offline.
For more information on the offline Help, see OfflineHelp.
Accessing help from within RoboHelp
When you are working in RoboHelp, press F1 to launch the help in a context-sensitive Help viewer.
•If you are online and you launch help from within RoboHelp, the product launches the online help
within the Help viewer. This viewer launches as an independent window. If you are working in a
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Getting started
multi-screen environment, you can keep RoboHelp on one screen and drag the viewer to the other
screen.
Since the viewer is context-sensitive, you can go to a help topic corresponding to your context in the
application.
For example, if you are in the multi-channel publishing pod, press F1 to go to the corresponding help
content for this feature.
NOTE: You can use the search functionality in the Help viewer to search for topics within RoboHelp help.
To search for help within RoboHelp and across adobe.com, go to the online help using a web browser.
•If you are offline, the context-sensitive Help launches a Microsoft Help (CHM) viewer. The offline
viewer provides you the same in-product, context-sensitive functionality that you experience using
the online Help viewer.
IMPORTANT:The offline Help CHM file is delivered with each new patch that Adobe provides. If Robo-
Help Help is updated between patches, follow the instructions in this knowledgebase article to download and install the updated Help file.
Services, downloads, and extras
You can enhance your product by integrating various services, plug-ins, and extensions in your product.
You can also download samples and other assets and see various resources to get your work done.
Adobe Exchange
Visit the Adobe Exchange at www.adobe.com/go/exchange to download samples as well as plug-ins and
extensions from Adobe and third-party developers. The plug-ins and extensions can help you automate
tasks, customize workflows, create specialized professional effects, and more.
Adobe downloads
Visit www.adobe.com/go/downloads to find free updates, trials, and other useful software.
Adobe Labs
Adobe Labs at www.adobe.com/go/labs gives you the opportunity to experience and evaluate new and
emerging technologies and products from Adobe. At Adobe Labs, you have access to resources such as
these:
•Prerelease software and technologies
•Code samples and best practices to accelerate your learning
•Early versions of product and technical documentation
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Getting started 1
•Forums, wiki-based content, and other collaborative resources to help you interact with like-minded
users
Adobe Labs fosters a collaborative software development process. In this environment, customers quickly
become productive with new products and technologies. Adobe Labs is also a forum for early feedback.
The Adobe development teams use this feedback to create software that meets the needs and expectations
of the community.
Adobe forums
To reach out to experts in the Adobe RoboHelp community, visit www.adobe.com/go/learn_robohelp_-
forum_en. If you comment on a Help page, the comment is automatically posted on the forum. The
experts and other users can respond to your comment.
Adobe TV
Visit Adobe TV at http://tv.adobe.com to view instructional and inspirational videos. The Technical
Communications channel features videos relevant for technical communicators. The videos on the RoboHelp channel help you get started.
If you are a beginner, then watch the RoboHelp (2017 release) for Beginners video. If you are an advanced
user, then you should watch the RoboHelp (2017 release) for Advanced Users video.
RoboHelp sample projects and output
Visit the RoboHelp resources page and download sample projects created with RoboHelp and other
resources, such as workspaces and applications configured for implementing context-sensitive Help.
RoboHelp Developer Center
Visit RoboHelp Developer Center for articles written by internal and external RoboHelp users on various
user-requested topics.
Previous RoboHelp Help
Download the documentation of older versions of RoboHelp from the RoboHelpHelp hub page.
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Getting started
What’s new in RoboHelp (release 2017)
Produce stunning interactive content with next- generation HTML5 publishing
Next generation Responsive HTML5 layouts
Present a visually rich content to your audience by using the new chrome-less HTML5 layouts. The
interface features a cleaner look and feel, which makes it easy to jump to the most useful information
quickly. These professionally designed layouts offer a superior search and intuitive navigation experience.
The new layouts are preloaded with an assortment of useful features, like in-page topic slider, show
or hide widgets such as glossary and TOC, add topics as favorites and more. It offers a responsive
design that makes the website perform equally well on screens and devices of different sizes. The
content adjusts dynamically as per the screen size of your device.
For more information, see CustomizableHTML5 layouts
Search faster with auto-complete
The search field in the responsive HTML5 output now displays predictive search results based on a
few characters that you type.
When you type the first few letters of any topic, subject or keywords into the search box, the relevant
suggestions start appearing in the drop down. The search results appear instantaneously and you
don’t have to enter the full search string or click on search button every single time. Your users now
get better results that are more contextual and relevant in lesser time and in lesser number of clicks.
The powerful algorithm working at the background narrows down the search results for higher
working efficiency. This greatly simplifies the search task and generates accurate results. The search
results are intelligently ranked based on the frequency of the search term's occurrence within the
content.
For more information, see Searchauto-complete.
Thumbnail support for images
With the new thumbnail support for images, you can now publish and show images as thumbnails.
This reduces your page load time, potentially saving bandwidth, making it easier to render and view
content on mobile devices.
The thumbnail images are clickable, causing the larger image to load at user’s discretion. This makes
the content user-friendly, saving the user from having to download large image files that they don’t
need to see. With the image thumbnails in place, users can click on only those images that are of their
interest. The users would have greater flexibility in setting a standard thumbnail size which will
provide consistent look-and-feel of thumbnails across published output.
For more information, see Imagethumbnails.
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Getting started 1
Greater content accessibility
The output that you generate using the new Indigo themed Responsive HTML5 layout is 508
compliant. With the improved usability and accessibility of your website, you can increase the reach
of your online content. You can benefit all of your customers, regardless of their special needs, by
complying with web accessibility standards. A potentially greater benefit of an accessible content is
better visibility to search engines.
Add favorites in Responsive HTML5 layouts
With the new Indigo themed Responsive HTML5 layout, you can mark topics as favorites and add
custom links thereby saving time and effort while accessing the content again.
Do more in less time
Folder import for baggage files
Save time and work efficiently with the ability to import folders to baggage files. If you have multiple
baggage files stored in a folder, you can add all of those files in a single click by adding that folder to
the project. This makes importing relevant folders containing support information a lot easier. The
hierarchal structure of the added folder is maintained in your project’s baggage file folder.
For more information, see Addfilesand folders to the Baggage folder.
Toggle variable views
Get greater content accessibility and save time by easily toggling between the variable name and the
value it represents in multiple ways - using keyboard shortcut or the context menu. This helps you
to view content as the end users would see it. You now have the option to either toggle a single variable or all the variables used in your project with a single click.
When you toggle all fields, by default the current state of the selected variable or the first variable of
the topic is replicated across all the variables in the currently active document.
For more information, see Togglevariable views.
About RoboHelp Server
Adobe RoboHelp Server is a server-based Help solution that provides real-time end-user feedback on your
Help and knowledgebase. RoboHelp Server gathers and logs data about what questions users ask while
searching content and how users navigate through topics. Results are displayed in an easy-to-view graphical format for quick interpretation. Your Help system resides on a server (for example, Adobe Help
Resource Center), and you can make instant updates to your Help system content.
RoboHelp Server contains the back-end processes, database functionality, and JDBC connections necessary to integrate it. RoboHelp Server works with the authoring tool, so authors can edit content, set master
project options, maintain windows, and view reports.
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Getting started
RoboHelp Server interaction with different components
NOTE: With RoboHelp Server, you can install your database server on a separate machine or use any of the
existing database servers.
Tracking and reporting
Adobe RoboHelp Server provides end users with the ability to find information when they have questions.
Users can view content using any standard browser and operating system. Any number of users can access
the published documents.NOTE: You can define the maximum number of database connections for Oracle
and Microsoft SQL Server database management systems through the maxload property in the robohelp_server.properties file.
RoboHelp Server tracks the following types of data:
•Where users request assistance: Identifies the location where users make repeated requests for
specific information.
•How users search: Searches that users perform repeatedly. This data can be mined to move frequently
searched information to a more prominent position in the content for easier access. You can also use
this information to find information gaps and to improve heading titles for more intuitive navigation.
•How users navigate online content: Tracks how users seek information in online content and how
frequently they access particular information such as headings and articles. This information is available at a topic level.
•RoboHelp Server tracks the entire operating system and browser details. You can use this information to improve the content quality for browsers preferred by users.
Automatic project merging
Concurrently work on multiple projects and merge them into a single project at run time.
While building an online information system, authors can develop and publish their content according to
their own schedules. RoboHelp Server provides automatic project merging, so authors can work on
different parts of a project at the same time, and publish them to the same server. When end users view the
content, they see one seamless online information system. Do not worry about sharing source or
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Getting started 1
depending on a single author or project—all separate projects are merged when users access the content.
Users can navigate across all the projects using the Index, Contents, and Search buttons.
By default, projects are added to the Table of Contents in the order they are published to the server. You
can customize this order in the Projects page of the Web Admin interface. When you merge projects, each
project file in the authoring tool remains intact, but the keywords from the indexes and glossary terms are
combined at run time, or when end users access the system from the server.
Support for languages other than English
The runtime interface (including Table of Contents, index, glossary, and search) can be automatically
localized, and authors can publish projects written in various languages to the same server. RoboHelp
Server supports localization for French, German and Japanese languages. You can change the display text
on the user interface of the online system to another language, including text on the Contents, Index, and
Search buttons.
In addition, end users can perform a full-text search of online content in their native language. This flexibility allows authors to develop content in languages other than English and take advantage of server-based
online information systems.
Integration with SharePoint
RoboHelp versions 10 and above provide native integration with Microsoft SharePoint. This integration
allows for an end-to-end workflow using SharePoint as the content repository. It also allows for the sharing
RoboHelp assets across projects and users. You can then use the SharePoint workspace as a repository for
your RoboHelp generated PDF reviews and finally publish the RoboHelp content to the SharePoint server.
Use SharePoint as content repository for RoboHelp content:
RoboHelp supports version control with Microsoft SharePoint 2010 and above natively. This means
that you do not need to install any third-party plugins. Add your RoboHelp projects to SharePoint
repository. You can then check-in and check-out files, and perform other version control operations
from within RoboHelp. For details, see Versioncontrolwith Microsoft SharePoint.
Publish Multiscreen and Responsive HTML5 content to SharePoint natively for both desktop and
mobile access:
Publish RoboHelp content directly to a SharePoint site from within RoboHelp and in accordance
with Microsoft security and compatibility recommendations. RoboHelp supports publishing the
Multiscreen HTML5 and Responsive HTML5 output to SharePoint in its native format (ASPX),
ensuring a problem-free display of output in SharePoint. When you view the published output, the
topics appear in the SharePoint chrome as a single continuous HTML page. For details on publishing
to SharePoint, see the details on the SharePoint tabs in the respective dialog documentation for:
•GenerateMultiscreenHTML5 output
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Getting started
•GenerateResponsiveHTML5 output
Link SharePoint assets across RoboHelp projects and users:
You can link SharePoint assets (such as images, multimedia files, captivate videos, CSS files etc.)
across multiple RoboHelp projects and authors. Live linking in RoboHelp Resource Manager is integrated with SharePoint. This implies that when an asset is modified by one author, the change is
reflected in all the topics and in all the RoboHelp projects that use (link) that asset. For details on how
to add a SharePoint location, see Addashared location.
Host RoboHelp content on SharePoint workspace for PDF review:
Select the RoboHelp topics that you want to send for review. Host this PDF for review in the SharePoint workspace, and send the link to reviewers. Your reviewers can provide review comments using
the free PDF reader, without having to install or learn any additional software products. You can then
import all the comments from stored on the SharePoint workspace to the RoboHelp project in one
click. For details, see PDFreview.
SharePoint version matrix
The following matrix details the RoboHelp - SharePoint version support.
RoboHel
p VersionVersion controlPublishResource sharingReview
11SharePoint 2010 +Native support: SharePoint
2010 +
Via SharePoint mapped
drive: SharePoint 2007
10SharePoint 2010Native support: SharePoint
2010
Via SharePoint mapped
drive: SharePoint 2007
SharePoint 2007, 2010 +SharePoint 2007, 2010
+
Adobe Acrobat X +
SharePoint 2007, 2010SharePoint 2007, 2010
Adobe Acrobat X +
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Exploring the workspace 2
Exploring the workspace
Workspace overview
You work in RoboHelp using various elements, such as pods, panes, bars, and windows. Any arrangement
of these elements is called a workspace. The RoboHelp workspace includes pods, panes, and customizable
tabs. Customize the Quick Access Toolbar to include your most frequently used commands. You can also
customize keyboard shortcuts.
RoboHelp workspace
A.
Quick Access Toolbar
B.
Tabs
C.
Tabbed Document pane
D.
Design and HTML view panes
E.
Document area selectors F.Workspace switcher
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Exploring the workspace
G, H, I.
Clubbed pods
Quick Access Toolbar
The Quick Access Toolbar in the upper right corner contains the most frequently used commands.
The right-most drop-down contains the following options:
More Commands
In the Customize dialog:
Customize the RoboHelp keyboard shortcuts
Change the RoboHelp theme: light or dark; colored or grayscale icons
Add or remove commands to the Quick Access Toolbar.
Show Below the Ribbon
Display the Quick Access Toolbar above (default) or below the ribbons.
Minimize the Ribbon
Show (default) or hide the RoboHelp ribbon.
RoboHelp Tabs
The RoboHelp tabs, such as Project, Edit, Output, and Review, provide you quick access to all the available
RoboHelp commands. For more details, see Working with the RoboHelp tabs.
Tabbed document pane
The topic window or the Tabbed Document pane displays the topic(s) that you are editing currently.
Select File > Options > Allow Editing Of Multiple Topics to edit multiple topics concurrently. You can
paste objects and selections across multiple topics. You can select horizontal or vertical tiling of topics.
The Design and HTML buttons in the topic window let you switch between Design Editor and HTML
Editor.
When multiple topics are open, click the down arrow button in the upper-right corner of the Tabbed
Document pane to display the list of open topics and navigate to any topic.
Take advantage of fixed buttons in the Tabbed document pane to open and close topics quickly.
Right-click a tab to find options to save the active topic, close the active topic, close all topics, close all but
the active topic, and create horizontal or vertical tab groups.
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Exploring the workspace 2
Pods
Various pods, such as Project Manager, Output Setup, Resource Manager, and Single Source Layouts, help
you complete the different steps to create the project and generate the required output. Select Project >
Open > Pods to show or hide pods that you require.
NOTE: You can also access the list of pods in the Edit tabs.
From the context-sensitive menu of the title bar of a pod, access options such as Dockable, Floating, and
Tabbed Document to arrange pods in various ways. The menu also includes options to hide and close the
pod.
Working with the RoboHelp tabs
The RoboHelp commands included in logical groups and put together in the various tabs. Each tab
contains commands of related functionality. Also, the tabs are groups based on the tasks performed by a
user at any point of time. For example, the Edit tab includes commands specific to editing RoboHelp
content. The Output tab includes command related to generating output.
Some common commands are included in different tabs. For example, the Pods drop-down list is available
in the Project and Edit tabs. Also, some tabs are contextual only appear in the related context. For example
the Table tab only appears when you are working in a table.
The RoboHelp interface includes the following tabs:
Ta bD es c ri p ti o n
FileContains options such as open, close, rename and list recent projects. This tab also provides links to
several help and community resources and options to customize RoboHelp preferences.
ProjectIncludes commands associated with a project. You manage, create, import, edit, and delete project
level components such as topics, snippets, tags, and variables. You can save the currently unsaved
changes across the project.
EditAllows you to perform authoring tasks such as creating and editing stylesheets. While authoring the
contents of a topic, snippet, or master page, you can choose the commands in this tab such as Bold,
Italic, font, and align. You can also apply tags to content.
InsertYou use the commands to insert various types of objects at various points in your project. These
objects include tables, images, Captivate content, and snippets.
ReviewWhen setting up or importing the comments from a PDF shared review, you can use the commands
in this tab. This tab also includes commands that allow you to track changes, accept and reject
changes in a document review.
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Exploring the workspace
Ta bD es c ri p ti o n
CollaborateIncludes commands that allows you to share project resources across users. You can also set up and
use version control.
OutputThe options in this tab allow you to create, setup, generate, and view RoboHelp outputs.
ToolsYou can create and view reports. RoboHelp ships with a number of scripts that you can use to
perform certain commands. Select and execute scripts from the Scripts list in this tab.
Ta bl eProvides access to table specific commands such as merge, split, borders and shading.
Note: This tab is context sensitive and only displays when the insertion point is within in table.
PositioningAllows you to position and size a Positioned text box.
Note: This tab is context-sensitive and only displays when a positioned text box is selected. To insert
a positioned text box, go to the Insert tab and choose Positioned text box.
Working with pods
Pods are workflow panes that you can float or dock anywhere in the application window. They provide
quick access to logically grouped features from one location. For example, you can select and generate
various layouts from the Single Source Layouts pod.
RoboHelp provides access to your most frequently used pods and projects, with flexible options. You can
move a pod anywhere on the screen or to a different monitor. Use the auto-hide feature of pods to show
or hide them on the desktop.
View a pod
1)Do one of the following:
•Select Project > Open > Pods > [pod name].
•Select Project > Open > Pods > [pod name].
Arrange pods
•Click the title bar of a pod and drag-and-drop it on the required part of the screen.
•Change the display of the pod.
a)Do one of the following:
•Click the down arrow button in the upper-right corner of a pod.
•Right-click in the titlebar of the pod.
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Exploring the workspace 2
b)Select one of the following options:
Dockable
Docks the pod if it’s in the Tabbed Document state or in the Floating state
Close
Closes the pod
Floating
Floats the pod if it’s in the Tabbed Document state or in the docked state
Auto Hide
Pins or unpins the pod if it’s not in the Tabbed Document state.
Tabbed Document
Opens the pod in a new tab in the topic window.
Types of pods
Starter pod
The Starter pod provides links to common commands and product information.
Recent Projects
Open recently used projects (up to ten recent projects are listed) and other projects.
Create New
Select the Help type you want to generate.
Import
Import a Help project, such as an HTML Help project, Word document, and all other available types.
Resources
Access forums, developer centers, knowledgebase articles, complete online Help, videos, and other
online content.
Access a stream of latest learning resources featured in the Starter pod. If you find the stream distracting,
you can hide it by deselecting the Show Learning Resources On Starter Page option in general settings.
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Exploring the workspace
Project Manager pod
The Project Manager pod contains various folders where you create and delete project files, or edit their
properties. It also has folders for various key project components, such as the table of contents, the index,
and the glossary.
TIP:If the project has many topics, collapse the Project Files folder first to view the other folders.
RELATEDLINKS:
Project Manager folders
Output Setup pod
The Output Setup pod contains the following folders:
Windows
Containers for output. Custom windows for projects are stored in this folder. Modify window properties by double-clicking a window icon.
Master Pages
Use master pages to reuse information and create a standard appearance across topics.
Skins
Use skins with WebHelp or FlashHelp projects to change the appearance of the Help system. You can
match the appearance of a company website or add interest and style to the output. Use skins to
customize colors, buttons, text, fonts, icons, backgrounds, multimedia (FlashHelp projects), images
for TOC icons and navigation buttons, and more.
Screen Profiles
Container for screen profiles used in Multiscreen HTML5 output.
Screen Layouts
Container for screen layouts used in Multiscreen HTML5 output.
Context-Sensitive Help
Container for the Map Files folder and the What’s This Help Files folder.
•Use the Map Files folder to access map files and perform most window-level context-sensitive
Help tasks.
•Use the What's This Help Files folder for field-level context-sensitive Help in HTML Help proj-
ects.
RELATEDLINKS:
Windows
Master pages
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Exploring the workspace 2
Skins
Screen profiles
Screen layouts
About context-sensitiveHelp
Map files andmapIDs
Snippets pod
Add custom HTML code snippets to a project for insertion later into desired topics. When you modify a
code snippet shared by different topics, the changes are reflected in all the associated topics.
Snippets are stored in a Snippet library as separate files with the .hts extension. In the Snippets pod, you
can organize them in categories, expanding or collapsing the categories for easy viewing. The category
names appear in a sorted order in the Snippets pod and in the Insert dialog box. You can drag snippets to
desired locations in a topic. You can also select snippets and then copy, duplicate, or delete them. Select
the Preview option from the context menu to preview a snippet.
RELATEDLINKS:
Single-sourcewithsnippets
Styles And Formatting pod
Use the Styles And Formatting pod to apply styles quickly. Select a style in the pod and apply it to the
selected text in the topic. You can create and edit a style directly from the pod. Right-click the name of a
style to rename, delete, or preview that style.
NOTE: Select Project > Open > Pods > Style and Formatting, to view the Styles And Formatting pod. You must
open a topic to view the Styles And Formatting pod.
RELATEDLINKS:
Create a styleusingtheStyles And Formatting pod
User Defined Variables pod
From the User Defined Variables pod, you can accomplish these tasks:
•Create, edit, or delete variables.
•Create, edit, or delete variable sets.
•Provide and modify runtime values uniquely for different variable sets while generating the output.
•Format variable values.
RELATEDLINKS:
User-definedvariables
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Exploring the workspace
Error List pod
The Error List pod shows buttons for errors, warnings, and messages that are displayed when you try to
validate a topic or a master page. You can click these buttons to display the relevant information in the
Error list. The caption of buttons shows the number of errors, warnings, and messages. You can click all
of these buttons to display the relevant information.
Output View pod
The Output View pod displays important errors, warnings, and messages that RoboHelp captures while
importing content or generating project output. You can use the Quick Access Toolbar and the right-click
options to save, copy, select, or clear the log.
Toolbox pod
The Toolbox pod provides shortcut icons to access various tools that come with RoboHelp. You can also
add tools.
Graphics Locator, HTML Help Studio, and Resize are some of the default tools.
Resource Manager pod
Resource Manager stores all the common resources to use across projects and allows for quick access and
management of common resource files.
Shared Locations
Specify the various shared folders that store resource files to use across projects. While a shared location can contain files of any type, Resource Manager displays only those that match defined file types
(Add/Edit Categories).
Categories
Specify categories to organize resources according to file types. For example, you can add a category
called Video and associate .flv, .swf, and .avi file types with it.
File Types
List the extensions associated with a category. For example, for the Images category, list all the file
types that you want Resource Manager to consider as images.
Linked Resources
Manage linked resources (resources used in the project with links to the original versions in the
shared locations). Synchronize the original version and the copy, remove links to stop automatic
tracking of updates, or replace links to point to another resource of the same file type.
RELATEDLINKS:
19
Exploring the workspace 2
Managing Sharedresources
External content search pod
The External Content Search pod lets you specify URLs for content available outside the Help system (for
example, in blogs) and map them to terms that users are likely to search for. By curating relevant content
in this way, you can optimize the search experience for users and provide easy access to user-generated
content.
RELATEDLINKS:
External contentsearch
RoboHelp Server pod
The RoboHelp Server pod enables you to connect to RoboHelp Server. You can configure the setup for the
server by selecting Responsive HTML5, WebHelp Pro, or FlashHelp Pro as the primary layout.
You can enter http://<server-name>:<port-number>/<context-name>/server and
connect to it to publish your projects.
NOTE: By default, RoboHelp Server uses the http protocol. To specify that the https protocol should be used,
enter https://<servername>:<port-number>/<context-name>/server.
Environments
A RoboHelp environment refers to the arrangement of various workspace components, such as pods, in
the main application window. By saving the current workspace as a named environment, you can restore
that workspace even if you move or close a pod. The names of saved environments appear in the Workspace menu on the right of the menu bar.
Create and save an environment
You can create multiple environments for a project. Only one environment is loaded at a time.
1)Arrange pods.
2)Click the down arrow button in the workspace switcher and select Save Environment.
3)Type a filename, including the .rhs extension.
4)Specify a location for the environment. The default location is C:\Documents and Settings\[user name]\My Documents\My RoboHelp Projects.
NOTE: You can exchange an RHS file with other authors.
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Exploring the workspace
Load an environment
1)Click the down arrow button in the workspace switcher and select Load Environment.
2)Browse to an RHS file and select it.
3)Click Open.
NOTE:The last environment you used before closing RoboHelp is used the next time you open RoboHelp.
Restore the default environment
1)Click the down arrow button in the workspace switcher and select Default Environment.
Delete an environment
1)Do one of the following:
•Delete the RHS file from the location where it was stored.
•Click Start > Run. In the Open box, type regedit and click OK. Locate the MRUENVFile[n]
variable in HKEY_CURRENT_USER > Software > Adobe > RoboHelp > 11.00 > Common and
delete the string assigned to the variable.
Create or remove keyboard shortcuts
Create keyboard shortcuts
1)Click the drop-down arrow on the right of the Quick Access Toolbar and choose More Commands.
2)In the General tab of the Customize dialog, check Show Keyboard Tips to display the keyboard
shortcut if you press the Alt key, hold it down for a couple of seconds and then release the key.
3)Click Customize Keyboard Shortcuts.
4)In the Category drop-down, choose a tab category.
5)Choose a command from the Commands list and then place the insertion point inside the Press new shortcut key box.
6)Use the keyboard to choose a shortcut key combination and click Assign.
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Exploring the workspace 2
Remove or reset keyboard shortcuts
1)Click the drop-down arrow on the right of the Quick Access Toolbar and choose More Commands.
2)Click Customize Keyboard Shortcuts.
3)Do one of the following:
•To remove a keyboard shortcut, select the category and command for the shortcut to remove.
Select the shortcut in Key Assignments, and click Remove.
•To restore all shortcuts to their default settings, click Reset All.
4)Click Export to export you Keyboard shortcuts to a .csv format.
You can then share shortcuts file.
Configure general settings
1)Select File > Options. Click General and set the following options to configure options for using the
program and working with project files.
Set the default language and other preferences
Default Language for New Projects
Allows you to change the default language for every project that is created using the RoboHelp application.
Use Underscores In File Names
Saves topic filenames with underscores between words (for example, My_Help_Topic.htm). For
HTML Help projects, topic filenames require underscores rather than spaces. This convention
enables the book or page to synchronize with the topic content displayed at the right side of the
viewer.
Automatically Check For Updates
The program checks for updates when you quit the program. You can also enable this option by
selecting File > Help > Check For Updates.
Allow Editing Of Multiple Topics
Opens topics in different tabs in Design Editor and allows editing. Deselect this option to work in
single-topic mode.
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Exploring the workspace
Clear Project Cache (.cpd File) Before Opening Any Project
Controls whether the old <ProjectName>.cpd file will be deleted each time while opening a project
and a new <ProjectName>.cpd will be created from the project files.
Remember Project State
Check this option to ensure that RoboHelp remembers the location of the opened files and pods. The
next time you open RoboHelp, the project will open in the same state. Uncheck this option to prevent
RoboHelp from remembering the current state.
Auto-Compile Outdated Files
When you view or publish your project, the program automatically generates your primary layout
when the output files are out of date. If this option is disabled, the program prompts you to generate
the primary layout if the output files are out of date.
Auto-display Output View
Shows the Output View at the bottom of the program window when a project is generating.
Convert RoboHelp-edited Topics To HTML
Converts XHTML topics created or edited in RoboHelp into HTML in the output. Topics created or
edited with third-party editors are not converted.
Show Learning Resources On Starter Page
Show or hide the area in which a stream of learning resources, such as webinars, video tutorials, and
whitepapers, is displayed on the Starter page.
Enable or disable confirmation
Prompt when a file is saved
The A File Is Saved option is disabled by default. Changes to the current topic are saved when you
open another topic or close the project without saving. You can disable this setting here if necessary.
For example, if you change a topic and want to restore the content, you can temporarily disable the
automatic save.
Prompt when auto-generated topics from linked documents are modified
Allows you to enable or disable the message displayed when you modify a topic generated from the
contents of a linked Word or FrameMaker document.
Enable, disable, or reset notifications
By default, notifications are enabled. Some notifications include an option (Don’t Ask Me Again) to
suppress their display.
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Exploring the workspace 2
•To enable or disable all notifications, deselect or select File > Options > General > Do Not Show Notifications.
•To restore all notifications to their default settings, click Reset All.
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Projects
Projects
Project basics
About projects
Projects contain the source files that become the final Help system. Help authors work with the project
files, and Help users view the output. For CHM output, the project contains the content you create and the
properties you set up, such as what the output window looks like. The developer determines the window
for WebHelp and FlashHelp output formats, or leaves them to run in your browser window. Create folders
in the Project Manager to organize topics and structure the Help system.
Projects are collections of files. The project file (XPJ file) contains information about the content and properties of the project. Whenever you change the project, this file (and any other affected file) is updated
automatically. Project files consist of the following:
Content
Project files contain topics with content and information about the location of topics, images, index,
TOC, and other files.
Properties
Projects contain setting information, such as project title, language, and windows. When you first
create a project, the basic (default) settings are used. Modify these settings according to your design
needs.
Navigation
Projects include a table of contents, index, and full-text search.
You can view the elements that make up a project in several places, including the Project Manager,
Single-Source Layouts pod, and Project Settings dialog box. You can also generate various reports
(Tools > Reports) that identify project status, duplicate topics, files distributed with Help, and so on.
Help project components
Help systems are made up of different components that vary according to the Help format you deliver.
Projects
RoboHelp HTML creates a main project file (with the extension .xpj) that contains the information
about your topics, images, and other files. (Open this file to open a project.) Project files also contain
the settings that affect the appearance and functionality of a Help system.
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Projects 3
Topics
The basic unit of a Help system is the topic. Topics communicate the message of the Help system,
mainly through text and images. You decide the content, format, and organization of your topics.
Table of contents
If a table of contents is included, users see a Contents tab or button when they open the Help system.
The table of contents presents a hierarchical outline of what the Help project contains. Users can
browse and select topics to view from the Contents tab.
Indexes
If an index is included, users see an Index tab or button when they open the Help system. The index
displays a multilevel list of topics and keywords or phrases that you’ve specified.
Full-text search
Full-text search allows users to find specific words and phrases that occur in the content.
Links and navigation
Users navigate a Help system by clicking links. You design the strategy that connects your topics
together. The most common links are from one topic to another. Links can also go to topics in
different Help systems, different output formats, and even to a website or an application.
Styles
You format topics using styles. Styles are named formats that you design and apply to control the
layout and appearance of text.
Image and multimedia files
Images and multimedia files enhance Help by adding graphics, sound, video, animation, and more.
Windows
Windows are the frames that display topics. In certain output formats, you can customize the appearance and attributes of windows. You can also design new windows to suit your content. You can open
multiple windows and from the Windows dialog box, select a window and click Activate to bring it
to focus. Click Save to save the displayed window in focus. Using the Windows feature, you can
rename the project title to display in the output.
Compilers
The Help compiler isn’t part of the final Help file, but you sometimes need a compiler to create the
Help file. For example, in Microsoft HTML Help projects, the compiler aggregates the source files
and other project components. The compiler then creates one Help system file that you distribute to
end users. (WebHelp and FlashHelp projects are not compiled.)
Viewers and browsers
Users access the Help system from within a viewer or browser.
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Projects
Files in a project
Main project file (XPJ)
The project file (.xpj) is XML-based. You can open project files with the .mpj extension, the format for
older versions of RoboHelp, but they convert to XPJ files.
Folder files (FPJ)
Each project folder has an FPJ file that lists the folder contents. RoboHelp displays only those subfolders
and topics that are listed in the FPJ file of a folder.
All the subfolders have their respective FPJ files. The name of an FPJ file except the FPJ file for the project
folder is same as that of the folder.
The name of the FPJ file for the project folder is root.fpj. The root.fpj file is modified if you add, delete, or
rename a topic or subfolder inside the respective folder. The root.fpj file is also modified if the order of
topics or subfolders is changed in Project Manager.
Single-source layout files (SSL)
A single-source layout file (SSL) is used for each single-source layout. An SSL file stores the properties of
the respective single-source layout and is modified when you edit the properties. An SSL file does not get
modified on generating, viewing, or publishing a single-source layout.
Auxiliary project files (APJ)
The following components have corresponding APJ files, which get modified when you edit the components:
•Baggage files
•Colors
•Conditional build tags
•Font sets
•Information types
•Map files
•Pop-up note topics
•See Also keywords
•Skins (when adding or removing skins only)
•Single-source layouts (when adding or removing single-source layouts only)
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•Topic keywords
•Topic templates (when adding or removing single-source layouts only)
•Windows
Other types of files
When you modify the following components, the respective file gets modified:
•Browse sequences (BRS)
•Topics (HTM)
•TOC (HHC)
•Index (HHK)
•Glossary (GLO)
•Image and multimedia files (filename extension varies)
•Style sheets (CSS)
About output types
RoboHelp can generate the following output types. These types have common basic characteristics but
different features and viewing and platform requirements.
WebHelp
Adobe WebHelp format works with virtually any combination of browser and platform for
web-based or desktop applications, online Help, and online books. WebHelp also provides customizable navigation panes and quick downloads.
WebHelp Pro
WebHelp Pro is used for web-based applications, with features available only in server-based Help.
WebHelp Pro provides feedback on the use of your Help system. Authors can work on separate projects and publish anytime, and projects are merged on the server at run time. RoboHelp Server is
required to generate WebHelp Pro.
FlashHelp
Adobe FlashHelp® uses Adobe Flash® to provide an interactive navigation pane, customizable navigation controls, Flash animation, streaming video, audio, and graphics. Users need Flash Player.
FlashHelp Pro
FlashHelp Pro is used for web-based applications, with features available only in server-based Help.
Authors can work on separate projects and publish anytime, and projects are merged on the server
at run time. RoboHelp Server is required to generate FlashHelp Pro.
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Multiscreen HTML5
Multiscreen HTML5 output lets you deliver a reading experience that is optimized for specific types
of devices. You can add and configure different screen profiles for different sets of devices and
generate Multiscreen HTML5 output for these screen profiles. When users visit the landing page for
the Multiscreen HTML5 output on their devices, they are automatically redirected to content optimized for their device.
Responsive HTML5
Using Responsive HTML5, you can create a single output that is optimized for all your screens.
Responsive HTML5 automatically adjusts to the screen a user is accessing it from and also adjusts to
dynamic screen size changes, such as a flip of orientation or resizing of the browser.
You can also publish Responsive HTML5 output to RoboHelp Server 10.
eBook
The eBook layout helps you generate output in EPUB 3 and Kindle Book (MOBI) formats.
Microsoft HTML Help
Projects
Microsoft HTML Help is used as application and stand-alone Help for Windows 98 and later, using
Internet Explorer 4.x or later, and provides unique features.NOTE: Due to Microsoft security changes,
Microsoft HTML Help is now used where the Help has to be run on the users' PC; it cannot be installed
on a server without registry changes. WebHelp and FlashHelp are used where the Help is to be run from
a server. WebHelp and FlashHelp can be run locally, but it is not recommended.
XML
XML output exports to Extensible Markup Language (XML) format, used to structure, store, and
send information. XML files use style sheets, as well as handler files. Handler files determine how
RoboHelp imports or generates the XML files, associated style sheets, and related components.
JavaHelp
JavaHelp, from Sun Microsystems™, works with Java applications and is a delivery system, not an
authoring tool. JavaHelp features (TOC, index, searches, controls, global search and replace,
pop-ups) are created automatically, along with HTML features (links, Related Topics buttons, and
image files).
Oracle Help
Oracle Help for Java™ is used with applications written in any language. Oracle Help and the ICE 5
browser provide TOC, index, full-text searches, pop-ups, context sensitivity, and customizable
windows, through the Oracle Help viewer.
Printed documentation
RoboHelp enhanced printed documentation provides control over structure, content, and appearance of printed documents. You can organize the content as needed, format using CSS or Word
template styles, and produce formatted and structured Word documents or PDF files.
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Projects 3
Adobe AIR
The Adobe AIR output type allows you to generate Help in Adobe AIR format. Generate your
content in the cross-platform Adobe AIR Help format that brings a host of enhancements, such as
these:
•Easy navigability through breadcrumbs, and more
•New templates and skins
•A rich branding experience, and the ability to insert corporate logos and an About box in Help
•Rich commenting and auto-updates
•Browser-based Help, with both offline and online content.
•Ability to add and access RSS feeds
•Enhanced search
End-user viewer requirements
End-user
system
Windows
SP4 or later,
Windows
Vista,
Windows 7
Mac OS,
Linux
iOS, Android
(devices)
®
XP
®
Responsive
HTML5
Web browserN/AWeb browserBuilt-in
Web browserN/AWeb browserNot availableeBook viewerPDF viewer.
Web bro w serNat i ve
Mobile
AppWebHelp/Pro
N/AN/AeBook viewerPDF viewer.
mobile
app
Microsoft
HTML HelpEPUBPDF
eBook viewerPDF viewer.
viewer
Example:
Adobe
Acrobat,
Adobe
Acrobat
Reader
Example:
Adobe
Acrobat,
Adobe
Acrobat
Reader
Example:
Adobe
Acrobat,
Adobe
Acrobat
Reader
30
End-user systemMultiscreen HTML5JavaHelp*Oracle HelpAIR Help
Projects
Windows
later, Windows Vista,
Windows 7
Mac OS, Linux
iOS, Android (devices)Web browserN/AN/AN/A
®
XP SP4 or
®
Web bro w serJav a Help
viewer
Web bro w serJav a Help
viewer
Oracle Help viewerAIR Help
Runtime
Not availableAIR Help
Runtime
Create and manage projects
Create a project
1)Do one of the following:
•Select File > New Project.
•In the Starter pod, click More under Create New.
2)On the New pane in the New Project dialog box, double-click a project type. You can change the
project type after your project is created.
Blank Project
Customize and publish a project in any output. You can modify the window settings for WebHelp,
FlashHelp, and HTML Help outputs.
Application Help
Create a Help system that you can install locally. The Application Help project has sample topics with
notes on how you can customize and modify the information. For example, you can create a Help
system to document information about a company product.NOTE: By default, the Application Help
does not use master pages or snippets but you can always add them.
e-Handbook
Create a project for an electronic handbook, such as an employee handbook for a company. The
e-Handbook project template provides the relevant folders and topics for you to place
company-specific information.
e-Learning
Integrate and organize Captivate demos into a project. Using the layout and recommendations
provided, you can create computer-based and web-based training.
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Knowledge Base
Create a knowledgebase that has an interface similar to a wiki page. The knowledgebase project
template contains master pages that you can customize. You can also create self-updating pages.
Web Application Help
Create a Help system that you can publish on a server. The Web Application Help project has sample
topics with notes on creating online Help for a software application.
Department Guidelines
Create a Help system to outline guidelines for a department in a company. For example, you can
create Help for a human resources department, outlining guidelines on recruitment and selection,
flexible working hours, and so on.
Disaster Recovery Plan
Create a Help system with samples on how to write a disaster recovery plan.
Online Manual
Create an online manual for a company product or software application.
Policies And Procedures
Create a handbook or a document listing policies and procedures specific to an organization.
Custom
Customize a Help project template.
3)Specify options in the New Project Wizard dialog box:
•RoboHelp stores the project title in a field called Project Title. You can insert the field in topic
contents, snippets, master pages, and screen layouts.
•Leave Language as English or select another language to localize the project. Spell checking,
indexing with the Smart Index Wizard, and parts of the user interface are localized.
•If you select Save As Default, the selected language is used for all new projects.
4)Click Finish.
The first topic opens in the Design Editor on the right. On the left, the Project Manager opens. The first
topic is selected in the HTML Files (Topics) folder.
Create a project by importing documents
1)Do one of the following:
•From the Starter pod, select a new project type from the Import list.
•Select File > New Project. Click the Import tab and select a new project type.
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Projects
2)Follow the prompts. The new project opens in RoboHelp.
Create a project using FrameMaker or Word documents
You can create new projects by importing FrameMaker or Word documents. While importing, you can
map the styles of these documents to styles in RoboHelp.
1)Select File > New Project and click Import.
2)Select FrameMaker or Word documents and click OK.
3)Select from .book, .mif, .fm, .bk, and .frm files for FrameMaker and .doc, .docx, .rtf, and .docm files
for Word. You can import multiple FrameMaker or Word documents at the same time. You can
import .book and .bk files one at a time.
NOTE: For any FrameMaker format other than MIF, FrameMaker 8 or later is required. If the correct
version is not installed, you cannot import the file.
4)Enter the project title, filename, and location of the project.
5)Click Finish.
A new project wizard prompts you to select options to map the TOC, index, or glossary.
6)Select the required options, and click Next.
7)Click Edit.
8)Select styles to map to the RoboHelp styles.
For information about different conversion options for FrameMaker documents, see Conversion
basics.
For information about different conversion options for Word documents, see Converting Word
styles to RoboHelp styles.
9)Click OK.
NOTE: If you click Cancel in the wizard, no files are imported and the empty project remains open.
10)Click Finish.
Create a project using a DITA map file
IMPORTANT:For expert users only.
Before you import a DITA map file, Java JDK and the DITA Open Toolkit must be installed and running
properly. Experience with DITA and the DITA Open Toolkit is also required.
1)Select File > New Project.
2)Click the Import tab.
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Projects 3
3)Select DITA Map File.
4)Click OK.
5)Enter the following information in the New Project wizard:
DITA Map File To Import
Specify path to a valid DITA map file that you want to import and create a project. Click the Browse
button to select the file.
Location Of The Project
Specify path to the location of the new project.
6)Click Next.
7)Specify the input required on the Open DITA Toolkit Processing Options dialog box.
8)Click Finish.
RELATEDLINKS:
Converting Word styles to RoboHelp styles
Add a RoboHelp project to version control
Save projects
Save frequently while you work.
•To save individual files, click Save in the Quick Access Toolbar.
•To save all files, click Save in the Quick Access Toolbar.
Disable auto-save
By default, RoboHelp saves changes when you close the project. If you prefer, you can disable the auto-save
feature.
1)From the Tools menu, select Options.
2)Click the General tab.
3)Under Options, deselect Save Without Prompt.
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Projects
Opening a project
Open a project when starting RoboHelp
1)From the Starter pod listing recently opened projects, click the project name. If you don’t see the
project you want, click Open.
You can use the following controls to locate the project you want to open:
My Places bar
Find documents by using the shortcuts to the left of the Folder and Files list.
Desktop
The Desktop folder lists all folders on your desktop.
My Computer
The My Computer folder lists the hard drives configured on your computer.
My RoboHelp Projects
The My RoboHelp Projects folder is the default working folder where RoboHelp stores all projects.
This folder is placed in the My Documents folder when Adobe RoboHelp is installed. When you start
Adobe RoboHelp, projects stored in the My RoboHelp Projects folder are automatically listed in the
Starter pod under the Recent Projects list. All RoboHelp projects use the .xpj filename extension.
Look in list
By default, this list displays the My RoboHelp Projects folder. Alternatively, if you have accessed
other folders, the last folder you accessed, is selected in this list. This list includes the My Computer,
My Network Places, and My Documents folders under the Desktop folder.
Go To Last Folder Visited icon
Displays the last folder you accessed. Click the arrowhead to view a list of the most recent folders you
visited. This icon is disabled if you do not access a folder in the dialog box.
Up one level icon
Enables you to move to the parent folder of the current folder displayed in the Look in list.
Delete icon
Enables you to delete a selected folder or file. The deleted folder or file is sent to the Recycle Bin.
Create New Folder icon
Enables you to create a folder under the parent folder selected in the Look in list.
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Projects 3
View Menu icon
The arrowhead enables you to choose the view in which the folder and file list must be displayed. You
can view the folders and files as thumbnails, tiles, icons, a simple list, or a list with details of the
folders or files.
Tools icon
Enables you to delete or rename a folder or file, add a folder or file to the My Places bar, or map a
hard drive to a computer or folder on your network. You can also view properties of a folder or file.
File Name boxEnables you to specify the name of the file to access (to open, to import, and so on.)
Files Of Type menu
Enables you to select the type of files to list in the folder and file list.
Open a project after starting RoboHelp
1)Select File > Open Project > Local or Network Path.
The Open Project dialog box appears.
NOTE: You can also select the last ten projects opened from the bottom of the File menu.
2)Select RoboHelp HTML Help Project (.xpj) from the Files Of Type menu.
3)Locate the project file, and double-click it.
Upgrading a project
If you open a project created in a previous version of RoboHelp, you are asked whether to convert it before
opening it.
IMPORTANT:Make a copy of your project before converting it into the new format.
RELATEDLINKS:
RoboHelp outputsearch
Pin a project to the list of recently opened projects
By default, the list of recent projects that appears in the Starter pod and in the File menu displays up to the
last ten projects opened. Pin a recently opened project so that it always appears in the recent projects’ list.
The list displays the pinned projects and recently used projects up to the number of projects set in the Max
Projects field.
1)Select File > Options.
2)On the Recent Projects tab, select a project from the Recently Opened Projects list.
3)Click Pin. Click OK.
36
NOTE: Click Unpin to remove a pinned project from the recent projects’ list.
Change project settings
1)Choose Project > File > Project Settings.
2)On the general tab, change settings as needed:
Project Title
Enter a project title. This title appears in the window bar of the output.
Primary Output/Layout
Select a primary layout.
Language
Select the default project language.
Advanced
Projects
Click to create or edit lists for localization. Set options in each pane.
To Do List
Click Manage to manage the To Do list for your project. For more information, see Using the To Do
list.
Index
Select an option for saving keywords:
•Index File (HHK) saves new index keywords in the project index file (HHK).
•Topics saves new index keywords in individual topic files (HTM).
•Binary Index uses a binary index in Microsoft HTML Help projects.
Set options on the Stop List pane
Use the Stop List tab to modify words contained in the Stop List file ProjectName.stp. A Stop List contains
common words (for example, “a” or “the”) that the search ignores for an accurate result.
Edit
Select a word, click Edit. Type the new name. Press Enter. Right-click the word to display a
drop-down box with the Undo, Cut, Copy, Paste, Delete, and Select All options.
Reset To Default
Removes the new entries and restores the default list.
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Projects 3
New
Adds a word. Click New. Type the word. Press Enter.
Delete
Deletes a selected word.
NOTE:In Microsoft HTML Help projects, the stop list file can’t be larger than 512 K. If the file is larger,
words at the end of the file are not included in the CHM file.
Set options on the Phrases pane
Modify words in the Phrases file ProjectName.phr. This tab contains a phrase list the Smart Index Wizard
includes in keyword searches. For example, make project settings one phrase, not two words. You can add,
rename, and delete words.
Edit
Select a word, click Edit. Type the new name. Press Enter. Right-click the word to display a
drop-down box with the Undo, Cut, Copy, Paste, Delete, and Select All options.
Reset To Default
Removes the new entries and restores the default list.
New
Click New. Type the new word. Press Enter.
Set options on the “Always Ignore” Words pane
Modify words in the Always Ignore Words file ProjectName.ign. This list contains “noise” words such
“as,” “the,” or “a.” The Smart Index wizard uses the list to keep the noise words out of the index.
Edit
Select a word, click Edit. Type the new name. Press Enter. Right-click the word to display a
drop-down box with the Undo, Cut, Copy, Paste, Delete, and Select All options.
Reset To Default
Removes the new entries and restores the default list.
New
Click New. Type the new word. Press Enter.
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Projects
Set options on the LNG File pane
Change text elements in the user interface for Multiscreen HTML5, WebHelp, WebHelp Pro, FlashHelp,
FlashHelp Pro, AIR Help, printed documentation, or HTML Help output.
See the complete list of available changes you can make in the LNG file tab.
When you edit the LNG file, your changes supersede settings made in Project Settings in other locations.
1)Select an element, and click either of the following:
Edit
Modify LNG file text for each user interface element listed. In Edit mode, you can also right-click on
the edited line to undo the edits, cut, copy, paste, delete, or select all.NOTE: You can change the string
to show expanding or collapsing topic TOCs in settings for master pages. For more information, see
Masterpages.
Reset To Default
Erases the new entries and restores the default list.
NOTE: For quick access to these options, you can select Edit > LNG File.
Set options on the Synonyms pane
Define words as synonyms. For example, you can define “find” and “locate” as synonyms for “search.” In
the generated output, when a user searches for “search,” results for “find” and “locate” are also displayed.
Reset To Default
Removes the new entries and restores the default list.
Edit
Select a word, click Edit. Type the new name. Press Enter. Right-click the word to display a
drop-down box with the Undo, Cut, Copy, Paste, Delete, and Select All options.
New
Click to add a new word in the Synonym table and specify a synonym for it.
Delete
Click to delete the Word and its synonyms.
RELATEDLINKS:
Upgrade localized projects
View output
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Rename a project
When you rename a project, the main project file (.xpj) and all other project files are renamed.NOTE: The
TOC, index, and glossary files are not renamed.
When you rename a project, the project closes and reopens. Any changes made since last saving are saved.
NOTE: You cannot rename projects under version control.
1)Open the project.
2)Select File > Rename Project.
3)In the Project Name box, enter the new project name (do not enter a filename extension).
4)Click OK. To make the changes take effect, the program closes and then reopens the project.
NOTE:If you are creating Microsoft HTML Help, the name of the compiled HTML Help file (CHM file) is
based on the project filename. If you change the project name, the name of the CHM file changes as well. You
can rename the CHM file to restore the old name.
Viewing projects
Help systems are displayed in a browser or viewer, depending on the output type, the application platform,
and the platforms of your end users. Help systems are displayed in a main window. Users can view topics
in the right pane and navigate with tabs, buttons, and ribbons in the left pane and along the top.
View your project often to test links and make sure that styles appear properly. View each single-source in
the viewer required for the specified output type.
RELATEDLINKS:
Create TOCs
Define chapter layout
You can define a chapter layout for a project to order topics and folders logically in the Project Manager
pod. RoboHelp uses this chapter layout to auto-create a TOC.
Notes:
•If you rename a folder or a topic, the topics and folders retain their order.
•If you delete a topic or a folder, the remaining topics retain their order.
•If you add a new topic or a folder, it is added at the top inside the parent folder.
•If you drop a topic or a folder on a non-topic/folder item (such as CSS, image, or baggage), it moves
to the last position inside the parent folder of the target.
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•When you upgrade a project from an older version of RoboHelp, all the topics appear randomly. You
can customize the order of topics later.
•You can right-click a folder or topic in the Project Manager pod and select Explore to open the topic
or the folder in Windows Explorer.
Drag folders
•Drag a topic or a folder above or below another topic or folder. For linked documents, you can drag
only above the linked documents.
RELATEDLINKS:
Pin a project to the list of recently opened projects
Manage files
List topics by title or filename
1)In the Project Manager pod, open the Project Files folder.
2)Select Project > View > Display Topics > By Topic Title or By File Name.
Using the To Do list
The To Do list helps you track project tasks. You can customize the list by adding, deleting, or modifying
the existing To Do tasks.NOTE: To Do settings are retained when you upgrade a project from an older version
of RoboHelp to a newer version.
You can generate a report on the customized To Do list.
Edit items on the To Do list
1)Select Project > File > Project Settings.
2)Click the General tab.
3)Click Manage.
4)Do either of the following:
•To add a task to the list, click Add. Type the name of the task item.
•To edit or remove a task, select the task and click Edit or Delete.
NOTE: From the Project Settings dialog box, you cannot see the Ran Smart Index item in the default To Do
list. This precaution ensures that you do not delete this item by mistake. By default, RoboHelp sets the option
Ran Smart Index for all the topics on which you run the Smart Index wizard.
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Update the To Do list for a topic
1)Right-click a topic in the Project Manager pod and select Properties. Click the Status tab.
2)Select or deselect items on the To Do list.
Generate a status report
You can generate a Project Status report to view the number of topics using the To Do list.
1)Select Tools > Reports > Project Status.
Edit the list of recently opened projects
Recently opened projects are listed in the RoboHelp Starter pod.
1)Select File > Options.
2)Click the Recent Projects tab.
•To change the number of files listed, specify a number in the Max Projects box.
•To remove a file from the list, select it and click Remove.
RELATEDLINKS:
Broken links report
Add files and folders to the Baggage folder
RoboHelp sometimes doesn’t automatically add references to external elements to the Baggage Files folder.
If needed, add files to the Baggage Files folder so the external elements appear correctly in the output. Save
time by importing the complete folder to the baggage files without having to add files individually. It not
only adds all contents from the chosen folder, but also maintains the same folder structure within the
project. Follow the steps below to add baggage file or folder to the project:
1)Select Project > Open > Pods > Project Manager.
The Pods drop-down list is also available in the Edit and Review ribbons.
2)Right-click on Project Files, select Import Baggage > select File or Folder.
NOTE: You can also access this option by Right-click the Baggage Files folder > New > select File or
Folder. If the Baggage Files folder isn’t listed, click the Toggle Project Manager View button .
3)To add a file, double-click the source file for any of the following:
•Bitmaps and icons used with HTML Help controls
•Image files used in style sheets, topic backgrounds, and scripts
•The JavaScript file that supports Dynamic HTML effects, such as pop-ups and drop-down
hotspots
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4)To add a folder, browse and select the folder containing the baggage files.
5)Click Open.
NOTE: You can create a link to a baggage file by pressing the Shift key while dragging and dropping it
into a topic.
Additional features with Baggage folder
The Baggage Files feature allows you to perform the following additional tasks:
1)Drag-and-drop content from one location to another to organize content within the Baggage Files
folders.
2)Delete the unwanted files.
3)Rename files and folders.
4)Create a link to a baggage file by pressing the Shift key while dragging and dropping it into a topic.
5)Insert image from the Baggage Files by dragging and dropping it to the topic you are working on.
Remove files from the Baggage folder
To remove a file from the Baggage folder, select the file and click Delete.
Map file types
Map file types to associate them with the applications used for editing them.
Associate a file extension with an application
1)Select File > Options.
2)Click File Association tab.
3)For associated programs, click Add.
4)Enter a filename extension.
5)Select an editor to edit documents with the specified filename extension.
When you select a program, its location appears in the Edit With box. The programs appear alphabetically.NOTE: Only those programs appear in the list whose registry entry is set to “NoOpenWith.”
6)Select a program to view the file.
You can also browse to a program not listed in the program list.
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Add an HTML editor mapping
1)Select File > Options.
2)Click File Association tab.
3)For HTML editors, click Add.
4)Select from the recommended or other programs registered to edit or view .html or .htm files.NOTE:
When you select a program, its name and location appear in the Name and Location box. You can also
browse for a program that does not appear in the program list.
5)Click OK. The selected program appears in the list of HTML editors.NOTE: To change the HTML
editor, browse and select a new program.
Remove topics from projects
Before you remove files, back up all project files and view and print reports if your project is not under
version control. To avoid broken links, don’t remove files in Windows Explorer or version control software.
1)Select one or more files:
•To remove a topic, use the Project Manager pod.
•To remove multiple topics, use the Topic List pod.
2)Press Delete. If prompted, do NOT remove references to removed topics.
NOTE: You can choose to remove the references, but if you do that, you do not get to review the effect of
the removal in other topics. Electing NOT to remove the references, forces the links to display in Broken
Links, from which you can review each topic to see if any editing is required.
RELATEDLINKS:
Unused files report
Define chapter layout
Manage folders
Create folders
The Project Manager contains default folders for project organization. You can create folders and
subfolders only in these folders: HTML Files (Topics), Images, Multimedia, Style Sheets, and Baggage
Files.
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NOTE: Do not use Windows Explorer to create subfolders to add, move, or rename files. RoboHelp does not
recognize these changes.
1)Select the Project Files folder in the Project Manager pod.NOTE: If the Project Files folder isn’t listed,
click the Toggle Project Manager View button .
2)Right-click the folder, and select New > Folder.
3)Enter a name for the folder. Avoid special characters and spaces.
4)Press Enter.
Tips:
•Move files and folders in Project Manager by dragging.
•You can drag topics from the Topic List into multiple folders in the Project Manager.
Project Manager folders
In the Project Manager pod, you edit, delete, and create project files. Two views are available in Project
Manager. Both views include a set of commonly used options for authoring. One view displays all the
project files gathered together in a single folder called Project Files; the other view groups the project files
into various virtual folders based on file type. Click the Toggle Project Manager View button or , to
change views.
The Project Manager view that displays project files in various virtual folders contains the following
folders:
HTML Files (Topics)
Stores the topics of a project. Files are sorted alpha numerically (A-Z, 0-9). You can add folders
within this folder. You can use the structure to generate a TOC automatically and create browse
sequences.
Images
Images used in your project are stored in this folder. Image maps and their associated links (hotspots)
are also listed. You can drag an image from this folder into the Design Editor to add images to topics.
You can also rename images in this folder by selecting the image and pressing F2.
Multimedia
All sound and video files used in your project are saved in this folder. Adobe Captivate demos (SWF
files) are also stored here. You can drag sound or video files into the Design Editor to add multimedia
to topics. You can also find out where the files are referenced in your project.
Style sheets
Style sheets control the formatting of topics. When you change a style sheet, all topics associated with
it are updated. The RoboHelp default style sheets (CSS files) and any others you add to your project
are stored in this folder. Edit a style sheet by double-clicking its icon.
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Baggage Files
RoboHelp provides a mechanism to include content that isn't directly linked to your project by
uploading it as a baggage file. When you click a link to a content in the baggage file, it opens the file
in the associated application. You can add files like PDFs, Word docs, Excel spreadsheets, PowerPoints, and more. Certain files are automatically added to the Baggage Files folder in the Project
Manager to display the following correctly in the generated project:
•Bitmap and icon files used with HTML Help controls
•Image files used in topic backgrounds and scripts
•The JavaScript file (ehlpdhtm.js) that supports Dynamic HTML effects such as related topics
pop-ups, smart pop-ups, and drop-down hotspots.
•The support file for skins and the navigation pane in browser-based outputs (TOC, index, glossary,
and full-text search.
You can drag files from the Baggage Files folder into topics to create links to the files.
Broken Links
Stores links to files that are not present in the project. To restore or remove a broken link,
double-click it.
URLs
Stores links to web addresses, FTP sites, newsgroups, e-mail addresses, and HTML topics in external
CHM files. From this folder, you can add a URL to an index. You can drag a URL into the Design
Editor.
Table Of Contents
Stores the default TOC and all other TOCs created in the project.
Index
Stores the default index and all other indexes created in the project.
Glossary
Stores the default glossary and all other glossaries created in the project.
See Also
Double-click the See Also folder to display the See Also pod. You can add the See Also keywords in
the See Also pod.
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Rename folders
Use the Project Manager to rename folders.
1)Select the Project Files folder in the Project Manager pod.
2)Right-click the folder. Select Rename.
3)Type the new name. Don’t include special characters, and avoid spaces, especially for WebHelp and
FlashHelp.
4)Press Enter.
Move folders
Use the Project Manager pod to move folders.
1)Select Project Files in the Project Manager pod.
2)Drag the subfolder to its new location.
Remove custom folders
Before you remove the folder, move any items in it that you want to keep.
1)Select the custom folder in the Project Manager pod.
2)Choose Project > Delete.
File and folder icons
The Project Manager icons indicate the components and files included in your project.
NOTE:Icons with a red check mark indicate that the file is checked out (applicable only to topics under version
control).
IconDescription
Closed folders. Closed folders that contain files display a plus sign. Click the plus sign to show
the folder contents. Right-click for more options.
Open folders. Open folders display a minus sign with the contents shown below. Click the minus
sign to collapse the folder.
,
Toggle view. Click to switch between a simplified view with fewer folders or one showing all
folders.
Show/hide files. Click to select the files you want to show in the Project Manager.
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IconDescription
Empty folders. Empty folders display no signs.
HTML files (Topics). Double-click page icons to open a Design editor. Right-click for more
options.
HTML topics with bookmarks. Topics with bookmarks have a plus sign. Click the plus sign to
show all bookmarks.
Missing files. A red X indicates files that the program cannot locate. These files are not in the
project path. Either they have been deleted, or they are saved in a different folder of the project.
Bookmarks. Bookmarks appear alphabetically below their respective topics. Double-click to
open a topic. Drag bookmarks into topics in Design Editor to create links.
Framesets. Double-click to open a dialog box for changing frame attributes.
URLs, web addresses, FTP sites, newsgroups, e-mail addresses, or HTML topics in external
CHM files. Double-click to open a dialog box for adding keywords to a link. Drag URLs into
topics open in Design Editor to create links.
Images (GIF, JPEG, and JPG formats). Double-click to preview the image, identify topics that use
it, and view file information. Drag images into topics in Design Editor to add them.
Image maps. Images with clickable links or hotspots. Click the plus sign to display links.
Double-click to preview the image, identify topics that use it, and view file information. Drag the
image maps into topics in Design editor to add them.
Image map links (hotspots). Double-click to identify topics that use image maps.
Sound files (AU, MID, RMI, and WAV formats). Double-click to identify topics that use them
and view file information. Drag sound files into topics in Design Editor to add them.
Video files (AVI and MOV formats). Double-click to identify topics that use them and view file
information. Drag video files into topics in Design Editor to add them.
Adobe Captivate files (SWF files). Double-click to identify topics that use them and view file
information. Drag Adobe Captivate files into topics in Design Editor to add them.
Custom windows. Double-click to modify window properties.
Style sheets (CSS). Double-click to modify styles.
Text-only files For What's This? Help (.TXT format). Double-click to create or modify text-only
topics files.
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Map Files For Context-Sensitive Help (.HH) Includes imported map files or automatically
generated files.
All map IDs. Links map IDs to HTML topics for context-sensitive Help. Double-click to work
with map IDs and map files.
IconDescription
Table of contents folder. Shows the default and other table of contents in the project.
Table of contents folder. Expand to view the table of contents listed.
Table of contents. Double-click to open the selected table of contents pane.
Index folder. Shows the default and other indexes (if any) listed.
Index folder. Expand to view the indexes listed.
Index. Double-click to open the selected index pane.
Glossary folder. Shows the default and other glossaries (if any) listed.
Glossary folder. Expand to view the glossaries listed.
Glossary. Double-click to open the selected glossary pane.
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See also. Double-click to open the See Also pane and add to See also keywords.
Baggage files (BMP, ICO, XML, JS, other image files). Files such as bitmaps and icons used with
HTML Help controls, including custom buttons for link controls and startup screens. If your
project includes Dynamic HTML, the file EHLPDHTMJS is included in your Baggage Files
folder. Other image files are included as well, such as topic backgrounds and scripts.
TIP:You can map filename extensions to applications. For example, map GIF files to Adobe Photoshop
®
.
When you right-click a GIF file from the Images folder and select Edit, the file opens in Photoshop.
RELATEDLINKS:
Define a languagefor a paragraph
Authoring content in multiple languages
You can change the language of an existing project or a new project. The language affects the window text,
as well as the dictionary for the spell checker and the automatic indexing (Smart Index Wizard) customized settings.
You can also customize the display text, such as the text in browse sequence buttons, previous and next
buttons, show/hide buttons, some messages, and more. The text can be anything you specify. For example,
the default text “Search” on the Search tab can be changed to “Find” in the language of your choice.
When delivering the project to translators, always provide the source files and not the output files.
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NOTE:In HTML Help systems, the end user’s operating system must be in the same language as the one used
in your project. Otherwise, the end user’s operating system overrides the language specified in your project.
The dictionary and index sorting are not affected in the end user’s system.
Support for multiple languages
RoboHelp provides multiple language support at the paragraph, topic, and project level. You can set the
language at the paragraph level and topic level through the RoboHelp user interface. Language defined at
the paragraph level takes precedence over language defined at a topic level. Language set at the topic level
takes precedence over language defined at a project level. Language defined at the project level can never
take precedence over language defined at paragraph level. You can think of the prioritized language as the
effective language. Effective language is used in spelling checks, in a dictionary or a thesaurus, in generating a smart index, and in preparing a full-text search.
The project language is defined at the project level. You can apply different language settings using Project
> Project Settings.
You define the topic language using the Topic Properties dialog box.
You define the paragraph language using the Paragraph dialog box. Select any paragraph in the Design
view and choose Paragraph from the context menu.
You can create content for multiple languages in a single RoboHelp HTML project by translating the
English content in the same project. You can then create tables of contents, indexes, glossaries, and conditional build tags in the project for the desired languages. Finally, you can apply conditional build tags to
content authored in the various languages, and generate conditional output.
Follow the steps in this workflow, which uses translation from English to French and Japanese as an
example:
1)Apply French language project settings by selecting French Language.
2)Open an English topic, create a topic for the French language, and translate the content, including
the topic title from English to French. (Do not translate topic filenames.)
3)Create French tables of contents, indexes, and glossaries.
4)Create a conditional build tag, such as FrenchContent.
5)Apply the FrenchContent conditional build tag to French content and topics.
6)Generate output for the French language.
7)Apply Japanese language project settings by selecting the Japanese Language.
8)Open an English topic, create a topic for the Japanese language, and translate the content from
English to Japanese.
9)Create Japanese tables of contents, indexes, and glossaries.
10)Create a conditional build tag called JapaneseContent.
11)Apply the JapaneseContent conditional build tag to the Japanese content.
12)Generate output for the Japanese language.NOTE: To view the Japanese output, you must change your
PC’s language to Japanese.NOTE: To translate a WebHelp project, first make a copy of the project, open
that copy in RoboHelp and author in your desired language.
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Compare content in different languages
1)Open topics created in different languages.
2)In Design Editor, position the topics side by side: Drag a topic tab slightly down or to the right, and
release the mouse when the page icon appears. Choose New Horizontal Tab Group or New
Vertical Tab Group.
Select a different language for translating a project file
1)Select Output > Stop Words.
2)In the Advanced Settings for Localization dialog box, use the following tabs:
Stop List
Click New to add words that must be ignored during a text search.
Phrases
Click New to add a phrase for the Smart Index Wizard to include when searching topic content for
keywords.
Labels
Click Edit to modify the text for each user interface element listed.
"Always Ignore" Words
Click New to add a word or phrase that the Smart Index Wizard ignores when generating the index.
Synonyms
Click New to add a synonym for a word. This option enables you to search for words and their
synonyms. The results are always returned for the searched words.
Create a project with a different language
1)Select File > New Project.
2)In the New tab, double-click Project Type. The New Project Wizard appears.
NOTE:To create a JavaHelp or Oracle Help project, first create a Microsoft HTML Help project, and
then add a new layout to that project.
3)Enter project information.
4)From the Language menu, select the language. Click Save As Default to keep the language as the
default.
5)Click Finish.
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The first topic opens in the Design Editor. Generate and view your project to view the results.
RELATEDLINKS:
Importing and linking Microsoft Word documents
Customizing text for localization
You can customize certain text in the user interface for WebHelp, WebHelp Pro, FlashHelp, FlashHelp
Pro, and HTML Help outputs. Here is what you can change for each format:
WebHelp, WebHelp Pro, FlashHelp and FlashHelp Pro
•With a skinCustomize text in the Skin Editor. If you do not change the default text (such as
“Contents” for the Contents button), the text is automatically translated using the project language
setting.). If you customize text in a skin, the skin text overrides any customizations you make in the
LNG file. For FlashHelp, the Flash developer uses the Skin Development Kit to customize the text.
WebHelp only
•Without a skinEdit the language file. You can localize browse sequence button text; text on the
Glossary tab, Previous button, and Next button; certain messages; and the Contents, Index, and
Search tabs. For example, you can change the text on the Search tab from “Search” to “Find.”
HTML Help
You can customize browse sequence button text and all text on the Glossary tab. Change window titles in
the Windows Properties dialog box.
Edit the Labels file
1)Create or open a project.
2)Select Output > Labels.
3)Select the interface text. Click Edit.
4)Type the edits. Press Enter.
Notes:
•If RoboHHRE.LNG is already in your user's Windows folder, it overrides the file in the Baggage Files
folder.
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•If you do not include the RoboHHRE.LNG file, or omit some values, your project defaults to the
English values shown in the example.
•If you are using a skin, the default text is translated to the default language. If you customized the text
in a skin, the skin text overrides customizations in the LNG file.
Change the default project language
1)Open the project.
2)Select Project > Project Settings.
3)Click the General tab and select the language.
4)Click OK.
5)Generate and view your project.
Notes:
•If you use a skin, the default text uses the language setting of the project. Customized skin text overrides text settings in the LNG file.
•Localize window captions in the Windows Properties dialog (not applicable to WebHelp projects).
Language support for associated dictionaries
If your project contains content authored for multiple languages, define RoboHelp language settings in the
project, topic, and paragraph separately. The effective language is used for dictionary or thesaurus association and for spell checking. For example, suppose you set the project language to UK English and the
paragraph language to French for several paragraphs. The French spelling checker is activated for French
paragraphs while the UK English spelling checker is used for the rest of the content.
NOTE:Updated language settings for each language are stored at a common location in the project folder. You
can access the language settings information in the Projects\ !Language! folder.
Index localized text
Use the Smart Index wizard to index your localized project. You can assign keywords for each topic based
on the topic content. The index is generated based on language and search criteria you define in the Smart
Index wizard. The Smart Index Wizard suggests keywords based on topic content.
1)Select a language for a new or existing project.
2)Follow the steps for automatically creating your index.
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Universal character sets
RoboHelp enables you to create content in multiple languages. However, authoring content in a multilingual environment can be challenging when the languages span multiple Microsoft Windows code pages.
Support for the Unicode character encoding standard in RoboHelp overcomes many of these challenges.
Without Unicode, operating systems use a code-page-based environment, in which each language script
has its own table of characters. Content based on the code page of one operating system seldom translates
correctly on an operating system that uses another code page. For example, suppose you are running the
English version of the Microsoft Windows® XP/Vista operating system with the German code page. Then
suppose you open a plain text file created in the Japanese version of Windows XP/Vista. In this case, the
code points of the Japanese code page are mapped to unexpected or nonexistent characters in the Western
script. The resulting text is unintelligible.
Support for Unicode text encoding standards
RoboHelp HTML supports Unicode text encoding. You can create a topic in multiple languages, regardless
of the language used by the operating system running RoboHelp.
You can perform the following tasks related to Unicode:
•Author documents containing multilingual paragraphs and words. For example, you can have a set
of Greek characters followed by Russian characters, and then by French text in the same paragraph.
•Use the relevant language spelling checker to check Unicode content.
•Create, open, or edit Unicode-encoded HTML and text files (UTF-8 and UTF-16 encoded files).
•Enter Unicode characters in input forms and dialog boxes.
•Generate TOC, index, and glossary by using Unicode strings.
•Convert and import text of non-Unicode encoded file types (HTML, XML, MIGF, and so on).
•Publish content to a non-English server by adding multibyte characters in the complete path name.
•Create, open, or edit Unicode-encoded HTM files (UTF-8 and UTF-16 encoded files).
•Provide Unicode-encoded input and view Unicode content in fields, dialog boxes, wizards, and
forms.
Set up input languages on Windows
Before you start typing non-English text or Unicode characters in the HTML files, ensure that RoboHelp
HTML 8 is running on a UTF-8 locale. Configure the regional language or locale settings on your
computer to add additional languages for keyboard input, across operating systems.
Use the Windows® XP regional and language settings to add additional languages for keyboard input.
These languages and speech settings appear in the Language bar on the desktop. After you select a language
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from the bar and a localized keyboard, you can start typing the required text in the document. Microsoft®
defines the keyboard layouts.
1)Open the Control Panel and double-click the Regional And Language Options icon. The Regional
And Language Options dialog box appears.
2)Click the Languages tab.
3)Click the Details button. The Text Services And Input Languages dialog box appears.
4)In the Settings tab, click the Add button.
5)Select a language from the Input Language list.
6)Click OK. The selected language is included in the Installed Services list.
7)Select the desired language in the Default Input Language list.
8)Click Apply and click OK to save the settings and close the Text Services And Input Languages dialog
box.
9)Click the Regional Options tab, and choose the language you selected in the Default Input Language
list.
10)Click Apply and click OK to save the settings and close the Regional And Language Options dialog
box. The Language bar appears on the desktop of your computer.
11)Open RoboHelp, and type the content. The text appears in the selected language.
You can change the language in the Default Input Language list and the Regional Options tab. The
language selected in the Language bar is updated automatically to reflect your new choice.
Upgrade localized projects
Product-level customization is moved to [install_folder]\Language in RoboHelp. For example, English is
renamed as en_US and en_UK, and French is renamed as fr_FR.
The project-level customization is moved to[project folder]\!Language!\[language folder].
Minor customizations
1)Open Notepad.
2)Open the file to modify. These files reside in C:\Program Files\Adobe\Adobe RoboHelp
[version]\RoboHTML\!Language!\en_US.
3)Open the project. Do the following:
•Edit the LNG file.
•Edit the custom word lists.
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Major customizations
1)Open Notepad.
2)Open the old file in C:\Program Files\Adobe\Adobe RoboHelp [version]\RoboHTML\Language.
3)Open the new file in a separate window in Project folder\Language.
4)Copy the customizations from the old file to the new file. See the table for filenames.
File descriptionPre-7 filenames7 Filenames
Phrase listPhrases.wlfProjectName.phr
Always Ignore listAlwaysIgn.wlfProjectName.ign
Stop list*.stpProjectName.stp
Language file*.lngProjectName.lng
NOTE: The above procedure is NOT the recommended way. The recommended way is described in
Change project settings
Import PDF files
You can convert an Adobe PDF file (version 1.4 or later) into a single topic or multiple topics for a new or
existing project.
•You cannot import SWFs, PDF portfolios, and encrypted PDF files (files that require a password).
•If the PDF contains 3D images, save the PDF in version 5 to import the images.
•TOCs or index field codes convert to PDF.
•Adobe Reader® or Adobe Acrobat® is not required to import PDF files.
•Sometimes fonts in PDF files do not convert correctly when imported into HTML.
Create a project by importing a PDF file
NOTE:You cannot import encrypted PDF files (files that require a password).
1)Select File > New Project.
2)Click the Import tab. Select PDF Document and click OK.
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3)Click the browse button to select one or more PDF files from a single folder. Click Open, and then
click Next.
4)Enter the project information. Click Next.
5)Select options in the Conversion Options dialog box.
Topic
Select how to split the PDF into topics.
Create New Topic(s) Based On Style(s)
Activates the Next button. Click to select styles.
Create A Single Topic
Creates one topic from the entire PDF.
Create A Topic For Each PDF Page
Choose additional options.
Convert As HTML
Creates a topic for each PDF page.
Convert As Image
Renders each PDF page as a separate image.
Convert As Absolutely Positioned HTML (Advanced)
Creates a topic for each PDF page. Positioning the content can require advanced HTML and subsequent editing can be difficult. Use this option if the other options don’t produce the results you want.
This option is not recommended for printed documentation.
Image (JPG/GIF/PNG)
Select the format for images converted from the PDF. To exclude images, select None.
Page Range
By default, all PDF pages are converted. Alternatively, enter the page numbers on which to start and
end.
Create new topics based on styles
Styles are converted based on the following:
•The most common style becomes the Normal style, which cannot be used to split topics.
•The remaining styles are ranked from largest point size to smallest. Style ranking also considers boldness (highest precedence), italics, and normal (lowest precedence).
•Styles are ordered and numbered using “Heading 1” for the dominant heading style and “PdfParaStyle01” through “PdfParaStyleX” for all other styles. Rename these styles using this dialog.
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Create New Topics Based On
Lists the styles used in the PDF document.
NOTE: RoboHelp splits the documents into topics using the specified styles. The style text is
included by default in the filename of the topic file created. Any non-ASCII characters in the topic
file names are automatically converted to ASCII characters.
Description
Displays a description of the selected style.
Paragraph Preview
Displays a preview of the selected style.
Rename Style
Renames the selected style in your project.
Finish
Completes the import process.
Back
Returns to the Conversion Options dialog box.
Import PDF files into a project
1)In the Project Manager pod, right-click Project Files.
2)Select the file to import into.
3)Select Project > Import > PDF Document.
4)Select one or more PDF files. Click Open.
5)Select options in the Conversion Options dialog box.
6)If Create New Topic(s) Based On Style(s) was selected, click Next to select styles.
7)Click Finish.
Importing and linking Word and FrameMaker documents
You can import Microsoft Word and Adobe FrameMaker documents to your RoboHelp projects.
RELATEDLINKS:
Importing FrameMaker documents
Custom HTML tags
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Importing and linking Microsoft Word documents
In RoboHelp, you can import or link Microsoft Word documents (files with .docx, .docm, .doc, or .rtf
extensions after the filename). You can create new projects by importing or linking Word documents. Or,
you can use the Word documents as source files for an existing RoboHelp project. You can use this workflow to integrate content created by different authors in Word.
The settings for importing and linking Word documents are applied at the project level. For this reason,
you have consistent settings for all documents that you import or link to RoboHelp projects. You can also
export the conversion settings that you define and reuse them across multiple projects. Defining a set of
standard settings for conversion ensures consistency across projects. See Word conversion settings.
Steps to import a Word document into RoboHelp
1)Locate your Word document.
2)Optimize the Word document for import. See Optimizing Word documents for online output.
3)Read through the differences between linking and importing the Word document. See Linking
versus importing Word documents.
4)Open RoboHelp, and either create a project or use an existing project to import the Word document.
5)Import the Word document. See Import a Word document into a RoboHelp project.
6)Export your conversion settings and reuse it when you import another Word document. See Export
conversion settings.
Steps to link a Word document from RoboHelp
1)Locate your Word document.
2)Optimize the Word document for linking. See Optimizing Word documents for online output.
3)Read through the differences between linking and importing the Word document. See Linking
versus importing Word documents.
4)Read through the options for linking Word documents. See Linking options for Word documents.
5)Open RoboHelp, and either create a project or use an existing project to link the Word document.
6)Link the Word document. See Link a Word document to a RoboHelp project.
7)Synchronize your linked Word document with RoboHelp when you edit your Word document. See
Synchronizing linked Word documents with RoboHelp projects.
8)Export your conversion settings and reuse it when you link another Word document. See Export
conversion settings.
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Linking versus importing Word documents
You have two options for integrating content from Word documents into RoboHelp projects: linking and
importing. The following table lists the differences between the two methods:
OptionLinkingImportingRemarks
Ability to update
generated topics
Ability to automatically
update TOC, index, and
glossary changes from the
source document
Ye s . You can update the
generated topics whenever
the source document or
your RoboHelp project
settings change.
Ye s . When you link a
document, separate TOC,
index, and glossary files
are created and associated
with the linked Word
document. When the
linked Word document is
updated, the linked TOC,
index, and glossary files
are also updated.
No. When you import a
Word document into a
RoboHelp project,
RoboHelp copies the
contents of the Word
document into RoboHelp
project. RoboHelp
generates topics based on
conversion settings. If the
source document changes,
delete the generated topics
and reimport the Word
document.
No. When you import a
Word d ocument , the
generated TOC is
appended and index and
glossary are merged into
the selected TOC, index,
and glossary file.
Use the link option when
the source Word
document can change.
Typically, if multiple
projects share the Word
document, you link the
Word d ocument .
If, however, you are
bringing in content as a
one-time activity, you can
use the import option.
Use the link option if you
want to automatically
update the TOC, index,
and glossary whenever
these components are
updated in the Word
document.
Ability to regenerate
deleted topics
Ability to preserve changes
in generated topics
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Ye s . You can delete a topic
that is generated from an
imported Word
document, and then
regenerate the same topic
when you update the
Word d o c um ent.
Ye s . You can m a r k t op i c s
generated from a linked
Word document to ensure
that the marked topics are
not updated when the
linked document is
updated. In this way, you
can preserve any changes
you made in RoboHelp.
No. Import the source
document again to
generate the deleted topic.
No. When you re-import a
Word document, all topics
previously generated from
the imported document
are recreated, overwriting
any changes you made in
RoboHelp.
Use the linking option
when you share the source
document across multiple
projects.
Use the link option if you
need to retain updates
made to both the linked
Word document and the
generated topics.
OptionLinkingImportingRemarks
Projects
Ability to change the
filenames and topic titles
of generated files from
Project Manager
No. When you link a
Word d o c um ent, yo u
cannot change the
filenames or topic titles of
generated files from
Project Manager.
Ye s . When you import a
Word d ocument , you c a n
change the filenames or
topic titles of generated
files.
Use the import option if
you want to customize the
filenames and topic titles
from Project Manager.
Optimizing Word documents for online output
If you are importing Word documents that have been published in printed or online format, consider the
following before linking or importing them into RoboHelp projects.
Heading hierarchies
Determine the best mapping of Word heading styles to RoboHelp styles so that you can achieve automatic pagination (splitting the document into topics) based on heading styles. If your document does
not employ hierarchical heading styles, apply them before conversion. For example, you can apply
Heading 1 style to standalone articles in your Word document. Then map this style to a similar RoboHelp style and define pagination to create an HTML topic for each Heading 1 style. See Pagination
and topic naming in converted Word files.
Inline styles and style overrides
You can convert inline styles to CSS styles in RoboHelp. However, converting inline styles to CSS
styles can lead to numerous styles that share the same formatting. See Converting Word styles to
RoboHelp styles.
Header and footer information
RoboHelp can convert headers and footers. However, to ensure consistency across your topics, you
can define a master page that contains the required header and footer information. By using master
pages, you can also suppress page numbers in headers and footers. Convert headers and footers in
Word documents.
Chapter versus topic
In printed documentation, the chapter is the logical and physical unit for grouping content. In online
Help, the organizational unit is the topic, and users see topics one at a time. Although you can group
the content into folders that expand when the user navigates the table of contents, only one topic
appears on the screen at a time. Try to provide comprehensive information without adding redundancy by grouping related topics. See Pagination and topic naming in converted Word files.
TOCs
As you import Word documents, you can also import the Word TOC into the RoboHelp TOC. You
can define the topic hierarchy and represent that hierarchy in the RoboHelp TOC. See Importing a
Word TOC, index, and glossary.
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Context sensitivity
In online Help formats, you can link specific topics to dialog boxes and other elements that users
encounter in the application workflow. You can assign map IDs to topics in RoboHelp. However, you
can also assign context-sensitive Help markers in Word documents using custom footnote entries.
RoboHelp reads these footnote entries and assigns the map IDs to the generated topics. Ensure that
topics in the source Word document are not overly fragmented. A topic must contain sufficient
information to make sense as a standalone unit.
For example, if a short task doesn’t make sense without some introductory conceptual information,
don’t display that task as a standalone topic. To avoid overly fragmented content, assign
context-sensitive Help markers to topics at a higher level. In this way, the generated Help topic can
contain the concept, the task, and any relevant graphics. See Convert context-sensitive Help markers
in Word to map IDs.
Linking options for Word documents
For linking Word documents to a RoboHelp project, you can specify one of the following options in the
Import tab of project settings (Project > Project Settings):
Create A Reference
You create a reference to an external Word document. In this case, the source Word document is not
copied into the RoboHelp project folder. It remains outside the project. You can edit and update the
Word document independently in Word. Later, in RoboHelp, you can update the topics generated
from the linked document.
Use the linking by reference option to bring in content that is shared across multiple projects.
Because only a single copy of the document exists, any change in the source document is reflected in
all projects to which this document is linked.
Create A Copy And Link
You create a copy of the source document and link to the RoboHelp project. In this case, a copy of
the source document is copied into the RoboHelp project and is visible in the Project Manager pod.
You can edit and update the Word copy without affecting the source document. You update the
topics generated from the copied Word document whenever you edit the document.
Use the Create A Copy And Link option to maintain the Word document in RoboHelp, and restrict
access to the source document and allow editing only in the copy available in the RoboHelp project.
For example, if you want to bring in content from a static Word document, link the document by
copying it to the RoboHelp project.NOTE: This option is available only when you link Word docu-
ments. When you import a Word document, RoboHelp does not keep any link to the source Word document.
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Link and import Word documents
•Create a RoboHelp project by linking to or importing a Word document. You can import DOCX,
DOC, DOCM, or RTF files.
•Link or import Word documents into a RoboHelp project.
•(For linked documents)Update the generated topics whenever any of the conversion settings or the
source documents changes.
HTML files are not created until you define the conversion settings and generate the Help topics. The
source Word documents are unaffected by linking and subsequent editing. RoboHelp creates a copy of the
linked or imported Word documents before applying the conversion settings.
Create a project by importing a Word document
You can create a RoboHelp project by importing a Word document. To import Word files, you must have
Microsoft Word installed on your computer. NOTE: DOCX and DOCM formats are not supported by
versions earlier than Microsoft Word 2007. See Microsoft Word Help for more information.
1)In the Starter pod, click Word Document under Import.
2)Select Word Documents from the Files Of Type pop-up menu, select the Word document, and click
Open.
3)Enter relevant details in the New Project wizard and click Finish.
Link a Word document to a RoboHelp project
1)Create a project in RoboHelp.
2)Select Project > Link > Word File.
3)Click Browse to select one or more Word documents and click Open.
NOTE: To import multiple documents with separate TOCs, select them in the order they should appear
in the master TOC.
4)Right-click the linked file in Project Manager, and select Properties.
5)In the Word Document Settings dialog box, do the following:
•To generate a TOC from the source document, select the Convert Table of Contents option,
and specify a filename.
•To generate an index from the source document, select the Convert Index option, and specify
a filename.
•To generate a glossary from the source document, select the Convert Glossary option, and
specify a filename.
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NOTE: You can define the paragraph styles for a glossary term and definition in the project
settings. See Convert Word paragraph styles to RoboHelp styles.
NOTE: RoboHelp associates the generated TOC, index, and glossary files with the source Word docu-
ment. So when the source document is updated, the TOC, index, and glossary files are also updated.
6)Click OK.
Import a Word document into a RoboHelp project
1)Create a project in RoboHelp.
2)Select Project > Import > Word Document.
3)Click Browse to select one or more Word documents and click Open.
NOTE: To import multiple documents with separate TOCs, select them in the order they should appear
in the master TOC.
4)In the dialog box, set conversion options for the TOC, index, and glossary, and click Next.
For information about various conversion options, see Importing a Word TOC, index, and glossary.
5)(Optional) To edit the conversion settings, click Edit.
6)Check the Import Max checkbox and specify the number of different headers footers to be imported
from the MS Word document.
NOTE: New master pages will be created with the headers and footers from the imported MS Word docu-
ment.
7)Modify conversion settings according to your requirements, and click OK.
For information about converting headers and footers, see Convert headers and footers in Word
documents
For information about converting paragraph, character, and other styles, see Converting Word styles
to RoboHelp styles.
8)Click Finish.
Importing a Word TOC, index, and glossary
When you import a Word document into a RoboHelp project, you can also import the table of contents
(TOC). Import the TOC into the RoboHelp project to retain, in Help, the navigation structure you defined
in your Word document. If you import a Word-generated TOC, the first heading becomes a book.
Lower-level headings become pages (unless a book exists at a lower level).
To import multiple documents with separate TOCs, select the Word documents in the Open dialog box in
the order that they should appear in the master TOC. The converted TOC is based on the {TOC} field
codes of the Word document. Ensure that:
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•Headings for main books have lower-level headings.
•Headings for sub-books appear under main headings and have lower-level headings.
•Headings for pages do not have lower-level headings.
For example, suppose you import a document with more styles than the TOC contains: The document
contains heading levels 1 through 3, but the TOC contains only heading 1 and 2 entries. To ensure that
heading 3 styles appear in the TOC, either include heading 3 in the Word TOC or auto-create the TOC in
RoboHelp.
Import a Word TOC
1)Select Project > Import > Word Document.
2)In the Content Settings dialog box, select Convert Table Of Contents.
3)Select one of the following options:
Add To Existing TOC
Appends the TOC entries to any existing RoboHelp TOC present in the project. Select an existing
RoboHelp TOC from the list.
Create New Associated TOC
Enter a name for a new associated TOC that is added to the RoboHelp project.
Import Word index entries
RoboHelp creates an index based on the index markers in the document you are importing.
1)Select Project > Import > Word Document.
2)Select Convert Index in the Content Settings dialog box, and select one of the following options:
Add To Existing Index
Add the Word index entries to the existing RoboHelp index of the project.
Create New Associated Index
Enter a name for a new associated index that is added to the RoboHelp project.
Add To Topic
Add the Word index entries to individual topics in which they appear.
Import Word glossary entries
RoboHelp creates a glossary from the Word document you are importing, based on the paragraph styles
defined for the glossary terms and definitions in project settings.
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NOTE: RoboHelp creates a glossary entry by finding a term and a definition in the specified styles in the Word
document. Consecutive instances of term styles or definition styles are rejected.
1)Select Project > Import > Word Document.
2)Select Convert Glossary in the Content Settings dialog box, and select one of the following options:
Add To Existing Glossary
Add the Word glossary entries to the existing RoboHelp glossary of the project.
Create New Associated Glossary
Enter a name for a new associated glossary that is added to the RoboHelp project.
Convert headers and footers in Word documents
You can convert the header and footer text in your Word documents to headers and footers in the generated HTML topics. NOTE: Don’t use this procedure if your projects have topics natively created in RoboHelp
and imported or linked from other sources as well. Instead, use the master page feature in RoboHelp. Using
master pages, you can define consistent layouts and consistent headers and footers.
1)Select Project > Project Settings .
2)In the Import tab of the Project Settings dialog box, click Edit under Word Document.
3)In the Conversion Settings dialog box, select Other Settings and then do the following:
•To convert the header and footer in Word documents, select Convert Header and Footer.
Converting Word styles to RoboHelp styles
You can select the cascading style sheet (CSS) that RoboHelp uses to map Word styles to RoboHelp styles.
RoboHelp saves all the style conversion settings in this CSS file. By default, RoboHelp uses the RHStyleMapping.css file for your project.
You can also use a custom CSS for your project. You can later edit the styles either in RoboHelp or in an
external CSS editing application, such as Adobe Dreamweaver®. You can define how the Word styles
convert to RoboHelp styles at the project level. All Word style definitions in the Word document appear
in the mapping dialog box, irrespective of whether they are used in the document.
Select CSS for style mapping
1)Do one of the following:
•Select Project > Import > Word Document.
•Select Project > Link > Word File.
•Select Project > Project Settings.
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2)In the Import tab of the Project Settings dialog box, do one of the following:
•Select the CSS file from the CSS For Style Mapping menu. RoboHelp lists CSS files in the root folder
of your project, from which you can select a CSS file.
•Select Browse CSS from the CSS For Style Mapping menu, and select the CSS file that you want to
use. Use this option to specify a custom CSS for your project. When you select this option, RoboHelp
copies the selected CSS file into the root folder of your project, and uses the selected CSS for style
mapping.
NOTE: You can edit the CSS file you want to use for style mapping. The Edit With option lets you select an
editor from a predefined list, which includes RoboHelp CSS Editor and other registered CSS editors.
Automap styles
RoboHelp provides a quick option to map paragraph, character, and table styles in the Word files to the
corresponding styles in the CSS selected for style mapping. The style names in the Word files and the CSS
should be same for automap to work.
1)Select Project > Project Settings.
2)Click the Import tab of the Project Settings dialog box.
Do one of the following:
•Select the CSS file from the CSS For Style Mapping menu.
•Click Add next to the CSS for Style Mapping pop-up menu, and select a CSS file.
Use this option to specify a custom CSS for the project. When you select this option, RoboHelp
copies the selected CSS file into the root folder of the project, and uses the selected CSS for style
mapping.
3)To edit conversion settings for Word documents, click Edit.
4)In the Paragraph tab, select Automap Paragraph Styles.
5)In the Character tab, select Automap Character Styles.
6)In the Table tab, select Automap Table Styles.
Convert Word paragraph styles to RoboHelp styles
By default, RoboHelp converts all Word styles to CSS, thus retaining the appearance and behavior of the
Word styles in the RoboHelp project. If you want to ensure consistency of your online Help projects, you
can map the Word styles to RoboHelp styles and edit them.
If the style names in the style sheet selected for style mapping match RoboHelp style names, follow the
steps described in Automap styles.
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To manually map the styles, follow these steps:
1)Do one of the following:
•Select Project > Import > Word Document.
•Select Project > Link > Word File .
•Select Project > Project Settings .
2)In the Import tab of the Project Settings dialog box, click Edit under Word Document.
3)In the Conversion Settings dialog box, select the Word style from the Paragraph group.
4)From the RoboHelp Style pop-up menu, select the RoboHelp style that you want to map to the Word
style. To retain the appearance of Word text in your online Help format, select [Source].
5)Select the properties for the selected Word style. To edit the selected RoboHelp style, click Edit Style.
To mark a style for glossary
•Select Glossary Definition Style to mark the style to consider for the glossary definition.
•Select Glossary Term to mark the style to consider for the glossary term.
NOTE: Follow Glossary Definition Style with Glossary Term Style for a complete a Glossary Term
Definition pair. RoboHelp uses the terms marked with the selected styles, to create a Glossary.
•To set up pagination: Select Pagination (Split into topics based on this style) to create a Help
topic at each occurrence of the selected Word paragraph style. For example, if you select
Heading 1 and Pagination (Split into topics based on this style), RoboHelp starts a new topic at
every instance of Heading 1. For more information on Pagination, see Set pagination for online
Help topics
•Using a user-defined HTML tag: Select or enter a user-defined HTML tag for the selected
paragraph style.
For example:
A paragraph with styleParaStyleOne is imported in RoboHelp as <p class=ParaStyleOne> Paragraph Text </p>.
Specifying this string as Pre for the style ParaStyleOne causes RoboHelp to import the paragraphs with the style ParaStyleOne as <pre> Paragraph Text </pre>.
Convert Word character styles to RoboHelp styles
You can map the Word character formats to character styles in RoboHelp. You can also edit the styles in
RoboHelp.
If the style names in the style sheet selected for style mapping match RoboHelp style names, follow the
steps described in Automap styles.
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