How to Publish a Library to CD

 This article is suitable for a Library Administrator
Last Edited: September 29th, 2011
 
A Process Library can be replicated so that users who need disconnected access can gain full access to the information contained in the library. This includes all the search tools and linked documentation. 'Disconnected access' includes for examples members of staff in locations where they cannot connect to the company's network; analysts or staff who need to carry a library with them on a laptop for training purposes; business partners or customers who require to be able to see the content in your process library.
 
Customers who require this capability need to be on Trusted Partner Agreements with Triaster. As part of the agreement, they need a Disconnected Triaster Server to be installed on each disconnected machine.
 
Having done so, the following procedure is used to replicate the library to the disconnected server.
 
This assumes certain paths: for example, the CD drive is assumed to be the D: drive, but these paths can be changed to suit your set-up. It also assumes that the Live stage is being copied to CD, but the procedure would be similar for other sites.
 

Replicating a Library to a Disconnected Server

On the Triaster Server:
 
1. Create a suitable root folder on your PC to contain a local copy of the site.
 
It's advisable to use paths that would reflect a conventional server set-up.
e.g. C:\Triaster\ProcessLibrary
 
 
2. Copy configuration files to your PC for use in your export to HTML.

i) Create a suitable location on your PC.
e.g. C:\Triaster\ProcessLibrary\Config Files\Live

ii) Copy the following files from the server to the folder created above.
frameset.html
publish.css
Visio Publish - Default.reg
Visio Publish - No Left Pane.reg
 
They'll probably be found in a similar location on the server to that created on your PC.

iii) Open the frameset file, frameset.html, from its new location, in Notepad.

iv) Edit the following line to reflect the chosen path to the nav file (you are setting the path following 'src='):
 
<frame name="top" id="top" src="D:\Triaster\ProcessLibrary\Live\static html\nav.html" scrolling="no" marginwidth="0" marginheight="0">
 
v) Save and close the file.
 
 
3. Configure Visio to use the appropriate frameset template and style sheet when publishing to HTML.

i) Run Visio.
 
ii) Create a new document - any type of document, it doesn't matter.
 
iii) File > Save As Web Page... to open the 'Save As' dialog.
 
iv) In the 'Save As' dialog, click on the Publish... Button.
 
v) In the 'Save as Web Page' dialog, click on the Advanced tab.
 
vi) Click on the browse (...) button next to the 'Host in Web page' box, and select the frameset template.
e.g. C:\Triaster\ProcessLibrary\Config Files\Live\frameset.html
 
v) Click on the browse (...) button next to the 'Style sheet' box, and select the appropriate style sheet.
e.g. C:\Triaster\ProcessLibrary\Config Files\Live\publish.css
 
vi) Click OK.
 
This will create an HTML export of the new file, which you can delete. More importantly, in this case, the settings will be saved for subsequent HTML exports.
 
vii) Close Visio.
 
 
4. Copy the navigation bar to your PC.
 
i) Create a suitable location on your PC.
e.g. C:\Triaster\ProcessLibrary\Live\static html.
 
ii) Copy the following from your server to the folder created above.
images (folder)
nav.css
nav.html
 
They'll probably be found in a similar location on the server to that created on your PC.

 
5. Publish to HTML on your PC.
 
This procedure publishes both menu pages and main process maps.
 
i) Create a suitable location for the HTML publication, e.g. C:\Triaster\ProcessLibrary\Live\html.
 
This location will be the same for publishing both menu pages and main process maps.
 
ii) Run Process Navigator (Analyst component).
 
iii) Tools > Options to open the Options dialog.
 
iv) Set the Intranet to the location chosen for the HTML publication.
e.g. C:\Triaster\ProcessLibrary\Live\html.
 
v) Click OK to update, and close the dialog.
 
vi) Export menu pages to HTML, as follows:
 
a) Configure Visio to publish without the left-hand pane, which is usually not wanted for menu pages, by double-clicking the following file, and accepting any prompts to proceed:
 
"C:\Triaster\ProcessLibrary\Config Files\Live\Visio Publish - No Left Pane.reg"
 
Note: Visio needs to be closed for these settings to take effect.
 
b) Again in the Options dialog, set the Multi-Map Root to the root location of the menu pages on the server.
e.g. "M:\Triaster\ProcessLibrary\Menu Pages\Prelive + Live"
 
c) Click on OK to update the settings.
 
d) Select all of the menu page files that you want to publish.
 
e) Multi-Map > Export Wizard > HTML Wizard to open the 'Publish to HTML Wizard' wizard.
 
f) Click 'Next >'.
 
g) On step 2, check that the target root is as expected - it should be the Intranet as set in the Options dialog earlier. Check other settings, if necessary.
 
h) Click 'Next >'.
 
i) On step 3, check settings, if necessary.
 
j) Click Finish to run the export.
 
(Note: If your frameset template is configured as described above, then the nav bar won't be visible if you open the HTML export from the C: drive location. However, when copied to the CD drive (D: drive), the nav bar should be available.)
 
vii) Export the main process maps to HTML, as follows:
 
a) Configure Visio to publish with the left-hand pane, by double-clicking the following file, and accepting any prompts to proceed:
 
"C:\Triaster\ProcessLibrary\Config Files\Live\Visio Publish - Default.reg"
 
(Note: Visio needs to be closed for these settings to take effect.)
 
b) In the Options dialog, set the Multi-Map Root to the root location of the main process maps on the server.
e.g. "M:\Triaster\ProcessLibrary\3 Master"
 
c) Click on OK to update the settings.
 
d) Select all of the process map files that you want to publish.
 
e) Export to HTML by repeating the steps e) to j), above. The configurations will be the same.
 

Copying the Library to CD

Copy (using the example paths above) the "C:\Triaster" folder directly to the CD. This should give you the appropriate folder structure, and the expected path of the nav file as configured earlier.
 

Viewing the Library from CD

In this example, the HTML is stored in:
 
D:\Triaster\ProcessLibrary\Live\html
 
Just open a suitable file from there.
 

Need further help? Contact the Triaster Support team by e-mailing support@triaster.co.uk or by calling us on 0870 402 1234.
 
Do you have any feedback or suggestions that you would like to share with Triaster? We would love to hear from you! Please e-mail feedback@triaster.co.uk 
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