Publish Content to Heretto Portal

You deliver content from your Content Library to a Heretto Portal instance by modifying an existing sitemap or creating a new sitemap.

Note:

Your Content Library may contain multiple sitemaps associated with different portal instances such as production (public) or staging (internal) instances. We recommend keeping the sitemaps associated with production (public) Heretto Portal instances on distinct branches different than the default “master” branch.

Any configuration, style, behavior, or content changes that you make to the sitemaps associated with your Heretto Portal instances are instantaneous.

For more information about branching, see Branches.

To update content on an existing Heretto Portal instance:
1. Locate the sitemap associated with the Heretto Portal instance that you want to update.
  For more information, contact your Heretto CCMS administrator.
2. To filter out specific content from the publication, see Filter Portal Content.
3. Update the sitemap contents.
  
  Tip: You can merge content to quickly update a sitemap.
To prepare content for a new Heretto Portal instance:
1. In the Content Library, create a sitemap.
2. To filter out specific content from the publication, see Filter Portal Content.
3. Associate the sitemap with a new portal instance.
  Reach out to your Customer Success Manager.

Filter Portal Content

You can filter content on your portal by adding a DITAVAL to the associated sitemap.

Tip: You can filter out your internal or in-progress content from your public Heretto Portal instance for every portal visitor.

Ensure that the content that you delivered or want to deliver to the portal is profiled.
For more information, see Profile Topic Elements and Profile Map Elements.
Locate the sitemap associated with your portal.
For more information, contact your Heretto CCMS administrator.

Create a new DITAVAL or locate the existing DITAVAL with which you want to filter your portal content.
For more information on how to create DITAVAL files, see Create a DITAVal.
Associate the DITAVAL with the sitemap by doing the following:
1. In the Content Library double-click the sitemap that you want to modify to open it in the Content Editor.
2. With the map open, navigate to the DITAVAL file.
3. While holding the Shift keyboard key, drag and drop the DITAVAL file at the end of the sitemap.
4. From the dialog, select Data and click Insert.
5. In the left pane, hover over the DITAVAL and click Edit element properties .
6. In the window that opens, in the name field, enter content-api-default-audience
7. If needed, clear the scope field by clicking the corresponding trash icon.

Your Heretto Portal environment(s) configured as active sync deployments will reflect the DITAVAL settings almost instantaneously. To see changes on instances with manual deploy configured, publish that deployment in the Administration interface.

Profile Topic Elements

Use the Content Editor to apply conditional processing attributesto elements in a topic for conditional publishing.

The default conditional processing attributes are: audience, rev, platform, product, props, and otherprops.

In the Content Library double-click a topic or a map.
Place your cursor in the element you want to set a conditional processing attribute values on.

Note: We recommend profiling grammatically independent elements, not individual words or phrases. This is especially important when localizing the content, since at least a complete sentence provides sufficient context for accurate translation memory and machine translation matching. This is true even if you reuse text across alternative elements for different conditions. When localizing content, it's always best to think of it grammatically first, then structurally.
Click Attributes to open the Attributes tab.
Navigate to the conditional processing attribute that you want to define, for example audience.
Enter the values for each conditional processing attribute that defines the condition to which the profiled content applies.
Tip: To add multiple values for conditional processing attributes, insert a space between each value.
Press the Enter keyboard key to apply attribute values.

Depending on the action defined for a specific value at publish time, content is either flagged, excluded, or included. If you do not specify an action for a specific value, the default is to include the content (unless your publishing profile sets the default to exclude).

Profile Map Elements

Use the Content Editor to set conditional processing attribute values and profile an entire topic (topicref element) or a submap (mapref element) for conditional publishing.

The default conditional processing attributes are: audience, rev, platform, product, props, and otherprops.

Note: When you apply a conditional processing attribute to a parent topic (topicref element), the same attribute applies to all children of that topic.

In the Content Library, double-click a map.
In the left pane, hover over the element you want to set the conditional processing attributes for and click the wrench icon.
Enter the values for each conditional processing attribute that defines the condition to which the profiled content applies.
Tip: To add multiple values for conditional processing attributes, insert a space between each value.

Create a DITAVal

Create a DITAVAL containing include or exclude rules to filter content at publish or during editing.

In the Content Library, navigate to a folder and click Create New.
Select DITAVal to open the Create new window.
Add a meaningful file name.
Note:
The valid characters for file and folder names are:
- lowercase letters (a-z)
- uppercase letters (A-Z)
- numbers (0-9)
- underscore (_), hyphen (-), and period (.)
This applies to creating files and folders and renaming files and folders.
Optional: Save the file in a folder different from the current folder by clicking Change and selecting a new location.
Optional: Assign the file to collections by clicking Collections and selecting collections from the list.
Optional: Assign metadata to the file by filling in the Metadata fields.
Click Create & Edit.
Edit or remove the default property, or click Add Prop to add a new action.

You can use this DITAVAL to publish or filter your content as you edit or review files in your Content Library. For more information, see Filter Content in Content Editor with a DITAVAL and Create an Assignment.

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Heretto Help

Publish Content to Heretto Portal

Filter Portal Content

Profile Topic Elements

Profile Map Elements

Create a DITAVal

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