Customizing UPK outputs (Part 1)

If you are familiar with Oracle's User Productivity Kit, you are aware that UPK is a great product for rapidly developing application training. Did you know that you can also customize the UPK outputs to incorporate your company's logo, colors, and preferred styles?

There are several areas that support customization:


  1. Logo - Within the developer, you can change the logo for all outputs at one time.

  2. Player - The player output uses a style sheet that can be updated to change colors, graphics and other visual branding.

  3. Documentation - The print documentation uses a Word-based template that can be modified to match your corporate standards.

I'll discuss the first one today, and we'll cover the others in subsequent blogs.


Before you begin:


  1. If you are working in a multi-user environment, ensure that you have "Modify" permissions for the Styles directory under the Publishing folder.

  2. Make a copy of the current styles. This recommendation is for backup purposes. If something goes wrong, you will have a way to recover.

  3. Consider creating your own category by creating a new folder under the Styles directory, and then copying the styles into your new folder. When you upgrade to future versions, the system will overwrite the standard styles with any new feature additions and updates that have been made. With your own category, all of your customizations will remain intact.


To update the logos in all outputs:


  1. From the Tools Menu, choose Customize Logo.

  2. Select the category if necessary.

  3. Browse to select your logo. You can use any size logo, in any graphic format (*.bmp, *.gif, *.jpeg, *.jpg, *.png, or *.tif). The system will make a copy of your logo and add it to each of the publishing styles.

  4. Choose OK, and the update process begins. It may take a few minutes.

Helpful hints:


  • The logo you select is used "as is" - no resizing or cropping occurs during this process.

  • The Customize Logo process automates replacing all the logo graphics for online deployment (small_logo.gif and large_logo.gif) and the headers in the documentation outputs. You can manually replace these graphics on an individual style basis if you prefer.

  • The recommended logo size is 230 pixels wide x 44 pixels high. Prior to updating the logos, the system will display the size of the selected logo. If you use a logo that is much larger than the recommended size, the heading area will resize to fit the new logo, but that will impact the space available for your training material.

  • If you are using a multi-user environment, the system will check out the publishing styles to you for the logo updates. After you review the styles, remember to check them in so the rest of your team can access the new changes.

I'd be interested in hearing (or seeing) how you brand your UPK. Feel free to share in the comments!

--Maria Cozzolino, Manager of Requirements & UI for UPK Product Development

PS. For those of you who want to customize the player and documentation NOW, check out the detailed instructions in the Publishing Content chapter of the Content Development Guide.

Comments:

This is very helpful. I have a question on modifying the word template that I cannot find in the documentation. I would like to add a page or section break before each topic. How would I do that? Thanks!

Posted by Christa Ogle on April 01, 2010 at 04:45 AM PDT #

Hi Christa - If you are using UPK version 3.5 or newer, you can open the printtemplate.docm file, and scroll to the area of the template with the heading called OLTopicName. Position your cursor before this text, and use Word's functionality to insert a page or section break. Save the template, and the package. (Please remember to make a copy of the template before you do this!) Good luck! Let me know if that solves the issue.

Posted by Maria Cozzolino on April 01, 2010 at 05:10 AM PDT #

I am making a Training Exercise document for publishing from UPK. I copied the Test Document and added it to my new folder. I renamed the Test Document, "Training Exercises". It publishes fine but it shows as Test in the Formats window of Publish Content. How do I change the name to Training Exercises?

Posted by Maria Cosenza on September 01, 2010 at 03:54 AM PDT #

Maria,
I attempted to modify my printtemplate.docm file in my training guide in 3.6.1. I wanted to replace the Oracle copyright text with company copyright text. I saved the document and package but when I went to publish, I get the error "Processing Project Failed". We only copied and pasted the company copyright text over the Oracle text and saved. Any idea what the issue may be?

Thanks

Posted by guest on December 06, 2011 at 12:17 AM PST #

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The authors of this blog are members of the UPK product development, management, and marketing teams. On this blog, you'll find UPK news, tips/tricks, upcoming events, and general information on UPK - the easy-to-use, comprehensive content development, deployment, and maintenance platform for increasing project, program, and user productivity.

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