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Creating a DITA OT Transformation Scenario

To create a DITA OT Transformation scenario, use one of the following methods:
  • Use the Configure Transformation Scenario(s) (Ctrl + Shift + C (Command + Shift + C on OS X)) action from the DITA Maps Manager toolbar, main toolbar, or the Document > Transformation menu. Then click the New button and select DITA OT Transformation.
  • Go to Window > Show View and select Transformation Scenarios to display this view. Click the New Scenario drop-down menu button and select DITA OT Transformation.

Both methods open the DITA Transformation Type dialog box that presents the list of possible outputs.

Figure: DITA Transformation Type Dialog Box

Select the desired type of output and click OK. This opens the New Scenario dialog box.

The upper part of the dialog box allows you to specify the Name of the transformation scenario and the following Storage options:
  • Project Options - The scenario is stored in the project file and can be shared with other users. For example, if your project is saved on a source versioning/sharing system (CVS, SVN, Source Safe, etc.) or a shared folder, your team can use the scenarios that you store in the project file.
  • Global Options - The scenario is saved in the global options that are stored in the user home directory and is not accessible to other users.

The lower part of the dialog box contains several tabs that allow you to configure the options that control the transformation. Some of these tabs are only available for certain output types (for example, a Skins tab is only available for WebHelp Classic and WebHelp Classic with Feedback output types, a Templates tab is available only for WebHelp Responsive and WebHelp Responsive with Feedback, and a FO Processor tab is available for PDF output).

Editing a DITA OT Transformation Scenario

Editing a transformation scenario is useful if you need to configure some of its parameters.

To configure an existing transformation scenario, follow these steps:
  1. Select the Configure Transformation Scenario(s) (Ctrl + Shift + C (Command + Shift + C on OS X)) action from the DITA Maps Manager toolbar, main toolbar, or the Document > Transformation menu.

    Step Result: The Configure Transformation Scenario(s) dialog box is opened.

  2. Select the particular transformation scenario and click the Edit button at the bottom of the dialog box or from the contextual menu.
    Note: Since transformation scenarios that are associated with predefined frameworks are read-only, these scenarios will prompt you to use the Duplicate button and then edit the duplicated scenario.

Result: This will open an Edit scenario configuration dialog box that contains several tabs that allow you to configure the options that control the transformation. Some of these tabs are only available for certain output types (for example, a Skins tab is only available for WebHelp Classic and WebHelp Classic with Feedback output types, a Templates tab is available only for WebHelp Responsive and WebHelp Responsive with Feedback, and a FO Processor tab is available for PDF output).