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Configuring Validation Scenarios for a Framework

You can distribute a framework with a series of already configured validation scenarios. Also, this provides enhanced validation support that allows you to use multiple grammars to check the document. For example, you can use Schematron rules to impose guidelines that are otherwise impossible to enforce using conventional validation.
Note:
If a main file is associated with the current file, the validation scenarios defined in the main file, along with any Schematron schema defined in the default scenarios for that particular framework, are used for the validation. These take precedence over other types of validation units defined in the default scenarios for the particular framework. For more information on main files, see Contextual Project Operations Using 'Main Files' Support or Modular Contextual XML Editing Using 'Main Files' Support.

To associate a validation scenario with a specific framework, follow these steps:

  1. Open the Preferences dialog box (Options > Preferences) and go to Document Type Association.
  2. Select the document type and click the Edit button to open the Document Type Configuration dialog box, then choose the Validation tab. This tab displays a list of document types. To set one or more of the validation scenarios listed in this tab to be used as the default validation scenario (when another one is not specified in the validation process) for a specific document type, check the Default box for that specific document type.
  3. To edit an existing scenario, select the scenario and click the Edit button. To add a new scenario, click the New button.
    In either case, a scenario configuration dialog box is displayed. It lists all the validation units for the scenario.
    Figure 1. Validation Scenario Configuration Dialog Box
    This scenario configuration dialog box allows you to configure the following information and options:
    Name
    The name of the validation scenario.
    URL of the file to validate
    The URL of the main module that includes the current module. It is also the entry module of the validation process when the current one is validated. To edit the URL, double-click its cell and specify the URL of the main module by doing one of the following:
    • Enter the URL in the text field or select it from the drop-down list.
    • Use the Browse drop-down button to browse for a local, remote, or archived file.

    • Use the Insert Editor Variable button to insert an editor variable or a custom editor variable.

      Figure 2. Insert an Editor Variable

    File type
    The type of the document that is validated in the current validation unit. Oxygen XML Editor automatically selects the file type depending on the value of the URL of the file to validate field.
    Validation engine
    You can select one of the engines available in Oxygen XML Editor for validation of the particular document type:
    Automatic validation
    If this option is selected, the validation operation defined by this row is also applied by the automatic validation feature. If the Automatic validation feature is disabled in the Document Checking preferences page, then this option is ignored, as the preference setting has a higher priority.
    Schema
    This option becomes active when you set the File type to XML Document and allows you to specify the schema used for the validation unit.
    Settings
    Depending on the selected validation engine, clicking the Settings button either opens the Specify Schema dialog box or the Configure validation engine dialog box.

    • Specify Schema Dialog Box

      This dialog box allows you to specify a custom schema to be used for the validation process.

      Figure 3. Specify Schema Dialog Box

      The Specify Schema dialog box contains the following options:

      Use detected schema
      Uses the schema detected for the particular document.
      Use custom schema
      Allows you to specify the schema using the following options:
      • URL - Allows you to specify or select a URL for the schema. It also keeps a history of the last used schemas. The URL must point to the schema file that can be loaded from the local disk or from a remote server through HTTP(S) or SFTP (or a custom protocol). You can specify the URL by using the text field, the history drop-down, the Insert Editor Variables button, or the browsing actions in the Browse drop-down list.
      • Schema type - Select a possible schema type from this combo box that is populated based on the extension of the schema file that was entered in the URL field. The possible schema types are: XML Schema, DTD, Relax NG, Relax NG Compact, Schematron, or NVDL.
      • Embedded Schematron rules - If you have selected XML Schema or Relax NG schemas with embedded Schematron rules and you want to use those embedded rules, select this option.
      • Extensions- Opens a dialog box that allows you to specify Java extension JARs to be used during the validation.
      • Public ID - Allows you to specify a public ID if you have selected a DTD.
      • Schematron phase - If you select a Schematron schema, this drop-down list allows you to select a Schematron phase that you want to use for validation. The listed phases are defined in the Schematron document.

    • Configure Validation Engine Dialog Box

      This dialog box allows you to configure options for checking the DITA map document and all referenced topics and maps (similar to the process done when using the Validate and Check for Completeness action in the DITA Maps Manager).
      Note:
      The options presented in the Configure validation engine dialog box depends on type of validation engine. For example, when configuring the DITA-OT Project Validation and Completeness Check validation engine, the dialog box has slightly fewer options (omitting those that are not applicable).
      Figure 4. Example of the Configure Validation Engine Dialog Box
      The Configure Validation Engine dialog box contains the following options:
      Batch validate referenced DITA resources
      This option specifies the level of validation that applies to referenced DITA files:
      • If the checkbox is left unchecked (default setting), the DITA files will be validated using the rules defined in the DTD or XML Schema declared in the document.
      • If the checkbox is selected, the DITA files will be validated using rules defined in their associated validation scenario.
      Check the existence of non-DITA references resources

      Extends the validation of referenced resources to non-DITA files.

      Include remote resources
      Select this option if you want to check that remote referenced binary resources (such as images, movie clips, ZIP archives) exist at the specified location.
      Use DITAVAL filters
      The content of the map is filtered by applying a profiling condition set before validation. You can choose between the following options:
      • From the current condition set - The map is filtered using the condition set currently applied in the DITA Maps Manager view. Clicking the Details icon opens a topic in the Oxygen XML Editor User Guide that explains how to create a profiling condition set.
      • From all available condition sets - For each available condition set, the map content is filtered using that set before validation.
      • From the associated transformation scenario - The filtering condition set is specified explicitly as a DITAVAL file in the current transformation scenario associated with the DITA map.
      • Other DITAVAL files - For each DITAVAL file from this list, the map content is filtered using the DITAVAL file before validation. Use the Add or Remove buttons to configure the list. The Add button opens a dialog box that allows you to select a local or remote path to a DITAVAL file. You can specify the path by using the text field, its history drop-down, the Insert Editor Variables button, or the browsing actions in the Browse drop-down list.
      Report references to resources outside of the DITA map folder
      If selected, it will report any references to DITA resources that are located outside the main DITA map folder.
      Report links to topics not referenced in DITA maps
      Checks that all the topics referenced by other topics are also linked in the DITA map. Also reports related links defined in relationship tables whose target topics are not referenced in the DITA Map.
      Report multiple references to the same topic

      If selected, it will report warnings when a topic is referenced multiple times in the DITA map, unless a unique @copy-to attribute is used on the <topicref> element for any topic that is referenced multiple times.

      For example, it will not report a warning if there is a topic referenced twice, but the second <topicref> has a @copy-to attribute set:
      <topicref href="topic.dita"/>
.....
 <topicref href="topic.dita" copy-to="topic2.dita"/>
      On the other hand, it will report a warning if there is a topic referenced twice and none of the reference-type elements has a @copy-to attribute set or both of them have the @copy-to attribute set to the same value:
      <topicref href="topic.dita" copy-to="topic2.dita"/>
......
 <topicref href="topic.dita" copy-to="topic2.dita"/>
      Check for duplicate topic IDs within the DITA map context
      Checks for multiple topics with the same ID in the context of the entire map.
      Report duplicate key definitions

      Checks the DITA map for multiple key references with the same key defined for them. This is helpful because if you have two different resources with the same value for the @keys attribute, all references will point to the first one encountered and the other will be ignored.

      Note:
      This option takes key scopes into account. For example, if you have something like this:
      <topicref href="t2.dita" keys="k2"/>
    <topicgroup keyscope="ks">
        <topicref href="t2.dita" keys="k2"/>    
    </topicgroup>
      it will not report the "k2" key as a duplicate because it is defined in a key scope on the second occurrence.
      Report unreferenced key definitions
      Checks the entire DITA map and reports any key definitions that are not referenced anywhere. Note that if the Use DITAVAL filters option is selected, this check will search for unreferenced key definitions based upon your selected filter.
      Report unreferenced reusable elements
      Checks the entire DITA map and reports any detected reusable elements that are not referenced anywhere. It looks for elements that have an ID specified in the following types of topic references:
      • Any <topicref> that contains a @processing-role attribute set to resource-only.
      • Any other referenced topic that contains elements that are reused elsewhere through a @conref or @conkeyref.
      Report table layout problems
      Looks for table layout problems. The types of errors that may be reported include:
      • If a row has fewer cells than the number of columns detected.
      • For a CALS table, if a cell has a vertical span greater than the available rows count.
      • For a CALS table, if the number of <colspecs> is different than the number of columns detected from the table @cols attribute.
      • For a CALS table, if the number of columns detected from the table @cols attribute is different than the number of columns detected in the table structure.
      • For a CALS table, if the value of the @cols, @rowsep, or @colsep attributes are not numeric.
      • For a CALS table, if the @namest, @nameend, or @colname attributes point to an incorrect column name.
      Identify possible conflicts in profile attribute values
      When the profiling attributes of a topic contain values that are not found in parent topic profiling attributes, the content of the topic is overshadowed when generating profiled output. This option reports these possible conflicts.
      Report attributes and values that conflict with profiling preferences
      Looks for profiling attributes and values that are not defined in the Profiling / Conditional Text preferences page (you can click the Profiling Preferences button to open this preferences page). It also checks if profiling attributes defined as single-value have multiple values set in the searched topics.
      Additional Schematron checks
      Allows you to select a Schematron file that Oxygen XML Editor will use for the validation of DITA resources. You can specify the path by using the text field, its history drop-down, the Insert Editor Variables button, or the browsing actions in the Browse drop-down list.
      Advanced Tip:
      Some APIs are available that retrieve information about DITA keys that are referenced within a topic. The APIs can be called from XSLT Stylesheets (including XML Refactoring operations) or Schematron schemas. For details, see API Documentation: DITAXSLTExtensionFunctionUtil.
    Move Up
    Moves the selected validation unit up one spot in the list.
    Move Down
    Moves the selected validation unit down one spot in the list.
    Add
    Adds a new validation unit to the list.
    Remove
    Removes an existing validation unit from the list.
  4. Configure any of the existing validation units according to the information above, and you can use the buttons at the bottom of the table to add, remove, or move validation units. Note that if you add a Schematron validation unit, you can also select the validation phase.
  5. Click Ok.
    The newly created validation scenario is now included in the list of scenarios in the Validation tab. You can use the Default checkbox to specify that the new scenario be used as the default validation scenario when another specific scenario is not specified in the validation process.