Quark XML Author 2015 October 2018 Update for Microsoft Word — System Admin Guide

Preface

Why Quark XML Author?

When given the choice, knowledge workers overwhelmingly opt to use their current authoring tool—Microsoft Word. They would also like to use Word without concern for the technical aspects of XML. It is only natural that your knowledge workers would like Word to create the complex XML documents your organization needs automatically and invisibly.

This is exactly what Quark XML Author for Microsoft Word does. Quark XML Author is an add-on product that seamlessly combines with Microsoft Word and does not affect Word functions—except when the author chooses to create an XML document. Then, Quark XML Author takes over to create an environment where Word menus and functions look and seem to operate normally, and content is presented as the user works—without the distraction of XML tags, structures, or rules. Quark XML Author ensures that content is valid as it is authored—not sometime after the fact.

The result is a natural authoring experience for knowledge workers who can be sure that documents will meet the technical requirements of their organization's critical initiatives.

Features

Usability

Quark XML Author delivers high-end XML authoring in Word through a host of features,

including:

Quark XML Author delivers high-end XML authoring in Word through a host of features, including:

  • A configurable, non-linear mapping between the XML Document Object Model (DOM) and the Word Interface. The "normal" way to add XML elements is from a drop-down list. This method requires the author to know what an XML element is, which element should be used, and how to insert it. Quark XML Author maps element classes to any GUI object. For example, textual elements may be inserted using the Style toolbar. Pictures and other references may be inserted using the Insert menu along with its normal sub-menus. Table elements may be inserted through the Table menu.

  • Continual monitoring of the user’s activity and dynamic activation of menu and toolbar functions only when they will create XML that conforms to the DTD or Schema in use. When the user inserts an element, Quark XML Author automatically creates mandatory parent or child elements and transparently places the user within the proper element.

  • A powerful data pipe for structured and unstructured data. Users may create external references to graphics or text using drag-and-drop from a Content Management System or they may reference external data sources for runtime creation of virtual documents. Automation of metadata tasks so that the organization can gain search accuracy and efficiency without overburdening users. This includes pre-filling of metadata, automatic inheritance, dynamic roll-up from element to document level, and more.

  • Exclusive What You See Is What You Need Interface. XML tags and formatting are hidden and Quark XML Author enhances the Spell Check, Track Changes, and other advanced functions so that they work seamlessly with the visible and invisible layer.

  • Loads XML and normal Word documents at the same time – no need to exit and restart Word.

  • Just-Write Editing monitors every keystroke and frees the author from thinking about XML rules. Try to edit referenced text? Quark XML Author will ask if you would like to remove the reference and make the text your own. Press enter in the middle of a paragraph? Quark XML Author splits the paragraph and creates all the proper XML automatically – including mandatory related elements and inherited attributes – behind the scenes and out of the author’s view. Multimedia and textual referencing Content may be dragged from a Browser-based Content Management System into Quark XML Author – the reference is automatically inserted and traversed to display content in-line.

  • Referenced content may be locked to prevent editing, or configured for optional de-referencing and editing by the current author. Either way, the system records the original source and any edits that may occur in the current context.

  • Future References allow placeholders to be passed to a Content Management System and work-orders to be passed to a Workflow System with automatic update of content when the work is completed.

  • Dramatically reduces the effort required to provide a high level of detailed metadata that ensures accurate retrievals.

  • Automatically populates metadata and lists from LDAP, databases, or other operational data sources.

  • Provides cascading lists and configurable screens to speed the entry of any remaining metadata.

  • Automatically copies metadata from one element to the next and "rolls-up" metadata from elements and referenced content to the document level under configurable rules. Unsurpassed help for metadata-weary users

  • Quark XML Author is designed to operate with real-time integration to a content management server, workflow server, or other network resources. The application may also be configured to run in a "briefcase" mode to support mobile or occasionally-connected users.

Enterprise Fitness

Quark XML Author handles the most complex requirements without compromise:

  • Support for very complex DTDs or Schemas.

  • Real-time connectivity for population from or to enterprise data sources.

  • Open XML communication with Content Management Systems, Workflow Systems, and other network resources.

  • Version control over referenced content with locking to a fixed version or to the latest version. De-referencing of content with notification and audit trail. Atomic blocks of referenced content ensure contextual integrity.

  • Microsoft C# implementation of .NET form mission critical stability monitors every keystroke and mouse click—enhancing or replacing standard Word functions as needed. No fragile macros or VBA to break.

Using This Manual

Configuring and integrating Quark XML Author involves several processes. This manual provides instructions for:

  • Configuring the Word File menu and Word ribbon to include only those that conform to a valid XML output.

  • Configuring access to the Extensibility Interface, a utility linking to an external process for the retrieval of defined values.

  • Defining the messages displayed in Microsoft Word as they relate to the document.

  • Defining the structure of a document class using the Quark XML Author Structure (*.xas).

  • Configuring the Microsoft Word templates for each document class to determine document layout and presentation.

Intended Audience

This guide has been prepared for persons responsible for configuring and integrating Quark XML Author for Microsoft Word. The reader is expected to have knowledge of XML structure, syntax, and standard terminology, as well as of Microsoft Word.