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User's Guide Contact Information: Support: North America: +1 866 647 2003 Europe: +44 (0) 1462 889 082 Sales: North America: +1 866 793 1542 Europe: +44 (0) 1462 889 082 International: +1 604 697 8705 Office Locations: About JustSystems XMetaL Sales & Support JustSystems is a leading global software provider with Suite 1800, Two Bentall Centre three decades of successful innovation in office productivity, 555 Burrard Street information management, and consumer and enterprise Box 207 software.With over 2,500 customers worldwide and annual Vancouver, BC, Canada revenues over $110M, the company is continuing a global V7X 1M9 expansion strategy that includes its enterprise software T: 604-602-9928 offering called xfy, its XMetaL content lifecycle solutions, F: 604-602-9938 and its pioneering work in the definition of the XBRL Toll-Free Sales: 1-866-793-1542 standard and commercialization of enabling technologies. Tokushima Head Office A Gartner “Cool Vendor” selection in 2008, JustSystems Brains Park Kawauchi-cho is also a member of KMWorld’s 100 Companies that Matter Tokushima-city Tokushima 771-0189 in Knowledge Management for 2008 and the 2007 Japan EContent 100. XMetaL is a 2008 KMWorld Trend-Setting T: 088 666 1000 Product. Major strategic partnerships include IBM, Oracle (+81 88 666 1000 from outside Japan) and EMC. For more information, please visit http://www.justsystems.com. Copyright JustSystems Canada, Inc. All rights reserved. XMetaL is a registered trademark of JustSystems Canada, Inc. Other product names may be trademarks or registered trademarks of their respective owners. XMetaL | Contents | iii Contents Welcome to XMetaL Author...................................................................................7 Quick tour................................................................................................................8 Document views.......................................................................................................................8 Specify tag and tag text colors....................................................................................10 Structure View........................................................................................................................11 Panes.....................................................................................................................................11 Toolbars..................................................................................................................................13 Display mode..........................................................................................................................17 Licensing ..............................................................................................................18 Activating XMetaL Author.......................................................................................................18 Removing XMetaL Author License.........................................................................................19 Access Key.............................................................................................................................19 Customizing the user interface...........................................................................20 Custom toolbars and menus..................................................................................................20 Create a toolbar...........................................................................................................20 Create a button or menu..............................................................................................21 Assets (unsupported).............................................................................................................21 Macros....................................................................................................................................22 Macro design guidelines..............................................................................................23 Record a macro...........................................................................................................23 Create a keyboard shortcut.........................................................................................24 Associate a macro with a toolbar button......................................................................24 Associate a macro with a menu item...........................................................................24 Options...................................................................................................................................25 Managing documents...........................................................................................27 Creating documents...............................................................................................................27 Templates....................................................................................................................28 Opening and closing documents............................................................................................28 If XMetaL cannot find the DTD, Schema, or Rules file................................................29 WebDAV-enabled folders.............................................................................................29 Managing open documents....................................................................................................30 Saving documents..................................................................................................................31 Character encoding................................................................................................................32 Creating well-formed XML documents...................................................................................33 Defining an element.....................................................................................................33 Defining an attribute....................................................................................................34 Printing...................................................................................................................................34 Working with a repository.......................................................................................................35 Editing documents...............................................................................................37 Selecting tags and text...........................................................................................................37 iv | XMetaL | Contents Finding and replacing text......................................................................................................38 Search patterns...........................................................................................................39 Finding and replacing elements.............................................................................................40 Finding and replacing entities.................................................................................................41 Checking your spelling...........................................................................................................41 Using the spell checker................................................................................................41 Using the background spell checker............................................................................46 Main word lists.............................................................................................................46 User word lists.............................................................................................................47 Language settings.......................................................................................................49 Using the thesaurus...............................................................................................................49 Thesaurus options ......................................................................................................50 Tracking your changes............................................................................................................51 Cross-file Operations..............................................................................................................52 Finding and replacing across files...............................................................................52 Spell checking across files..........................................................................................55 Replacing results across files......................................................................................56 Running cross-file operations......................................................................................57 Results pane................................................................................................................58 Authoring structured content..............................................................................64 Validation and rules checking.................................................................................................64 XMetaL customizations..........................................................................................................65 Working with elements...........................................................................................................66 In-place, look-ahead element