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Hyper.Net SharePoint Edition Getting Started Guide

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Controlling the appearance of published content Customizing the PDF metadata stamping process Placing multiple metadata stamps on the document
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Hyper.Net SharePoint Edition Getting Started Guide
Front Matter
Terminology
How to verify your installation
Overview
Verification steps
Step 1: Verify that Hyper.Net's sample documents have published
How to check the transformation process
Troubleshooting
There are no transformation requests in any view
One or more requests are "in progress" but they don't seem to complete
Some of the requests are marked "Completed with Warnings"
One or more requests have failed (red button with a white x)
Step 2: Verify the publications
Action 1: Verify the "SCORM - Whitepaper" document
Action 2: Verify the "Financial Forecast Software" document
Action 3: Verify the "doxtop - Presentation" document
Step 3: Verify that document lifecycle synchronization is working properly
Step 4: Transform and publish your own documentation
Test procedure
What to do if something goes wrong
How to modify a SharePoint document library to take advantage of Hyper.Net
Configuring transformation based on content type
Overview
Creating a document type profile for a content type
Document type profile configuration options
Adding publication metadata to existing document types
Overview of Hyper.Net content types
Copying standard publication metadata to a custom content type
Configuring metadata mapping for custom properties
Adding a property to a Hyper.Net schema
Accessing and displaying published metadata
Displaying metadata in the content presentation
Displaying metadata in the Info box
Displaying metadata in a view
Enabling reader security in published content
Overview
Security in the document library
Security in the publication library
Setting up automated publication management
Publication expiration
Future publication
Working with drafts and versions (lifecycle synchronization)
Overview
Publishing behavior based on content approval, versioning and check-out settings
When SharePoint content approval is disabled
When SharePoint content approval is enabled
Additional insights on the use of drafts and versions in your solution
Master page document library versioning and check-in settings
Mass uploads
The "Publish a major version" command in SharePoint
Publishing drafts
When transformation requests are created
Transformation requests and document deletion
Version rollback
Anomaly in SharePoint's document control paradigm
Enabling the manual conversion option
Using published content within a WCMS application
Introduction
Using Hyper.Net content on a Welcome Page
Selecting and displaying a list of published documents
Accessing publication and document metadata within a Web Part
Overview
Modifying the ContentQueryMain Web Part
XSLT organization
Setting up navigation
Overview
Adding a new, metadata-based navigation tab
Understanding the structure of a Hyper.Net publication
Overview
How Hyper.Net publications are represented in SharePoint
Overview
The list of publications
The publication folder
The Topic folder
Inside the pubTOC
Getting a list of publications
Step 1: Create a view that selects the required publication list
Step 2: Display the list on the Welcome Page
Controlling the appearance of published content
Using original document formatting
Overview
How the topic.aspx works with content, metadata and styles
Fields of interest on the topic content type form
Overriding authoring styles with cascading style sheets (CSS)
Rendering custom XML markup
Customizing the PDF metadata stamping process
Understanding the process
Configuring the metadata stamping task
Placing multiple metadata stamps on the document
Configuring the appearance of revision marks
Useful schema designer options
Migrating schemas
How to tag content to enable specific application of CSS formatting
Using the glossary popup feature
How to create an online table of contents for a structured Word document
Overview
Example situation
Configuring the example situation
Appendix
Important FAQs in the Hyper.Net Support Database
Hyper.Net publication metadata
Placing multiple metadata stamps on the document
Controlling the appearance of published content - Customizing the PDF metadata stamping process
You may have already noticed that the above example places a single metadata stamp on each page at a defined location. It is also possible to configure Hyper.Net to place multiple metadata stamps on each page.
As an example, let's say you wish to place a proprietary notice in the upper left corner, in the upper right corner you wish to place the name of the division that authored the document (we'll assume this value is stored in a custom SharePoint property named Division), and at the lower right you wish to stamp in the document version from SharePoint. To accomplish this, follow these steps:
 
   
 
Step
1
Surround the existing MetadataStamp task with a Tasks section and rename the task name to MetadataStamp1.
<Tasks>
  <Task Name="MetadataStamp1" Formats="pdf" Type="HyperNet.Conversion.Pdf.HNMetadataStampTask, HyperNet.Conversion.Pdf">
    <Properties>
       <Property Name="inputFile" Value="{request.FolderPath}\pdf\publication.pdf" /> 
      <Property Name="fontFamily" Value="Verdana" /> 
      <Property Name="fontColor" Value="#6666ff" /> 
       <Property Name="fontSize" Value="10" /> 
      <Property Name="position" Value="lowerleft" values="upperleft|upperright|lowerright|lowerleft" /> 
   <Property Name="d_padding" Value="66 34" /> 
      <Property Name="orientation" Value="vertical" values="vertical|horizontal" /> 
      <Property Name="format" Value="{request.Document.PubTitle}-{request.Document.LastModBy}-{date}" /> 
      <Property Name="tempFolder" Value="{request.FolderPath}\temp" /> 
       <Property Name="outputFile" Value="{request.FolderPath}\pdf\publication.pdf" /> 
   </Properties>
  </Task>
</Tasks>
 
2
Copy and paste the MetadataStamp1 task into the tasks list an additional two times and rename the new tasks MetadataStamp2 and MetadataStamp3:
<Tasks>
  <Task Name="MetadataStamp1" Formats="pdf" Type="HyperNet.Conversion.Pdf.HNMetadataStampTask, HyperNet.Conversion.Pdf">
    <Properties>
       <Property Name="inputFile" Value="{request.FolderPath}\pdf\publication.pdf" /> 
      <Property Name="fontFamily" Value="Verdana" /> 
      <Property Name="fontColor" Value="#6666ff" /> 
       <Property Name="fontSize" Value="10" /> 
      <Property Name="position" Value="lowerleft" values="upperleft|upperright|lowerright|lowerleft" /> 
   <Property Name="d_padding" Value="66 34" /> 
      <Property Name="orientation" Value="vertical" values="vertical|horizontal" /> 
      <Property Name="format" Value="{request.Document.PubTitle}-{request.Document.LastModBy}-{date}" /> 
      <Property Name="tempFolder" Value="{request.FolderPath}\temp" /> 
       <Property Name="outputFile" Value="{request.FolderPath}\pdf\publication.pdf" /> 
   </Properties>
  </Task>
  <Task Name="MetadataStamp2" Formats="pdf" Type="HyperNet.Conversion.Pdf.HNMetadataStampTask, HyperNet.Conversion.Pdf">
    <Properties>
       <Property Name="inputFile" Value="{request.FolderPath}\pdf\publication.pdf" /> 
      <Property Name="fontFamily" Value="Verdana" /> 
      <Property Name="fontColor" Value="#6666ff" /> 
       <Property Name="fontSize" Value="10" /> 
      <Property Name="position" Value="lowerleft" values="upperleft|upperright|lowerright|lowerleft" /> 
   <Property Name="d_padding" Value="66 34" /> 
      <Property Name="orientation" Value="vertical" values="vertical|horizontal" /> 
      <Property Name="format" Value="{request.Document.PubTitle}-{request.Document.LastModBy}-{date}" /> 
      <Property Name="tempFolder" Value="{request.FolderPath}\temp" /> 
       <Property Name="outputFile" Value="{request.FolderPath}\pdf\publication.pdf" /> 
   </Properties>
  </Task>
  <Task Name="MetadataStamp3" Formats="pdf" Type="HyperNet.Conversion.Pdf.HNMetadataStampTask, HyperNet.Conversion.Pdf">
    <Properties>
       <Property Name="inputFile" Value="{request.FolderPath}\pdf\publication.pdf" /> 
      <Property Name="fontFamily" Value="Verdana" /> 
      <Property Name="fontColor" Value="#6666ff" /> 
       <Property Name="fontSize" Value="10" /> 
      <Property Name="position" Value="lowerleft" values="upperleft|upperright|lowerright|lowerleft" /> 
   <Property Name="d_padding" Value="66 34" /> 
      <Property Name="orientation" Value="vertical" values="vertical|horizontal" /> 
      <Property Name="format" Value="{request.Document.PubTitle}-{request.Document.LastModBy}-{date}" /> 
      <Property Name="tempFolder" Value="{request.FolderPath}\temp" /> 
       <Property Name="outputFile" Value="{request.FolderPath}\pdf\publication.pdf" /> 
   </Properties>
  </Task>
</Tasks>
 
3
Modify the MetadataStamp1 task to stamp the proprietary notice into the upper left corner:
<Task Name="MetadataStamp1" Formats="pdf" Type="HyperNet.Conversion.Pdf.HNMetadataStampTask, HyperNet.Conversion.Pdf">
    <Properties>
       <Property Name="inputFile" Value="{request.FolderPath}\pdf\publication.pdf" /> 
      <Property Name="fontFamily" Value="Verdana" /> 
      <Property Name="fontColor" Value="#6666ff" /> 
       <Property Name="fontSize" Value="10" /> 
      <Property Name="position" Value="upperleft" values="upperleft|upperright|lowerright|lowerleft" /> 
   <Property Name="d_padding" Value="66 34" /> 
      <Property Name="orientation" Value="horizontal" values="vertical|horizontal" /> 
      <Property Name="format" Value="Proprietary Information - Do Not Distribute" /> 
      <Property Name="tempFolder" Value="{request.FolderPath}\temp" /> 
       <Property Name="outputFile" Value="{request.FolderPath}\pdf\publication.pdf" /> 
   </Properties>
  </Task>
4
Modify the MetadataStamp2 task to stamp the value of the Division property in SharePoint into the upper right corner:
<Task Name="MetadataStamp2" Formats="pdf" Type="HyperNet.Conversion.Pdf.HNMetadataStampTask, HyperNet.Conversion.Pdf">
    <Properties>
       <Property Name="inputFile" Value="{request.FolderPath}\pdf\publication.pdf" /> 
      <Property Name="fontFamily" Value="Verdana" /> 
      <Property Name="fontColor" Value="#6666ff" /> 
       <Property Name="fontSize" Value="10" /> 
      <Property Name="position" Value="upperright" values="upperleft|upperright|lowerright|lowerleft" /> 
   <Property Name="d_padding" Value="66 34" /> 
      <Property Name="orientation" Value="horizontal" values="vertical|horizontal" /> 
      <Property Name="format" Value="{request.PublicationMetaData.Division}" /> 
      <Property Name="tempFolder" Value="{request.FolderPath}\temp" /> 
       <Property Name="outputFile" Value="{request.FolderPath}\pdf\publication.pdf" /> 
   </Properties>
  </Task>
5
Modify the MetadataStamp3 task to stamp the version number from SharePoint into the lower right corner:
<Task Name="MetadataStamp2" Formats="pdf" Type="HyperNet.Conversion.Pdf.HNMetadataStampTask, HyperNet.Conversion.Pdf">
    <Properties>
       <Property Name="inputFile" Value="{request.FolderPath}\pdf\publication.pdf" /> 
      <Property Name="fontFamily" Value="Verdana" /> 
      <Property Name="fontColor" Value="#6666ff" /> 
       <Property Name="fontSize" Value="10" /> 
      <Property Name="position" Value="lowerright" values="upperleft|upperright|lowerright|lowerleft" /> 
   <Property Name="d_padding" Value="66 34" /> 
      <Property Name="orientation" Value="horizontal" values="vertical|horizontal" /> 
      <Property Name="format" Value="Document version: {request.PublicationMetaData.uiversion}" /> 
      <Property Name="tempFolder" Value="{request.FolderPath}\temp" /> 
       <Property Name="outputFile" Value="{request.FolderPath}\pdf\publication.pdf" /> 
   </Properties>
  </Task>
6
Verify that your tasks match the above examples and save the hypernetconfig.xml file. Because the tasks are to be processed serially, there is no need to modify inputFile or outputFile. Hyper.Net will optimize application of the tasks to ensure maximum processing speed.
 
   
Note
After modifying hypernetconfig.xml, you will need to stop and restart the service HNKTConversionService running on the Hyper.Net transformation Server for your changes to take effect. This causes Hyper.Net to re-read the configuration file.
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Contributor
Aruna
Published: 5/11/2011
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