Trademarks and copyrights
Hyper.Net® is a registered trademark and Hyper.Net® SharePoint Edition a trademark of Coextant Systems International AG.
PDFTron and PDF/A Manager are trademarks of PDFTron Systems, Inc.
All Hyper.Net® software and this Hyper.Net® SharePoint Getting Started Guide are protected by international copyright law. Copyright © 1994-2011 Coextant Systems International AG. All rights reserved.
PDF to PDF/A technology in Hyper.Net® SharePoint Edition is powered by PDF/A Manager, copyright © PDFTron™ Systems Inc., 2001-2011, and distributed by Coextant Systems International AG under license. All rights reserved.
This document is the intellectual property of Coextant Systems International and is an integral part of Hyper.Net® SharePoint Edition. As such it is subject to all terms and conditions governing the software itself as defined in Hyper.Net® SharePoint Edition Software License Agreement.
Acknowledgements
The current release of Hyper.Net encompasses more than 250 person years of development and has been driven by the requirements of customers around the world since the beginning of the Internet. We would like to thank our customers, partners and development team for helping to bring Hyper.Net's feature set and power to the point where it is today.
Contents
Terminology 5
How to verify your installation 7
Overview 7
Verification steps 7
Step 1: Verify that Hyper.Net's sample documents have published 7
How to check the transformation process 7
Troubleshooting 8
There are no transformation requests in any view 8
One or more requests are "in progress" but they don't seem to complete 9
Some of the requests are marked "Completed with Warnings" 9
One or more requests have failed (red button with a white x) 10
Step 2: Verify the publications 11
Action 1: Verify the "SCORM - Whitepaper" document 12
Action 2: Verify the "Financial Forecast Software" document 14
Action 3: Verify the "doxtop - Presentation" document 15
Step 3: Verify that document lifecycle synchronization is working properly 16
Step 4: Transform and publish your own documentation 21
Test procedure 21
What to do if something goes wrong 22
How to modify a SharePoint document library to take advantage of Hyper.Net 23
Configuring transformation based on content type 23
Overview 23
Creating a document type profile for a content type 24
Document type profile configuration options 25
Adding publication metadata to existing document types 27
Overview of Hyper.Net content types 27
Copying standard publication metadata to a custom content type 28
Configuring metadata mapping for custom properties 30
Adding a property to a Hyper.Net schema 31
Accessing and displaying published metadata 33
Displaying metadata in the content presentation 33
Displaying metadata in the Info box 37
Displaying metadata in a view 39
Enabling reader security in published content 41
Overview 41
Security in the document library 41
Security in the publication library 41
Setting up automated publication management 43
Publication expiration 43
Future publication 45
Working with drafts and versions (lifecycle synchronization) 47
Overview 47
Publishing behavior based on content approval, versioning and check-out settings 47
When SharePoint content approval is disabled 47
When SharePoint content approval is enabled 48
Additional insights on the use of drafts and versions in your solution 49
Master page document library versioning and check-in settings 49
Mass uploads 50
The "Publish a major version" command in SharePoint 50
Publishing drafts 50
When transformation requests are created 50
Transformation requests and document deletion 50
Version rollback 51
Anomaly in SharePoint's document control paradigm 52
Enabling the manual conversion option 52
Using published content within a WCMS application 54
Introduction 54
Using Hyper.Net content on a Welcome Page 54
Selecting and displaying a list of published documents 54
Accessing publication and document metadata within a Web Part 57
Overview 57
Modifying the ContentQueryMain Web Part 59
XSLT organization 61
Setting up navigation 63
Overview 63
Adding a new, metadata-based navigation tab 63
Understanding the structure of a Hyper.Net publication 69
Overview 69
How Hyper.Net publications are represented in SharePoint 70
Overview 70
The list of publications 70
The publication folder 71
The Topic folder 72
Inside the pubTOC 73
Getting a list of publications 75
Step 1: Create a view that selects the required publication list 76
Step 2: Display the list on the Welcome Page 78
Controlling the appearance of published content 81
Using original document formatting 81
Overview 81
How the topic.aspx works with content, metadata and styles 81
Fields of interest on the topic content type form 83
Overriding authoring styles with cascading style sheets (CSS) 83
Rendering custom XML markup 84
Customizing the PDF metadata stamping process 86
Understanding the process 88
Configuring the metadata stamping task 88
Placing multiple metadata stamps on the document 90
Configuring the appearance of revision marks 92
Useful schema designer options 94
Migrating schemas 94
How to tag content to enable specific application of CSS formatting 96
Using the glossary popup feature 97
How to create an online table of contents for a structured Word document 99
Overview 99
Example situation 99
Configuring the example situation 100
Appendix 105
Important FAQs in the Hyper.Net Support Database 105
Hyper.Net publication metadata 106