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| <title>Create a Method Configuration</title> |
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| <body id="createamethodconfiguration"><a name="createamethodconfiguration"><!-- --></a> |
| |
| <h1 class="topictitle1">Create a Method Configuration</h1> |
| <div><div class="p"><p>A method configuration allows you to select and deselect from the |
| content packages and process available in the method library's set of plug-ins. |
| The selections you make help you narrow down the content you are really interested |
| in working with, as well as determine the content of the Web site you ultimately |
| publish to deploy your process. A configuration is given a name and then saved |
| so it can be changed and then re-published at a later date.</p> |
| Before creating |
| a method configuration, assess your needs and goals for the configuration.</div> |
| <div class="section">There are two ways to create a method configuration:<a name="createamethodconfiguration__create"><!-- --></a><ul id="createamethodconfiguration__create"><li>Create a new method configuration from scratch.</li> |
| <li>Create a method configuration by copying an existing configuration.</li> |
| </ul> |
| <strong>To create a new method configuration from scratch:</strong></div> |
| <ol><li class="stepexpand"><span>Make sure you are working in the <a href="authoringperspective.html#authoringperspective">Authoring Perspective</a>.</span></li> |
| <li class="stepexpand"><span>In the Library view, right click the <strong>Configurations</strong> folder |
| and then select <strong>New > Method Configuration</strong>. Your new configuration |
| is created and the configuration editor is opened.</span></li> |
| <li class="stepexpand"><span>In the configuration editor window, type a name for your configuration |
| in the <strong>Name</strong> field. If you click anywhere in the <a href="libraryview.html#libraryview">Library View</a> or <a href="configurationview.html">Configuration View</a>, you |
| will be able to see your new configuration name in the Configurations folder |
| in the Library view tree.</span></li> |
| <li class="stepexpand"><span>Type a description for your configuration in the Description field, |
| and then select <strong>File > Save All</strong> to save your new method configuration.</span></li> |
| <li class="stepexpand"><span>At the bottom of the editor window, click the <strong>Plug-in and Package |
| Selection</strong> tab. </span></li> |
| <li class="stepexpand"><span>The method configuration selection section displays a list of all |
| method plug-ins their content packages and processes. Use the check boxes |
| to add or remove plug-ins, packages, and processes to or from your configuration. |
| Expand each plug-in to select and deselect individual packages and processes.</span> <p>As you make your selections, warning signs may appear against |
| some of the plug-in and package names, and the Configuration Warning Log view |
| may be displayed. These warnings are intended to help ensure that you create |
| a configuration that "makes sense".</p> |
| <p>If you reference an element in a |
| package that is from another package, you can only see the full details for |
| that element in a published Web site if the package containing the element |
| is in the configuration. If the package containing the element is not in the |
| configuration, the "offending" package is marked with a warning sign. You |
| may choose not to include the full details of a referenced element. Click |
| the <strong>Add Missing References</strong> button to automatically and recursively |
| add packages containing any elements that are referenced in already selected |
| packages. Since this is recursive, a large number of packages may be added, |
| perhaps making your configuration larger than you want it to be.</p> |
| <p>If |
| you have elements in a package that contribute to, extend, or replace elements |
| in another package, it is an error if the base package is not included in |
| the configuration. Errors are marked with a red cross. If you drill down into |
| a plug-in or package marked with a cross you will discover the "offending" |
| package and then you can find the packages you need to include to resolve |
| the error. Alternatively you can click the <strong>Make closure by fixing errors</strong> button |
| to automatically fix the errors by adding the missing base packages.</p> |
| <p>The |
| Configuration Warning Log lists and explains all errors and warnings in the |
| configuration.</p> |
| </li> |
| <li class="stepexpand"><span>Select <strong>File > Save All</strong></span></li> |
| <li class="stepexpand"><span>Define the views for the method configuration. A view is a navigation |
| tree browser in a published configuration. Every published configuration can |
| have several views that are displayed as stacked tree browser tabs. The structure |
| of the view is defined as a Custom Category.</span><ol type="a"><li><span>In the Configuration Editor, click the <strong>Views</strong> tab.</span></li> |
| <li><span>Click the <strong>Add View</strong> button. The Select Categories dialog |
| appears.</span></li> |
| <li><span>If needed, click the (+) sign to expand the Custom Categories |
| folder and then select the category you want to use as your view. Click the |
| (+) sign to expand your chosen category and view it's contents. Press and |
| hold the CTRL key to select multiple views.</span></li> |
| <li><span>Click <strong>OK</strong>. The dialog window disappears and the views |
| you selected are added to the Configuration.</span></li> |
| </ol> |
| </li> |
| <li class="stepexpand"><span>Select the view you want to display as your configuration's start-up |
| view and then click the <strong>Make Default</strong> button. The start-up view is the |
| first view shown when a published configuration is displayed for the first |
| time.</span></li> |
| <li class="stepexpand"><span>Click <strong>File > Save all</strong> to save your configuration.</span></li> |
| </ol> |
| <div class="section"><strong>To create a method configuration by copying an existing configuration</strong>:<ol><li>Make sure you are working in the <a href="authoringperspective.html#authoringperspective">Authoring Perspective</a>.<p></p> |
| </li> |
| <li>In the <a href="libraryview.html#libraryview">Library View</a>, |
| expand the Configurations folder.<p></p> |
| </li> |
| <li> Right click the method configuration you want to copy and then click <strong>Copy</strong>.<p></p> |
| </li> |
| <li>Right click the <strong>Configurations</strong> folder and then click <strong>Paste</strong>. |
| Type a name for the new configuration in the pop-up window. The copied method |
| configuration is pasted into the Configurations folder.<p></p> |
| </li> |
| <li>Double click the newly pasted method configuration to open its configuration |
| editor.<p></p> |
| </li> |
| <li>Follow steps 3 through 10 in <strong>To Create a New Method Configuration from |
| Scratch</strong> above to continue.</li> |
| </ol> |
| </div> |
| </div> |
| <div> |
| <div class="familylinks"> |
| <div class="parentlink"><strong>Parent topic:</strong> <a href="methodconfigurations.html">Method Configuration</a></div> |
| </div> |
| <div class="relconcepts"><strong>Related concepts</strong><br /> |
| <div><a href="methodconfigurations.html#methodconfigurations">Method Configuration</a></div> |
| <div><a href="methodplugin.html">Method Plug-in</a></div> |
| <div><a href="methodcontentpackage.html#methodcontentpackage">Method Content Package</a></div> |
| </div> |
| <div class="reltasks"><strong>Related tasks</strong><br /> |
| <div><a href="createamethodplugin.html">Create a Method Plug-in</a></div> |
| </div> |
| </div> |
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