ie standards
TRANSCRIPT
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Information Element StandardsNovember 23, 2009
CA Technical Publications
The only controlled versions of QMS documents are online. (4698)
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This documentation and any related computer software help programs (hereinafter referred to as the
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Copyright 2008 CA. All rights reserved. All trademarks, trade names, service marks, and logos referenced herein
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CA Product References
This document references the following CA products:
UnicenterCA-7
BrightStorStorage Resource Manager (BrightStor SRM)
BrightStorARCserveBackup for Linux
eTrustSiteMinder
UnicenterSoftware Delivery
Contact the Technical Information Program Office
For questions or assistance from the Technical Information Program Office
(TIPO), see Getting Help on thehttp://techinfo.ca.comwebsite.
For questions or corrections to this document, create a CA Unicenter Service
Management request and provide the document code (for PDFs, the document
code is in the lower right corner of the title page; for HTML, it is in the title bar).
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Change History
11/23/09
Moved the note about one-step procedures out of the Procedure Element
Introduction topic and into a new topicOne-Step Procedures(see
page65).
Removed change history from 2005.
03/20/09
In theProcedure Element Steps and Results(see page63)topic, added
information on OS-specific steps within a procedure. These guidelines
were originally published in a Tech Pubs Bulletin.
01/28/08
In the Command Code Element Syntax topic, changed the word operand
to argument. Operand is an obscure and likely misunderstood term while
argument is simpler and more universally understood.
Reformatted the information in the Procedure Element Steps and Results
topic from a table to body text.
09/10/07
Split the topics in the Optional Atoms chapter to organize the information
in the same way the other elements' chapters are organized.
Expanded the Example Atom topic to include more examples and to
include the item element as a related topic.
Added Optional Atoms to Information Element Types.
Fixed the grammar in the Operating Environment Designation topic.
Fixed the various headings so that they were parallel in construction.
07/23/07
The first portion of this list reflects new or changed standards to the Information
Element Standards published in April 2005.
Added syntax lead-in and parameters (item element) as required content for
code elements.
Removed the period following the word (Optional) in the hostname item
element in the Code Element example. We no longer use a period followingthe word (Optional) when it precedes an item element description.
Added operating environment designation and examples as optional content
for concept elements.
Removed code as an optional element for concept elements.
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Removed principle as an optional element for glossary elements.
Changed the second paragraph in the Paragraph topic of the "Glossary
Elements" chapter to read as follows: Glossary element definitions cannot
contain graphics or expanding definitions links to other glossary terms. Jump
links can be used.
Added the image file as a required graphic element.
Added Name clarifier in item title as optional content for item elements.
Added example, graphic, and operating environment designation as optional
content and removed code as an optional element for message elements.
Added additional required content to the principle element: For an important
principle, mention the consequences or resulting impact if the user does not
heed the warning or message in the principle.
Added example as optional content for procedure elements.
Removed code as an optional element for procedure elements.
Added operating environment designation, glossary definition, and example
as optional content for process elements.
Removed code as an optional element for process elements.
Added process as an optional element for troubleshooting elements.
The following list describes global changes to the Information Element
Standards:
Added jumps to all optionalitems in the Requirements topics of all chapters.
Added the name of the element type before the word Requirements in all
chapters to make reciprocal links usable. Changed all references to definition/glossary element to glossary element.
Renamed all concept topic headings that were previously written as
Examples:XXX Elements toXXX Element Examples to eliminate confusion
over how we write example atoms.
Added a new "Optional Atoms" chapter that includes the following topics:
Added a generically written Operating Environment Designation topic to
link to from the optional Requirements topic for elements that previously
had an Operating Environment Designation topic. Also removed the note
about research being required to determine whether customers prefer
mixed-platform (operating environment) or platform-specific language
references.
Added a generically written Example Atom topic to link from the optional
Requirements topic for elements that previously had an
Example/Example Atom topic.
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The following lists all other changes made (by chapter) to the Information
Element Standardsthat did not alter the standards, but enhanced or clarified
information:
Changes to the "Introduction" chapter:
Reformatted to include an introduction sentence, a miniTOC, and two
topic headings: Definition of Information Elements and Information
Element Types.
Added a note following the table in the Information Element Types topic:
Note: For information about the styles and formatting to use in specific
elements, see the Quick Reference for IE Standardsand theAuthor-it
Style Glossary on http://techpubs.ca.com.
Changes to the "Code Elements" chapter:
Information was organized by command code and reference code.
The Definition topic was rewritten and expanded.
Added Syntax Lead-in topic.
Changed the following in the Syntax topic in the command code section:
Changed UPPERCASE to read All UPPERCASE or all lowercase and
added a note to say the use of all uppercase or all lowercase depends
on which platform you are documenting.
Rewrote the description for mixed case to read as follows: Identifies
abbreviations, if you choose to show them. The uppercase letters are
the minimum abbreviation; lowercase letters are optional. Removed
the note about using lowercase for any command that is not
case-sensitive.
Changed the word italicsto read lowercase italics.
Clarified the square brackets [ ] description to read as follows:
Identifies optional operands. Put brackets around each operand.
Include a space to separate multiple operands.
Clarified the brace { } description to read as follows: Identifies
required operands among multiple operands. Put braces around
each operand. Include a space to separate multiple operands.
The Reference Code Element Requirements section was added.
Information about using other sections in documentation was added.
Examples were organized by command code and reference code.
Added business relevance information to the camping command code
example.
Added an example of how the camping command is used. All code
elements should provide an example of how the command is used.
Removed the CLSB Command example because it did not add value.
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Added code element examples to the Command Code section: cabanner
command, caamsalertcsv command, and /DRCLASS command.
Added code element examples to the Reference Code section: Associate
a User Directory with a Resource Partner and Identify Job Management
Server.
Changes to the "Concept Elements" chapter:
Added additional concept element examples: Enterprise Definition
Language Overview; and a before and after rewrite of a concept element
about Backup Strategies.
Changes to the "Glossary Element" chapter:
Added the following sentence in the Definition topic: These elements are
different from a concept element in that they are succinct and do not
provide details about the business relevance in terms of the application.
Changed the required elements to read Heading (Term) and Paragraph
(Definition) in lieu of Term (Heading) and Definition (Paragraph).
Changes to the "Graphic Elements" chapter:
Changed the note in the Definition topic to read as follows:
Note:This element must be used as an atom in other information
elementsit cannot stand alone.
Changed the required elements to read as follows: Name of the graphic
(file name or topic description associated with the graphic) in lieu of
Heading (the topic title associated with the graphic in the database).
Rewrote the examples of ALT text in the third bullet of the required
elements to comply with Section 508 Guidelines.
Added the following note to the Requirements topic:
Note:For more information about graphics, see the Graphics Standard
on http://techpubs.ca.com. For information about writing effective ALT
text for graphics, see the Section 508 Guidelines.
Provided a different example graphic.
Changes to the "Item Elements" chapter:
Changed the note in the Definition topic to read as follows:
Note:This element must be used as an atom in other information
elementsit cannot stand alone.
Renamed the required elements to Title and Description in lieu of Item
title and Item description.
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Changed the note about omitting punctuation in titles of item elements
and referred the readers to the Usage and Style Standardsfor further
information.
Added two new examples of valid item titles showing a name clarifier:
Status (Windows) and Status (UNIX)
Changed the second paragraph in the Title topic to the following: To
facilitate reuse, do not include the item type (name clarifier) in the title
unless it is needed to differentiate the item from another similarly named
item, or to identify platform-specific items with the same name.
Moved the Name Clarifiers topic following the Title topic.
In the Description topic, added that links or cross-references are not
permitted in item elements, and procedural information is not allowed in
item element descriptions.
Removed the note following the table of information categories and their
descriptions to precede the table and not be formatted as a note. Usebold and follow the category name with a colon to indicate these
categories. You may have other information categories you may want to
use.
Clarified to list each category on a separate line.
Formatted the information categories in the table to be consistent with
how it should be done in item elements.
Rearranged the order in the verbs and when to use them in the table in
the Description topic.
Added additional examples of item elements that had subitems and
categories.
Changes to the "Message Elements" chapter:
Added the following note to the Definition topic.
Note:A message element does not describe how to troubleshoot an
error; therefore, an error message may require a message element and
a troubleshooting element with reciprocal links.
Changed the names of the required elements to the following:
The message heading (message number), the message text, or both
in lieu of the message ID (message number), the message text, or
both.
The "Reason" subheading in lieu of the heading "Reason:"
The "Action" subheading in lieu of the heading "Action:"
Added a third sentence to the Heading topic: If no message number
exists, use the message text.
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Provided an example of a message heading that uses the message text.
Added additional information to the Reason topic: Ensure that your
reason gives a thorough explanation so the user has a clear
understanding of the message. The reason text is always introduced with
the "Reason:" subheading.
Added additional information to the Action topic: Ensure that your action
gives a thorough explanation so the user has a clear understanding of
the action to take. In some cases, you can format the action as an item
element and reuse it, or you can embed a procedure element as the
action (omit the procedure heading).
Added information that the action text is always introduced with the
"Action:" subheading.
Provided an example of a message action that used an embedded
procedure.
Provided an item element description for the variable (predicate_name)that was not in the original example message element.
Added related topics to the example message element.
Changes to the "Principle Elements" chapter:
Changed the formatting of Note and Important to list bullet style.
Added text about the note principle providing information that if
removed does not alter or affect the main topic content.
Added an additional second-level bulleted item: Use notes for external
cross-references (links to other deliverables).
Added the following note to the Definition topic:Note:For more information about using a note element for
cross-referencing external deliverables, see the Navigation Standards.
Clarified the information under the Important bulleted item.
Removed the note about principle elements being specific to the topic
they appear in; they are not normally used in other information
elements.
Changes to the "Procedure Elements" chapter:
Removed the example of a one-step process from the note and made it a
separate paragraph. Also, mentioned that one-step procedures do not
need procedure subheadings.
Rewrote the example and removed the result information from the step
line in the definition column of the Format of Results attribute in the
Steps and Results topic. The result or purpose information must be on a
separate line.
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Added the following sentence to the introduction in the Subheading
topic: Do not use procedure subheadings in one-step procedures.
Revised the Content of Step attribute definition in the Steps and Results
topic to clarify to state the action the user takes. Also, added text about
not including any result content (this is usually stated as the purpose for
the action). Also included an incorrect and correct example procedure
step.
Revised the note in the Structure of Steps attribute to read as follows:
Note:If you have a complex dialog with multiple areas on it that can
cause confusion to the reader, begin the step by instructing the user to
locate a specific area, and follow that with the action to perform in the
area. For example, Locate the Media Configurations section, select the
Always Start check box, and click Apply.
Provided an example of how to write a step with multiple choices in the
definition column of the Steps with Multiple Choices attribute.
Removed information about the content of results from the Format of
Results attribute definition and added another attribute (Content of
Results) to put this information in and provided an example of when you
would not need a result statement.
Removed the information following the topic that showed examples of
appropriate steps and results. The information is clear in the many
procedure examples provided in the Procedure Element Examples topic.
Added a one-step procedure element example.
Changed the note in the example topic Create Custom Layouts in Node
View to an important principle.
Changed the heading Procedure Element Example Before Rewrite to
Example Before Rewrite.
Added an introductory sentence to the Defining Calendars example as
follows: To define a calendar, follow these steps: (This more closely
reflects the way we used to write procedures.)
Changed the heading Procedure Element Rewrite Example 1 to Example
1 After Rewrite.
Added a related topic to the example rewrite Define Calendars.
Changed the heading Procedure Element Rewrite Example 2 to Example
2 After Rewrite.
Changed the example procedure element Define Calendars Example 2
After Rewrite as follows: 3. Complete the fields in the dialog. Following
are descriptions of fields that are not self-explanatory. (This allows us to
leave out item element descriptions for those fields that are
self-explanatory.)
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Added a new "Optional Atoms" chapter, which includes the following topics:
A generically written Operating Environment Designation topic to link to
from the optional Requirements topic for elements that previously had
an Operating Environment Designation topic.
A generically written Example Atom topic to link to from the optional
Requirements topic for elements that previously had an
Example/Example Atom topic.
Changes to the "Information Element Checklists" chapter:
Removed all "Comments:" headings following each checklist item
throughout the chapter. They were not being used.
Changed the first bulleted item in Code checklist to read as follows:
Heading is formatted as Command Command_typePurpose/function.
The purpose/function begins with an action verb.
Changed wording in the Concepts checklist to read as follows: "Concept
is explained clearly and completely" in lieu of "Concept is clearly
understood by the end of the element."
Added a Glossary checklist item: A term is not capitalized unless it is a
proper name that is usually capitalized.
Added a Graphics checklist item: A graphic element cannot stand alone.
It must be embedded in another element.
Changed the first bulleted item in the Items checklist to read as follows:
Heading is the name of the field, or the parameter, function, or operand
that is part of a window, dialog, HTML page, or command syntax.
Note:An item element does not use a heading style.
Changed the second bulleted item in the Items checklist to read as
follows:
The heading does not include the type of items, such as a button,
parameter, field, and so on, unless it must differentiate the item from
another similarly named item.
Moved the Principles checklist after the Message checklist to be in
alphabetical order.
Changed the third bulleted item in the Messages checklist to add the
following: If message number exists, message text is specified in the
paragraph that follows the message number. Do not change the case or
text of the message.
Switched the first and second bulleted items in the Principles element
checklist.
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Added three additional checklist items to the Principles checklist:
The term and punctuation in Note: and Important! appear in bold
text.
For a note principle, the content is supplemental; for an importantprinciple the content is critical.
Includes only one paragraph (except for a short list for a note
principle, if needed).
Added one additional checklist item to the Procedures checklist: Steps do
not contain result text. The step should include only the action you take,
for example, Click OK to generate the PDF should be Click OK, followed
by the result (The PDF is created) in a separate paragraph.
Added an additional checklist item to the Navigation section of the
Procedures checklist: Inline links are to critical information only.
Added an additional checklist item to the Navigation section of the
Processes checklist: A list of procedures includes inline links.
Added additional checklist items in the Troubleshooting checklist:
Symptom: This heading precedes the symptom text.
Solution: This heading precedes the solution text.
Removed a Structures checklist item: If the item is a drop-down, the
items in the drop-down list are included as subitems or linked as a jump
to another topic.
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16 Information Element Standards
Chapter 4: Glossary Elements 43
Definition .......................................................................................43
Glossary Element Requirements .................................................................43
Heading....................................................................................
43
Paragraph ..................................................................................44
Glossary Element Examples .....................................................................44
Chapter 5: Graphic Elements 45
Definition .......................................................................................45
Graphic Element Requirements ..................................................................46
Graphic Element Example .......................................................................47
Chapter 6: Item Elements 49
Definition .......................................................................................49
Item Element Requirements .....................................................................49
Title ........................................................................................50
Name Clarifiers .............................................................................50
Description .................................................................................51
Item Element Examples .........................................................................52
Chapter 7: Message Elements 55
Definition .......................................................................................55
Message Element Requirements .................................................................55
Heading....................................................................................
56
Message Text ...............................................................................56
Reason .....................................................................................56
Action ......................................................................................57
Message Element Example ......................................................................58
Chapter 8: Principle Elements 59
Definition .......................................................................................59
Principle Element Requirements .................................................................60
Principle Element Examples .....................................................................60
Chapter 9: Procedure Elements 61
Definition .......................................................................................61
Procedure Element Requirements ................................................................61
Heading ....................................................................................62
Introduction ................................................................................62
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Contents 17
Procedure Subheading ......................................................................62
Steps and Results ...........................................................................63
Procedure Element Examples ....................................................................66
Create Custom Layouts in Node View........................................................66
Open the File ...............................................................................66
Example Before Rewrite .....................................................................67
Example 1 After Rewrite .....................................................................68
Example 2 After Rewrite .....................................................................68
Chapter 10: Process Elements 71
Definition .......................................................................................71
Process Element Requirements ..................................................................72
Heading ....................................................................................72
Introduction ................................................................................72
Steps .......................................................................................73
Process Element Examples ......................................................................73
How Change Management Works (Verification and Rollout Phases)............................73
How Collector Processes Work ...............................................................75
How to Discover Resources ..................................................................76
How a CA eTrust SiteMinder Web Agent Protects Resources ...................................76
Chapter 11: Related Topics Elements 79
Definition .......................................................................................79
Related Topics Requirements ....................................................................79
Heading....................................................................................
80List of Links .................................................................................80
Related Topics Example .........................................................................80
Chapter 12: Structure Elements 81
Definition .......................................................................................81
Structure Element Requirements ................................................................81
Heading ....................................................................................81
Introduction ................................................................................82
List of Items ................................................................................82
Structure Element Example......................................................................83
Summary Window ...........................................................................83
Chapter 13: Troubleshooting Elements 85
Definition .......................................................................................85
Troubleshooting Element Requirements ..........................................................85
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18 Information Element Standards
Heading ....................................................................................86
Symptom ...................................................................................86
Solution ....................................................................................86
Troubleshooting Element Examples ..............................................................87
servernameUnresolved After Running a Script Containing NetGetMap .........................87
Agent Fails to Start..........................................................................87
Chapter 14: Optional Atoms 89
Operating Environment Designation..............................................................89
Operating Environment Designation Atom Definition ..........................................89
Operating Environment Designation Requirements ............................................89
Operating Environment Designation Atom Examples ..........................................90
Example Atom ..................................................................................91
Example Atom Definition ....................................................................91
Example Atom Requirements ................................................................91
Example Atom Examples ....................................................................92
Chapter 15: Information Element Checklists 95
Purpose of Checklists............................................................................95
Code ...........................................................................................96
Concepts .......................................................................................96
Glossary ........................................................................................97
Graphics ........................................................................................97
Items ..........................................................................................97
Messages.......................................................................................
98Principles .......................................................................................98
Procedures .....................................................................................99
Processes ......................................................................................100
Related Topics .................................................................................100
Structures .....................................................................................101
Troubleshooting................................................................................101
Index 103
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Chapter 1: Introduction 19
Chapter 1: Introduction
This document is intended for all members of CA Technical Publications. To
properly follow our structured writing style, all writers must adhere to the
information element standards presented in this document.
This section contains the following topics:
Definition of Information Elements(see page19)
Information Element Types(see page20)
Definition of Information Elements
An information element is the smallest, sensible piece of information you canproduce. It can be a single procedure (all the steps in the procedure Create a
New File), a concept (an explanation of information elements), and so on.
Information elements contain bits of information that are so closely related that
they become useful or understandable only when combined.
The bits of information that make up an information element are called
information atoms. Information atoms cannot stand alone but can be assembled
to create information elements.
You can determine whether any grouping of paragraphs, sentences, or lists
constitutes an information element by answering the following questions:
Are all the atoms of information related to the main point?
Does the combination of the atoms serve a single purpose (describe a
procedure, explain a concept, and so on)?
Can you use a single label to describe all the information?
Does the information apply to a single audience?
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Information Element Types
20 Information Element Standards
Information Element Types
Each type of information has a particular information element type. These types
have standards to ensure consistency across information in the database. The
following information element types have been defined for use in CA
documentation:
Information
Element
Description
Code(see page23) Defines commands or code syntax and parameters.
Concept(see
page37)
Defines and explains an idea.
Glossary(see
page43)
Defines unique terms used in the product.
Graphics(see
page45)
Provides a visual representation of an idea or process.
Item(see page49) Defines a part of an object, such as a button on a GUI
or a command parameter.
Message(see
page55)
Defines text communications sent by the program and
displayed to the user.
Principle(see
page59)
Defines short, important hints on what should or
should not be done.
Procedure(see
page61)
Defines a series of steps you can perform in a given
product.
Process(see
page71)
Defines and explains a series of events, stages, or
phases.
Related Topics(see
page79)
Links information from one element to another.
Structure(see
page81)
Defines a physical object, such as a GUI, that can be
broken into parts.
Troubleshooting
(see page85)
Identifies troubleshooting or diagnostic information
related to the functioning of the product.
Optional Atoms(seepage89)
Provides ways to describeoperating environmentdesignations(see page89) andexamples(see
page91).
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Information Element Types
Chapter 1: Introduction 21
Note:For information about the style and formatting to use in specific elements,
see the Quick Reference for IE Standardsand theAuthor-it Style Glossaryon
http://techpubs.ca.com.
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Chapter 2: Code Elements 23
Chapter 2: Code Elements
This section contains the following topics:
Definition(see page23)
Command Code Element Requirements(see page23)
Reference Code Element Requirements(see page26)
Command Code Element Examples(see page28)
Reference Code Element Examples(see page33)
Definition
A code elementidentifies commands, code syntax, or other textural reference
information that can be broken down into parts. Code elements are similar tostructure elements, except that structure elements describe visual objects,
whereas code elements describe abstract objects such as functions or resource
classes. Code elements typically describe what can be entered at a command line
or interface, or what might exist as part of a configuration file.
Code elements can also provide reference information that might be included in
a Software Development Kit (SDK), for example. API documentation provides
enough information to make changes to the code to meet a particular customer
requirement without exposing the complete source.
For command types of information, follow the requirements for command code
elements. For reference information, follow the requirements for reference code
elements.
More information:
Procedure Element Requirements(see page61)
Process Element Requirements(see page72)
Command Code Element Requirements(see page23)
Reference Code Element Requirements(see page26)
Command Code Element Requirements
Code elements for commands always include the following:
Heading
Introduction
Syntax lead-in
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Command Code Element Requirements
24 Information Element Standards
Syntax
Parameters (item elements), if appropriate
Example(see page91)
Code elements for commands may include the following:
Operating environment designation(see page89)
Principle(see page59)
Related topic(see page79)
Heading
The code heading explains the purpose of the code. The heading should
represent the basic syntax of the code followed by the type of code it represents,
an em dash, and a very brief description of what the command does, startingwith a verb.
The following are valid examples of code headings:
"awsadmin CommandControl Agent Technology Services"
"xyz.cnf FileConfigure Traps"
Syntax Lead-in
All command code elements contain a sentence to introduce the syntax.
"This command|code|otherhas the following format:"
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Command Code Element Requirements
Chapter 2: Code Elements 25
Syntax
The code syntax identifies the syntax for the command, including parameters
and special characters.
Use the following guidelines when entering code syntax:
All UPPERCASE or all lowercase
Identifies control verbs, object identifiers, and arguments that must be
exactly as shown.
Note:Whether you use all uppercase or all lowercase depends on which
platform you are documenting.
MIXed Case
Identifies abbreviations, if you choose to show them. The uppercase letters
are the minimum abbreviation; lowercase letters are optional.
lowercaseitalics
Identifies a value that a user must supply.
[ ]
Identifies optional arguments. Put brackets around each argument. Include a
space to separate multiple arguments.
{}
Identifies required arguments among multiple arguments. Put braces around
each arguments. Include a space to separate multiple arguments.
underline
Identifies default values.
|
Separates alternative arguments (choose one).
...
Indicates that the preceding items or group of items can be repeated.
Parameters
Code parameters define switches or options that can be run with a command or
individual items in code syntax that must be defined separately.
Note:To reuse code parameters, define them as item elements.
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Reference Code Element Requirements
26 Information Element Standards
Reference Code Element Requirements
Code elements for reference information always include the following:
Heading
Introduction
Reference code elements may include but are not limited to the following types of
information, depending on what you are trying to describe:
Syntax
Parameters (item elements), if appropriate
lement)
Remarks
Example(see page91)
Related topics(see page79)
Heading
The heading specifies the name of the code element being defined. The heading
should represent the function, resource, or so on, followed by an em dash, and a
very brief description of what the function!resource!other does, starting with a
verb.
For example, the heading could be a C++ function, such as the following:
Sm_PolicyApi_AddUsersToWSFEDResourcePartner() Associate User Directory
Introduction
All code elements must have a short introduction explaining the purpose of the
code segment. For commands, this introduction should focus on why the user
would want to use the command. For other types of code, this introduction may
be more descriptive in nature, explaining the importance of the code.
Introduction
The introduction provides a short description of the purpose and use of the code
element in context.
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Other Sections
The following sections are examples of sections that can be included in your
documentation. Headings for any of these sections should not appear in the table
of contents. In addition, you should introduce each section using a similarformat, such as the following:
"This syntax|function|other has the following format!parameters!other:"
Sections that have information similar to syntax are as follows:
Syntax
Varies depending on the code element being described and the
implementation language. It should provide the format of any coding
requirement.
Because multiple sections can exist in a this type of code element, include
the heading Syntax at the beginning of the section.
Parameters
Defines values that are passed as arguments to a function when the function
is called at run time.
Include the heading Parameters at the beginning of the section.
Note: To reuse parameters, define them as item elements.
Return Values
Provides all of the possible values that can be returned by a function.
Include the heading Return Valuesat the beginning of the section.
Resource Names
Describes the name of a resource class that groups resources of similar types
for the purpose of defining access.
Include the heading Resource Names at the beginning of the section.
Note: To reuse parameters, define them as item elements.
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Attributes
Attributes are characteristics of a resource that uniquely identify the
resource.
Include the heading Attributes at the beginning of the section.
Note: To reuse parameters, define them as item elements.
Remarks
Remarks can include any additional semantic information about the code
element, for example, the possible side effects on a parameter after calling
the function.
Include the heading Remarks at the beginning of the section.
Command Code Element Examples
The following are valid examples of code elements for commands.
camping CommandPing Message Queuing Server
The camping command checks that the message queuing server is running on
the local computer or a specified host. If you specify a host name, the command
displays the round-trip time in milliseconds for messages traveling between the
local computer and the host. If you do not specify a host name, the command
displays the round-trip time in milliseconds for messages traveling on the local
computer.
This command has the following format:
camping [hostname]
hostname
(Optional) Defines the computer name or IP address of the computer you
want to ping.
Default:Your computer name
Example: Ping Message Queuing Server on Your Computer
This example determines whether the message queuing server is running on the
local computer.
camping
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cabanner CommandConfigure Message Banner
Valid on Windows
Use the cabanner command to configure the banner for messages. Banners helpusers to understand a message.
This command has the following format:
cabanner [-id id] banner
-id id
(Optional) Defines the message number (id) associated with the banner.
Default: Blank
banner
Defines the banner that appears.Limits:1-250 alphanumeric characters
Example:Reboot System 45
Example: Configure Message Banner
This example displays the banner message "Reboot System 45" when message
number 135 is triggered.
cabanner -id 135 Reboot System 45
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caamsalertcsv CommandCreate a CSV File
The caamsalertcsv command creates a comma-separated value (CSV) file of
archived and purged alert records and their associated history and annotation
records. CSV files can be used to create reports that show, for example, the timeof day when most alerts are generated, which servers cause most alerts, and
which operators resolve alerts.
This command has the following format:
caamsalertcsv [-b|-a|-p] [-smmm-sd dd-syyyyy] [-emmm-ed dd-eyyyyy] [-o
output_file] [-v]
-b|-a|-p
(Optional) Specifies whether to add archived alerts, purged alerts, or both to
the CSV file. Options include the following:
-bIncludes both archived and purged alert records. This is the default.
-a
Includes only archived alert records.
-p
Includes only purged alert records.
-sm mm-sd dd -sy yyyy
(Optional) Specifies alerts that were archived, purged, or both on and after a
specified month (mm), day (dd), or year (yyyy). The default is all alerts
regardless of date. This parameter includes the following:
-sm mm
Includes files created this month (mm) and later.
Limits:01-12
-sd dd
Includes files created on and after this day (dd) of the month.
Limits:01-31
-sy yyyy
Includes files created this year (yyyy) and later.
Limits:1901 and greater
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-em mm -ed dd -ey yyyy
(Optional) Specifies alerts that were archived, purged, or both on and before
a specified month (mm), day (dd), or year (yyyy). The default is all alerts
regardless of date. This parameter includes the following:
-em mm
Includes files created this month (mm) and previously.
Limits:01-12
-ed dd
Includes files created on and before this day (dd) of the month.
Limits:01-31
-ey yyyy
Includes files created this year (yyyy) and previously.
Limits:1901 and greater
-o output_file
(Optional) Specifies the CSV file name (output_file). Surround the name with
quotation marks if the name has a space in it.
Default:Today's date in the format yyyymmdd.csv.
Example:20060213.csv for a file created February 13, 2006
-v
(Optional) Displays the name of the CSV file created, as specified by the -o
parameter.
Examples: Create a CSV File
This example creates a CSV file of all archived and purged alerts regardless
of date and displays the file name:
caamsalertcsv -v
This example copies archived alerts to a CSV file named archived.dat in the
C:\Alert Reports directory:
caamsalertcsv -a -o "c:\Alert Reports\archived.dat"
This example copies alerts purged on April 1, 2005, and later to a file named
from_April.csv in the C:\temp directory, and displays the file name:
caamsalertcsv -p -sm 04 -sd 01 -sy 2005 -o c:\temp\from_April.csv -v
This example copies alerts archived and purged during June 2005 to the file
June.csv in the directory that appears in the command prompt:
caamsalertcsv -sm 06 -sd 01 -sy 2005 -em 06 -ed 30 -ey 2005 -o June.csv
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/DRCLASS CommandAdd or Delete a Disaster Recovery Class
The /DRCLASS command adds or deletes a disaster recovery class from the list of
active disaster recovery classes. It is important that your list of active disaster
recovery classes is current so you can access it quickly in an emergency. Disasterrecovery classes have no impact on Unicenter CA-7 processing unless Unicenter
CA-7 is running in disaster recovery mode.
Changes to the active disaster recovery class list are not saved across restarts of
Unicenter CA-7. To make a disaster recovery class active when Unicenter CA-7
starts, add the class to the DRCLASS initialization file statement.
Use /DISPLAY,ST=DR to display the list of active disaster recovery classes.
This command has the following format:
/DRCLASS, CLASS=(xx1,...,xx8) [, ACT=ADD|DEL]
CLASS=(xx1,...,xx8)
Defines one to eight disaster recovery classes to be added to or deleted from
the list of active disaster recovery classes. Each disaster recovery class can
be from one to eight characters long. The disaster recovery classes must be
separated by commas and enclosed in parentheses. If a single disaster
recovery class is specified, the parentheses can be omitted.
ACT=ADD|DEL
(Optional) Specifies what action should be performed on the disaster
recovery classes specified on the CLASS keyword.
ADD
Adds the classes to the list of active disaster recovery classes. This is the
default.
DEL
Deletes the classes from the list of active disaster recovery classes.
Examples: Add or Delete a Disaster Recovery Class
This example adds the tier 1 class to the list of active disaster recovery
classes:
/DRCLASS, CLASS=TIER1
This example adds tier 2 and tier 3 classes to the list of active disaster
recovery classes:
/DRCLASS, CLASS=(TIER2,TIER3)
This example deletes the tier 3 class from the list of active disaster recovery
classes:
/DRCLASS, CLASS=TIER3, ACT=DEL
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Reference Code Element Examples
The following are valid examples of reference code elements.
Sm_PolicyApi_AddUsersToWSFEDResourcePartner()Associate a User Directory
with a Resource Partner
This function specifies a group of users that can be granted access to resources
at a particular WS-Federation Resource Partner.
Syntax
This function has the following format:
int SM_EXTERN Sm_PolicyApi_AddUsersToWSFEDResourcePartner (
void* pSessionHandle,
const char * pszProviderOid,
Sm_PolicyApi_User_t *pStructUsers,
int iPolicyFlags
);
Parameters
This function has the following parameters.
Note:In this example, [in] is a C++ standard denotation that the function is
expecting a valid value for this parameter when the function is called. Parameter
values that change during the course of function execution are marked [out]. A
parameter can be both, that is, [in, out].
pSessionHandle
[in] Indicates a pointer to an internal Policy Management API data structure.
The structure holds information about the administrator session and the
client session.
pszProviderOid
[in] Indicates a null-terminated string containing the object identifier of an
existing WS-Federation Resource Partner.
pStructUsers
[in] Indicates a pointer to a Sm_PolicyApi_User_t structure containing
information about the user directory.
iPolicyFlags
[in] Indicates whether the policy created for WS-Federation Resource
Partner includes or excludes a user and whether the policy should be applied
recursively.
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Return Values
This function returns the following values:
Sm_PolicyApi_Success
Indicates the user directory was added successfully.
Sm_PolicyApi_Failure
Indicates the user directory was not added successfully.
Sm_PolicyApi_InvalidHandle
Indicates there was no valid initialization prior to this call.
Sm_PolicyApi_NoSession
Indicates there is no valid administrator session.
Sm_PolicyApi_NoPrivilege
Indicates the administrator does not have the privilege to add a user.
Sm_PolicyApi_InvalidOid
Indicates the Resource Partner OID was not found.
Sm_PolicyApi_DuplicateEntry
Indicates the user is already part of the Resource Partner.
ServerAccess Resource ClassIdentify Job Management Server
The ServerAccess resource class identifies the job management servers that a
user can access. Each Unicenter WCC component allows access only to applicableservers that the current user is permitted to access.
Resource Name Value
The resource name value corresponds to the name specified for the server in the
Unicenter WCC configuration.
This resource name value has the following format:
server/serverName [component] [type]
serverName
Names the server as defined in the Unicenter WCC configuration.
component
(Optional) Names the component issuing the authorization check.
type
(Optional) Names the resources, that is, AutoSys, CA7, or Event.
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Action
Access is the only available action.
Example: Identify myautosys as the Job Management Server
This example identifies the server resource value as myautosys.
server/myautosys
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Chapter 3: Concept Elements 37
Chapter 3: Concept Elements
This section contains the following topics:
Definition(see page37)
Concept Element Requirements(see page37)
Concept Element Examples(see page38)
Definition
A concept elementexplains and defines an idea. Concepts often create a domain
knowledge basis for the user to use the tool, such as an explanation of SNMP for
users who need to use an interface that reads SNMP messages.
Concept elements can be used to describe system requirements.
More information:
Troubleshooting Element Requirements(see page85)
Concept Element Requirements
Concept elements always include the following:
Heading
Explanation
Concept elements may include the following:
Example(see page91)
Glossary definition(see page43)
Graphic(see page45)
Operating environment designation(see page89)
Principle(see page59)
Related topic(see page79)
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Heading
The concept heading should be a noun form that briefly describes what the
concept explains. Avoid using gerunds if possible. The following are valid
examples of concept headings:
"Concept Elements"
"SNMP"
"Version Identifiers" (not "Identifying Versions")
Explanation
All concept elements must have at least one concise paragraph explaining the
concept. The explanation can include bulleted lists, definitions, graphics, ortables to provide clarity. Concept elements should not include numbered lists or
process steps.
Concept Element Examples
The following are valid samples of a concept element.
Folder Metrics
Folder metrics organize metrics into a tree structure. A folder metric may have
associated properties and methods to enable import of external data, but doesnot have its own associated collected data. If the folder metric is used to enable
and control external data import, additional metric field properties are available.
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Example Before Rewrite
The following is a sample concept element before applying the concept element
standard.
Backup Strategies
The option supports the following types of backup:
Full backupsStores everything, regardless of when the data last changed.
Full backups store all of your data at once. They produce a complete,
coherent image of the data as it was at the time of the backup. They also
store the backed-up data together in a single, easily managed storage
object. As a result, backup strategies that rely exclusively on full backups are
usually inefficient because the relative percentage of new data in the overall
data set is generally small. Full backups save too many files already
adequately backed up by a previous storage operation.
Incremental backupsStores files that have changed since the last
backup of any type.
Incremental backups let you avoid network congestion and excessive media
consumption. It fits your existing hardware and bandwidth constraints and
fits better with your users' working hours, thereby providing flexibility.
Incremental backups are faster than full backups. If you do several
incremental backups between full backups, many files are still backed up
more than once. This redundancy lets you restore data quickly because all of
the data you need for a full recover is stored in, at most, two data sets (the
full and the last incremental backup). If you select the incremental method,
you must provide a base job ID. The backup will be based on this job ID. If
the job ID is abnormal, or some related backup project cannot be found fromthis job ID, the project will still be backed up with the full method.
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Incremental Backups
An incremental backup backs up and stores only files that contain changes.
The following list describes an incremental backup in more detail:
Stores files that have changed since the last backup of any type
Bases the backup on a base job ID that you provide
Backs up only the changed data for the selected project or template as an
incremental backup object
Performs a full backup on a project if the job ID you select is abnormal or a
related backup project cannot be found based on the job ID that you provide.
More information:
Backup Strategies (see page 27)
Full Backups (see page 27)
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Chapter 4: Glossary Elements 43
Chapter 4: Glossary Elements
This section contains the following topics:
Definition(see page43)
Glossary Element Requirements(see page43)
Glossary Element Examples(see page44)
Definition
A glossary element defines unique terms used in the product that a user may not
fully understand. These elements are different from a concept element in that
they are succinct and do not provide details about the business relevance in
terms of the application.
Note:To facilitate reuse of topics, the definition must be a single paragraph with
no additional paragraph-level formatting and no graphics.
More information:
Concept Element Requirements(see page37)
Process Element Requirements(see page72)
Glossary Element Requirements
Glossary elements always include the following:
Heading (Term)
Paragraph (Definition)
Heading
The glossary element heading must state the term being defined. The term
should not be capitalized unless it is a proper name that is usually capitalized. If
the term includes an abbreviation, the abbreviation must follow the term in
parentheses. The following are valid examples of glossary headings:
"computer-aided design (CAD)"
"database"
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Chapter 5: Graphic Elements 45
Chapter 5: Graphic Elements
This section contains the following topics:
Definition(see page45)
Graphic Element Requirements(see page46)
Graphic Element Example(see page47)
Definition
A graphic elementis an illustration, flowchart, equation, icon, and so on. Screen
captures are the most common type of graphic element in our documentation.
Note:This element must be used as an atom in other information elementsitcannot stand alone.
More information:
Concept Element Requirements(see page37)
Item Element Requirements(see page49)
Message Element Requirements(see page55)
Procedure Element Requirements(see page61)
Process Element Requirements(see page72)
Structure Element Requirements(see page81)
Troubleshooting Element Requirements(see page85)
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Graphic Element Example
Chapter 5: Graphic Elements 47
Graphic Element Example
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Chapter 6: Item Elements 49
Chapter 6: Item Elements
This section contains the following topics:
Definition(see page49)
Item Element Requirements(see page49)
Item Element Examples(see page52)
Definition
An item elementdescribes a visual object, such as a part of a GUI or individual
parameters in code.
Note:This element must be used as an atom in other information elementsitcannot stand alone.
More information:
Message Element Requirements(see page55)
Procedure Element Requirements(see page61)
Process Element Requirements(see page72)
Item Element Requirements
Item elements always include the following:
Title
Description
Item elements may include the following:
Example(see page91)
Graphic(see page45)
Name clarifier in item title(see page50)
Operating environment designation(see page89)
Principle(see page59)
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Title
Item element titles specify the item label as it appears on the user interface or in
the code. Optionally, the item label can include an item type such as "button,"
"parameter," "icon," and so on.
To facilitate reuse, do not include the item type (name clarifier) in the title unless
it is needed to differentiate the item from another similarly named item, or to
identify platform-specific items with the same name.
Note:For information about using punctuation following fields, see the Usage
and Style Standards.Work with development to eliminate punctuation marks
from the user interface.
The following examples are valid item titles:
"Status (Windows)"
"Status (UNIX)"
"OK"
"Auto-Refresh"
"File Names column"
"Start parameter"
Name Clarifiers
If necessary, specify the field or user interface (UI) item type in the item title.
However, realize that including this information might limit your ability to reuse
these topics. Use the Standard User Interface Glossary for Productsto determine
the appropriate type. Some approved UI item types include the following:
Check box
Option button
Drop-down list
More information:
Item Element Requirements(see page49)
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Description
A description always follows the item title and explains the function or purpose of
the item. The description must begin with a verb indicating what the item does
(not what the user does to the item) and is as comprehensive as possible, givingthe user enough information to make informed decisions about how to use the
item effectively.
Links or cross-references are not permitted in item elements. Do not put
procedural information in item element descriptions.
Most item elements describe one of the following types of items:
User interface components (such as fields, buttons, table columns)
Code parameters
After the general description text, include as many of the following informationcategories as possible. List each on a separate line and add them in the same
order as they appear in the following table.
Use bold and follow the category name with a colon to indicate these categories.
If necessary, you can use other information categories such as Module.
Information
Category
Description
Default: Indicates the default value for the item type or
parameter.
Limits: Describes any limitations on the field values, such asthe total number of characters allowed, type of
characters allowed, or an acceptable value range.
Example: Provides an example of how the user can use the
field or command option.
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Use an active verb to describe the action the item will initiate, such as "Stops" or
"Starts." When the action is unclear, use the following guidelines to determine
which active verb to use:
Verb When To Use
Defines Configurable fields that must be filled in, such as user name or
domain.
Specifies Configurable fields that provide a choice, such as a list of
possible states.
Displays Non-configurable fields that provide visual information, such as
graphs or icons.
Identifies Non-configurable fields that provide textual information that is
not status related, such as program name or version.
Indicates Non-configurable fields that provide textual information that isstatus related, such as UP or WARNING.
Item Element Examples
The following are valid examples of item elements:
ETC
Identifies the Estimated Time to Complete (ETC) value for a specific task on
your timesheet. At the beginning of the week, the ETC field shows the
remaining work that is estimated for each task. As you enter time in your
timesheet, the ETC value is reduced.
Example: At the beginning of the week, your first task has an ETC of 25
hours. You entered a total of 10 hours worked on that task, so the ETC is
recalculated to 15 hours.
Note: You can edit ETC at any time, but if you adjust the hours for a selected
task, the ETC value is readjusted according to its original value. Therefore,
adjust the ETC value only after you have entered all of your time for the
current timesheet.
day_of_the_week
Records the daily number of hours you worked on a task. For each task on
your timesheet, a grid of fields exists for each day of the week (for example,Sun, Mon, Tue, and so on).
Limits: Two decimal places
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Notes
Provides an area where you can record any noteworthy information about
your weekly tasks. This information is not reported to anyone, but anyone
(such as managers) who can view your timesheet can read your notes or
leave notes for you. When the timesheet is posted, the notes are saved in the
database along with your other timesheet data.
Limits: 255 alphanumeric characters
Save
Saves your timesheet changes in the database. Saving your timesheet
commits the information to the database, making it ready for the
administrator to post.
Note: Ensure all timesheet edits are added to the timesheet before the
administrator's scheduled posting date, because no further edits can be
added after posting.
Status
Prints the current status of all DSM components to the screen.
-sm mm-sd dd -sy yyyy
(Optional) Specifies alerts that were archived, purged, or both on, and after
a specified month (mm), day (dd), or year (yyyy). The default is all alerts
regardless of date. This parameter includes the following:
-sm mm
Includes files created this month (mm) and later.
Limits:01-12
-sd dd
Includes files created on and after this day (dd) of the month.
Limits:01-31
-sy yyyy
Includes files created this year (yyyy) and later.
Limits:1901 and greater
-o output_file
(Optional) Specifies the CSV file name (output_file). Surround the name with
quotation marks if the name has a space in it.
Default:Today's date in the format yyyymmdd.csv.
Example:20060213.csv for a file created February 13, 2006
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-b|-a|-p
(Optional) Specifies whether to add archived alerts, purged alerts, or both to
the CSV file. Options include the following:
-b
Includes both archived and purged alert records. This is the default.
-a
Includes only archived alert records.
-p
Includes only purged alert records.
The following is a valid example of graphics used in an item element.
Preview
Previews your border selections as you modify them before applying them toyour selection in the document. You can use the following buttons to include
single borders around your text or graphic.
Inserts a border above the selected text or graphic.
Inserts a border below the selected text or graphic.
Inserts a border to the left of the selected text or graphic.
Inserts a border to the right of the selected text or graphic.
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Chapter 7: Message Elements 55
Chapter 7: Message Elements
This section contains the following topics:
Definition(see page55)
Message Element Requirements(see page55)
Message Element Example(see page58)
Definition
A message elementidentifies text communications sent by the program and
displayed to the user. Messages can appear on a console, as a pop-up display, or
in a log file as a result of user action, error, or alert.
Note: A message element does not describe how to troubleshoot an error;
therefore, an error message may require a message element and a
troubleshooting element with reciprocal links.
Message Element Requirements
Message elements always include the following:
The message heading (message number), the message text, or both
The Reason subheading followed by a paragraph that explains what
prompted the message
The Action subheading followed by a paragraph that describes the actions to
take
Message elements may include the following:
Example(see page91)
Graphic(see page45)
Item(see page49)
Operating environment designation(see page89)
Principle(see page59)
Procedure(see page61)
Related topic(see page79)
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Heading
The message element heading is the message number the user receives from the
program. Do not change the case of any character or rewrite the message
number. If no message number exists, use the message text.
The following are valid examples of message headings:
"CAOP_E_520"
"CAOP_W_PLFINVLD"
"Message record (tokenxxx) has an invalid SPI format...skipping record?"
Message Text
The message element text is the text of the message displayed to the user. Do
not change the case of any character or rewrite the message text.
The following are valid examples of message texts:
"Cannot load DSB file 'name', 'func' rc=rc."
"Message record (tokenxxx) has an invalid SPI format skipping record."
Note:If the message is confusing, contact the developer and offer a clearer
alternative.
Reason
The reason paragraph identifies the problem that caused the message to appear.
Ensure that your reason gives a thorough explanation so the user has a clear
understanding of the message. The reason text is always introduced with the
"Reason:" subheading. The following is a valid example of a message reason:
Reason:
The Event Manager cannot load the Decision Support Binary (policies) file name,
indicated byname, that contains the MSGREC and MSGACT definitions. The most
common reason, indicated by rc,is 2 - file not found.
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Action
The action paragraph describes the action to take to resolve the problem. Ensure
that your action gives a thorough explanation so the user has a clear
understanding of the action to take. In some cases, you can format the action asan item element and reuse it, or you can embed a procedure element as the
action (omit the procedure heading).
Note: If applicable, use the standard topic for contacting Technical Support.
For messages that do not require action, enter None.
The action text is always introduced with the Action: subheading. The following is
a valid example of a message action:
Action:
Give the correct path of the DSB file (copy the msg_db setting), and restartEvent.
The following is a valid example of a message action with an embedded
procedure element.
Action:
Calendars let you specify the days and times when jobs are run and messages
are processed.
To define a calendar
1.
Open Calendar Management.2. Click New on the toolbar.
The Calendar - Detail window opens.
3. Complete the following fields to customize your calendar definition, and click
OK on the toolbar.
The calendar is saved in the database.
More information:
Calendar - Detail Window
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Message Element Example
CGB0066W
Predicate (predicate_name) is unmapped, the field will be protected to
prevent entry.
Reason:
Attribute views are not mapped between the import and export view. This
condition implies that the predicate (predicate_name) is used only for output and
user input is not allowed.
The generator overrides the protection status of the display field associated with
the attribute and forces the field to be protected.
predicate_name
Identifies the name of the predicate used in the program.
Action:
Verify that the field should be protected. Defining protection for the field
prevents this message.
More information:
Add Field Protection (see page 84)
Field Properties Dialog (see page 125)
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Chapter 8: Principle Elements 59
Chapter 8: Principle Elements
This section contains the following topics:
Definition(see page59)
Principle Element Requirements(see page60)
Principle Element Examples(see page60)
Definition
Aprinciple elementprovides concise and relevant hints on what should or should
not be done.
The types of principle elements include the following:
Note
Use notes for supplementary information, usage tips, and so on. Notes
sometimes provide information (such as memory, configuration, or
version-specific information) that applies only in special cases. The note
principle provides information that if removed does not alter or affect the
main topic content.
Follow these guidelines for notes:
Limit the use of notes in a topic. Too many notes can signal that the topic
needs reorganizing.
Use notes to segregate information from a parent topic, which lets youreuse the parent topic more easily.
Use notes for external cross-references such as to other deliverables.
Note:For more information about using a note element for
cross-referencing external deliverables, see the Navigation Standards.
Important
Use important principles to highlight actions or information that might cause
problems to users' systems or data. This principle element provides a
warning that users must read before continuing to read the topic. For
example, the user must heed the important principle to avoid causing major
damage, such as corrupting data or crashing the system.
Follow these guidelines for important principles:
Limit the use of important principles in a topic.
Do not use important principles in tables. The information should be
important enough not to be included in a table where it can be
overlooked.
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Principle Element Requirements
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More information:
Command Code Element Requirements(see page23)
Item Element Requirements(see page49)
Message Element Requirements(see page55)Procedure Element Requirements(see page61)
Process Element Requirements(see page72)
Structure Element Requirements(see page81)
Troubleshooting Element Requirements(see page85)
Principle Element Requirements
Principle elements contain the following:
The term used to announce the type of principle element, such as "Note:" or
"Important!" formatted as bold
A short description of what should or should not be done
For an important principle, mention the consequences or resulting impact if
the user does not heed the warning or message in the principle
Principle Element Examples
The following are valid examples of principle elements.
Note: Make sure the format is not only supported but is also applicable. If the
product runs only on Windows NT 4.0 or previous releases, delivering
documentation as a .chm file or JavaHelp is not appropriate.
Important!Do not delete a topic shared by others from the SQL database
without consulting the other members of your project team. When you delete a
topic, Author-it deletes the topic every place it is used.
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Chapter 9: Procedure Elements 61
Chapter 9: Procedure Elements
This section contains the following topics:
Definition(see page61)
Procedure Element Requirements(see page61)
Procedure Element Examples(see page66)
Definition
Aprocedure element is a defined set of steps that accomplish a particular task. A
step should have one clear, complete action and one result.
Procedures give instructions about using a product, such as a sequence of inputson a GUI, how to log on to a system, how to install a product, and so on.
More information:
Message Element Requirements(see page55)
Troubleshooting Element Requirements(see page85)
Procedure Element Requirements
Procedure elements always include the following:
Heading
Introduction
Procedure subheading
Steps and results
Procedure elements may include the following:
Example(see page91)
Graphic(see page45)
Item(see page49)
Operating environment designation(see page89)
Principle(see page59)
Related topic(see page79)
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Heading
The procedure heading provides the first view of the procedure. The heading
should briefly describe what the procedure does. Always begin procedure
headings with an action verb.
The following are valid examples of procedure headings:
"Create a New Document"
"Remove the Library"
Introduction
All procedures must have a short introduction (one or two sentences) explaining
why you would want to perform the procedure. This introduction might be asummary of a more in-depth concept that you have written elsewhere and can
link to from this procedure.
Procedure Subheading
Follow the introduction immediately with a subheading that introduces the steps.
However, do notuse procedure subheadings in one-step procedures.
Format this subheading as follows:
Start with the infinitive "to" and the action verb form of the procedure
heading, perhaps providing more information than the procedure heading. Use sentence-style capitalization (that is, use an initial cap for only the first
letter of the first word) and initial cap proper nouns.
Do not end the subheading with a colon or other punctuation.
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Procedure Element Requirements
Chapter 9: Procedure Elements 63
Steps and Results
Procedure steps have the following attributes:
Format of StepsSteps should be numbered.
Number of StepsLimit the number of steps to 7 (+ or -2), whenever
possible. If the number of steps required for the procedure exceeds 9, try
breaking the procedure into several smaller procedures or address the issue
with development.
Content of StepsState only the action that the user should take. Do not
include any result content (usually stated as the purpose of the action). Also,
do not include concept, definition, or entire structure elements. Include only
the item elements that are necessary to the procedure, as in the following
example:
1. Click OK to save the item file.
Rewrite as follows:
1. Click OK.
The file item is saved.
Do not use graphics in procedures unless necessary. Because the user is
typically working in the product, reproducing the UI in a procedure is
unnecessary, unless a graphic demonstrates or clarifies how to use the UI.
Graphics should be minimal and purposeful.
Structure of StepsStart each step with an action verb. If necessary,
conclude with a phrase describing where the action was performed.
Note:If you have a complex dialog with multiple areas on it that can cause
confusion to the reader, begin the step by instructing the user to locate aspecific area. Follow that with the action to perform in that area, for example,
"Locate the Media Configurations section, select the Always Start check box,
and click Apply."
Steps with Multiple ChoicesIf users must choose among multiple tasks,
emphasize the word one in the introductory sentence. Do not use the word or
between steps to indicate a choice, as in the following example:
1. Do oneof the following:
Select Register now (default).
Select Remind me in and enter the duration in the Days field.
Select Do not ask me again.
Click Continue.
If you selected Register now, the registration dialog for the product
appears. If you selected Remind me in days or Do not ask me again, the
installation process ends.
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OS-specific Steps Within a ProcedureIf your product supports more
than one operating system (OS), you may need to document the same
procedure for each OS. In some cases, the procedures vary slightly, so it
makes sense to document the steps in only one procedure topic. But, how do
you indicate the OS differences within one procedure topic?
When documenting OS-specific steps within a single procedure, use a
bulleted list to delineate each OS, and put the name of the appropriate OS in
parentheses at the beginning of the step. The following example shows
formatting and suggested wording:
1. Text for step one.
2. Perform the following task depending on your OS:
(Windows) Text for OS-specific task.
(Ingres) Text for OS-specific task.
3. Text for step three.
This formatting helps keep the step numbering consistent, and it parallels
the way we format procedures that apply to different operating systems (by
including the OS in parentheses in the heading).
Optional StepsTo indicate that a step is optional, place (Optional) at the
beginning of the step, as in the following example:
1. (Optional) Select Use Wildcards.
Wildcard characters are enabled in the From field.
Format of ResultsProvide results for a step on a separate line, as in the
following example:
1. Enter your configuration settings, and click OK.
Your configuration settings are saved to the ABC.dot file.
Content of ResultsResults help users by confirming that they are
following the procedure correctly. When the result is obvious and the
audience is experienced users, results may be omitted. For example, you do
notneed to say Node View appears for the following:
1. Select Node View.
Substeps
Substeps are part of a small, self-contained, related procedure (subprocedure)
that is dependent on the main procedure.
Use substeps sparingly. If you have more than four substeps, break the
subprocedure into a separate procedure and refer the user to that procedure.
Note:When you must create a subprocedure, consider how the process can be
streamlined and provide feedback to development. Subprocedures generally
indicate an unnecessary complication in the