Publishing

· Slide Show Layout/Page Layout: Defines the way the chart is published.

· Wall: Publishes the active sub-chart only. No additional charts, directories, reports or profiles are published.

· Book: Publishes your entire chart, with each sub-chart on its own page. This option allows you to include additional charts, as well as directories, reports and profiles. You can optionally include a customized cover page, and Content and Index pages, that contain hyperlinks to the respective pages in the chart.

· When Book is selected, the Box Sizes option is enabled.

· Select Automatically to size boxes on a page-by-page basis.

· Select Consistently Across All Sub charts to ensure that box sizes across all sub-charts are consistent.

· Select Scale to 100% actual size and change the percentage to reflect the Scale To size you want to use.

· Orientation: Defines how the chart is oriented on each slide/page (Portrait or Landscape).

· Embedded Type: Enables you to determine how the chart is embedded in Word or PowerPoint. There are two options:

· Insert Metafile: Inserts the chart as a non-editable graphical image.

· Select Maximize chart area to scale each published chart to the fill the destination page.

· Include Navigation Arrows: Includes hyper-linked navigation arrows in the file (Not included for Word).

· Insert Object: Inserts the chart as a linked object that is editable in OrgPlus. Once published, you can double-click on a chart in Word or PowerPoint to edit.

· Select Remove Fields Not Shown to exclude hidden fields from the published chart. This protects sensitive information (for example, salaries) from being accessed in Word or PowerPoint.

· Select Fixed Line Widths if you have dashed or dotted lines in your chart. Some Microsoft applications do not support multiple line width combined with dashed lines.

Word Compatibility: Specify your version option for Microsoft Word.

· Office 2000 and higher – This option produces a Word file compatible with MS Office 2000, 2003, and 2007.

· Office 2007 and higher – This option is faster, but produces files compatible only with MS Office 2007.

PowerPoint Compatibility:

· Office 2000 and higher – This option produces a PowerPoint file compatible with MS Office 2000, 2003, and 2007

· Office 2007 and higher – This option is faster, but produces files compatible only with MS Office 2007.

Note: Microsoft offers a plug-in that allows older versions of PowerPoint to read PowerPoint 2007 files.

· Expand Collapsed Branches: Displays all branches if some are collapsed.

· Hide Panels: Hides any included panels (sub-charts, profiles, directories, and reports) when a chart is first displayed. The Show icon or the Hide icon on the toolbar can be used to show or hide the panels.

· Enable Tree Panel: Includes the Tree panel in the published output.

· Enable Print: Enables users to print published charts from OrgPlus Plug-in.

· Enable Save: Enables users to download published charts from OrgPlus Plug-in.

· Enable Send to Excel: Enables users to send the chart data to a Microsoft Excel spreadsheet file.

· Remove Fields Not Shown: Prevents users from viewing or saving hidden data contained in the original chart file (for example, salaries or, employee identification numbers).

· HTML Container: Creates an HTML container page for the chart.

· Select Auto Update Enabled to automatically install OrgPlus Plug-in when users open an HTML page containing an OrgPlus Plug-in chart.

· Select Automatically Activate ActiveX Control to activate ActiveX Control when users open an HTML page containing an OrgPlus Plug-in chart.

· Enable Security: Enables OrgPlus Plug-in Security. See OrgPlus Plug-in Security Options for more information.

· Choose which toolbar buttons you want accessible in OrgPlus Plug-in:

· Include "Launch OrgPlus" button

· Include "Publish to PP" button

· Include "Publish to Word" button

· Include "Publish to OrgPlus Plug-in" button

· Include "Publish to HTML" button

· Include "Publish to PDF" button

· Enable Toolbar: Includes an OrgPlus toolbar when the chart is loaded in a web browser.

· Enable Save: Allows users to save a local copy of the OrgPlus file. The OrgPlus file can be opened using OrgPlus Standard or Professional. The file can also be opened using OrgPlus Reader.

· Enable Print: Allows users to print the chart.

· Include Banner: Includes a banner above the chart in the HTML display. You can customize the banner with company information, etc.

· Hide Panels: Hides any included panels (sub-charts, profiles, directories) when a chart is first displayed. The Show icon or the Hide icon on the toolbar can be used to show or hide the panels.

· Smaller, faster HTML Charts: Optimizes the HTML file size. Shadows and other non-essentials elements are removed from HTML output to enable Internet Explorer to load and display your chart faster.

· Automatically Activate Active Control: Enables JavaScript elements in your published chart to launch without first requiring the user to permit it.

· Disable Right Click Menu: Helps increase security of images and other data in the chart by preventing users from accessing the right click menu options.

· Encoding: Specify either ANSI or Unicode encoding used to generate the HTML files.

· Internet Explorer Compatibility: Specify the Internet Explorer version compatibility options:

· Version 6.0 and Higher

· Version 7.0 and Higher

· Font Embedding: Select how fonts are to be embedded in the published document.

· Select Descriptor only to store only Font names in the PDF file. If a user does not have the specified font installed, a substitute font is used. This creates smaller PDF files.

· Select Outlines to include complete font descriptions in the PDF file. This ensures that the chart in displayed using the original font selections. This creates larger PDF files.

· Include Navigation Arrows: Includes hyper-linked navigation arrows in the PDF file.

· Image Compression: Compresses images and text in the PDF file.

· GrayScale: Output the PDF file using only grayscales.

· ASCII: Encodes binary data in an ASCII based-85 representation.

· Maximize chart area: Maximizes the chart area in the published output.

· Include Navigation Arrows: Include sub-chart arrows in print output.

· Select Field For Index: Select the field used to create the index.

· Sort By: Select the field by which the index is sorted. You can then select to sort in Ascending or Descending order.

· Columns: Define the number of columns per index page.

· Levels up to: Select the number of chart levels to include in the index.

· Click Font to change the format of the Index.

· Index Order: Specify which way you want the index to flow. By default, the index flows down, then over.

· Launch PowerPoint/Word/Browser/PDF when the publish operation is complete.

· For PDF, OrgPlus Plug-in, and HTML, you can save to disk or upload to a server using FTP.

· Disk: Saves the output file on disk according to the path and file name entered in the Output field. You can also click Browse to use the standard Windows browser.

· FTP: Saves the output file to an FTP server according to the path and file name entered in the FTP Location field. You can also click FTP to open the Session Profile dialog box. The Session Profile dialog enables you to configure an FTP session.

· For OrgPlus Plug-in, an HTML button is shown if you selected the HTML Container option. Select the HTML to define the HTML container settings. For more information see the OrgPlus Plug-in Deployment article in the Support Center at www.orgplus.com/support/.

· When you are publishing to a printer, select Show Print Dialog to display the standard Print Options dialog box before printing the document.

· To send the published chart to one or more e-mail addresses, select the Send as E-mail checkbox. Then click the Send button to display the Send as E-mail dialog box.

Note: To use this feature you must define your e-mail field with the E-mail category. See Adding and Deleting Fields for more information on how to define field properties.

· E-mail Client – Select this option to use your default e-mail client.

· SMTP – Select this option to use Simple Mail Transfer Protocol. This option sends the e-mail with the SMTP settings defined in OrgPlus. See Using the Options Panel for more information.

Publishing

The publishing process for OrgPlus is identical regardless of the final format. There are different options and specific features available for some formats. This topic describes the process as a whole, and discusses the specific features available for each format.

1 With your chart open, choose a publishing option from the File > Publish To submenu. This opens the Publishing Wizard.

2 Select the appropriate publishing options, which vary based on the publishing target you select.

Notes: Selecting the Wall mode outputs only the chart. The Publish Options Page is skipped. Clicking Next with Enable Security (OrgPlus Plug-in) selected displays the Specify Security Options page. See OrgPlus Plug-in Security Options for more information.

4 If you are publishing to PowerPoint, you can select an existing PowerPoint template to be used when publishing. Select Use PowerPoint Template and then click the Browse button to select a template.

5 If you are publishing to PowerPoint, Word, PDF or Printer, make sure the Cover tab is selected. The Include Cover Page checkbox is selected by default. Enter the Cover page text and optionally use the Font button to set the format.

Note: You can include AutoText elements in your cover page, such as author’s name or date last revised. Click the AutoText button to display a drop down menu of AutoText entries.

6 If you are publishing to PowerPoint, Word, PDF or Printer, select the Contents tab. Select Include Contents Page to include a Table of Contents and then optionally use the Font button to set the format.

7 Select the Chart Contents tab. A list containing all the charts and sub-charts within the current project is displayed. By default all charts and sub-charts are included. Clear any sub-charts you do not want included in the published document.

Note: If you are publishing to PowerPoint, click the Options button to display the Chart Contents Options dialog box. By default, your PowerPoint presentation will be published with links from Chart pages to the Contents page and to the Index page. You can enable or disable the links as needed.

8 If you are publishing to PowerPoint, Word, PDF or Printer, select the Index tab. Select Include Index Page to include the index page.

9 When you are finished with the Publish Settings Page, click Next to display the Publish Output Page dialog box.

10 In the Output field, enter the full path and name of the output file, or click Browse to specify the name and path using standard Windows file browser.

Note: Publishing (including e-mail distribution) can be automated. See Republishing for more information.