Oracle User Productivity Kit 3.5

Oracle User Productivity Kit 3.5
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Table of Contents
Sample Chapters
  • Create engaging, high-quality training simulations for any Windows-based application leading to reduced training time, increased knowledge retention, and improved user acceptance.
  • Harness the full functionality of UPK 3.5 to add value to your documentation and training materials.
  • Re-purpose your simulations to create multiple document types, including business procedures, test documents, and job aids, and learn how to extend UPK by defining your own output types.
  • A practical, results-oriented guide, written in an easy-to-follow style, and incorporating plenty of screen shots, examples, and numerous hints and tips.

Book Details

Language : English
Paperback : 540 pages [ 235mm x 191mm ]
Release Date : September 2009
ISBN : 1849680167
ISBN 13 : 9781849680165
Author(s) : Dirk Manuel
Topics and Technologies : All Books, Enterprise Products and Platforms, Oracle Applications, Enterprise, Oracle


Table of Contents

Chapter 1: Oracle User Productivity Kit
Chapter 2: Organizing your Library
Chapter 3: Recording a Simulation
Chapter 4: Editing a Topic
Chapter 5: Building an Outline
Chapter 6: Publishing Your Content
Chapter 7: Version Management
Chapter 8: Allowing Alternatives
Chapter 9: Adding Value to Your Topics
Chapter 10: Adding Value in the Player
Chapter 11: Incorporating Sound into Your Topics
Chapter 12: Configuring UPK
Chapter 13: Localizing Your Content
Appendix A: Installing UPK 3.5
Appendix B: Object Types
  • Chapter 1: Oracle User Productivity Kit
    • What is UPK?
      • A brief history of UPK
    • Why use UPK?
      • Instructor-led training
      • Self-paced learning
    • How does UPK work?
      • Output formats
        • Online delivery
        • Documentation
    • Deciding how you will use UPK
      • Choosing delivery formats
      • Styles and standards
      • When to record
      • What to record
    • Summary
  • Chapter 2: Organizing your Library
    • Accessing the Library
    • Working in the Developer screen
      • Changing the screen layout
        • The Properties pane
        • The Broken Links pane
        • The Related Documents pane
        • Arranging panes on the screen
      • Changing the information displayed for objects
        • Working with Views
    • Choosing a structure for your Library
    • Creating folders
    • Changing the Library structure
    • Summary
  • Chapter 3: Recording a Simulation
    • How UPK captures a recording
      • Automatic recording
    • Capturing actions
      • Problematic actions
    • Planning your recording
    • Setting your content defaults
      • General options
      • Options for Bubble Text
      • Options for the Introduction/End Frames
      • Options for String Input
    • Our first recording
      • Creating an empty Topic
      • Recording an empty Topic
      • Recording a Topic immediately
      • The Recorder window
        • The Recorder window for automatic recording
      • Our sample exercise
    • Setting your Recorder options
    • Recording drag-and-drop activities
    • Summary
  • Chapter 4: Editing a Topic
    • Understanding the Topic Editor screen
      • The Screenshot pane
      • The Frame Structure pane
      • The Property Editor panes
    • Adjusting actions
      • The Action Properties pane
      • Working with mouse Actions
        • Adjusting Action Areas
        • Adjusting Bubble Text
      • Working with keyboard Actions
      • Working with string input Actions
        • Adjusting the string input action area
        • Adjusting the background color
        • Adjusting the font
        • Controlling what the user can enter
        • Case sensitivity and password fields
    • Changing the Bubble
      • The Bubble Properties pane
      • Changing the Bubble format
        • Changing the Bubble pointer
        • Repositioning the Bubble
        • Changing the size of the Bubble
        • Adding an icon to a Bubble
      • Changing the Bubble Text
        • Template Text versus Custom Text
        • Using Custom Text
        • Choosing which texts are displayed
        • Formatting Bubble Text
        • Tagging Custom Text for different modes
      • Undo
    • Adjusting your recording
      • Adding missing Frames
      • Inserting a No-context Frame
      • Replacing screenshots
      • Re-recording a Topic
      • Editing screenshots
        • Choosing an image editing application
        • Editing a screenshot
      • Deleting Frames
    • Summary
  • Chapter 5: Building an Outline
    • Outlines versus the Library
    • Organizing your Topics
    • Building an Outline
      • Step 1: Creating an Outline
      • Step 2: Inserting Outline Elements into an Outline
      • Step 3: Inserting a Topic
      • Step 4: Inserting Topic placeholders
      • Adjusting the Outline
    • Summary
  • Chapter 6: Publishing Your Content
    • Pre-publication checks
      • Checking your spelling
        • Changing your spelling options
      • Updating the Glossary links
    • Testing your content
    • Previewing a Topic
    • Publishing your content
      • Publishing content—a generic approach
        • Published folder structure
    • Publishing for online use
      • Creating a Player
        • Publishing options
        • Generated files
        • Example output
      • Creating an HTML Web Site
        • Publishing options
        • Generated files
        • Example output
      • Creating an LMS Package
        • Publishing options
        • Generated files
        • Example output
      • Creating Standalone Topic Files
        • Publishing options
        • Generated files
        • Example output
    • Publishing Documents
      • Publishing a System Process document
        • Document Properties
        • Publishing options
        • Generated files
        • Example output
      • Publishing an Instructor Manual
        • Document Properties
        • Publishing options
        • Generated files
        • Example output
      • Publishing a Job Aid
        • Document Properties
        • Publishing options
        • Generated files
        • Example output
      • Publishing a Test Document
        • Document Properties
        • Publishing options
        • Generated files
        • Example output
      • Publishing an HP Quality Center test script
        • Document Properties
        • Publishing options
        • Generated files
        • Example output
      • Publishing a Training Guide
        • Document Properties
        • Publishing options
        • Generated files
        • Example output
      • Automatic publishing
        • Settings files
        • The command line command
        • Publishing via a batch job
    • Integrating published content into other environments
      • Integrating a Topic into a presentation
      • Integrating UPK into your application
        • What is context capturing, and what does it do?
        • SmartMatch and SmartHelp
    • Summary
  • Chapter 7: Version Management
    • Checking in a content object
      • UPK Workflow
      • Step 1: Selecting the content objects
      • Step 2: Confirming the scope of the check-in
      • Step 3: Specifying a reason for the change
    • Checking out a content object
      • Cancelling the check-out of a content object
    • Working with document versions
      • Displaying an earlier version
      • Reverting to an earlier version
    • Restoring a deleted document
    • Exporting and importing content
      • Exporting content objects
      • Importing content objects
    • Converting content from a previous version of UPK or OnDemand
    • Summary
  • Chapter 8: Allowing Alternatives
    • Adding Alternative Actions
      • Automatically capturing Alternative Actions
    • Alternative Paths and Branches
      • Adding an Alternative Path
        • Changing the end point of an Alternative Path
        • Deleting an Alternative Path
      • Inserting a Decision Frame
      • Inserting a Branch
        • Changing the order of paths
        • Deleting a decision path
        • Decision Frames in See It! mode
        • Decision Frames in Know It? mode
    • Stretching the envelope with Alternative Paths
      • Looping back
      • Automatically responding to user input
    • Summary
  • Chapter 9: Adding Value to Your Topics
    • Providing context through the use of Custom Text
      • The Start Frame
        • Introduction Text: Version differences
      • Action Frames
      • The End Frame
      • Explanation Frames
      • Copying and Pasting Frames
    • Putting Web Pages to good use
      • Using Web Pages in the Concept pane
      • Using images in Web Pages
      • Creating independent Web Pages
      • Using Web Pages in Topics
        • Linking via a hyperlink
        • Linking via an icon
      • Linking files through the use of Packages
      • Creating a Package
      • Adding files to a Package
      • Linking a Package into a content object
      • Linking to a URL
    • Using a Glossary
      • Creating a glossary
      • Assigning a Glossary to content objects
      • Regenerating the Glossary links
        • Updating Glossary links after updating the Glossary itself
        • Manually regenerating the Glossary links
      • Generating a stand-alone Glossary
    • Summary
  • Chapter 10: Adding Value in the Player
    • Working with roles
      • Defining your roles
      • Assigning roles to Topics
      • Selecting roles in the Player
      • Remembering a trainee's selection
      • Publishing for a role
      • Thinking beyond roles
    • Jump-in Points
      • Defining jump-in points
      • Selecting jump-in points in the Player
    • Facilitating effective searches
      • Using Keywords
        • Assigning Keywords to a Topic
    • Allowing trainees to change their Player options
      • Providing training on the Player
        • What to explain
        • How to train on the Player
    • Summary
  • Chapter 11: Incorporating Sound into Your Topics
    • Displaying sound properties for a Frame
    • Setting up your sound options
    • Recording sound files for Template Text
      • Locating the sound files in the Library
    • Recording custom text sound files
    • Importing and exporting sound files
      • Exporting sound files
      • Importing sound files
    • Deleting sound files
    • Publishing sound
      • Sound in the Player
    • Summary
  • Chapter 12: Configuring UPK
    • Configuring Template Text
      • Understanding the template file
        • The file header
        • The <Styles> section
        • The <Events> section
        • The <Classes> section
        • The <Defaults> section
        • The <Template> sections
        • The <Keynames> section
        • The <ShiftKeyPrefix> section
        • The <Instructions> section
    • Creating a custom template
      • Taking a copy of an existing template
      • Editing a custom template
      • Customizing the Template Text
        • Customizing the Template Text the "easy" way
      • Using your custom template
        • Using a custom template as the default template
        • Assigning a custom template to existing Topics
    • Defining a new object type
    • Customizing deployment packages
      • Understanding where the deployment formats are defined
      • Creating your own deployment category
      • Customizing the logo
      • Customizing an output style
    • Removing the ability to skip in Try It! mode
    • Customizing document formats
      • Copying an existing document format
      • Customizing the UPK settings
      • Changing a document's contents
    • Summary
  • Chapter 13: Localizing Your Content
    • Foreign-language templates
      • Supported languages
      • Foreign-language template format
    • Providing existing content in a foreign language
      • Taking a copy of the existing content
      • Using a foreign-language template
      • Using a foreign-language Deployment Package
      • Translating Custom Text
        • Exporting content for translation
        • Translating via XLIFF
        • Importing a translated file
    • Replacing screenshots with localized versions
    • Re-recording the sound files
    • Summary
  • Appendix A: Installing UPK 3.5
    • Installing the UPK developer environment
    • Accessing UPK for the first time
      • Accessing a stand-alone installation
      • Logging onto a UPK client
    • Installing the Topic Player
    • Summary

Dirk Manuel

Dirk Manuel is a freelance training and documentation consultant, who has spent the past 20 years specializing in the development of training materials for large-scale ERP projects. He has been using UPK (and its predecessor, OnDemand) for five years, and has developed several hundred high-quality training simulations using UPK. Dirk has taught UPK and OnDemand to training developers in England, the United States, Japan, and Guatemala, both for his own clients and for other consulting companies. Dirk is also a proofreader for Packt Publishing, having proofread over 25 books to date.

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Sample chapters

You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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What you will learn from this book

You will:

  • Master the functionality of Oracle UPK 3.5/OnDemand 9.1 and generate outputs in multiple formats
  • Organize recordings into a functional library for a single developer, or a team of distributed developers, and implement version management and workflow
  • Edit recordings to correct or enhance them, and to provide custom texts tagged for different output formats
  • Increase the realism of simulations by providing alternative actions, and extend and enhance simulations by providing alternative paths and branches
  • Build an Outline for end-user presentation, and enhance this by providing concept information, images, and links to external documents
  • Use simulations to create a variety of on-line and documentation-based formats, and integrate these into training presentations, web sites, Learning Management Systems, and application help
  • Improve usability by providing a glossary, role filtering, jump-in points, and keyword searches
  • Extend UPK by creating a custom template, defining new object types, and creating new document formats
  • Provide simulations in multiple languages by leveraging UPK's built-in localization capabilities

In Detail

As the complexity of software applications increases and the length of the implementation life cycles decreases, companies are looking for effective ways of training users in new applications, and the new releases of existing applications. Oracle's User Productivity Kit solves these problems by enabling the rapid creation of software application simulations, which are used for training purposes or to generate business documents. Although UPK provides such advanced features, nothing has been written about this application yet.

This book provides a guided approach to building high-quality, re-functional simulations of tasks performed in software applications. With this book in hand, it is easy for organizations that are implementing or upgrading software to meet their full training and documentation requirements. This book explains how to harness all of the functionality provided by Oracle's User Productivity Kit, formerly known as OnDemand, to develop better quality training. It also covers the advanced topics of customizing UPK's built-in delivery formats, and defining new ones to extend the capabilities of UPK.

This book explains how to make the most of Oracle User Productivity Kit's available functionality to create high-quality simulations. These simulations can be used during instructor-led training, self-directed learning, or refresher training. By following the approach described in this book, you will create world-class training material that your trainees will find useful, engaging, and informative. As a result, they will remember more of what they are taught, and will be better equipped to use the application on which you are training them. In turn, they will become more productive sooner, make fewer mistakes, and require less support. To ensure effective knowledge transfer through training simulations, it is necessary to add a business context to recordings, and to provide additional explanations. This book will teach you more than simple mouse-clicks and keystrokes.

A guided approach to creating interactive training simulations and performance-support documentation.

Customer Review

"...The book would certainly have saved me thousands of pounds, as it uses real-world ERP examples that we can all relate to. With it, we could have worked through the examples portrayed across the book’s 500 pages to create impressive training simulations. Without it, my team learned by trial and error on Oracle 11.5.10r2 at Sandwell MBC." Read the full review here.


This book provides a practical tutorial on UPK's functionality, with the aim of teaching developers how to best leverage this functionality to develop high-quality training material. The book guides readers from the basics of recording through to adding value through Web Pages Packages (Infoblocks), Role filters, Glossaries, and more. The book starts with the recording of a simple simulation, and builds on this recording throughout, by introducing new UPK features and incorporating the lessons learned into this recording. Interwoven into this, the key tasks (how-tos) are formatted in such a way that they can be quickly identified and referred to, making this book useful as an ongoing reference to UPK functionality.

Who this book is for

This book has been written primarily for new or intermediate training developers who will be using Oracle UPK or OnDemand to create their training material. If you are an experienced UPK developer who wants to tailor UPK to meet your own, specific requirements, you will love this book.

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