SharePoint Integration in Adobe RoboHelp 10: An End-to-End Workflow

Monday, October 8 2012 @ 5:23 PM, By Ankur Jain

How are businesses using Microsoft SharePoint in the Enterprise? As a Product Manager, I’ve asked this question to several teams familiar with SharePoint, including technical communication professionals and end-users.  While most people start with SharePoint as a portal technology or use it as a content repository, there are several who have extended its use to manage document workflows and support business processes – which is not surprising. There are some who utilize the documents stored in SharePoint to support mission-critical processes, which I see as an evidence of their desire to link SharePoint’s content to business processes.

Based on my discussions with these teams, many of which also use Adobe RoboHelp, it’s clear in my mind that these organization see business value of SharePoint and it appears to be growing as well. Businesses that once viewed SharePoint as the “go-to” place for content are extending its role into “the place where business gets done”. SharePoint is moving from a static content repository to a platform that actively connects people and content through processes.

Technical communications is not very different, and many technical communication teams today use SharePoint for content repository, sharing assets, process workflows, and to deliver content to their end-users. Technical Communication content is often published to SharePoint; knowledge-base and policy and procedure documentation are some examples that come to mind. Based on these learnings on how technical communication and eLearning teams use SharePoint, we decided to build native SharePoint integration in RoboHelp 10.

The native integration with SharePoint allows RoboHelp 10 users to be more productive in their day to day work. It’s an end-to-end workflow that covers content authoring, re-use, review and publishing.

  1. Use SharePoint as content repository for RoboHelp 10 content: RoboHelp 10 supports version control with Microsoft SharePoint 2010 natively, which means you do not need to install any third-party plugins. Add RoboHelp 10 projects to SharePoint repository, check-in and check-out files, and perform other version control operations without leaving your favorite authoring environment.
  2. Share SharePoint assets across RoboHelp projects and users: You can share/link SharePoint assets (such as images, multimedia files, captivate videos, CSS files etc.) across multiple RoboHelp projects and authors. “Live linking” in RoboHelp Resource Manager is integrated with SharePoint, so when an asset is modified the change is reflected in all the topics in all the RoboHelp projects that use (link) that asset.
  3. Host RoboHelp 10 content on SharePoint workspace (in PDF format) for review: Select the RoboHelp topics that you want to send for review, and send them to the reviewers in PDF format. Host this PDF for review in the SharePoint workspace, and send the link to reviewers. Your reviewers can provide review comments using the free PDF reader, without having to install or learn any additional software products. You can them import all the comments from the PDF to the RoboHelp project in one click.
  4. Publish Multiscreen HTML5 content to SharePoint natively for both desktop and mobile access. Publish RoboHelp content directly to a SharePoint site from within RoboHelp and that too in accordance with Microsoft’s security and compatibility recommendations. I often hear from SharePoint users that the traditional tri-pane (WebHelp) HTML format does not blend with the SharePoint chrome (the navigational links, branding, and UI options that come from a SharePoint master page and are common to all SharePoint pages). RoboHelp 10 supports publishing the Multiscreen HTML5 output to SharePoint in its native format (ASPX), ensuring a problem-free display of output in both SharePoint 2010 and SharePoint 2007. When you view the published output, the topics appear in the SharePoint chrome as a single continuous HTML page.

Do you use SharePoint? I would love to hear how you use SharePoint, and your thoughts on how these new workflows in RoboHelp can help your organization. Please leave a comment and let us know.

Ankur Jain
Senior Product Manager – Technical Communication Suite, RoboHelp, RoboHelp Server

4 Responses Mobile, Policies and Procedures, Products, RoboHelp, TechComm, Technical Communication, Technical Communication Suite, Uncategorized, User Assistance
  • http://www.cmcandrew.com/robocolumn/ Colum McAndrew

    We are using SharePoint as a repository but not for our end user documentation. We use the review and approval workflows for our project documentation. We are interested in the integration capabilities in RH10 as SharePoint would be the obvious way for us to go for things like documentation reviews and the RH Resource Manager. Maybe we’d even consider using it as our source control, although we currently use the same as our Developers (Tortoise SVN). One thing is not 100% clear though. You state that Microsoft SharePoint 2010 is required for the source control integration. Does the same apply to the other integration features in RH10? We are still on SharePoint 2007 so would have to upgrade if that is the case. Having spoken to our SharePoint guru, it seems likely that should we upgrade, we’d wait for SharePoint 2013 with this being installed Q4 2013. Obviously any RH integaration would need to be compatible with SharePoint 2013 in that case.

    • Aditi Roongta

      SharePoint 2010 is required for the source control workflow from within RoboHelp 10 while all other integration features should work seamlessly with SharePoint 2007 as well.

  • http://profiles.google.com/jhallerpi John Haller

    Has anyone tried using Office 365 for SharePoint version control. I am trying, but get a 403 access forbidden error when testing the connection from RH.

    • rafael

      dear john i face the same problem – have you found any solution yet?

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