Managing Roles › Create and Publish a Help Set

Create and Publish a Help Set

You can create custom help sets for any custom roles you might define.

To create, populate, and publish a help set

1. Select Security and Role Management, Role Management, Help Sets on the Administration tab.

   The Help Set List page appears.

2. Click Create New.

   The Create New Help Set page appears.

3. Complete the following fields:

   Help Set Name

   The unique name of this help set.

   Interface Type

   The interface type of the help set (such as Analyst, Employee, or Customer).

   Record Status

   Indicates whether the help set is Active or Inactive.

   File Name Prefix

   The prefix you want to attach to the help files generated for this help set. Do not include spaces in the name.

   Note: Assign a prefix that allows you to identify the files belonging to this help set. For example, you may want to use ANAL for an analyst's help set prefix.

   Internal

   This is automatically set to NO for user-defined help sets. The value in this field cannot be changed.

4. Click Save.

   The Contents tab appears.

5. Click Define Content.

   The Selected Help Update window opens.

6. Select the content you want to include in the help set.

   Important! Some topics are required, and are included in your new help set regardless of whether you select them. For example, the CA SDM home page and other front matter topics are always included. Also, nested topics are dependent on their container topics. Container topics are included automatically if you include any of their nested topics. For example, if you select the "Use the Scoreboard" topic, the container topic "Navigate CA SDM" is included when you publish the help set.

7. Click OK.

   The Selected Help Update window closes and the content is listed on the Contents tab.

8. Click Publish.

   This generates the help set by packaging the selected topics into a help system you can display in a web browser.

9. Wait a few moments for the publishing process to complete; then select View, Refresh on the menu bar.

   The View Help button becomes active.

10. Click View Help.

    The custom help set appears in your default web browser.