Contents
The WorldServer Solution
What Can WorldServer Do For You?
Introduction to WorldServer
Your Role in the WorldServer Operation
Administrator
Project Manager
Author
Editor
Translator
Reviewer
Search Panel in WorldServer
Using the Search Panel
Release Notes
Help Style Standards
Documentation Notice
Setting Up WorldServer
The Role of Users, Vendors, and Workgroups
Users
Adding, Viewing and Modifying Users
Enabling or Disabling a User
User Properties
Deleting a User
User Types
Adding, Viewing and Modifying User Types
User Type Properties
User Type Permissions
Setting Up User Type Permissions for
Client Managers
Setting Up User Type Permissions for
Project Managers
Setting Up User Type Permissions for
TransPort
Deleting User Types
Vendors
Adding, Viewing and Modifying Vendors
Deleting a Vendor
Vendor Properties
Vendor Statistics
Workgroups
Adding, Viewing and Modifying Workgroups
Deleting a Workgroup
Workgroup Properties
Using the Asset Interface System
AIS Mounts
Adding Licenses for Connectors
Running WorldServer Under a Domain User
Account
Adding, Viewing and Modifying Mounts
Deleting a Mount
Generic AIS Mount Properties
Mount Types
SQL Database Mount
Adding a SQL Database Mount
Configuring a SQL Table
Configuring SQL Columns
Configuring the SQL Identifier Hierarchy
Deleting a SQL Table from WorldServer
Adding a File System Mount
Adding a Perforce Mount
Adding an SDL Trisoft Mount
AIS Triggers
Adding a Trigger
Viewing and Modifying Triggers
Deleting a Trigger
AIS Masks
Adding, Viewing and Modifying Masks
AIS Mask Properties
Deleting an AIS Mask
Content Categories
Adding Root or Child Content Categories
Editing a Content Category
Deleting Content Categories
Content Category Columns
AIS Properties
Changing Asset Properties
Displaying and Hiding Asset Columns
Context URL
About Customization
Customization Type Settings
Managing AIS Properties
AIS Triggers
Attribute Validators
Attributes
Authenticators
Automatic Actions
Connectors
Cost Model Clauses
Entry Forms
Custom Filters
Human Actions
MIME Types
Machine Translation
Notification Content Component
Project Asset Selector
Servlets
Translation Memory Services
User Interface Hooks
Word Breaker
Word Stemmer
Adding a Custom Component
Viewing and Modifying a Custom Component
Deleting a Custom Component
Searching AIS Properties
Running WorldServer Under a Domain User
Account
The Importance of Business Rules
Locales
Adding, Viewing and Modifying Locales
Associating Locales with Content
Deleting a Locale
Locale Properties
WorldServer Encodings
Linkage
Linkage Columns
Launching the Linkage Editor
Adding, Viewing or Modifying a Link
Searching for Links
Link Properties
Enabling and Disabling Links
Deleting Links
Saving Links
Business Rule Creation and Use
Rules Wizard
Asset-Based Rules
Changed
Assets Selections for Asset-Based Rules
Example: Detect updates and initiate
project
Task-Based Rules
Example: Send alert when human step
is due
Adding, Viewing and Modifying Rules
Deleting Rules
Execute a Rule Now
Rule Execution Log
Rule Properties
Recurrences
Adding, Viewing and Modifying Recurrences
Deleting a Recurrence
Recurrence Properties
How Workflows Impact Your Project
Workflows
Default Workflow Table
Workflow Columns
Adding a Workflow
Workflow Steps
Predefined Workflow Steps
Human Workflow Steps
Automatic Workflow Steps
Loading Additional Automatic Actions
Parallel Review Workflow Step
Sub-Workflow Step
Parallel Sub-Workflow Step
Using Workflow Actions
Human Actions Table
Automatic Actions Concept
Automatic Actions Table
Human Actions Concept
Workflow Transitions
Viewing or Modifying Workflows
Deleting a Workflow
Workflow Drafts
Workflow Phases
Workflow Type
Workflow Roles
Adding, Viewing and Modifying Workflow
Roles
Deleting Workflow Roles
Workflow Role Properties
SharePoint Integration
Working With Assets and Projects
About WorldServer Explorer
Explorer Menus and Toolbar
Remember Selection
Creating a Project
Viewing Assets
Preview Asset
Asset Data
Asset Context
Data Diff
Asset Information
Managing Assets in WorldServer Explorer
New Asset
Delete Asset
Copy Asset
Download Asset
Uploading Folders or Assets
Lock Asset
Unlock Asset
Clear Segment Cache
Submitting Assets
Using Versioning in Projects
Checking Out Assets
Checking In Assets
Undo Checkouts
WorldServer Asset History
Asset History
Rolling Back an Asset
Compare Asset Versions
Apply Label
Find Checkouts
Merge or Rebase Branches
Merge or Rebase Selection
Merge Conflict
Updating Versioned Assets
Viewing Branches
View Properties
Explorer Tools for Assets
Property Search
Search Assets
Results for Search and Replace
Explorer Tools for Projects
Scope
Scoping Folders or Assets
Create Project - Step 1
Update Selected Tasks in Project
Project Update
Task Update without Live TM
Task Update and Project-Scope Automatic
Actions
Create Project - Step 2
Advanced Project Parameters
Add to Project - Step 1
Add to Project - Step 2
Editing and Translating Assets
Browser Editing Options
Editing Assets in a Browser
Segmented Asset Editor
Freeform Editor
Selected Asset Version
Placeholders
Segment Comments
Source Asset Change Detected
Unsaved Copy Detected
Target Asset Change Detected
Cannot Claim a Task
Segment Locking
Editing Assets in WorldServer Desktop
Workbench
Editing Assets in an External Editor
Using the Launcher
Importing and Exporting Assets
Importing and Exporting Assets
Exporting Translation Kit
Procedure for Exporting Translation
Kit - Step 1
Exporting Translation Kit - Step 2
Procedure for Exporting Translation
Kit - Step 2
Importing Assets
Importing and Exporting Indexes
Exporting Indexes
Importing Indexes
Working With Projects
About the Project View
Monitoring Steps in a Single Project
Standard Project View
Tree Project View
Change Project Attributes
Change Attributes for Multiple Projects
or Tasks
Export Project
Exporting a Project for Offline Work
Importing Assets
Upload Files and Create Project
File Scoping
Cancel Project
Change Project Priority
Configuring Table Columns
Changing Task Priorities
How Do Tasks Work?
Task View Options and Menus
Task Status Icons
Tasks
Viewing Full Asset Paths
View Scoping Information
View Project Information
Monitoring Steps in a Single Project
Workflow Phases
Claim Task
Unclaim Task
Export Task
Exporting a Task for Offline Work
Importing Assets
Downloading Task Assets
Complete Task
Configuring Table Columns
Task Issues
Logging a New Task Issue
Edit or Translate Tasks
Editing Assets in a Browser
Editing Assets in an External Editor
About Task View Options
Edit Externally
Cancel Task
Change Assignees
Asset Options
Change Properties
Download Source PDF
Download Task Assets
Uploading Folders or Assets
Task Options
Change Due Date
Change Priority
Change Attributes
Change Task Status
Move Task
Monitoring Tasks Progress in a Project
Workflow Engine Queue
Filter Engine Queue
Canceling Filter Engine Queue Job
About Issues
Viewing Issues
Closed Issues
New Issues
Search for Issues
Viewing and Modifying Issue Properties
About Announcements
Posting Announcements
Project Types
Adding a Project Type
Select a Workflow
Deleting Project Types
Clients
Adding a Client
Deleting Clients
Quotes
Quote Approval Process Overview
Creating a Quote for a Client
Adding New Files
Editing a Quote
Deleting a Quote
Advanced Quote Approval Process Workflow
Working With Background Jobs
Background Jobs
Background Jobs: Holding, Resuming, and Canceling Jobs
Changing the Priority of a Background Job
Using WorldServer Tools
Linguistic Tool Setup
What is a Terminology Database?
Terminology Databases Setup
Adding, Viewing and Modifying Terminology
Databases
Deleting Terminology Databases
Terminology Database Properties
Terminology Databases Groups Setup
Adding, Viewing and Modifying Terminology Database
Groups
Deleting Terminology Database Groups
Terminology Database Group Properties
Terminology Database Security
What is a Translation Memory?
Translation Memory Setup
Adding and Modifying a Translation Memory
Translation Memory Reverse Leveraging
TM Entry Attribute Masks
Stemming
Translation Memory ICE Control Options
and Penalties
Translation Memory Security
Deleting a Translation Memory
Translation Memory Groups Setup
Adding and Modifying a Translation Memory
Group
Group Level TM Penalties
Deleting a Translation Memory Group
Machine Translation
Configuring Machine Translation Adapters
Machine Translation Tool
Machine Translation Adapters
Deleting a Machine Translation Configuration
Scoping
Adding a Scoping Configuration
Modifying the Scoping Configuration
Scoping Configuration Properties
Scoping Folders or Assets
Deleting a Scoping Configuration
About Filter Configurations
WorldServer Filtering Process
File Type Categories
Filter Determination for Segmentation
Filter Configuration and Segmentation
Testing the Content and Filter
About the Default Filter Configuration
The Filter Configurations List
Creating a New Filter Configuration
Editing a Filter Configuration
Deleting a Filter Configuration
About Custom Filters
Filter Groups
Filter Group Concepts
Adding a Filter Group
Editing Filter Groups
Deleting Filter Groups
Adding a Filter Group Entry
Editing a Filter Group Entry
Deleting a Filter Group Entry
File Types
About the Adobe FrameMaker 8-10 MIF
Studio File Type
FrameMaker MIF 8-10 Settings
Font Mapping Page
About the Adobe InCopy CS4-CS5 ICML
Studio File Type
InCopy ICML Settings
About the Adobe InDesign CS2-CS4 INX
Studio File Type
InDesign INX Settings
About the Adobe InDesign CS4-CS5 IDML
Studio File Type
InDesign IDML Settings
About the Delimited Text Studio File
Type
Character Delimited Text Settings
About the HTML Studio File Type
HTML Settings
HTML Elements and Attributes
About the Java Resources Studio File
Type
Java Resources Settings
Embedded Content
About the Microsoft Excel 2000-2003
Studio File Type
Excel 2000-2003 Settings
Font Mapping Page
About the Microsoft Excel 2007-2010
Studio File Type
Excel 2007-2010 Settings
Font Mapping Page
About the Microsoft Powerpoint 2007-2010
Studio File Type
PowerPoint 2007-2010 Settings
Font Mapping Page
About the Microsoft Powerpoint XP-2003
Studio File Type
PowerPoint XP and 2003 Settings
Font Mapping Page
About the Microsoft Word 2000-2003 Studio
File Type
Word 2000-2003 Settings
Font Mapping Page
About the Microsoft Word 2007-2010 Studio
File Type
Word 2007-2010 Settings
Font Mapping Page
About the OpenDocument Studio File Types
OpenDocument Presentation Settings
OpenDocument Spreadsheet Settings
OpenDocument Text Document Settings
Font Mapping Page
About the QuarkXPress Export Studio
File Type
QuarkXPress Settings
About the Rich Text Format (RTF) Studio
File Type
Rich Text Format Settings
About the Text Studio File Type
Text (Regular Expression Delimited Text)
Settings
About the XML Studio File Type Family
XML Settings and File Extensions in
WorldServer
Detection Settings - Identify XML File Type by Content
XML Parser Rule Settings
About XML Parser Rules, with Examples
XML Writer
XML Entity Conversion
XML Namespaces
XML Whitespace Normalization
XML Validation page
Embedded Content
What is a Cost Model?
Cost Model Setup
Adding, Viewing and Modifying a Cost
Model
To add a new cost model
To view or modify a cost model
Cost Model Properties
Deleting a Cost Model
Adding, Viewing and Modifying Additional
Charges to a Cost Model
Deleting Additional Charges and Discounts
from a Cost Model
Cost Model Rules
Adding, Viewing and Modifying a Cost
Model Rule
Adding a Cost Model Rule to Additional
Charges and Discounts
Deleting a Cost Model Rule from Additional
Charges and Discounts
Deleting a Cost Model Rule
Quality Models
Adding or Editing a Quality Model
Deleting a Quality Model
Personal Preferences
Regional Settings
Reports
Report Center Library
Running a Published Report
Creating a New Folder in the Library
Uploading and Publishing a New Report
Publishing an Uploaded Report
Scheduling Reports
Customizing Reports
Saving and Using a Profile
Archiving
Garbage Collection
Separate Segmentation Recurrence
Specifying Ad Hoc Job Cleanup
Task and Archiving Notes
Using Translation Memories and Terminology Databases
Terminology Databases
Working with Terminology Databases
Term Status
Terminology Database Status Icons
Importing Term Statuses
Exporting Term Statuses
Proposing a TD Entry
Adding a Terminology Database Entry
Adding a Terminology Database Term
Importing a Terminology Database
CSV Formats
TBX Conventions
Importing a TRADOS MultiTerm Terminology
Database
Exporting a Terminology Database
Exporting a Terminology Database for
Use in TRADOS MultiTerm
Purging a Terminology Database
Validating Terminology Database Terms
Searching for a Terminology Database
Entry
Deleting a Terminology Database Entry
Deleting a Terminology Database Term
Editing a Terminology Database Entry
Viewing, Proposing, Approving, Adding,
Editing, and Deleting Terms
Editing a Terminology Database Term
Editing an Exported Terminology Database
Terminology Database Entry History
Terminology Database Term History
Create Project from Result Set
Translation Memories
Relaxed Tag Parity
Translation Memory Modes
About Recognized Tokens
Repetitions and Markup Tags
About Acronyms and URLs
About Numeric text
Viewing a Translation Memory
Purging a Translation Memory
Exporting a Translation Memory
Importing a Translation Memory
Importing a Translation Memory with
a TMX File
TM Import
Searching for Entries
Searching for and Replacing Entries
Working with Translation Memory Entries
Viewing or Modifying Translation Memory
Entries
Deleting Translation Memory Entries
Live Translation Memory Mode
Differences Between Live TM Mode and
Non-Live Mode
Migrating to Live Translation Memory
Mode
Advanced TM and TD Search
Attribute Filter Editor
Using an Existing Filter
Attribute Filter Rules
Deleting Attribute Filters
Segment Status in a Translation and
Review Workflow
Using Step Type to Control Status
Rules for Using Step Type to Control
Who Can Change Segment Status
Using the WorldServer Browser Workbench
Translation Memory Matches
Terminology Database Entries
Working with Placeholders
Segment Comments
Preserving Segment Comments
Splitting and Merging Segments
Show Markup
Show Segment Details
Filtering the Segments Displayed
Translation Memory Match Details
Concordance Search
Segment Status
Segment History
Restore Last Segment Version
Reporting an Error for a Segment
Highlighting Differences in Fuzzy Matches
Using the Viewer
About the Segmented Asset Editor
About the Freeform Editor
WorldServer Administration
License Types
Viewing Licenses
Adding a License
Notification Content
Notification Delivery
Authentication
LDAP Authentication
Enhanced Authentication
About Useful Links
Adding, Viewing and Modifying Useful
Links
Deleting Useful Links
Useful Link Properties
About Customization
Adding a Custom Component
Managing AIS Properties
AIS Triggers
Attribute Validators
Attributes
Authenticators
Automatic Actions
Connectors
Cost Model Clauses
Entry Forms
Custom Filters
Human Actions
MIME Types
Notification Content Component
Notification Delivery Component
Project Asset Selector
Servlets
Translation Memory Services
Translation Repair
User Interface Hooks
Word Breaker
Word Stemmer
Uploading the WorldServer SDK Samples
Installing the WorldServer Library Components
Deploying Library Component Web Services
Viewing and Modifying a Custom Component
Deleting a Custom Component
Exporting WorldServer Objects
Importing WorldServer Objects
Importing Sample Objects
What Can Logs Tell You?
Viewing and Navigating Logs
Spell Checking System-Wide Settings
Modifying Spell Checking Settings
Spell Checking Properties
User Assistance
Best Practices
Translation Memories and Translation
Memory Groups
Workflows and Assigning Tasks
Exchanging Projects Offline
Worksheets and Checklists
Basic Setup Worksheet
Email Notification Setup Worksheet
TransPort Setup Worksheet
Troubleshooting
Ensuring Your Java Runtime Environment
is Supported by WorldServer
Help Page Not Available
Avoiding Common Pitfalls of the Translation
Process
Troubleshooting Import and Export
Troubleshooting Database Issues
Troubleshooting Browser Issues
Troubleshooting Desktop Workbench
Troubleshooting SQL Server Login
Troubleshooting Tools
Accessing the Knowledge Base
Logging Using the general.properties
File
Logging Using the ws_gate URL
Collecting a Thread Dump on Tomcat on
Microsoft Windows
Collecting a Thread Dump on Tomcat on
UNIX
Collecting a Thread Dump on BEA WebLogic
Collecting a Thread Dump on IBM WebSphere
Database Troubleshooting Tools
Troubleshooting Using Deployment
Contacting Technical Support
System Logs
Further Information
SDL Language Technologies Glossary