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Copy a Help Set

You can create a new help set by copying an existing help set.

Note: Copying a predefined help set with contents similar to the custom help set you want to create is typically easier than creating a new help set.

To copy a help set

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

    The Help Set List page appears.

  2. Select the help set you want to copy.

    The Help Set Detail page appears.

  3. Select File, Copy on the menu bar.

    The Create New Help Set page appears, with data from the original help set populating some of the fields.

  4. Enter a Name and a File Name Prefix for the new help set.

    See Help Set Fields for field descriptions.

  5. Click Save.

    The Contents tab appears.

  6. Click Define Content.

    The Selected Help Update window opens.

  7. Select the content you want to include in the help set, then click OK. See Define Help Set Contents for more information.

    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 is activated.

  10. Click View Help.

    Your custom help set appears in your default web browser.