SDL Translation Management System 2011

Transcription

1 Quick Start Guide SDL Translation Management System 2011 Creating Jobs and Downloading Completed Jobs

2 Copyright SDL plc. All rights reserved. Unless explicitly stated otherwise, all intellectual property rights including those in copyright in the content of this website and documentation are owned by or controlled for these purposes by SDL PLC. Except as otherwise expressly permitted hereunder or in accordance with copyright legislation, the content of this site, and/or the documentation may not be copied, reproduced, republished, downloaded, posted, broadcast or transmitted in any way without the express written permission of SDL PLC. This product may include open source or similar software designated: Hunspell distributed under GNU Lesser General Public License version 3; Sharpziplib and Spring.net distributed under GNU General Public License version 3; ICU distributed under IBM ICU License; Log4Net, Xalan and Xerces distributed under Apache License version 2.0; Wix distributed under Common Public License version 1.0; and SQLite which is public domain and requires no license for this distribution. Trados, MultiTerm and TranslationZone are registered trademarks of and Translator's Workbench and TagEditor are trademarks of SDL plc. All other trademarks are the property of their respective owners. The names of other companies and products mentioned herein may be the trademarks of their respective owners. Unless stated to the contrary, no association with any other company or product is intended or should be inferred. Although SDL plc takes all reasonable measures to provide accurate and comprehensive information about the product, this documentation is provided as-is and all warranties, conditions or other terms concerning the documentation whether express or implied by statute, common law or otherwise (including those relating to satisfactory quality and fitness for purposes) are excluded to the extent permitted by law. Information in this documentation, including any URL and other Internet Web site references, is subject to change without notice. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of SDL plc. May 2013 Page 2

3 Table of Contents About this Quick Start Guide... 4 Who is This Guide For?... 4 Other Information Sources... 4 Creating Jobs... 5 How to Create a Job... 5 How to Complete the Job Details tab... 6 How to Complete the Files tab... 7 How to Complete the Languages & TM tab... 8 How to Complete the TM Filter tab... 9 How to Complete the TM Attributes tab How to Complete the Vendors tab How to Complete the PerfectMatch tab How to Complete the Job Creation Summary tab Working with the Jobs You Create How to Display the My Jobs Screen How to Authorize Jobs How to View Jobs in Progress How to Download Completed Translations Page 3

4 About this Quick Start Guide Who is This Guide For? This guide is for SDL Translation Management System (SDL TMS) users who are responsible for creating new jobs. It describes how to create new jobs and how to download completed jobs. Other Information Sources Here are some other sources of information you can access: The SDL TMS User Guide The help in SDL TMS. Click Help to display the help for the page you are currently on. The help contains detailed information about the screen as well as instructions on how to complete the screen. The other Quick Start Guides in this series: o o o o o o Authorizing Jobs Managing Jobs and Tasks Managing Projects Performing a Client Review Processing a Passolo Localization Project with TMS Translating and Reviewing All of the guides listed here can be downloaded from the My Downloads screen. This screen is displayed when you click My Downloads in the Home view. Page 4

5 Creating Jobs How to Create a Job 1. Put the files to be translated into a.zip file. Place any reference files in a separate.zip file. Depending on the speed of your internet connection, you may prefer to create a number of.zip files rather than one very large one. 2. In the navigation pane, click the Home navigation button. 3. In the Home view navigation tree, click Create Job. The Create Job screen is displayed on the Job Details tab. The Create Job screen can contain eight tabs but they may not all be available to complete. Click to display the Create Job screen 4. Complete the three mandatory tabs: Job Details, Files, Languages & TM. Complete the Job Details tab first. 5. Click Submit to create the job. The selected files are now uploaded to SDL TMS. You can track the upload progress at the top of the Create Job screen. 6. When the files have been uploaded the following message is displayed. Click a link in the message or click an option in the navigation tree to exit this screen. You can authorize the new job or track the job on the My Jobs screen. Page 5

6 How to Complete the Job Details tab The Job Details tab is mandatory. You must complete this tab before completing other tabs. 1. Complete the Job name box. Make the name meaningful as it will be seen throughout SDL TMS. 2. Optionally provide a job description. This will also be seen by other users. 3. Under Choose organization, select the organization for which you are creating the job. The organization highlighted in blue is currently selected. Select an organization from the drop-down list. To refine the list, start typing the organization s name in the blank edit box. 4. In the Choose configuration box, select the configuration that will be used to create the job. The configuration highlighted in blue is currently selected. 5. If you want to add the job to an existing project or create a new project containing the job, make your selection in the Project box. 6. If you want to specify a date by which all work on the job must be finished, click the calendar icon under Due Date and select the required completion date and time. Page 6

7 How to Complete the Files tab The Files tab is where you select the files to be included in the job. The types of file you can select for translation are determined by the configuration you chose on the Job Details tab. The supported file types are listed under Types of files. 1. Click the Browse button beside the Choose files box. The Choose files dialog box is displayed. 2. Select the first file for translation (or a.zip file containing several files for translation) and click Open. The file is added to the list below the Choose files box. 3. Continue selecting files until the list of files for translation is complete. If this red icon appears beside a file name, the file is not a type that is supported by the configuration you have chosen. Click the icon preceding the file name to remove the file from the list. 4. If there are reference files for the job, click the Browse button beside the Reference material box. The Choose files dialog box is displayed. Select the reference file and click Open. The file is added to the list below the Reference material box. 5. Continue selecting reference files until the list is complete. If you upload a.zip file that contains files of a type that are not supported by the configuration you selected on the Job Details tab, the unsupported files will not be included in the job. Page 7

8 How to Complete the Languages & TM tab The Languages & TM tab is where you identify the source language of the files to be translated and select the languages into which the files are to be translated. The Select Overriding TM Sequence box is only displayed if a choice of TM sequences is available on the configuration you have chosen. 1. In the Translate from box, select the source language of the files to be translated. If the configuration you chose only supports one source language this box is completed for you. 2. In the Translate into box, select the languages into which all of the files are to be translated. To select multiple languages, select the first language and then press CTRL or SHIFT when you are selecting the other languages. 3. If you want to change the default TM sequence or create TM filters or assign values to TM attribute fields, you must select the Select Overriding TM Sequence checkbox and select a TM sequence. Page 8

9 How to Complete the TM Filter tab The TM Filter tab is where you can create a translation memory filter that is applied when translation memory matching is performed on segments for this job. Translation memory entries that do not match the filter have their percentage match figure reduced. When you display job details you will see the TM filters that apply to that job. You should not attempt to create a TM filter unless you have had some filter creation training and you are confident that you know what you are doing. To create a TM filter: 1. Select Apply TM Filter. This causes the translation memories in the selected TM sequence to be listed. 2. Click the box beside a translation memory name. The create filter fields are displayed. 3. Create the first filter condition: In the Field box, select the field to be tested by the filter. In the Operation box, select the operation to be performed on the value in the field. In the Value box, select the value that will be used in the test. Click Add to add the condition to the Current Conditions box. 4. If you want to add another condition to the filter, repeat steps 2-4. This time you must also select a value from the Boolean box before clicking Add. 5. Enter the penalty figure in the Filter Mismatch Penalty box. Translation memory matches that do not match the filter will have their percentage match figure reduced by this amount. You can create a filter for each translation memory in the sequence. Page 9

10 How to Complete the TM Attributes tab A TM attribute is a piece of information that is stored with a translation memory entry. For example, you might want to store a client name or project code with translations created for that client or project. When you select a TM attribute on this tab, the selected attribute value will be added to every new entry that is added to the translation memory at the end of the job. When you display job details you will see the TM attributes and values that are assigned in this job. 1. Click the box beside the translation memory name to display the Available and Assigned boxes for the translation memory. 2. Select the required attribute value in the Available box and click the right-arrow to add it to the Assigned box. You may be able to make multiple selections. If the Available box is empty, there are no attribute values available to select for the translation memory. 3. Repeat steps 1 and 2 for the other translation memories in the TM sequence you have chosen. Page 10

11 How to Complete the Vendors tab This tab is where you can select the vendor or vendors you want to be able to perform translations for this job. If the configuration you chose does not support vendors, you will not be able to complete this tab. The available vendors are listed in the Select vendors box. Select the required vendor. To select multiple vendors use CTRL or SHIFT when making your selections. Page 11

12 How to Complete the PerfectMatch tab This tab is where you can view and refine the list of jobs that could potentially be used by PerfectMatch. You can refine the list by removing jobs that were created outside a specific date range. This tab is only available for completion if the configuration you have chosen supports PerfectMatch. 1. Select Enable PerfectMatch on selected jobs only. A list of jobs that could potentially be used by PerfectMatch is displayed. 2. Create a date range using the calendar icons in the Filter jobs between field. 3. Click Filter. Jobs created outside the date range are removed from the list. If you want to restore the list to its original state, click Reset. When the job is created the jobs listed here, will be the only jobs considered by PerfectMatch. Page 12

13 How to Complete the Job Creation Summary tab The Job Creation Summary tab summarizes the selections you have made on the other tabs. If you are ready to create the job, click either Create Job or Submit. If you want to change any of your selections, make the change on the appropriate tab. Page 13

14 Working with the Jobs You Create How to Display the My Jobs Screen The My Jobs screen is where you can view and work with the jobs you create. 1. In the navigation pane, click the Home navigation button. Click to display the My Job screen 2. In the Home view navigation tree, click My Jobs. The My Jobs screen is displayed. Page 14

15 How to Authorize Jobs 1. Display the My Jobs screen (see page 14). 2. Under Jobs for Authorization, click the icon for a job. The job is displayed on the Authorization Summary or the PJM Authorization Summary screen. Instructions on how to complete the Authorization Summary screen are given in the Quick Start Guide - Authorizing Jobs. The icon in the % column indicates what percentage of tasks in the job are at the authorization stage. When the disk is solid green all tasks are ready to be authorized. How to View Jobs in Progress 1. Display the My Jobs screen (see page 14). 2. Under Authorized Jobs in Progress, click a job name link. The job is displayed on the <Job-name> - Details screen. Click a job name link to display the job on the <Job-name> - Details screen The <Job-name> - Details screen displays all available information for a job and is the starting point for job maintenance such as assigning users to workflow stages. The <Job-name> - Details screen is described in the Quick Start Guide Managing Jobs and Tasks. How to Download Completed Translations 1. Display the My Jobs screen (see page 14). 2. Under Jobs For Download, click the for a job. Click a job name link to display the job on the <Job-name> - Details screen The icon in the % column indicates what percentage of tasks in the job have been translated and are ready to be downloaded. When the disk is solid green all tasks are ready to be downloaded. Page 15

16 3. The Download Files screen is displayed. 4. In the Translated Files table, select the translated files to be downloaded and click Download. The files are placed in a.zip file for downloading. 5. When the.zip file is ready, a message is displayed. 6. Click the link in the message to download the file. The File Download dialog box is displayed. 7. Click Save. The Save As dialog box is displayed. 8. Navigate to the folder where you want to save the file and click Save. The file is downloaded. 9. Click Info to clear the message from the Download Files screen. The files you have downloaded remain on the screen and can be downloaded again. They will remain on this screen until you submit them to the next workflow stage. 10. When you have finished downloading files, select them and click Submit. A job is not complete until all files have been submitted to the final stage of the workflow. Only completed jobs can be archived. Page 16

17 SDL enables global businesses to enrich their customers experience through the entire customer journey. SDL s technology and services help brands to predict what their customers want and engage with them across multiple languages, cultures, channels and devices. SDL has over 1,500 enterprise customers, 400 partners and a global infrastructure of 70 offices in 38 countries. 42 out of the top 50 brands work with SDL. For more information, visit SDL_TMS_QStart_Create&Download_A4 Copyright 2013 SDL plc. All Rights Reserved. All company product or service names referenced herein are properties of their respective owners.