Importing

Paligo lets you easily import existing content in a number of formats. Formats you can import include HTML, DocBook, Word and Paligo Export Format (XML), DITA, Confluence, MadCap Flare, Zendesk Guide (help center), Framemaker, Author-it, InDesign, and more.

Some can be imported directly, but in other cases we have chosen an indirect import strategy by a multi-step process, in order to achieve the best results, as described below.

There will always be some limitations in what can be imported from one format to another, and some import formats will work better than others. In general, the more structured the legacy format, the more complete the import will be.

Warning

An import is not the same as a migration, but a tool that speeds up the process of migration significantly. But every import must always be checked manually to make sure no content is missing or incorrect in any way.

Well-structured legacy content

A prerequisite for a successful import is that the legacy format is fairly well-structured. It should also be noted that if you're moving from unstructured and non-topic-based content (such as Word e.g), you are likely to want to rewrite quite a bit of the content to make it topic-based, reusable, and so on. So while the import functionality works very well, you should always consider carefully what is the best strategy for your content.

If your content is well-structured and divided into topic-like sections already, you may gain a lot from an import, saving you time on migration. But if a lot of rewriting is necessary anyway, the gains will be smaller, and importing in such a case might not even be a good idea at all.

Smart import

"Smart Import" means that Paligo doesn't just blindly import all your content, it will create reuse directly.

It can intelligently detect in many cases whether the same content has already been imported. That is, it will recognize if a topic or image is identical to one previously imported. So you will not get unnecessary duplicates, and your work on reuse may begin already during import.

For Paligo to recognize topics and images they need to be identical. But if they are, it will automatically ignore the topic or image and instead reuse the one already in the system. 

Importing direct import formats

  1. To import any of the direct import formats (see below), first put the content in a folder, and zip it. There must only be one main content file in the folder, such as index.html for HTML format. Images can be in folders or not, as long as they are in the same zipped folder, and the references to them are correct.

  2. Then in Paligo, click the options menu on the folder where you want to import to and select Import content.

     The Import content dialog opens:

    Import.png
  3. Then in the import dialog, select the zip file you just created.

  4. Select the correct import format for the content you are importing.

  5. Select the parameters:

    • If you want to use the Smart Import, recognizing already identical already imported topics (recommended), check that box.

    • Select if you want admonitions (notes, warnings, etc) to be imported as separate reusable components. This is recommended if you know you have many identical admonitions. But if most are unique, leave it unchecked.

    • In most cases, also choose to ignore warnings unless you have any problems when trying the import. Paligo will usually fix minor problems during import.

  6. Click the Custom options tab, if you want to change any of the following settings:

    • Adding a title prefix: This is generally not required, but is available if you have some reason to mark your imported topics with a prefix.

    • Enable folder numbering: If you want your folders in the import to be numbered to have a specific sequence, enable this.

    • Max folder levels: By default Paligo will create a folder structure on import that mirrors the structure of your legacy content down to the second level. I.e if you for example have a manual with chapters and sub sections, the import will create a folder for each "chapter" and the first level under that. You can set it to more or less levels if you want.

    • Match with existing variable set: (Only applicable import formats) If you have imported a format that creates variable sets from your legacy content, and already have done this once so you have the variable set created already, you should select to use that in any subsequent imports. If you don't, you will get duplicate variable sets.

  7. Click Ok.

For the indirect import types, first do the pre-processing as described below, and then follow the above procedure. If you need help with any of the pre-processing, please contact support.