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 on the General options tab:

    • Check the Try to match components with existing components box if you want Paligo to recognize components that are identical to components that already exist in Paligo. When this is enabled, Paligo will not import content that already exists and will reuse the existing content instead. We recommend that you check the box so that your imports are more efficient and take advantage of Paligo's content reuse capabilities.

    • Choose whether you want to Import admonitions as separate components. We recommend that you check this box if you know you have many identical admonitions (notes, warnings, etc). But if most are unique, leave it unchecked.

    • Choose whether you want to Ignore warnings on import validation. In most cases, we recommend that you check this box unless you have problems when trying the import. Paligo will usually fix minor problems automatically during the import process.

  6. Use the Custom options tab to set:

    • Adding a title prefix: Use this setting if you need to mark your imported topics with a prefix. Enter the prefix in the field. If you do not need a prefix, leave the field blank.

    • Enable folder numbering: Use to add sequential numbering to the folders for your imported content.

    • Max folder levels: Use to control the maximum number of folder levels Paligo will create for your imported content. By default Paligo will create a folder structure that matches the structure of your import content down to the second level. For example, if you have a manual with chapters and sub sections, the import will create a folder for each "chapter" and the first level under that.

    • Match with existing variable set: Paligo can create variable sets from DITA and MadCap Flare import content, and this setting only applies to those.

      If you import a format that creates variable sets, and this is the first time you are importing the content, leave this field blank. This will mean that Paligo creates a variable set for your content.

      If you have imported the content before, or it already exists in Paligo, enter the ID of the variable set in Paligo. Paligo will then match the import content to the existing variable set and will not create a duplicate.

  7. Click Ok.

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