Update profiling groups

Profiling is a term used in the DITA and DocBook schemas to describe conditional text. With conditional text, you keep all the ways a document can vary in one document and select the variations you want at production or publication time. To provide authors with attributes they need to identify conditional text, you can add values to profiling attributes. You can organize those values into groups to provide authors with an easy way to identify conditional text that applies to multiple subcategories. You can also edit the profiling attribute's display name and any existing groups.

Tips and tricks

Use groups to organize your attribute values into subcategories
If an attribute applies to multiple specialized subcategories, you can group them together. For example, you want to use the platform profiling attribute to list the operating systems that you support, such as Windows, Linux, and Macs. However, you know that you need to vary installation instructions for each different OS, but all the Windows versions will be the same. You can create a group for each operating system, and then add the different versions to the group. For example, you can create a Windows group, and then add the values for Windows_10, Windows_8, Windows_Server2019. You can do the same for a Linux group, adding a value for Linux_mint, Linux_Ubuntu, Linux_Redhat. Using groups for these subcategories allows each category to be processed independently. For details on how to add values, follow the steps in Update profiling values.

What is the difference between a group's Value and Display Value?
A Value is not case sensitive and can't include special characters or spaces. To create a name that's easier to read and include special characters and spaces, use Display Value.

On the Update Profiling Attributes screen, when a user wants to select a profiling attribute, Inspire displays attributes in alphabetical order according to the Display Name.



Add a new group to a profiling attribute

  1. Click Administration_TopMenuOpt Administration, then Advanced settings, and then select Profile attribute management.
  2. On the Profiling attribute management tab, to edit a profiling attribute, either double click it in the list or click the pencil icon Update.
  3. Optionally, on the Update Profiling Attribute dialog on the Details tab, to update the Display Name, enter a new title in 250 characters or less.
  4. On the Groups tab, click Create.
  5. In Value, enter a one word string that describes the category without using special characters or spaces.
    The Value field is required and can't be left empty.
    • You can't create a group with the same value as another group or attribute value.
    • If you don't enter a new value, a default string of Value and a number is used
  6. In Display Value, enter the title you want authors to see when selecting a profiling attribute.
    You can use special characters and spaces in Display Value.
  7. Directly under the Value and Display Value fields, click Update.
  8. To add more groups, repeat steps 5-8 .
  9. On the Update Profiling Attribute dialog, click Update.

Edit an existing group for a profiling attribute

  1. Log in to Inspire with an account that has permissions to work with components.
  2. Click Administration_TopMenuOptAdministration, then Advanced settings, and then select Profiling attribute management.
  3. On the Profiling attribute management tab, to edit a profiling attribute, either double click it in the list or click the pencil icon Update.
  4. Optionally, on the Update Profiling Attribute dialog on the Details tab, to update the Display Name, enter a new title in 250 characters or less.
  5. On the Groups tab, double click the group you want to edit in the list.
  6. In Value, enter a one word string that describes the category without using special characters or spaces.
    The Value field is required and can't be left empty.
    • You can't create a group with the same value as another group or attribute value.
    • If you don't enter a new value, a default string of Value and a number is used
  7. In Display Value, enter the title you want authors to see when selecting a profiling attribute.
    You can use special characters and spaces in Display Value.
  8. Directly under the Value and Display Value fields, click Update.
  9. To update more groups, repeat steps 5-8 .
  10. On the on the Update Profiling Attribute dialog, click Update.