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WorldServer - what is the best practice when importing a file type configuration with embedded content processor enabled?

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TitleWorldServer - what is the best practice when importing a file type configuration with embedded content processor enabled?
URL Name000021933
SummaryThis article provides step-by-step instructions.
Scope/EnvironmentWorldServer
Question
A few File Types have the option to enable Embedded Content and refer to an Embedded Content Processor configuration. These are the File Types that have the option to use and refer to a separate Embedded Content Processor:

JSON File Type
YAML File Type
XHTML 1.1 File Type
XML 2 File Type


When creating these File Type configurations plus Embedded Content Processor configurations in Trados Studio, what is the best practice to import these configurations into WorldServer? We would like to avoid errors or incorrect segmentation related to the Embedded Content Processor Settings not being applied correctly.
Answer
If you create a brand new File Type configuration with Embedded Content enabled, referring to a specific Embedded Content Processor configuration, follow these steps:

1- If you want to configure your File Type for WorldServer, we recommend creating a separate file type configuration instead of working on the default one in Studio. To do so, in Trados Studio, go to File > Options and select File Types.

2- Select the File Type you want to configure. For this article, let's assume it is a JSON File Type, but the steps could be applied to any File Type. Once selected, click Export Settings.... to export it as *.sdlftssettings file.

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3- When exporting, give the *.sdlftssettings file a name of your choice.

4- Once the JSON file type configuration is exported, go to WorldServer.

5- Go to Management > Linguistic Tool Setup > File Types and click on Import to import the *.sdlftssettings file that you have exported in step #2. When importing it, give it a name of your choice. This is the configuration you will work on so use a meaningful name.

6- After the import, you will find your new configuration in the list of your file type and under JSON File Types. In the example below, I have called my configuration New_JSON_config. Now select your configuration and export it:

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7- Once you have exported it, go back to Trados Studio. Go to File > Options. Select File Types and click on Import Settings... to import your *.sdlftssettings file exported from WorldServer.

8- After importing it, you will find it as a separate configuration with the WorldServer file type configuration name added in brackets. In this example, it will be called JSON v 1.0.0.0 (WS:New_JSON_config)

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9- Now you can continue working in Studio with this File Type configuration that was exported from your WorldServer environment instead of modifying the default one. 

10- If your File Type configuration should refer to an Embedded Content Processor, you should first configure that processor as needed. To do so, go to File > Options and select Embedded Content Processors. Normally, you will see the 3 default ones: Microsoft Excel 2007-2019, HTML 5 and Plain Text.

11- The next steps apply to any type of Embedded Content Processor that you want to use. For this article, let's assume that you want to configure a Plain Text Embedded Content Processor.  So select it and click on Copy...

12- In the Copy embedded content processor window, change both the File type name (which is set to Copy of Plain Text per default) and the File Type identifier (which is set to Copy of Embedded Content Plain Text v 1.0.0.0 per default) to a name of your choice and click OK. In the example below, I have changed the name to For new JSON configuration:

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13- A new Embedded Content Processor with the name of your choice has now been added. Select it and configure it as needed. In the example below, under Inline tags, I have added a new rule:


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14- Once you are done, click OK to save your Embedded Content Processor configuration

15- Go back to your File Type. As mentioned above, in this example, it is called JSON v 1.0.0.0 (WS:New_JSON_config).  Open the configuration and go to the Embedded Content section

16- Now enable the option Process embedded content found in document structure information and click Add...

17- In the drop-down list of available Embedded Processors, select the one you have configured in step 13 and click OK to add the Embedded Content Processor to your File Type configuration, and again OK to save your change.

18- Once ready with both your configurations, go back to Embedded Content Processors and export your Embedded Content Processor configuration from Trados Studio by selecting it and clicking on Export Settings. The exported file will have the format/file extension .sdlecsettings (not to be confused with the File Type configuration extension .sdlftsettings). When exporting, give the .sdlecsettings file a name of your choice.

19- Now go to WorldServer and to Management > Linguistic Tool Setup > File Types. On this page, click on the Embedded Content Processor tab and click Import to import your *.sdlecsettings file.

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Important: when importing, the name of the configuration that you have entered in Trados Studio (in this example, For new JSON configuration) will automatically fill in the Name field. Do not change the name, leave it as it is. If you change it, the File Type configuration referring to this Embedded Content Processor will not find the configuration!

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20. Now it is time to import your File Type configuration to WorldServer. To do so, go back to Trados Studio and export the File Type configuration associated with the embedded content processor. In this example, the configuration name in Trados Studio is JSON v 1.0.0.0 (WS:New_JSON_config). After the export, a *.sdlftssettings file is created (you can give it the name of your choice).

21- Finally, go back to WorldServer. Go to Management > Linguistic Tool Setup > File Types and click on Import to import your *.sdlftssettings file. When importing it, you can give it a name of your choice.

Now both your File Type configuration and the associated Embedded Content Processor configuration have been imported correctly and are mapped to each other. You can use your File Type configuration to segment your file.
 
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