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Introduction
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Introduction
Before reading this article, |
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we recommend that you read basic principles |
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of configuration levels. |
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To do so, read this article: How a source file can be processed and what are configuration levels. |
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Filter templates can be used to specify a configuration for identifying translatable text in a document. The feature Filter templates can be used for:
MS Office Excel files, including multilingual Excel files (XLSX, XLS, XLMXML);,
MS Office Word files (DOCX, DOC, RTF);,
MS Office PowerPoint files (PPTX);,
Custom variables, which can be configured through using regular expressions.
Depending on the |
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selected criteria, users can |
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choose to localize: | ||
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sheet names | hyperlinks | formulas |
comments | text in hidden sheets | text in hidden cells and rows |
conditional formatting | numbers | text in specified columns |
text in a specified color (multiple colors can be selected) | text with applied style (e.g. bold) |
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Guidelines
Creating a filter template in XTM Cloud UI
As the a user with the administrator Administrator role, go to Configuration → Settings → Filter templates → (you can choose specify if a filter shall be is to be applied on the at Project, Customer or Global level) → Add template.
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You can also immediately create a new configuration (Add configuration) and add it to the existing filter template, in the subsequent step. |
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The New template popup will open
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. There are
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four configuration types
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for filter templates:
Name your template → provide enter a filter template name:
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Define the configuration type → choose whether it should be a filter or custom variables:
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can be Filter, Custom Variables, Font mapping, or Segmentation:
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Create your configuration → choose the file type for which you want to create a filter template. Select one of the following options from the drop-downdropdown:
MS Office Word;
MS Office Excel;
Multilingual MS Office Excel;
MS Office PowerPoint;
MS Office PowerPoint 97-2003;
XML (it is possible to create configurations for XML files).
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Select the configuration applicable to your file extension in the Translate and Other tabs. Then, click Save and add configuration.
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A newly-created filter will be displayed in its
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own, separate section in which you can further edit it if needed.
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Applying a filter template to a project
In order to To apply a new configuration for a specific project you shall , proceed as follows.
Creating a new project
During project creation stage, you can choose the desired required Filter template from the drop-down list dropdown in the Translation section:
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Updating an existing project
If the project is has already been created, you can choose a filter template in the project General info section from the same drop-down list. Please, do remember dropdown. Remember to Save the change at the bottom of the page.
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Reanalyze the project.
Analysis happens is performed automatically if you are creating a new project , but for an existing one you need to perform a manual reanalysis for an existing project. You can do it from Projects → Project list, by clicking on the context menu of for a given specific project and selecting Actions , and then Reanalyze project.
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If you do not want to reanalyze the whole entire project, you can always upload a new file to it via the Files tab. This file can be added to existing ones or replace one of them. In this case, only newly uploaded files are analyzed with the new configuration rules. Uploading if you upload a file with the same name and extension as one of the source files will overwrite , the content of the existing file will be overwritten during analysis.
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Additional options: custom variables & segmentation & font mapping
Aside from standard options for specifying a configuration to identify translatable text in a document, the embedded XTM UI Filter Builder also offers some additional text-related possibilities to use.
Custom variables
Custom variables enable you to protect text and exclude it from translation scope by converting it into an inline tag.
You can configure segmentation rules in a new template at:
Project level.
Customer level.
Global level.
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In the Create your configuration section, you first need to specify type of the file (File type). You can then create your custom variables using REGEX patterns, as well as define the priority of each pattern through drag and drop.
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After applying such newly created configuration to a project, certain text parts will be converted into blue inline tags in XTM Workbench, according to the rules specified in your configuration.
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Such inline tag is also displayed in the { } Inline tags section of the docked panel.
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Segmentation
You can configure segmentation rules in a new template at:
Project level.
Customer level.
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IMPORTANT! It is not possible to add a custom template at Global level. You can only add segmentation configurations in the existing global filter template. |
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In the Create your configuration section, you first need to specify type of the file (File type), as well as source language (+Add language), for which you would like to configure the segmentation rules. Once you have selected a particular language, a list with corresponding segmentation rules (regular expressions) will be displayed.
In the screenshot below, four segmentation rules, that handle four English honorifics with full stop, are marked:
(^|\p{Zs}|\p{Ps}|\p{Po}|(<[^>]*>))Mr\.→ Mr.(^|\p{Zs}|\p{Ps}|\p{Po}|(<[^>]*>))Mrs\.→ Mrs.(^|\p{Zs}|\p{Ps}|\p{Po}|(<[^>]*>))Ms\.→ Ms.(^|\p{Zs}|\p{Ps}|\p{Po}|(<[^>]*>))Dr\.→ Dr.
The expressions in question are set up to break a sentence into multiple segments in XTM Workbench (Break sentence → Yes) after the occurrence of a particular abbreviation in the text.
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The segmentation in XTM Workbench, after applying such newly created configuration to a project, looks as shown below. As you can see, sentences are broken into multiple segments after each and every occurrence of a particular abbreviation.
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Font mapping
General information
There are three source font categories to which you can apply a specific font mapping:
Latin (European languages),
East Asian (example: Japanese) → East Asian typography,
Complex script (example: Arabic) → Complex script.
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The classification of languages for source font mapping adopted by XTM above is one of many. Those three labels are used to group a definition of character sets or ranges. Such labeling is necessary because printing all the character ranges would be incomprehensible. However, keep in mind that this is not the only classification that can be used in this context. |
Configuration
You can configure font mapping rules in a new template at:
Project level.
Customer level.
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IMPORTANT! It is not possible to add a custom template at Global level. You can only add font mapping configurations in the existing global filter template. |
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Font mapping generally allows you to define which font needs to be used in the target file. You can condition the application of a particular font in the target file basing on the presence of another certain font in the corresponding source file, specific target language, or specific source font category. Font mapping in the XTM UI is based on configuration files for MS Word format.
The below screenshot demonstrates three sample font mapping configuration rules that are created within the framework of one filter template:
If the source file’s text is in Calibri → the target file will be in Times New Roman.
If the target language of the source file’s text is Polish → the target file will be in Arial Black.
If the source language’s writing system belongs to the so called complex scripts (in which the shape or positioning of a grapheme depends on its relation to other graphemes, for instance, Arabic alphabet), and the target language is Japanese → the target file will be in MS Gothic.
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IMPORTANT! Note that you can add/set up a particular font manually by typing it in the field, and it will work but the font itself will not be added to the list you see in the dropdown. Font list is hard-coded and is based on Windows default font list. |
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Good to know!
The new or updated configuration is applied on the during analysis step. After adjusting If you change any configuration, full re-analysis reanalysis of any project that was using this configuration is required in order to apply the changes to all the target languages/files.