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Excelling MultiTerm - Kaleidoscope Golden Releases

1. The multilingual development of a termbase by external employees who do not have MultiTerm For this application a specific filter for untranslated entries can be combined with any other MultiTerm filter to export the desired parts of the termbase to Excel where they can be translated by a translator directly in Excel Then the file is directly imported from Excel back to MultiTerm Functional Principle For export Excelling MultiTerm directly accesses the Excel and MultiTerm application programming interfaces APIs so it does not perform a normal export using MultiTerm s export function but adds the contents field by field to an Excel table or imports it field by field from Excel back to MultiTerm Excelling MultiTerm User Manual Excelling MultiTerm User Manual Introduction That is how Excelling MultiTerm solves problems that emerge when directly exporting from MultiTerm e g to a tab delimited file So Excelling can do the following Manage empty field contents which can lead to problems in normal tab delimited export Create structured tables even if MultiTerm contains e g synonyms or several definitions or something like that In fact this cannot be achieved using the normal MultiTerm export Synchronize the correct entries when importing homonyms Excelling does this by exporting the concept ID Additional Features Excelling MultiTerm contains several additional features that can be
2. Settings il m Export list to text file About Next gt gt Finish List of invalid entries You can now export this list as a text file and then edit the entires directly in MultiTerm Or you can click on Next and fix the respective entries using Excelling MultiTerm You will receive a listing of all conflicts and can then choose how you want to fix each of them individually 6 i Loe es Check termbase for inconsistencies Select the actions what to do with inconsistent entries 2 Kaleidoscope Empty entries Invalid languages Pp Language Action Perform a database export task German DE AT Skip ice Delete language Perform a database import task Merge into language German DE is 7 Add term level field Usage Regional X Check termbase for duplicate terms Manage termbase inconsistencies Non existing fields in Field name Action g Fachgebiet eck Sort a termbase vi Skip p ae Delete field i Siei Batch deletion jap to another field Subject Settings Invalid pick list values is Field name Action kag sp M Language Term Delete fiel os Value Vorzugsbenennung Next gt gt Genel List of conflicts This is how it works Invalid Languages For invalid languages you have several possible solutions Excelling MultiTerm User Manual 49 Additional Features Clean out wrong data from entries a You can skip th
3. Sort a termbase German Batch deletion Settings About lt lt Prev Next gt gt Cancel Export Source and Filter Here you can now set the following options a With Source termbase for export you can select the termbase from which you would like to export b With Apply filter you can select a MultiTerm filter to apply to your data This filter gets applied during export You can also define a Secondary Filter from MultiTerm This secondary filter will be applied together with the main filter during export Both filter criteria must be met in order for the entry to be exported the main AND the secondary filter Below the MultiTerm filters you can also define term filters which will O s work on the term level These filters are not from MultiTerm because MultiTerm only supports filters on entry level These filters are added by Excelling MultiTerm and allow you to filter individual terms within an entry For example If you set the term filter on field Usage equals Standard then only those terms will be exported that contain the value Standard in the Usage field If none of the terms in an entry match this setting then the entry is skipped altogether 20 Excelling MultiTerm User Manual Export 3 Using External Sources as Filters d With Source language you can select a language as source language This language is used for the definition of the untranslated entries as wel
4. you want the fields in an entry to all follow the same sequence The real sequence of the fields is only visible in the editor when you have selected the default full layout Perform Database Backup Since some of these features change a lot of entries it makes sense to perform a backup before running the command You do this by selecting the checkbox Database Backup in the termbase connection wizard This will carry out a complete default xml export before running the command that follows Use Click on Sort terms At first the dialog box on how to connect to the server pops up Excelling MultiTerm User Manual 51 52 Additional Features Sort terms Kaleidoscope Perform a database export task Username Perform a database import task k I MTAnywhere C MultiTerm 2007 MultiTerm 2009 15 IT Specify entry ids exactly Sort a termbase Batch deletion Settings About Defining a Termbase Connection For oca termbases simply leave all text fields blank or if you want to highlight matters for your own use enter local host in the address field and click on Next For LAN server connections enter the server name and the MultiTerm username and password Then click on Nex As an option select Remember password Excelling always remembers the last termbase server plus the username However the password is only remembered if you chose
5. Kaleidoscope EXPRESS YOUR BIZ Excelling Multi T erm User Manual u expert Tools Solutions for language workers by Kaleidoscope Version 5 3 16 11 2015 il Table of Contents 2 1 2 2 2 3 2 3 1 2 3 2 2 3 3 2 3 4 2 4 3 1 3 2 3 3 3 4 3 5 4 1 4 2 4 3 4 4 4 5 5 1 Table of Contents Introduction Installation System Requirements Installation Registration and Activation Registration as a Desktop License Registration as a Network License License Transfer Offline Activation Settings Export Connect to a Data Source Specify Export Source and Filter Using External Sources as Filters Defining Fields and Sort Order Save and Run Import Connect to a Data Source Specify Fields Save and Run Log File Details on Import Excel File Data Structure 11 15 15 16 18 19 20 21 23 25 27 29 31 31 32 33 37 37 Excelling MultiTerm User Manual 5 2 5 3 5 4 6 1 6 2 6 3 6 4 6 5 7 1 T2 7 3 7 4 Excelling MultiTerm User Manual Editing Existing Entries Creating New Terms Creating New Entries Additional Features Check for Duplicates Clean out wrong data from entries Sort terms Deleting specific Termbase Content Command line Operation Free Express Version Prepare the Excel File Create the Termbase Import the Data Additional Features of the Free Express Version Table of Contents eal 39 4
6. you can immediately register it It is not possible to circumvent the time limitation by changing the system date The license will detect this manipulation and will automatically expire You then have to immediately register the software Installing Updates You can simply install an update by installing it on top of the older version All settings will be maintained However you will be asked whether you want to also overwrite the license file Please answer this question with No so your original license will also be maintained and you will not have to re register the software Registration and Activation License Versions Excelling MultiTerm is available in four versions As single desktop license n this case activation is done directly at the workplace where the license will be used As a freelance license The freelance version only works with local termbases and only with up to 5 languages Apart from that the registration works just like for the single desktop license As a network license Also called concurrent or floating license with parallel access from several PCs In this case the license file is stored on a network share which is accessible by all client PCs As demo version After installation Excelling MultiTerm will run for 3 days as a fully functional application with all features available After this the trial expires which can also be seen in the title bar of the application Once
7. Special Features for Field Selection By clicking on Select fie d you can select all fields in a tree meaning for instance all language level fields or all term level fields Excelling MultiTerm User Manual 23 24 Export Defining Fields and Sort Order By clicking on Optimize column width you can choose to automatically scale the column in excel to the longest field value exported in this column This can make sense for certain values such as a status value However it makes no sense to optimize for instance a definition column since it might be extremely wide in Excel Sorting Entries and Terms By default all entries are sorted in the chronological order of their entry number Languages are sorted alphabetically depending on their ISO code Terms are sorted exactly in the order in which they appear in the MultiTerm entry itself You can change this sort oder in various ways You can sort all entries alphabetically by clicking on Sort entires alphabetically by first term This sort oder uses the first term of each entry to determine the alphabetical sequence of the entries By default the first term is the one that is all the way to the top of each language in MultiTerm However you can change this sort order to move certain terms to the top of each language see below You can sort the order of the languages in the Excel file by selecting a language and moving it up and down with the arr
8. click on Perform import Then click on Next 4 4 Log File This step tells you how to create and maintain a log file As a general rule this is useful if you want to trace what happened during import or where there is an error in the Excel data f Excelling Multiterm olx Select log path Please specify the path for the log file or leave the field blank not to create log Q Kaleidoscope Select the path for the log file Perform a database export task C Dokumente und Einstellungen euadmin Desktop Import log Perform a database import task Check termbase for duplicate terms Manage termbase inconsistencies Sort terms Batch deletion Settings About lt lt Prev Next gt gt Finish Cancel mport Log File 32 Excelling MultiTerm User Manual Import 4 Details on Import The log file contains the following information per entry Which entries were modified Which entries were not modified Which entries required a user intervention and what sort of intervention it was The end of the log file contains a statistic on imported entries so you can verify whether it is complete Then the import starts Entry cannot be saved It contains duplicate terms a If you find this error message in the log file it is a result of the MultiTerm API error that occurs when several identical terms exist in the same entry To fix this error use the Excelling MultiTerm feature
9. language again or repeat the import with Excelling Deleting filtered entries First select the termbase you want to delete from Then click on Delete entries by filter Excelling will then show you all the filters in the termbase First choose the desired filter you want to delete matching entries for Since some filters are built to match a specific source and target language you can also select these here Then click on Nex Excelling will now delete all entries that match the chosen filter from the termbase Delete Entries without Language Groups It can happen that an entry in MultiTerm does not contain any language group any more These entries are dead entries because MultiTerm cannot access or display them any more Therefore you can delete them using this feature To do so select Delete Entries without Language Groups and then click on Next Excelling will now delete all entries that no longer have any language group Delete a Field Sometimes you might want to delete a complete field from the termbase Since you may not change the termbase structure you need to do this by exporting the termbase creating a new structure without this field and then importing the data again Normally the field content then gets deleted in the exported xml file However this is a cumbersome and error prone process Excelling MultiTerm User Manual Additional Features Deleting specific Termbase Content
10. of license are you activating Excelling MultiTerm User Manual Excelling MultiTerm User Manual Registration and Activation F Select registration type Which type of license are you registering P Desktop A Network license FA Freelance license Activation Type of license Please select Single Desktop or Freelance License The product activation screen pops up Activation of Excelling Multiterm Welcome to Excelling Multiterm Ce Multiterm Enter your Serial Number to activate Excelling Multiterm Serial Number You dont have a Serial Number In order to receive a valid Serial Number you must purchase the product Buy It I want to use Excelling Multiterm without registration You can activate the product within the evaluation period If you don t want to activate you can use the evaluation version in a time limited You can use the product without registration If you register you will be informed about updates and special mode promotion offers Activation Serial Number or Demo Select the first option and click on OK The screen pops up to enter the user data 10 Installation Registration and Activation Activation of Excelling Multiterm Online Activation Enter Your Serial Number TIcCv 26698 90F9b EXKEL YQIHO 824Da Where to find your Serial Number Enter Your Name Company Serial Number In order to receive a valid Serial kla
11. Batch deletion Details Register Settings About Settings Page Depending on the security configuration of your system it might be necessary to start Excelling MultiTerm with administrative rights in order to set up these settings The possible configuration includes the following settings Directory for task definitions Lets you specify a directory where export and import task definitions are stored By default this is the subdirectory settings However if you work in a network it might be useful to set up a shared folder and store your settings there This way all users can access all task definitions Directory for backup copies Several tasks provide an optional backup of the database before changing termbase content This backup copy will be stored in the directory specified here The default setting is the subdirectory backup but you can select any other path as well Excelling MultiTerm User Manual Installation 2 Settings E Mail Settings When using Excelling MultiTerm in Batch Mode see Command line Operation gt 58 then you can receive automatic mails when these tasks are processed You can use this setting to define your mail server access You can test your settings immediately by using the Send Test mail feature Excelling MultiTerm User Manual 17 18 Export 3 Export Excelling MultiTerm automatically creates an Excel file during export In Excelling MultiT
12. Check Termbase for duplicate terms For further details please consult the relevant section 4 5 Details on Import Checking field values During import Excelling verifies that the values in the Excel file are valid in MultiTerm This prevents importing invalid data The checking process involves the following checks Only allowed values are imported for boolean and pick list fields Text fields can only be imported more than once if the termbase definition allows for multiple fields Boolean and pick list fields may not be used twice Instead several values can be separated by using the pipe symbol within the respective column in Excel When errors occur these are written to the log file The import then continues with the next line in Excel Nested fields can only be filled if the parent field also contains a valid value XML Tags in the Import Data File If the Excel file contains forbidden XML characters lt gt amp etc then these will be encoded automatically by Excelling amp lt etc Otherwise MultiTerm will report an error upon import The only instance where these special Excelling MultiTerm User Manual 33 34 Import Details on Import characters are not encoded are lt XREF gt Tags since these are used for links in MultiTerm If Excelling runs into a problem during encoding then an error will be shown and the respective characters can be deleted A Imported
13. Excelling MultiTerm to delete all terms that equal deleted Phantom Terms in the MultiTerm Browse Pane After import depending on your MultiTerm version you can sometimes see the old term still listed in the alphabetical list This is caused by the Fuzzy Index not having been rebuilt during import To rebuild it the termbase first needs to be reorganized Afterwards the updated terms will appear in the MultiTerm list as well Excelling MultiTerm User Manual Excel File 5 Data Structure 5 Excel File 5 1 Data Structure The Excel data file where you can process termbase entries consists of a simple logical structure to be described as follows A D F G H J K L M Source Demo Termbase Export 2009 06 29 11 42 31 Version 3 0 3466 22935 Concept Definition Source TERM i Source Status TERM ji Source Status Regional usage 2 H Augenschraube__ DIN444 japproved__ eye bolt TDINA44 Tapproved H 1 2 3 4 SENAN E E A O E AO A NAO AA V 5 German English 6 7 8 i Daumenschraube Klaus Fleischmann irejected i 9 3 ees Se aac e ee Sete einer zuvor gespeicherten Nummer H H H 10 ____Jdient Die gew nschte Telefonnumn cell phone guide rejected Product management 2007 05 __ approved Klaus Fleischmann approved __Direktwahl____Einzelhandel__ rejected _Mazy dial Schnellwahl Klaus Fleischmann approved quick dial Zielwahi
14. file click on Show all import tasks That can for example be helpful if you would like to use an existing task as the basis for a new one To perform an existing task select the task and click on Next To modify an existing task or create a new one based on it check Modify the selected task or create a new one based on it and click Next Perform Database Backup Since some of these features change a lot of entries it makes sense to perform a backup before running the command You do this by selecting the checkbox Database Backup in the termbase connection wizard This will carry out a complete default xml export before running the command that follows 4 1 Connect to a Data Source In the next dialog box please define first which user will be entered as change user in the MultiTerm history of modified entries Also you can select the Backup database option for certain operations if you want to back up the existing termbase before running an import or a maintenance operation The backup consists of a complete termbase export using the default export definition into a directory which you can define in the settings dialog The connection to the termbase will then be established You will have to specify whether you are connecting to a local termbase i e existing on your computer a LAN termbase i e existing on a MultiTerm server in the company network or an Internet termbase i e acc
15. file click on Yes If you are sure there are not empty lines then you can end the import by clicking on No 6 Quechan m An empty line in the input document has been reached Check the following next 10 lines for additional entries a gt The data has been imported into MultiTerm You can check the result by pressing F5 Refresh in MultiTerm or by checking the content of the log file 7 4 Additional Features of the Free Express Version The free Express version of Excelling MultiTerm can also run an express export This export works just like any normal Excelling export but it only contains terms You can also re import this file after editing it in Excel See Export gt 18 and Import gt 27 for further information on the normal export and import features See also mie Export gt 18 Tie Import gt 27 66 Excelling MultiTerm User Manual
16. for duplicate terms Delete entries by filter Source contains synonyms Manage termbase inconsistencies Source language German Sort a termbase Target language Batch deletion German Delete entries without language groups Settings z Delete field Field ENTRY Class_Funct About ms Delete term Filter on TERMI Equals deleted 7 Delete languages without terms left 4 Delete entries wihout languages left Cre Next gt gt Cancel Deleting Filtered Entries Deleting an entire language First select the termbase you want to delete from Then click on Delete an entire language group Excelling will then show you all languages in the termbase You can choose the language you want to delete Excelling MultiTerm User Manual 55 56 Additional Features Deleting specific Termbase Content As an option you can also choose to completely delete all entries in which the selected language actually is the only language If you do not choose this then empty entries are left in the termbase which MultiTerm will not be able to display or edit any more Then click on Next Excelling will now delete this language group from the termbase Deleted language Deleting a language group only means that you delete the content of the termbase for this language It will not delete the language from the termbase definition Therefore you can then create entries for that
17. it has expired Excelling MultiTerm must be registered and activated Installation Registration and Activation 2 3 1 Administration Rights In order to activate Excelling MultiTerm the application has to be started with administrative rights Otherwise windows cannot access the configuration file See also mie Registration as a Desktop License gt 8 mie Registration as a Network License gt 11 mie Settings gt 16 Registration as a Desktop License Registration is done on the Settings page Kaleidoscope tory for the stored tasks Perform a database export task bE Bxcelling a directory for the backup files 2 GeambF bxceliing Mulitem backup a Perform a database import task Check termbase for duplicate terms Smtp server Smtp username Smtp password Smtp sender Manage termbase inconsistenci 5 Spee T A Sorta termbase ii fil iia ieee Program Dat Kale doscope_GesmbR icelingNulitermlncelinglic ol CEEE M Settings About Finish Settings Area In this dialog you see several options which are explained in detail in the section Settings gt 16 Registration is done with the last item in the window Here you see a list of available license files typically one license file By default a demo license is available Select the license and click on Activate The question pops up Which type
18. the Internet enter the server address including http s and including mtanywhere at the end as well as the MultiTerm username and password Then click on Next As an option select Remember password Excelling always remembers the last termbase server plus the username However the password is only remembered if you chose to do so Specify Entry IDs By activating this option you can define a precise list of entry IDs which should be processed with this task 19 3 Export Specify Export Source and Filter Database Backup checkbox a For all import and maintenance features the dialog termbase connection also offers a checkbox Backup target database Select this option if you want Excelling to execute a complete termbase export before running the import or maintenance operation The export will be done using the default export definition of MultiTerm 3 2 Specify Export Source and Filter With a successful server connection the available termbases and different filter criteria are listed in the next dialog box W Excelling MultiTerm 3 days left from the evaluation period EDEA Select termbase e Please select among available export tasks or create a new one Kaleidoscope Source termbase for export ad Demo qT gt Perform a database export task o Applied filters Perform a database import task Main fiter final Check termbase for duplicate terms Manage termbase inconsistencies
19. these entries via a filter Excelling MultiTerm User Manual Additional Features Clean out wrong data from entries Excluding Homonyms from the Duplicate Search You might want to exclude certain duplicates homonyms from being found as duplicates again and again Therefore you can exclude these once gt You have performed a duplicate search and have a list of homonyms a Click on the homonym you do not want to be found as duplicate any more b Underneath the list click on Exclude selected duplicates gt These duplicates are removed from the list and will no longer be found as duplicates in subsequent searches Resetting excluded Duplicates All excluded duplicates are written to a file called TERMBASENAME excl in the settings directory of Excelling MultiTerm You can edit this list and delete individual lines or simply delete the whole list Then these duplicates will be found again 6 2 Clean out wrong data from entries Sometimes invalid data enters a termbase for instance during an invalid import or a flawed migration This includes for instance invalid field names or field values Or a language is imported as DE AT but should be DE DE according to the termbase definition These errors go unnoticed until you want to edit that entry Strange things will then occur in the application In order to batch delete records from MultiTerm select Manage Termbase Inconsistencies At first the di
20. to do so For MultiTerm 2007 remote server connections via the Internet enter the server address including http s and including mtanywhere at the end as well as the MultiTerm username and password Then click on Excelling MultiTerm User Manual Additional Features Deleting specific Termbase Content Next As an option select Remember password Excelling always remembers the last termbase server plus the username However the password is only remembered if you chose to do so Specify Entry IDs By activating this option you can define a precise list of entry IDs which should be processed with this task Database Backup checkbox For all import and maintenance features the dialog termbase connection also offers a checkbox Backup target database Select this option if you want Excelling to execute a complete termbase export before running the import or maintenance operation The export will be done using the default export definition of MultiTerm In the next step you can select which data from the termbase you want to delete Excelling Multiterm adaos Select termbase o Please select a termbase for batch deletion Kaleidoscope Source termbase to be cleaned z Defective Termbase X Perform a database export task Delete an entire language group German Perform a database import task Delete entries without language groups left Check termbase
21. which fields you want to exclude You can do so by simply activating or deactivating a field in the tree structure When a field is activated or deactivated on the lowest level the entire substructure will be activated or deactivated automatically For example if you are dealing with a translation project you will probably de select the source language from the list If your termbase is server based you can also specify the entry class of any new entries to be created Then click on Next 4 3 Save and Run This step allows you to save your settings as a task to be re run at a later time or to run it only once and not save it Excelling MultiTerm User Manual 31 Import Log File a J Excelling Muttiterm a foe Save settings e Please select a new or an existing name for the current task Kaleidoscope E Save import task i Name of the task Import Perform a database export task D jescription Perform a database import task Ba E Perform import Check termbase for duplicate terms Manage termbase inconsistencies Sort a termbase Batch deletion Settings About Cere E Ce Import Save and Run a Click on Save task to save your settings and enter a name and a description Your saved import settings will be stored in the subdirectory Settings This subdirectory can be modified during installation or in the file config ini b To perform your import task
22. 0 41 43 43 47 51 53 58 60 60 61 63 66 Introduction 1 Introduction Purpose Excelling MultiTerm provides a bidirectional interface between SDL MultiTerm Desktop or Server and Microsoft Excel The purpose of this tool is to export entries from MultiTerm to Excel then edit these entries off line and finally import them back again into MultiTerm In Excel you can edit existing terms fields and entries and you can add new ones If you want to delete a term then you can for instance change it to deleted and after import use the batch delete function to delete all terms called deleted You can also use Excelling to batch import entries or terms into an existing or a new termbase Possible Applications For the individual user Excelling MultiTerm can be useful if the content of one field needs to simultaneously be changed in many entries Or if a larger quantity of data needs to be exported for easy editing across multiple data records and subsequently imported again Excelling MultiTerm is also well suited for easily importing Excel files to MultiTerm At companies Excelling MultiTerm decentrally supports two fundamental processes The release or editing of entries by persons who do not have MultiTerm including for example project heads or product managers A MultiTerm database can simply be filtered and exported to Excel edited in Excel and then directly imported from Excel back to MultiTerm
23. Content P To avoid invalid data altogether Excelling always allows you to create a backup copy of the termbase before each import or maintenance operation In addition Excelling offers the feature to batch delete all terms matching a particular filter or a complete language Perform Database Backup Since some of these features change a lot of entries it makes sense to perform a backup before running the command You do this by selecting the checkbox Database Backup in the termbase connection wizard This will carry out a complete default xml export before running the command that follows Use Click on Batch Deletion At first the dialog box on how to connect to the server pops up Kaleidoscope Perform a database export task Username Perform a database import task i T MTAnywhere T Specify entry ids exactly Batch deletion Settings About lt lt Prev Net gt gt Finish Cancel Defining a Termbase Connection For oca termbases simply leave all text fields blank or if you want to highlight matters for your own use enter local host in the address field and click on Next For LAN server connections enter the server name and the MultiTerm username and password Then click on Nex As an option select Remember password Excelling always remembers the last termbase server plus the username However the password is only remembered if you chose
24. Editing Existing Entries You may edit all existing cells in the Excel data file starting at line 6 excluding the concept ID on the far left To do so you simply overwrite the old field with the new value Concerning terms please note that if you modify a term the old term in MultiTerm will be overwritten with the new term It may be more useful to switch the existing term to rejected and to insert a new term Please consult with your terminologist on this issue Excelling MultiTerm User Manual 39 5 Excel File Creating New Terms Modified Terms Hash Codes In order to distinguish during import whether a term not yet present in an entry was newly added or rather modified Excelling MultiTerm generates so called hash codes during export although this code stays hidden A new hash code will be generated during import and compared with the one in Excel If it is different it means that the term was modified In this case Excelling MultiTerm can also change the actual term in MultiTerm a Absolutely never modify the column containing the hash codes Color coding not relevant for import Excel lines are color coded only to help the user navigate more easily Color coding is utterly irrelevant to the process of data import Deleting Terms If you want to delete an individual term from an entry then do not simply delete the line from the Excel file During import this data is not read b
25. Excel file Click on Perform import and on Next E Exceling Kaleidoscope Perform a database export task Perform a database import task Check termbase for duplicate terms Manage termbase inconsistencies Sort a termbase Batch deletion Settings About Save settings Please select a new or an existing name for the current task Q E Save import task Name of the task My import Description Just import terms from an excel file 7 Perform import lt lt Prev Next gt gt Finis Cancel Enter the ocation and filename for a log file This log file contains an exact description of what was imported and what errors might have ocurred Then click on Next Kaleidoscope Perform a database export task Perform a database import task Check termbase for duplicate terms Manage termbase inconsistencies Sort a termbase Batch deletion Settings About Select log path Please specify the path for the log file or leave the field blank not to create log Select the path for the log file c temp importlog 5l Next gt gt tance The import will now start 65 7 Free Express Version Additional Features of the Free Express Version j If Excelling finds an empty line then it assumes that this is the end of the Excel file If you want Excelling MultiTerm to continue searching through the remaining
26. If you can not activate the software online on your machine via Internet then you can activate offline via email Please proceed as follows gt You must already have a valid serial number for your software from Kaleidoscope a In the start screen of the registration wizard click on Activate this Product by e mail at the bottom of the screen b Enter the serial number your name and your e mail address c Click on Request Unlock Key by E Mail Excelling MultiTerm User Manual 15 2 Installation Settings The registration assistant now generates an e mail to Kaleidoscope containing the required information Kaleidoscope will then generate an unlock key and mail it back to you d Restart Excelling and then click on Activate again A dialog box will appear asking for your activation code e Enter the unlock key you have received and click through the remaining steps of the wizard with Next gt Excelling MultiTerm has now been activated 2 4 Settings Several base settings can be defined depending on how you will want to use Excelling MultiTerm These settings can be done on the Settings page Kaleidoscope i BH Excelling Perform a database export task directory for the backup files Perform a database import task GesmbH Excelling Multiterm backup Check termbase for duplicate terms Manage termbase inconsistencies Sorta termbase Cra
27. Klaus Fleischmann approved speed dial Welle Klaus Fleischmann inew wave Klaus Fleischmann inew 16 18 H D nnbrammenstra Klaus Fleischmann new thin slab casting Klaus Fleischmann inew Excel File Header and Definition of Structure At the top the Excel file differentiates between the concept ID entry number and fields at the entry level as well as the individual languages The example provides the concept ID and entry level as well as German and English as languages In the next line the entry level and the individual languages are parsed further across the available fields In the example no field was exported at entry level For the German language not only the term but also its definition with its source as well as the source of the term and the status were exported The English language option includes an additional regional usage In the case of so called nested fields e g the field Definition with its subordinate field Source the script is represented as follows Source Definition This means that this column contains the source of the definition For all fields that only allow one exactly value Excel offers a drop down list in order to prevent invalid data This is not possible however for pick list fields that allow more than just one value In these cases the data is checked only during import Entries and Terms Starting at line 6 we
28. Using the field deletion command in Excelling you can delete specified fields from the termbase data before exporting it Of course you can also use this feature to only delete the values of a particular field wherever it occurs and leave the field in the termbase structure To do so select Delete field then select the field you want to delete on the correct level and then click on Next Excelling will now delete this field from all entries in the termbase Deleted Field Deleting a field only means that you delete the content of the field from the termbase It will not delete the field from the termbase definition Therefore you can then create new entries using that field If you want to completely eradicate the field from the termbase definition you need to delete it first then export the termbase create a new one without that field and re import the export data Delete a Term You can also delete specific terms from the termbase using Excelling MultiTerm To do so you first set up the filter which defines the terms to be deleted This can be done using the content of the term itself or a particular field on the term level To do so select Delete term Then chose the field you want to base the filter on If you want to filter according to the content of the term itself choose Term Then next to the field select Contains Does not contain Equals or Does not equal plus the value For instance yo
29. alog box on how to connect to the server pops up Kaleidoscope Perform a database export task Username Perform a database import task I MTAnywhere C MultiTerm 2007 MultiTerm 2009 15 T Specify entry ids exactly Check termbase for duplicate terms Manage termbase i sort termbase Batch deletion Settings About lt lt Prev Net gt gt Finish Cancel Defining a Termbase Connection Excelling MultiTerm User Manual 47 48 Additional Features Clean out wrong data from entries For ocal termbases simply leave all text fields blank or if you want to highlight matters for your own use enter local host in the address field and click on Next For LAN server connections enter the server name and the MultiTerm username and password Then click on Nex As an option select Remember password Excelling always remembers the last termbase server plus the username However the password is only remembered if you chose to do so For MultiTerm 2007 remote server connections via the Internet enter the server address including http s and including mtanywhere at the end as well as the MultiTerm username and password Then click on Next As an option select Remember password Excelling always remembers the last termbase server plus the username However the password is only remembered if you chose to do so Specify Entry IDs By activating this option
30. ance c lTrados Data You can choose any filename for your termbase for instance My termbase d Click on Save gt The start page of the Termbase Wizard will appear e Click on Next f Select create a new termbase definition from scratch and click on Next Termbase Wizard Step 1 of 5 EJ Termbase Definition Specify whether you wish to create a termbase definition using one of the ela termbase templates load an existing termbase definition or create a new termbase definition from scratch Create a new termbase definition from scratch Use a predefined termbase template Bilingual glossary Load an existing tembase definition file Use an existing termbase as a template Copy catalog objects to the new termbase lt Back Net gt Cancel Hele Excelling MultiTerm User Manual 61 7 Free Express Version Create the Termbase g Enter a Friendly Name and if you want a description copyright for your termbase This friendly name is how you will see your termbase listed in MultiTerm and Studio It can be different from the filename from the previous step but of course it can also be the same Click on Next i me a Termbase Name Enter the tembase name and a description if required Friendly Name My cool tembase Description optional Created from the excel file h Select the anguages you want to include in yo
31. atch and click on Next Select import task O Please select among available import tasks or create a new one Kaleidoscope List of available import tasks The selected file contains only terms Perform a database export task Name Database Terms only Description Perform a database import task Check termbase for duplicate terms Manage termbase inconsistencies ly Sort a termbase g Batch deletion be ET Show all import tasks Settings Create new imporrt task Create import task from scratch About Modify the selected task or create a new one based on it Next gt gt F Cancel Excelling MultiTerm User Manual 63 64 Free Express Version Import the Data f In the Modifier user field enter your name This name will be stored in MultiTerm as the creator of the new entries Leave the remaining fields blank Then click on Next Kaleidoscope Perform a database export task Perform a database import task Check termbase for duplicate terms H Manage termbase inconsistencies Sort a termbase Bi ahess Batch deletion Settings About Connect to a datasource Please provide connection information for the datasource Address Username Password E Remember password E MTAnywhere Multiterm 2007 Multiterm 2009 11 Modifier user Klaud E Backup target database A a i g Select the termbase you just creat
32. cense server via Internet and verify the license key NOTE If your network infrastructure does not allow online activations then you can activate via e mail For this you will need an e mail client installed on the machine Click on the respective link and follow the instructions given by the wizard i Click on Activate now Web Activation The product has to be activated online Sy Please provide a connection to the internet and activate it Proxy settings Activate now Cancel Excelling MultiTerm User Manual 13 2 Installation Registration and Activation gt The activation will now be confirmed Web Activation Online Activation was successful j Restart Excelling MultiTerm to conclude the activation Step 2 Activating the Concurrent Option After activating the license file on the network share it has to be set into concurrent mode so that clients can access it simultaneously To do this proceed as follows a Switch to the Settings screen again b Click on Details You will see the License Viewer displaying the license details Manufacturer Kaleidoscope GesmbH Company Kaleidoscope ce Installation Codes Copy protection activated 1 a Modules Trial available Expired at 01 12 2011 E Thin available Activation done E System Deactivate Activation Key Transfer License Refresh Info Options Close You can see that the C
33. e problem then Excelling MultiTerm will ignore it and fix the remaining issues b You can completely delete all of these wrong language groups This only deletes all terms and fields on the language level not the remaining entry c You can map the language to another language To do so simply select the correct language from the drop down list When mapping to another language you can also add an extra field with a specified value so that you can identify these terms again in the termbase later on For instance you might want to add a Note with the content Mapped from DE AT Or you can map the language DE AT to DE DE and include a regional usage field with the content A7 Invalid Fields For invalid fields you have several possible solutions a You can skip the problem then Excelling MultiTerm will ignore it and fix the remaining issues b You can completely delete all of these wrong fields c You can map a wrong field to its corresponding right field Invalid Pick list Values For invalid pick list values you have several possible solutions a You can skip the problem then Excelling MultiTerm will ignore it and fix the remaining issues b You can completely delete all of these wrong fields c You can map a wrong field value to its corresponding right field value Then click on Wex You can now select a log file and then Excelling MultiTerm will start fixing the defined problems Afterward
34. e you want to activate q Select registration type xi Which type of license are you registering Desktop Network license P Freelance license Cancel f Select Network License The product activation screen pops up g Select the first option Serial Number and then click on Next 12 Excelling MultiTerm User Manual Installation Registration and Activation The screen pops up to enter the user data Activation of Excelling Multiterm Online Activation Enter Your Serial Number T3cCv 26698 S0F Sb EXKEL VQIHO B24Da Where to find your Serial Number Enter Your Name Company Serial Number In order to receive a valid Serial Klaus Fleischmann Kaleidoscope Number you must purchase the product Enter Your E Mail Address Buy It klaus kaleidoscope at Please enter all information that is requested in order to start the activation process h In the first field enter the serial number you received when you purchased Excelling MultiTerm Enter your company name and optionally a user name In the last field please enter your e mail address Then click on Next The license will now be activated from our license server NOTE If your network uses a proxy server and you have not set this proxy up in the Internet Explorer settings by default click on Proxy Settings and then enter the respective data Otherwise click Activate now The application will now contact our li
35. ecause it does not exist and thus nothing happens If you do want to delete a term proceed as follows a Change the term to a specific unique value for instance deleted b Import the Excel file In MultiTerm the term is now changed to deleted c Now switch to the screen Batch deletion in Excelling MultiTerm Here you can tell Excelling MultiTerm to delete all terms that equal deleted 5 3 Creating New Terms 40 You can also create new terms for an entry in Excel by simply inserting a new line at the end of an entry and thus before the next concept ID 1 Source Demo Termbase 2 Export 2009 06 29 11 42 31 3 Version 3 0 3466 22935 4 5 German English i k i 6 Concept Definition Source TERM Source Status TERM i Source Status Regional usage _ eee AUgENSCh raube DIN444 approved eye bolt DIN4AA approved eee 8 Daumenschraube Klaus Fleischmann rejected i i i 9 einer zuvor gespeicherten Nummer i 10 dient Die gew nschte Telefonnummer Direktwahl Einzelhandel irejected__ lazy dial cell phone guide ejected i i Schnellwahi Klaus Fleischmann approved quick dial Product management 2007 05 approved _ 12 i Ziebwahl Klaus Fleischmann approved _ speed dial Klaus Fleischmann approved 13 15 fit Welle Klaus Fleischmann new wave Klaus Fleischmann inew 17 18 i Dunnbrammenstra Klaus Fleischmann __ new thin slab casting Klaus Fleischma
36. ect the task and click on Next To modify an existing task or create a new one based on it check Modify the selected task or create a new one based on it and click Next Excelling MultiTerm User Manual 3 1 Excelling MultiTerm User Manual Export 3 Connect to a Data Source Connect to a Data Source The first step will establish a connection to the data source You will have to specify whether you are connecting to a local termbase i e existing on your computer a LAN termbase i e existing on a MultiTerm server in the company network or an Internet termbase i e accessible on the Web via MultiTerm Anywhere on an Internet server Kaleidoscope Perform a database export task Username I MTAnywhere MultiTerm 2007 MultiTerm 2009 15 T Specify entry ids exactly Sort a termbase Batch deletion Settings About Defining a Termbase Connection For ocal termbases simply leave all text fields blank or if you want to highlight matters for your own use enter local host in the address field and click on Next For LAN server connections enter the server name and the MultiTerm username and password Then click on Nex As an option select Remember password Excelling always remembers the last termbase server plus the username However the password is only remembered if you chose to do so For MultiTerm 2007 remote server connections via
37. ected e Perform a database import task Check termbase for duplicate terms Manage termbase inconsistencies Reorder the fields of the entries Sort a termbase Class_Funct Class_Product j Material_nr z Batch deletion m Note a Image Settings ce ir Subject About a imga lt lt Prev Next gt gt C Cancel Sort terms Here you can define what you want to sort This is how you can sort terms within all entries a Click on Sort terms according to field values b Select the field you want to use as an indicator c Then enter the value which makes it a preferred term For instance this could be the field Usage with the content Standarda d Then click on Next gt Excelling will now re sort all terms in all entries according to this specification This is how you can sort all fields in an entire termbase a Click on Reorder the fields of all entries b In the field list underneath sort the terms using the arrow buttons next to them c Then click on Next gt Excelling will now re sort all fields in all entries according to this specification 6 4 Deleting specific Termbase Content Challenges during mass import Particularly when editing large amounts of terms it sometimes happens that you also want to delete large amounts of terms or entries in a single step Excelling MultiTerm User Manual 53 54 Additional Features Deleting specific Termbase
38. ed as the Target termbase Then select all anguages you want to import The list of languages contains those languages which are available both in your termbase and in your Excel file If you are missing a language then either your termbase or your Excel file is not prepared correctly Then click on Next Kaleidoscope Perform a database export task Perform a database import task Check termbase for duplicate terms f j Manage termbase inconsistencies f Sort a termbase E hn Batch deletion Settings About Select fields Please select the fields that you would like to import e Select target termbase Meine Termbank x Importable fields of the selected file M Language German y MLanguage English yl jLanguage Spanish B Deselect all Default entry class for new entries rs lt lt Prev Next gt gt Finish Cancel Note If you receive the message that no termbases can be found then please restart MultiTerm open your termbase once and then close MultiTerm again This problem ocurs when the MultiTerm user interface language changes Excelling MultiTerm User Manual Excelling MultiTerm User Manual Free Express Version Import the Data h Enter a Name and a Description for the import task Excelling MultiTerm stores the information you have just entered as a task which you can then repeat for any identical
39. erm exports are processed using so called export tasks These tasks specify which data will be exported from which termbase Using these tasks you can repeatedly carry out an export For your first export you must create a new task To do so first click on Perform a database export task The main screen of this module pops up Excelling Multiterm Sort a termbase Batch deletion Settings About Export Main Screen Execute export task Please select among available export tasks or create a new one D Kaleidoscope Perform a database export task Perform a database import task Check termbase for duplicate terms Manage termbase inconsistencies List of available export tasks Name Database Sample Task Demo Sample Task 2 Demo Description Stored to reproduce autor x For sample export x Create new export task E Create export task from scratch E Modify the selected task or create a new one based on it In this screen you see all export tasks that already exist and can perform the following functions To create your first task or a new task check Create export task from scratch and click on Next To delete an existing task click on the red X next to the task This only deletes the definition of the export but not the exported files You can still import these To perform an existing task sel
40. erm history of modified entries Specify Entry IDs By activating this option you can define a precise list of entry IDs which should be processed with this task Database Backup checkbox For all import and maintenance features the dialog termbase connection also offers a checkbox Backup target database Select this option if you want Excelling to execute a complete termbase export before running the import or maintenance operation The export will be done using the default export definition of MultiTerm Excelling MultiTerm User Manual Import ae 4 Specify Fields 4 2 Specify Fields Excelling MultiTerm now reads the fields contained in the Excel file and offers these fields for selection in a dialog box j Mutti baka Select fields Please select the fields that you would like to import Kaleidoscope Importable fields of the selected file jE Fields E Perform a database export task p ELanguage German E p a MiLanguage English Ey Perform a database import task a Term BA usage B Check termbase for duplicate terms Context E Language Spanish a Manage termbase inconsistencies Sort a termbase Batch deletion a Deselect all Settings Default entry class for new entries i Unspecified About Urse lt lt Prev Next gt gt Cancel Import Specify Fields Now you can specify which fields from the Excel file you want to import into MultiTerm and
41. essible on the Web via MultiTerm Anywhere on an Internet server Excelling MultiTerm User Manual 29 30 Import Connect to a Data Source Kaleidoscope Perform a database export task Username Perform a database import task Be I MTAnywhere C MultiTerm 2007 MultiTerm 2009 15 IT Specify entry ids exactly Sort a termbase Batch deletion Settings About lt lt Prev Net gt gt Finish Cancel Defining a Termbase Connection For oca termbases simply leave all text fields blank or if you want to highlight matters for your own use enter local host in the address field and click on Next For LAN server connections enter the server name and the MultiTerm username and password Then click on Nex As an option select Remember password Excelling always remembers the last termbase server plus the username However the password is only remembered if you chose to do so For MultiTerm 2007 remote server connections via the Internet enter the server address including http s and including mtanywhere at the end as well as the MultiTerm username and password Then click on Next As an option select Remember password Excelling always remembers the last termbase server plus the username However the password is only remembered if you chose to do so Change user Please define which user will be entered as change user in the MultiT
42. etion Database name quickterm Test Settings About E Use the entry numbers as an EXCLUSION list Cancel lt lt Prev Next gt gt External Filters Text files which contain the entry IDs to be exported XML files from which you can read the entry IDs by means of XPath statements This of course includes MultiTerm XML files By using XPatch on exported MultiTerm termbases you can practically achieve any kind of filtering even based on dates nesting information etc SQL queries which return a list of entry IDs to be exported One typical use case of this option is the integration with quickTerm to export for instance all entries that are currently being approved in a certain language This is how you can define an external filter source a Select the type of source b Text file Also define the file which should be read and the separator which separates the individual IDs from one another c XML file Also define the file which should be read and the XPatch statement that returns the entry IDs from the file d Database Also define the database connection and the SQL statement which returns the entry IDs e In either case you can klick on 7estin order to test the query you have setup up The test returns the list of entry IDs which would be filtered f At the end you can also select the checkbox telling Excelling MultiTerm to use the defined filter as an EXCLUSION
43. file contains unknown xml tags Unknown xml tags are removed during processing Do you want to continue Error message caused by XML tags in Excel The import file is also XML validated before the import to avoid messy XML code from entering the termbase Blank Lines in Excel If blank lines are present in the Excel data file Excelling MultiTerm supposes this to be the end of the data file and issues a corresponding notice Question DY An empty line in the input document has been reached Check the following next 10 lines for additional entries Message End of file If you select Yes Excelling searches downward for another 10 lines to see whether further entries may be present If Excelling MultiTerm finds no further lines or if you select No the import will be completed and the log file created Simultaneous Modifications When entries are modified in MultiTerm directly while an export file is being changed as well and if these entries are now to be imported again via Excelling we call this a simultaneous modification In this case the dialog box Simultaneous modification of fields pops up Excelling MultiTerm User Manual Import 4 Details on Import Possible concurrent modification of entry level fields BER Select an action Updated term Term Augenschraublein Local terms Augenschraubchen Daumenschraube approved Term Augenschraubchen Hote Nicht zu ver
44. filter This means that it would export all entry that do NOT match the filter Once you are done click on Next 22 Excelling MultiTerm User Manual Export 3 Defining Fields and Sort Order 3 4 Defining Fields and Sort Order In this step you can select which fields from the termbase will be exported Select fields Please select th e termbase fields you would like to export e Kaleidoscope is of the selected termbase Perform a database export task gt Perform a database import task eae Batch deletion Settings About Deselect al Export Specify Fields Option Only export terms If this option is selected you can only export terms and you will only be able to select which languages to export Choosing Fields for Export In the tree structure you can activate and deactivate any field The tree Historical Data includes the processing information creation date etc from MultiTerm If you select these fields this data will be exported for all fields with history Click on Entry Class if you also want to export the entry class in case you are using this MultiTerm feature The tree Fie ds contains the fields on the entry level When afield is activated or deactivated on the top level the entire substructure will be activated or deactivated automatically By clicking on Deselect all you can set all fields to not be exported
45. get to the actual data There we have to distinguish between Entries and Terms Excelling MultiTerm User Manual 37 38 Excel File Data Structure An entry corresponds to an entry in MultiTerm it is thus equivalent to a concept or idea It can contain several terms So that it can synchronize with the correct entry on import the entry number is exported along with the remaining data As additional optical help every entry alternates between being colored yellow and white A color thus always also corresponds to an entry or concept A single entry can then contain several terms These are synonyms alternative usages spelling variants or anti terminology that were all captured in MultiTerm In the example the third entry Number 428 has 5 variant spellings and therefore 5 lines in Excel This does not mean that this entry has to take up 5 lines in English It can very well be that an entry has 5 German terms but only a single English term It is just as well possible however that it only has one German but 5 English terms You can add new synonyms in Excel without any difficulty by simply adding new lines and by entering new terms under the respective entry number Information about version export date and termbase name The information about the source termbase Excelling version number and export date is written directly to the file properties of the Excel file You can o
46. he aid of a Windows installer The only parameter that must be entered is the path where the export and import definitions are to be saved By default this is the sub directory Settings within the Excelling MultiTerm installation directory Deinstallation is done using the control panel Any existing task definitions are intentionally not deleted so that they are available for a potential reinstallation or upgrade Windows security settings for license and configuration files Due to Windows security policies particularly with Windows Vista and Windows 7 only the base configuration file is stored in the program directory The license file and all client specific configuration files will be stored in the user s profile For Windows XP this is c documents and settings all users application files Kaleidoscope For Windows Vista and Windows 7 this is c programdata Kaleidoscope Users need write access to this directory because the license file is touched at each program start and configuration changes are written to the configuration file 6 Excelling MultiTerm User Manual 2 3 Excelling MultiTerm User Manual Installation 2 Registration and Activation After the initial installation you can test the software with a full feature set for Trial version 3 days After this time period the software will be deactivated and has to be registered If you have already purchased the software before installation
47. information see Excel File gt 37 These are the steps you need to create a termbase from a simple Excel file using the Express Version a Prepare the Excel file b Create a termbase in MultiTerm c Import the data using Excelling MultiTerm See also Excel File gt 37 Prepare the Excel File This is how you prepare the excel file with only terms for an express import into MultiTerm The first line has to contain the name of the languages one per column Starting with line two each column contains a term in the respective language The file may include blank cells and even blank lines However it may not include other data than terms If you want to import Excel files with descriptive fields you will need to license your copy of Excelling MultiTerm An example Excelling MultiTerm User Manual Free Express Version 7 Create the Termbase A B E German English Spanish O NODU AWUN e Example File for an Express Import 7 2 Create the Termbase If you do not alread have a termbase this is how you can create a simple termbase with only terms Of course you can use your existing or a more complex termbase as long as at least one language of the Excel file is included in the termbase a Start SDL MultiTerm b In MultiTerm select 7ermbase gt Create termbase c Select a location and a filename for your termbase We recommend you store all databases in one central location for inst
48. l 27 Import 4 Demo Tem 5 0 0 15914 2011 11 25 File Properties Perform Import To do so first click on Perform a database import task The first step is to select the file you would like to import Then the main screen of this module pops up Select import task Please select among available import tasks or create a new one Kaleidoscope List of available import tasks Name Perform a database export task Import Demo lin sample import 2 Demo Perform a database import task Check termbase for duplicate terms Manage termbase inconsistencies Sort a termbase Batch deletion Show all import tasks eate new imporrt task Create import task from scratch Modify the selected task or create a new one based on it Import Start screen 28 Excelling MultiTerm User Manual Import 4 Connect to a Data Source In this screen you see a list of all available import tasks which match the selected Excel file and you can carry out the following functions To create your first task or a new task check Create export task from scratch and click on Next To delete an existing task click on the red X next to the task This only deletes the definition of the import but not the exported files You can still import these If you would like to see all tasks including those that do not apply to the selected
49. l as for the choice of language used for sorting if in the next dialog box the option Sort entries before export is selected Also some MultiTerm filters are based on a switchable source language so in order for these filters to work you also need to supply the respective source language Filters which refer to a target language are not supported in Excelling e With Export all entries all entries are exported which apply to any filter selected f With Export incomplete entries only only those entries are exported that are incomplete for Excelling MultiTerm Unlike MultiTerm Excelling MultiTerm dynamically defines what incomplete means This is done together with the field selection in the next dialog where you can set the fields to be exported In Excelling MultiTerm incomplete means that at least one of the fields selected in this dialog box is empty in the entry Therefore each export can define a different set of incomplete entries By contrast in the MultiTerm filter the definition incomplete only includes those entry where an obligatory field according to the termbase definition is missing The check for completeness can be done in the source language the target language s or in all languages Export untranslated entries only can be used to define that only those entries are exported which do not yet have a term in the target language s in other words are untranslated The selection of u
50. l numbering These exported counters are just an aid for users to restore the original order of lines if it has been changed manually Typically please use the export without counters 3 5 Save and Run In the last step you can now save your selected settings as a task to be re run at a later time or to run it only once and not save it f Excelling Multiterm 0 x Save settings Please select a new or an existing name for the current task 2 Kaleidoscope E Save export task i Name of the task Export German filtered v Perform a database export task Description A filtered export Perform a database import task Zz Perform export Check termbase for duplicate terms Manage termbase inconsistencies Sort terms Batch deletion Settings About lt lt Prev Next gt gt Finish Cancel Export Save and Run a Click on Save fask to save your settings and enter a name and a description Your saved export settings will be stored in the subdirectory Settings This subdirectory can be modified during installation or in the fille config ini b To perform your export task click on Perform export Then click on Next c A dialog box opens where you can specify the storage location and the file name of the Excel file to be created Information about structure and use of the Excel file is found under Excel file Excelling MultiTerm User Manual 25 3 Export Save and Run The exp
51. matic Exports Excelling exe tasks task1 task2 output targetdirectory email mail company com The parameters are Tasks defines the export or import tasks to be run You can also define several tasks separated by semicolon These will then be executed one after the other Output defines the target directory for the export and log files Email defines an eMail address to send error messages to If you do not supply an eMail address in the call then the default address from the settings dialog will be used Syntax for Automatic Imports Excelling exe import input File or path tasks Taskfiles email mail company com The parameters are import is required to tell the batch command to run an import Without this parameter Excelling will run an export Automatic exports are rather unusual as a matter of fact If you do want to set up automatic imports then you need to include the import parameter input defines the Excel file to be imported or an entire folder in which the Excel files to be imported are stored Excelling MultiTerm User Manual Additional Features Command line Operation tasks defines which import tasks to use If no import tasks are defined then Excelling will pick that one which matches the target termbase and import all languages If more than one import tasks are found or no import task is found at all then Excelling MultiTerm writes an er
52. new entry will be added to it until a new asterisk or concept ID is found Excelling MultiTerm User Manual 41 5 Excel File Creating New Entries Using Excelling MultiTerm for an initial data import Of course you can use Excelling MultiTerm also to do an initial data import or a batch data import This is how it works a gt You have created a termbase in MultiTerm a Define a MultiTerm filter which does not select a single entry for instance entry number 0 b Now export the termbase with Excelling MultiTerm using this filter You will get an empty Excel file which you can use as a template to fill with data 42 Excelling MultiTerm User Manual Additional Features Check for Duplicates 6 Additional Features Certain maintenance tasks are handy in order to ensure consistency of the data in MultiTerm particularly before or after running batch exports and imports Excelling therefore provides the following set of additional features Check for Duplicates You can either check for duplicates in all languages at once or you can check duplicate synonyms withing a single entry and language Clean out wrong data from entries Sometimes invalid data enters a termbase for instance during an invalid import This includes for instance invalid field names or field values Or a language is imported as DE AT but should be DE DE according to the termbase definition These errors go unnoticed until you
53. nly import into the same termbase from which you exported By importing into another termbase it may happen that entries are falsely synchronized since during import the entry number is used as a synchronization feature Therefore the target termbase is hard wired into the Excel file and you are not prompted to choose one during import If you have changed the termbase name or do want to import into a different termbase you can change this information in the file properties of the excel file But ATTENTION The target termbase structure must be 100 compatible with the data structure of the source termbase This is how it works a Right click on the Excel file and select Properties b Change to the tab User defined Here you can see all custom properties of the file c In the list of fields click on Excelling Termbase gt The name and value of the field are now displayed in the editor above Excelling MultiTerm User Manual Excel File 5 Editing Existing Entries You can now import the Excel file into the new termbase d Change the name and click Apply Allgemein Sicherheit Benutzerdefiniert Details _ Vorgangerversionen Name EeaingTombave gt Te Tee v C Entfemen Wet Demo Tembank Eigenschaften Name Wert Typ Excelling Demo Tem Text Excelling 5 0 0 15914 Text Excelling 2011 11 25 Text File Properties 5 2
54. nn new Excel Creating a New Term Excelling MultiTerm User Manual Excel File 5 Creating New Entries In this example a new Line 14 was inserted after Line 13 at the entry identified by concept ID 10 This is where you can add new terms fields etc During import these new fields along with the term itself will be added as a new term synonym to Entry 10 5 4 Creating New Entries If you want to add entirely new entries with one or more terms you can insert a complete line and then enter an asterisk in the first column at the point where a concept ID would be BEE enn ane eae E 1 Source termbase 2 Export time 3 Version Source Status Klaus Fleischmann 13 i 14 1i Wele Klaus Fleischmann 15 i 16 _ Bb Dunnbrammenstrangus Klaus Fleischmann Excel Creating a New Entry The example shows that a new entry with 2 synonyms New Term 7 and New Term 2 has been added in line 19 and 20 In line 21 a second new entry with a single term New Term 3 has been added During import an entirely new entry with a new concept ID will be added for this line New entries too can take up several lines of course If you want to create several new entries then simply insert an asterisk in the concept ID column for every line in which a new entry begins During import Excelling MultiTerm will then always add a new entry for any asterisk it finds in the concept ID column The lines following this
55. nstranggieSanlage a Manage termbase inconsistencies 15 1 English terminology life cycle T p 15 6 English terminology life cycle Sort a termbase 16 3 English ring bolt 16 3 German Ringschraube Batch deletion 17 4 English speed dial ie 17 4 English lazy dial 17 4 German Schnellwahl Settings Export list to text file About Check for Duplicates Results You can export this list and then process the relevant entries in MultiTerm Or you can click on Nexfand then export the respective term to an Excel file just as you would during a normal Excelling export Deleting Duplicate Synonyms As you will see it is not so easy to delete a duplicate synonym in MultiTerm within a single language It may be necessary to first rename one of the two duplicates for example by adding a 2 then save the entry and check if MultiTerm has correctly kept all the fields After that enter the edit mode again and delete the duplicate that does NOT contain the fields The handling of these duplicates in MultiTerm does not work well and this trick allows you to turn the duplicates in MultiTerm into autonomous terms which can be deleted Skipping certain Entries If you do not want to process certain entries with Excelling MultiTerm you could also create a field in MultiTerm to store the information that this entry is not valid for Excelling e g ExcludeExcelling and value Yes You can then exclude
56. ntranslated entries can be done in one or several languages at a time In the next dialog in this wizard you will be able to define the languages to be exported The target languages are all languages which are NOT the source language set in this dialog Export only translated entries can be used to define that only those entries are exported which DO have a term in the target language After these specifications click on Next 3 3 Using External Sources as Filters This step allows you to integrate external files and databases to filter those entries that should be exported These sources include Excelling MultiTerm User Manual 21 3 Export Using External Sources as Filters Excelling Multiterm Se Set up external filters Please set up additional filters for the exportable entries e Kaleidoscope No additional filter e D Entry numbers from plain text file Perform a database export task Entry numbers from XML file l Entry numbers from database quer Perform a database import task y Tey Server settings Sql query Server address sq SQL query to select entry ids SELECT Entryld FROM quicktermfronius dbo TranslationTask Check termbase for duplicate terms m Windows authentication Manage termbase inconsistencies SQL Server authentication where TargetLanguage 6CD4E98F FB2E 491C 9F40 66327407E30A and Status Open User name Sort a termbase Password Batch del
57. oncurrent option is not active yet This is what we are doing in step 2 c Click on Activation Key d Enter the activation code you received from Kaleidoscope Module Concurrenh e Click on OK 14 Excelling MultiTerm User Manual Installation 2 Registration and Activation gt The network option will now be activated The number of concurrent access users will be increased depending on the license you purchased amp License Viewer _ oj x Manufacturer Kaleidoscope GesmbH Company Kaleidoscope E z Installation Codes Copy protection activated 1 Ef Modules Trial available Expired at 01 12 2011 E Thin available Activation done Desktop not available AT Concurrent Number of licenses per concurrent user 5 thereof 5 are available Freelance not available System Deactivate Activation Key Transfer License Refresh Info _ options cose Step 3 Using this License on other Clients You can now activate other clients by replacing their local license file and pointing to the activated license file on the network share 2 3 3 License Transfer It is not possible to transfer a license to another computer If you want to use several instances of Excelling MultiTerm in parallel please upgrade to a concurrent network license If you need a new license because you changed computer please contact us so we can send you a new license key 2 3 4 Offline Activation
58. ort will now run Depending on the size of the export this can take several minutes At the end of the wizard you will receive a notice if the export was successful 26 Excelling MultiTerm User Manual Import With this module you can import an exported and edited translated Excel 4 Import file back to the original MultiTerm database Export termbase is also the import termbase You can only import into the same termbase from which you exported By importing into another termbase it may happen that entries are falsely synchronized since during import the entry number is used as a synchronization feature Therefore the target termbase is hard wired into the Excel file and you are not prompted to choose one during import If you have changed the termbase name or do want to import into a different termbase you can change this information in the file properties of the excel file But ATTENTION The target termbase structure must be 100 compatible with the data structure of the source termbase This is how it works a Right click on the Excel file and select Properties b Change to the tab User defined Here you can see all custom properties of the file c In the list of fields click on Excelling Termbase The name and value of the field are now displayed in the editor above d Change the name and click Apply You can now import the Excel file into the new termbase Excelling MultiTerm User Manua
59. ou want to run for which termbase Excelling Multiterm a Select termbase e Please select a termbase to be checked Kaleidoscope Source termbase to be verified z Defective Termbase gt Perform a database export task Z Search for duplicates within the same entry Perform a database import task M Search for duplicates in different entries Check termbase for duplicate terms Manage termbase inconsistencies Sort a termbase Batch deletion Settings About Check for Duplicates Select Termbase Excelling MultiTerm User Manual 45 46 Additional Features Check for Duplicates Select the termbase you want to check Then specify whether you wish to check for duplicate synonyms only a good choice prior to your first export or whether you wish to check for duplicates in all languages a good choice after a translation import Then click on Next Excelling MultiTerm now searches the termbase for duplicate terms and produces a summary Bxcelling Muttterm eco fnC fanaa Verifying entries 2 Please wait while the entries in the termbase are being checked for duplicate terms Kaleidoscope Overall status Perform a database export task mm Current entry 16 Perform a database import task hs Entries with duplicates Check termbase for duplicate terms EntryID Another entry ID Language duplicate term iF 14 14 German Dinnbramme
60. ows at the right side This can be useful if you are translating from a specific language and want this language to be all the way to the left in Excel thus on top in the tree You can use three approaches to sort the terms within each language Do not sort terms means that the terms appear exactly in the order in which they are created in the MultiTerm entry Sort terms alphabetically means that the terms within a language are sorted alphabetically Sort terms be field allows you to define a preferred term based on a certain field and value To do this click on Sort terms by field choose the field and then enter the required value Several values can be entered by separating them with a a semicolon For example Suppose you have 4 terms in the language German Only one of them has the Usage field set to Standard You can make sure that this term is exported as the top term You do this by selecting Sort terms by field then choosing the field Usage and Excelling MultiTerm User Manual Export 3 Save and Run selecting the value Standard You simply choose the relevant field and enter the relevant values separated by a semicolon if there is more than one value After these specifications click on Next Counter for sorting Excel file Experienced users can click on Export concept ID and running number for each line in order to generate an additional column in the Excel file containing a sequentia
61. ration as a Network License Step 1 Activate the license file on a shared network folder In order to use Excelling MultiTerm as a network also called concurrent or floating license copy the license file to a shared network folder where all clients have access BEFORE ACTIVATING IT To do this proceed as follows a By default the license is stored in the folder ProgramDatalKaleidoscope lExcellingMultiTerm or on older Windows systems Documents and Settings All Users ApplicationData lKaleidoscope_GesmbH lExcellingMultiterm The filename is excelling lic b Copy this file to a network share Excelling MultiTerm User Manual 11 Installation Registration and Activation c Then start Excelling MultiTerm and switch to the Settings screen Settings You can perf general setngs on this page e Kaleidoscope Select the container directory for the stored tasks E 5 Perform a database export task L Select the container directory for the backup files eina tihacepettak Arona dorape eno Edi Muta A p Email settings Check termbase for duplicate terms 5 Manage termbase inconsistencies Send tet email Sort a termbase kaa Ci PragranDaaleldoicape Germ Bceing alstermanceling ie a H EES Settings About Fish d Click on the icon next to the license file and choose the file FROM THE NETWORK SHARE e Now click on Activate You will be prompted to select which licens
62. re absolutely sure that this applies to all conflicts in the Excel file Technical Information about the Import Excelling MultiTerm User Manual 35 36 Import Details on Import o Modified Terms Hash Codes In order to distinguish during import whether a term not yet present in an entry was newly added or rather modified Excelling MultiTerm generates so called hash codes during export although this code stays hidden A new hash code will be generated during import and compared with the one in Excel If it is different it means that the term was modified In this case Excelling MultiTerm can also change the actual term in MultiTerm a Absolutely never modify the column containing the hash codes Color coding not relevant for import Excel lines are color coded only to help the user navigate more easily Color coding is utterly irrelevant to the process of data import Deleting Terms If you want to delete an individual term from an entry then do not simply delete the line from the Excel file During import this data is not read because it does not exist and thus nothing happens If you do want to delete a term proceed as follows a Change the term to a specific unique value for instance deleted b Import the Excel file gt In MultiTerm the term is now changed to deleted c Now switch to the screen Batch deletion in Excelling MultiTerm Here you can tell
63. ror message into the log file Email defines an eMail address to send error messages to If you do not supply an eMail address in the call then the default address from the settings dialog will be used Excelling MultiTerm will create a log file for each import It is stored in the source folder of the Excel file with the same name plus the extension log Excelling MultiTerm also creates a file autoimport Its in the settings path of the installation folder to avoid redundant imports Excelling MultiTerm User Manual 59 60 Free Express Version Prepare the Excel File 7 Free Express Version 1 1 In the free Express Version targeted particularly towards Freelancers Excelling MultiTerm offers an express import and export of Excel files containing only terms no descriptive fields If you import an Excel file without a column for the entry number then each line in Excel will become one entry in MultiTerm containing all the terms in the separate columns You can also use the free express import to import a real Excelling file containing an entry ID in the first column as long as there are only term columns in the remaining file That way you can run the complete export gt edit gt import workflow with the Express Version of Excelling MultiTerm You can also synchronize terms with an existing termbase or you can create new entries with synonyms by using the asterisk in the first column For more
64. s check the log file for possible errors such as errors caused by duplicate synonyms in the termbase 50 Excelling MultiTerm User Manual Additional Features Sort terms 6 3 Sort terms How MultiTerm sorts Terms The order in which MultiTerm displays several terms within a language depends on the MultiTerm version number In newer versions the search term is always the top term This does not always make sense For instance it might be better to display the preferred term on the top of the list Starting with MultiTerm 2009 you can change this behavior with an option In some versions of MultiTerm the order of the terms within an entry is also important for the filter function in MultiTerm itself For instance you might have a filter set to Usage Standard but this filter might only work if the top term in an entry contains the specified field value With the Sort Terms feature Excelling can automatically sort all terms in all entries of a termbase by defining which field and which value determine a preferred term How MultiTerm sorts Fields The sequence of the fields in an entry is not really relevant to MultiTerm itself but it can be annoying for the user to have a different sequence in each entry If you use entry models then most likely all your entries have the same field sequence anyhow Also it is possible to influence the sequence in which fields are displayed via the layout However it can still happen that
65. text fields blank or if you want to highlight matters for your own use enter local host in the address field and click on Next Excelling MultiTerm User Manual Additional Features Check for Duplicates For LAN server connections enter the server name and the MultiTerm username and password Then click on Nex As an option select Remember password Excelling always remembers the last termbase server plus the username However the password is only remembered if you chose to do so For MultiTerm 2007 remote server connections via the Internet enter the server address including http s and including mtanywhere at the end as well as the MultiTerm username and password Then click on Next As an option select Remember password Excelling always remembers the last termbase server plus the username However the password is only remembered if you chose to do so Specify Entry IDs By activating this option you can define a precise list of entry IDs which should be processed with this task Database Backup checkbox For all import and maintenance features the dialog termbase connection also offers a checkbox Backup target database Select this option if you want Excelling to execute a complete termbase export before running the import or maintenance operation The export will be done using the default export definition of MultiTerm In the next step you can select which check y
66. to do so For MultiTerm 2007 remote server connections via the Internet enter the server address including http s and including mtanywhere at the end as well as the MultiTerm username and password Then click on Next As an option select Remember password Excelling always remembers the last termbase server plus the username However the password is only remembered if you chose to do so Specify Entry IDs By activating this option you can define a precise list of entry IDs which should be processed with this task Database Backup checkbox For all import and maintenance features the dialog termbase connection also offers a checkbox Backup target database Select this option if you want Excelling to execute a complete termbase export before running the import or maintenance operation The export will be done using the default export definition of MultiTerm In the following dialog you can now define whether you want to change the sequence of terms or fields or both Excelling MultiTerm User Manual Additional Features Deleting specific Termbase Content SS Excelling Multtiterm coe mea Configure termbase sorting Here you can set up how to sort terms and fields of an entry Kaleidoscope E Sort terms according to field values Sorting term level field Perform a database export task Usage mA Sorting values Standard Variation Rej
67. u can delete all terms that you have marked for deletion in an Excel file by changing the term to Deleted To do so select TERM equals Deleted If you want to filter according to a field on term level choose the field you need Then next to the field select Contains Does not contain Equals or Does not equal plus the value For instance you might want to delete all outdated terms by selecting Usage contains Outdated In addition you can define the following options before running the command You can delete the complete language group if the term you delete was the last one in that language For instance if you delete the laster term of the German language then it makes sense to completely delete German from that entry Excelling MultiTerm User Manual 57 58 Additional Features Command line Operation 6 5 You can delete the complete entry if the term you delete was the last language group of that entry For instance if you have an entry that only has one German term and you delete that term then it makes sense to delete the entry altogether Then click on Next Excelling will now delete the specified terms from the termbase Command line Operation In order to automate processes Excelling MultiTerm can be executed in Batch Mode With Windows task planner you can for instance run a certain set of exports or imports routinely on a certain weekday at a set time Syntax for Auto
68. ur termbase on the left side and copy them into your termbase by clicking on Ada r a al Index Fields Select the languages you wish to include in your tembase Accept the default index field label for each language or customise it to suit your requirements Languages Selected index fields Spanish X DE Geman s EN Engish E Show sublanguages ES Spanish Remove Sort order Menear Index field label E Ignore non alphabetic characters lt Back Net gt Cancel Help i Click on Nexfuntil you get to the last step in the wizard j Then click on Finish gt You have now created a new termbase You can change the definition of your termbase languages fields later on However you can not rename existing fields or languages any more 62 Excelling MultiTerm User Manual Free Express Version Import the Data 7 3 Import the Data This is how you import your Excel file into your new termbase a Start Excelling MultiTerm b Select Perform a database import taks c Select the excel file you have prepared and click on OK d Excelling MultiTerm will automatically see that this is an express file because it only contains terms If you want to import Excel files with descriptive fields you will need to license your copy of Excelling MultiTerm e Since this is your first import there are no import tasks available yet Click on Create import task from scr
69. us Fleischmann Kaleidoscope Number you must purchase the product Enter Your E Mail Address Buy It kaus kaleidoscope at Please enter all information that is requested in order to start the activation process Activation User Data In the first field enter the serial number you received when you purchased Excelling MultiTerm Enter your company name and optionally a user name In the last field please enter your e mail address Activation The next step is the online activation of the license In the next dialog field please confirm the activation by selecting Activate now Web Activation The product has to be activated online Please provide a connection to the internet and activate it Proxy settings Activate now Cancel Activation Establish a Connection If activation was successful the activation server first confirms this Web Activation Online Activation was successful Close Activation Confirmation Then Excelling MultiTerm also confirms activation Excelling MultiTerm User Manual Installation 2 Registration and Activation Activation of Excelling Multiterm Activation finished You have successfully activated this product About to start We hope you enjoy working with this product Activation Finished To complete the activation of your copy of Excelling MultiTerm you need to restart the program See also Settings gt 16 2 3 2 Regist
70. useful for maintaining and cleaning termbases Termbases can be checked for duplicates in all languages simultaneously Termbases can be checked for duplicate synonyms within one entry Wrong or inconsistent termbase content can be fixed such as wrong languages wrong field names or wrong pick list values Terms within an entry can be rearranged according to certain descriptive fields for instance all standard terms can be moved to the top of the entry or all fields in the entire termbase can be sorted in a specific way Termbase content can be selectively deleted for instance by deleting a certain language or by deleting all terms for a certain MultiTerm filter Batch Mode In order to automate processes Excelling MultiTerm can be executed in Batch Mode With Windows task planner you can for instance run a certain set of exports or imports routinely on a certain weekday at a set time 2 Installation System Requirements 2 Installation 2 1 System Requirements Local installation of MultiTerm client starting from version 7 Local and server based termbases are supported The hotfix of KB article http talisma sdl com article aspx article 1536 amp p 1 must be installed for MultiTerm 2007 Windows XP or higher both 32 or 64 bit versions are supported Microsoft net Framework 3 5 SP1 An internet connection for product activation 2 2 Installation The installation of Excelling MultiTerm is done with t
71. uses a crash of the MultiTerm API For this reason MultiTerm contains a special tool by means of which it can check for duplicate terms in a single language per entry Run check prior to export The check for duplicate synonyms should always be run PRIOR to export If the file has already been exported it is possible that an entry will not be imported because duplicate synonyms are present Of course this is only the case if the exact same language will be re imported that contains the duplicate synonyms Duplicates in all languages Additionally it is possible with this tool to check for duplicates in all languages simultaneously This is especially useful after imports of translations since sometimes different terms in the source language can be translated by a single term in one of the target languages This often goes unnoticed for a while and then is difficult to resolve Use Click on Check termbase for duplicate terms At first the dialog box on how to connect to the server pops up Kaleidoscope Perform a database export task Username Perform a database import task I MTAnywhere C MultiTerm 2007 MultiTerm 2009 15 IT Specify entry ids exactly Check termbase for duplicate ter Manage termbase i Sort termbase batch deletion Settings About lt lt Prev Net gt gt Finish Cancel Defining a Termbase Connection For oca termbases simply leave all
72. want to edit that entry Strange things will then occur in the application Sorting terms For logical reasons but also for technical reasons during filtering it makes sense to have the preferential terms on top of each entry In addition you might sometimes want to change the sequence of fields within an entry Both can be done automatically in an entire termbase with the Sort Terms feature Deleting specific content with a batch command Particularly during mass data import things can go wrong And then you sometimes want to delete all entries that match a certain filter or delete entire languages or individual terms or fields Command line operation Once export and import tasks have been set up you can use Excelling MultiTerm via the command line thus enabling you to fully automate exports and imports Using the Windows task planner you can for instance run automatic exports every Sunday at 22 00 6 1 Check for Duplicates Duplicate synonyms in a single entry It is possible in MultiTerm before 2011 to insert two identical terms in one entry within a single language This does not make sense but it goes unnoticed during normal termbase use until you want to edit one of the two terms In MultiTerm itself this does not become a show stopper Excelling MultiTerm User Manual 43 44 Additional Features Check for Duplicates P During automated processing via the MultiTerm API however such an entry ca
73. wechseln mit xref Tlink German Rings Note Siehe xref Ulink http ide wikipedia org wikiNorme Register standardized Skip Cl Apply this action on the remaining imported entries Simultaneous Modifications In this dialog box the entry in the Excel data file appears on the left while the entry from MultiTerm is on the right This simultaneous modification can have occurred on the entry level or on the term level Accordingly the dialog box looks slightly different If the simultaneous modification occurred on the term level you can select one of several terms of the existing MultiTerm entry on the right After that you have several options By choosing Skip you can skip the import of this term or the entry level fields and thus leave the entry in MultiTerm as is By choosing Merge you can add the additional fields from the Excel data file to the MultiTerm entry or alternatively overwrite the data in MultiTerm with the data modified in the Excel data file When modifying on the term level you can first select the respective term on the right and then add these modifications to your term via Merge By choosing New you can create an entirely new term or entry By clicking on the Apply this action on the remaining imported entries you can make Excelling MultiTerm use your conflict resolution option Merge Skip New for all remaining conflicts during the import Please only use this option if you a
74. you can define a precise list of entry IDs which should be processed with this task Database Backup checkbox For all import and maintenance features the dialog termbase connection also offers a checkbox Backup target database Select this option if you want Excelling to execute a complete termbase export before running the import or maintenance operation The export will be done using the default export definition of MultiTerm Now you can select in which termbase the consistency check should occur Excelling MultiTerm now searches invalid entries in the termbase These are then displayed in a list Excelling MultiTerm User Manual Additional Features Clean out wrong data from entries Check termbase for inconsistencies Verifying entries 2 Kaleidoscope Overall status Perform a database export task Perform a database import task List of inconsistencies Current entry 16 Check termbase for duplicate terms Entry ID Reason Language Term Field 11 Invalid field value English EN eye bolt Usage Manage termbase inconsistencies 1 Invalid language German DE AT z 11 Invalid field value German DE AT Augenschraube Usage p Sort a termbase 14 Duplicate terms German DE D nnbrammenstran 14 Invalid field name Fachgebiet Batch deletion 17 Invalid field value English EN speed dial Usage Las 17 Invalid field value German DE Schnellwahl Usage

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