Creating a Document Using Document Factory

To create a Document using a Document Factory

  1. Select Programs > Caliber > Document Factory from the Windows Start menu.

    If you are not logged on, Caliber Document Factory prompts you to log on.

  2. Enter your Caliber Server name, User Id and Password or check Use Windows Session Credentials to login with your Windows user ID. Click Next. The Caliber Document Factory window displays.
  3. Click ... to navigate to the desired template file. The default location is C:\Program Files\Borland\Caliber\Samples. You can open the selected template to check it or make any edits before running Document Factory. Click the Word icon next to the Template box to open the selected template file in Microsoft Word.

  4. In the Save Document As box, enter a path and name for your new document, click ... to navigate to a previously created document, or leave blank.
    Note: Click the Word icon next to the Save Document As box if you want to open the selected Word file. Click Next .
  5. Step 3 of the Caliber Document Factory is displayed. Choose the date format that you would like to use: Short Date or Long Date.
  6. Click Next.

    Choose the options you would like:

    • Create configuration File only: allows you to create a configuration file with an encrypted password that you can use for scheduling and running Document Factory in batch mode. The configuration file created is called commandline.ini which is used to run Document Factory from the command line or placed in a batch file. If you choose this option, Document Factory does not create a Word document from your template, but creates the commandline.ini file only.
    • Requirement description will include formatted text, tables and images : directs Document Factory to build requirement descriptions in HTML format.
    • Requirement description will include visualization descriptions and images: directs Document Factory to build visualization descriptions and images in HTML format.
    • Enable server filter paging: server returns small number of results at a time instead of returning all the results at once.
    • Only Display Image for OLE Objects: displays images instead of embedding and linking to documents and other objects. This reduce report size and processing time.
  7. Click Finish. If your template does not specify which project and/or baseline to use, you are prompted to select them.
  8. When the data has been processed, Document Factory asks if you would like to open your document. Click Yes to open the document, or No to save the document without viewing it.
    Note: You may have to uncheck the MS Word Options Show field codes instead of their values under Options > Advanced > Show Document Content in the output document. Unchecking this option will display the images correctly in the output document. By not doing so, the images and the hyperlinks may be replaced with a location/path for the image or the link.
If a requirement contains an OLE embedded object, the object now appears in Document Factory reports. Right-click the object to view or edit.