Starting a Structured Translation

This topic describes, step-by-step, how to initiate a structured translation export of STEP content into an Excel or XML file. Users who read and understand this topic should be able to produce a file suitable to send to a third-party translation vendor for translation. Other translation methods supported in STEP  are covered in their own topics.

To initiate a structured translation export you must access the Request Translation - Data Objectswizard. To do so, open the File dropdown from the menu bar, select Translation, and then click Data Objects... (initiating an export for Setup Objects is covered in the Structured Translation for Setup Objects documentation here.

The Request Translation - Data Objects wizard guides the user through the six steps that enable the user to adapt the translation export to their specific requirements.

Step 1 - Select Configuration

The first step in the Request Translation - Data Objects wizard is Select Configuration. With the appropriate radio button selected, the user can select an existing translation configuration by clicking the ellipsis button () and selecting the desired configuration, or create a new translation configuration.

Step 2 - Object Selection

The second step in the Request Translation - Data Objects wizard is Object Selection. In this step, the user selects which objects should be included in the translation export, and from where in STEP the objects should be pulled.

There are three ways to select objects.

Note: There are no formatting rules for the Excel file you select. If it is a single column of product IDs with no heading and not other content, that is perfectly acceptable. When you select which kind of object type you plan to import, STEP will look for valid IDs for those objects, and will import only those for which it can match to a valid ID.

Step 3 - Filter

The third step in the Request Translation - Data Objects wizard is Filter. In this step, the user selects various filtering options for the translation.

Users can add or remove language dependent attributes and/or attribute groups from the excluded attributes list by using the directional arrows located between the Browse / Search tabs and the Excluded Attributes parameters.

Note: The Always Excluded Attributes are set within the Users & Groups' System Settings. For more information see the Translation Settings topic in the System Settings documentation here.

Users can select contextual attributes for translation inclusion from the Browse or Search tab, and once selected, click the right arrow () to move the selected attributes in the Contextual Attributes list. To remove the contextual attributes, select an attribute and click the left arrow ().

Note: Although calculated attributes can be selected as contextual attributes or translatable attributes when configuring attribute filtering, they will be omitted from the export as it is not possible to export calculated attributes into a translation file.

Step 4 - Select Target Language

In the Select Target Language step, the user is prompted to select the language they would like to translate their content into. Click the language or languages that are applicable and click the Next button. At least one language must be selected to proceed. It is also possible to click the Finish button, which will begin the export process immediately, provided there are no errors.

Step 5 - Feedback

The Feedback step's primary function is to provide the user with reporting about the objects slated to export so the user can know what precisely will translate before starting the export. On this screen the user will see listed all of the objects that will be included in the translation export. The breakdown of this data is captured in two tables.

The first table is the summary of what will be included in the export. This is the data it presents:

The second table is a list of all of the objects that will be part of the extraction.

The second table in the Feedback screen will display up to 1,000 items. If there are more than 1,000 items, a row of text will appear in the second table that reads, 'More than 1,000 objects, only first 1,000 is shown...'. To see all the objects, click the Report button in the upper right corner of the Feedback screen. The objects will then be exported into a single-column CSV file for review.

For each object listed in the CSV file, there is a + sign (will be included in the export) or a - sign (will not be included), followed by the reason for why it is or is not included in the export.

This is an example from the CSV file of an object that will not be extracted for translation. Note the minus sign:

This is an example from the CSV file of an object that will be extracted for translation. Note the plus sign:

If the user already knows they want the translation data exported as an XML file, they may click Finish. However, if the user wants an Excel file, or the XML file delivered in a format other than the default (file), they must click the Next button to manually configure the delivery aspects of their export.

Step 6 - Delivery

In the Delivery step, the user specifies whether their content should be exported into an XML or Excel file, and the method in which that file should be delivered.

Translation Method - From the dropdown, select either XML or the relevant Excel version.

Filter spreadsheet - If either of the Excel versions have been selected from the Translation Method dropdown, the user may select Filter spreadsheet. This ensures that only the attribute values that require translation are included in the export (those objects that received the in the Feedback screen). Objects that do not require translation (those that received the in the Feedback screen) are excluded when this option is selected.

Delivery Method - Choose one of options that determine by what method the user will receive the exported translation file. Dependent on how a user's specific STEP system has been configured, some of these options may not be available.

The available export options depend on your system setup. The commonly used delivery methods are shown below (and further defined in the Export Manager - Select Delivery Method topic in the Data Exchange here:

Check the box for Skip Verification if you are certain that all of the objects listed in the Feedback screen are correct to export. Checking this box prevents suspension of the export process until a user visits the export's background process and confirms the export may proceed.

File name template - The name the translation file will be saved as; by default, the filename as formatted as '$filename-$timestamp(yyyy-MM-dd_HH.mm.ss).$extension'.

Adding a definition for the arrangement of the date / time elements provides a way to generate a more readable date. Static characters can be included to separate the timestamp elements and individual elements can be ordered as required, as shown below.

Saving the data object translation configuration

Once the Request Translation - Data Objects wizard is complete, clicking Finish opens the Save Data Object Translation Configuration dialog.

Note: The Save Option checkbox must be checked to use the Save to: option.

The translation configuration can be saved to an existing asset (saving to an existing asset will overwrite the data on the selected asset) or can be saved to a new asset by clicking the Create button and providing a name for the new asset within the Asset to Save Configuration in: text field and clicking Select.

For information regarding scheduling a saved translation, see the Scheduling a Data Translation topic here.

Reviewing Product Translation Status

When a structured translation export process has been initiated, a few final steps must be taken in that export's background process.

To review product translation status:

Click Go to process to go directly to the export's background process.

Note: To access the background process directly at a later date, in the workbench, click the BG Processes tab, expand Translation, and then expand Active Processes. Click on the relevant process and view the Result section.

  1. The translation produces an Excel file listing all of the objects that are included in the export. These listed objects are the same objects that displayed on the Feedback screen. To view the spreadsheet, click the disk icon and follow the prompts.

Note: If more than one target language is selected, a background process will be created for each target language, each process creating its own file.

  1. A prompt below the report file asks, "Do you want to export these products for translation?" Click Yes to proceed with the export. Click No to abort the export. If the user has checked the box for Skip Verification on the Delivery screen, then the export proceeds directly to generating an export file, and there is no question for the user to answer.
  1. To export the products for translation, click Yes. A zip file is created that contains the data to be translated.

If you click No, the translation export is ended, and the translation status of the selected objects is not changed.

  1. Click the Save icon to save the zipped translation file.