Configuring for Expere Content Repositories

In most cases you will be working with a collection of files contained within a repository when creating new files or modifying existing files. Requirements Editor allows you to open a content file (REQ or other XML file) that is contained either within or outside of a repository. There are several different ways to access files for authoring; for example, you might
  • copy a file or group of files from a repository in a build folder to your local machine,
  • work directly in a repository on your local machine or network share, or
  • access a repository from a content library contained on a CD or other media.
Each REQ file is associated with a repository through the content references contained in the file. While you can author an REQ outside of a repository, the content references must resolve to the repository to which they point. These pointers are defined in the Authoring Web Service that the Requirements Editor is configured to access in Options. In order for an REQ to resolve content references and successfully generate a document, Requirements Editor must be pointed to a valid repository accessible to the Authoring Web Service. The Expere Authoring Web Service is defined in the Authoring Web Services section of the Options window (Tools > Options).

Note: The Web Service Indicator on the Toolbar allows you to connect and disconnect from Web Services. This indicator button is available only when no document is opened within Requirements Editor.

Multiple Authoring Web Service Configuration

There are times that an author will be working two or more Content Repositories and will need to be able to update content depending on the repository. For details on configuring Web Services, refer to Authoring Web Services.

About the Expere Knowledge Base Repository

Content is often accessed through an Expere Knowledge Base repository corresponding to a particular release, build, or line of business. Most often, content is saved back to the same repository or new content files are created and saved to a particular repository.

An Expere Knowledge Base repository contains content that, ultimately, is used to generate compliance documentation for financial transactions. For the purposes of this guide, there will be two repositories discussed: the authoring repository, where custom content is created and integrated with Wolters Kluwer content, and the build repository, which may be deployed to a production environment or to another environment such as testing. The content in the authoring repository will generally be under some type of source control or content management system that will place (“check out”) files on the file system to be edited. You can open these files from the file system into Requirements Editor.

When installed, the standard repository structure consists of a file system folder containing a folder named WoltersKluwerFinancialServices.root, which contains Expere content organized in sub-folders, and an XML file, Organizations.xml, that contains information about the repository structure. Within the repository root, the repository is organized to contain folders for each line of business (LOB). From a customer perspective, each LOB is licensed independently. Consequently, Wolters Kluwer has organized the repository folder structure to contain a folder for each LOB. The folder structure also contains common and shared files that are used across LOBs. At the LOB root folder, the repository is contained in the ExpereRepository folder and will look something like this: