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Target audience: XTRF Platform's users

 

 


 

 

 

 

 


 

 

memoQ Configuration

See: memoQ Pre-configuration.

XTRF Platform Configuration

  1. Expand the Integration section and click External Systems.
  2. On the External Systems screen click Add to create a new entry.
  3. Set the Type of the system to memoQ using the drop-down menu.
  4. Set the name of the system and click the Save button to be re-directed to next step of configuration.
  5. Provide the Webservice URL under which memoQ is available.
  6. Provide the User ID.
  7. Select which user should be used to create projects in memoQ: either check the Use Project PM or uncheck it. It the latter case the user from the previous field will be used.
  8. You can specify the way the project names in memoQ will be generated by entering the Project Name Expression. The default expression is:
    ${this.name} (${this.idNumber.replaceAll('/', '-')})
    which includes the XTRF task name and the XTRF task ID (with slashes replaced by hyphens, since memoQ doesn't allow for slashes in project names), e.g.:
    Translation of documents (2014-123)
    (warning) This parameter is available from XTRF version 2015 Winter (3.5).
  9. You can specify the way the Provider Aliases are generated by entering the expression. The default expression is:
    ${provider.name}
  10. You can specify a number of additional memoQ-specific settings. For more information about them please refer to memoQ documentation.
    (These settings can be changed for each workflow and for each XTRF task, if necessary.)
  11. Click the Save button. Now the connection between memoQ and XTRF is established.

Workflow Configuration

To automate the integration you should establish special workflows which will manage the communication between XTRF and memoQ. You can create as many workflows as you wish. To do that, go to Settings, expand the Workflows section, click Workflow Definitions and click Add to create a workflow.

Workflow Graph Tab

Here you can configure the steps that will be included in the workflow. The workflow should contain the jobs listed below, in this order:

  1. External Project Preparation (set the Default Provider as Automated Activity Action: External Project Preparation ).
  2. The proper jobs you wish to be performed in this workflow, e.g. Translation, Proofreading, etc.
  3. External Project Finalisation (set the Default Provider as Automated Activity Action: External Project Finalisation ).

Examples:

For information on the possibilities of more advanced workflow configuration with the use of the Prepare Packages action, see: Prepare Packages Action in memoQ, Memsource and XTM Integrations.

To add new step click the plus icon.

External Systems Tab

  1. In the External System field select your memoQ.
  2. The project creation step in a workflow will automatically create a CAT receivable. However, it is also possible to create a CAT receivable using an external system manually. If you don't want your workflow to start automatically after receivable creation, untick the checkbox labeled Start Workflow after Completing CAT Receivable Using External System.
Job Mapping

To ensure correct integration and information exchange you need to match the job in XTRF with corresponding workflow step in external system. Select from the list what kind of action should be performed by memoQ.
To set job mapping, first select one of the available workflows: "Translation", "Proofreading", "Translation, Proofreading", "Translation, Proofreading, Editing".
Then make sure that XTRF jobs are mapped to correct jobs in memoQ.
Note that memoQ uses the following workflow steps: Translation, Review 1, Review 2.

For more information on memoQ workflow steps order please refer to memoQ documentation.

Advanced Settings
  1. Select whether a CAT Receivable should be created during project creation.

  2. Select whether CAT Payables for each job should be created during project creation.

  3. If a package preparation job is included in your workflow, in the File Type for Package Preparation field you can select what type of bilingual file should be created by this job.

  4. You can specify a number of additional memoQ-specific settings. For more information about them please refer to memoQ documentation.
    (These settings can be changed for each XTRF task, if necessary.)

Bundles Tab

Create as many bundles as you require here.

Assignment of bundles to particular jobs can be configured in the Workflow Graph tab.

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