Ray Magnan - Transition to Captivate 5

Transitioning to
Captivate 5

Ray Magnan

March 2011

© Copyright 2011 Ray Magnan

Objectives 2

• This training was designed for people with basic experience in working with any
of the existing versions of Captivate.
• The goal is to familiarize users with the features and user interface in Captivate 5
to enable a smooth transition to the new version.
• After completing this training users should be able to describe:
Key interface changes.
New features in Captivate 5.
Techniques for working with large projects.
Use of widgets.
Basic audio recording and editing.
Creation of quizzes.
Basics of recording screen activity.
Previewing and publishing projects.


Agenda 3

• Overview
• User Interface Changes
• New Features
• Working with Projects
• Widgets
• Audio
• Quizzes
• Recording Screen Activity
• Preview & Publish
• Resources for More Information


Overview – Captivate 5 4

• Previous Captivate upgrade releases were based on Captivate 2 code.
This carried over a number of technological limitations.
• Captivate 5 is completely new.
New user interface similar to other Adobe products.
Research indicates that CP5 enables faster development.
New features include: Effects, Master Slides, Object Styles.
Can simultaneously record Demonstration and Training projects.
Can open multiple projects.
More options for importing different video formats.
Extension .cptx (Not backwards compatible with earlier versions.)
CP5 automatically updates a CP4 project to new version when you open it.
• Converting large projects may take significant amounts of time.


5

User Interface Changes

CP5 has an improved user interface
that enables faster creation of
content.


User Interface 6


User Interface - Options 7

• Classic is similar to interface in previous versions.
• Can use others, or create your own Workspace.


User Interface – Control Display 8

• Use the Window menu to select which items you want to display.


Properties Tab 9

• The elements on the Properties tab change as you select different objects.

Slide Text Caption Image

• Use arrows to expand
or hide details.


Properties & Library Tabs 10


Rearranging Screen Elements - Float 11

• You can float screen elements independently.
Highlight the tab.
Drag it away from the docked location.
• Can be useful for working with large monitors or multiple monitors.


Rearranging Screen Elements - Dock 12

You can dock
elements in
different locations
on screen.
Highlight the tab,
Drag it to new
location.
Blue line shows
where it will dock.


Object Toolbar 13

These tools replace the options
available in CP4 under:
• Insert, Standard Objects
• Insert, Drawing Objects


14

New Features

CP5 has a number of new features,
including the following:

• Open Multiple Projects
• Object Styles
• Effects
• Master Slides


Can Open Multiple Projects 15

• Makes it easier to copy objects from one project to another.


Copy Objects Between Libraries 16

To copy objects from one project library to another:
In target project, (Sample_01) display the Library.
Click Open Library icon.
Select the source project (Sample_02).
Drag elements from source library to target Library.


Object Styles 17

You can create text styles and apply as needed. Helps maintain a consistent look.
• To use an existing style:
Select the text.
At Style, use the dropdown to make your selection.


Object Styles - Create 18

To create a style:
Format the text.
Click the Create New Style icon.
In the Save New Object Style window, enter the name of the new style.
Click OK.


Effects - Apply 19

You can use effects to draw the
users’ attention. Effects can be time
or event based.
To apply an effect:
Select the object.
Select Window, Effects to display the
effects panel.
Click the fx icon in lower left of the
Effects pane.
Select the effect you want to use.
You can use multiple effects on one
object.
The Effects panel has a timeline for
controlling the display of effects for
the selected object.


Effects - Preview 20

To preview an effect for a single object:
Select the object.
Click the Live Preview button in the
Effects Panel.

• Note: The Preview icon in the
menu bar has several options.
• To preview a slide with an effect,
you cannot use Play This Slide.
You have to use one of the other
options.
Project
From This Slide
Next 5 Slides


Effects – Motion Path 21

If you are using a
Motion Path effect on
an object, you can
define the path that the
object takes.
Select the object.
Click the symbol at the
lower right of object.
Drag the nodes to
modify the path.
Note that the path can
go outside of the slide.


Master Slides 22

• Similar to Slide Masters in PowerPoint.
• You can have multiple Master Slides in a project. Example: Title, Text Slide, etc.
• To see Master Slides in the project
Select Window, Master Slide.


Master Slides - Apply 23

To apply a Master Slide:
Select a slide in the Filmstrip.
In Properties tab, under General, select the Master Slide you want to use.


Master Slides – Create 24

To create a new Master Slide:
Select Insert, Master Slide.
You can add elements to a Master Slide from the Library or Object Toolbar.
Unavailable elements are grayed out in the Object Toolbar.

To name a master
slide:
Select it, then use
Properties, Label.


25

Working with Projects

CP5 provides a number of
features that make it easier to
create and work with projects.


Import PowerPoint 26

To import a PowerPoint presentation into Captivate 5:
When first starting CP5, select Create New, From Microsoft PowerPoint.
If CP5 is already open, select File, New Project, Project from MS PowerPoint.

To add slides to an existing project:
Use Insert, PowerPoint Slide.

Captivate maintains animations created in PowerPoint.
There is limited functionality with older versions of PowerPoint such as 2003.
(Current version is PowerPoint 2010.)
For example, you may not see full text in the CP5 authoring mode.


Import PowerPoint - Options 27

When importing PowerPoint, you
have the following options:
Name the project.
Set project size.
Select the PowerPoint slides that
you want to import.
Clear the checkbox for Linked.
Advance Slide options:
• On Mouse Click: Places a full
screen click box on each slide. User
has to click it to advance.
• Automatically: Advances slides
automatically after specified time.
You can override the auto-advance
by adding navigation controls such
as Next/Back buttons.


Branching View 28

The Branching view shows the overall project, including links
Select Window, Branching View
Expand and collapse view to fit screen using the + and – signs.
Zoom using slider.
Export as graphic (.jpg).


Group Slides 29

• Grouping slides makes it easier to move or rearrange large sets of slides, such
as lessons or demonstrations.
• You can group slides in either Filmstrip or Branching View.
Select slides
Right-click
Select Create Group


Group Slides - Filmstrip View 30

In the Filmstrip view, you can:
Add a Title to a group under Properties.
Color code a group.
Move a group in the Filmstrip by dragging it to new location.


31

Widgets

Widgets are small
configurable objects that can
provide enhanced interactivity
and rapid content
development.


Automatic Slide Numbering 32

To add automatic slide numbering:
Go to the first slide where you want slide numbers
to appear.
Select Insert, Widget, SlideNumbering.swf
Set Widget Properties using available controls.
In slide, move the widget to
desired location.
In Properties, set Timing to
Display for Rest of Project.

Note: In Preview, the slide
numbers only appear if the
preview includes the slide that
has the widget.


33

Audio

The CP5 audio controls and
features are similar to CP4.


Audio 34

• CP5 audio controls are similar to CP4.
• Basic audio controls appear below Timeline.
• To add audio:
In Properties, under Audio, click Add Audio.
After recording, there is a separate button available for editing.


Audio - Editing 35

Audio editing features:
Separate tabs for
Add/Replace and Edit
audio.
Slider control to adjust
zoom.
Can insert edits using
the Edit tab.
Use Add/Replace to
record new or
replacement audio.


36

Quizzes

• You can create quizzes in CP5 to test and
reinforce the user’s understanding.


Quizzes – Defaults (Settings) 37

Before building the quiz, set the project-level defaults:
Select Edit, Preferences, Quiz.


Quizzes – Defaults (Pass or Fail) 38

You can set the Pass or Fail default options.


Quizzes – Defaults (Default Labels) 39

You can also set the text for the Default Labels.


Quizzes - Create 40

To add a quiz:
Select Quiz, Question Slide.
Select the type of question.
Follow the online instructions to
complete adding the question.


Quizzes – Example: Multiple Choice 41


42

Recording Screen Activity

• You can use CP5 to record computer
screen activity including mouse
movements and data entry. This is useful
for software training.

• CP5 enables you to record in several
modes simultaneously, such as
Demonstration and Simulation.


Record Screen Activity 43

• You can record an area
of the screen, or a
specific application.
• To set default options for
the different recording
modes:
Select Edit,
Preferences.
• Example: Demonstration
mode can include:
Add Text Captions.
Show Mouse Location
and Movement.
Add Highlight Boxes
on Click.


Record Demo and Training Simultaneously 44

To record a demonstration and
training simultaneously:
Open CP5 and select Create
New, Software Simulation.
Or, from within CP5, select File,
Record New Project.
Select Screen Area or
Application.
Under Recording Type, Select
Automatic.
Check boxes for both Demo
and Training.
Click Record.


Record Demo and Training Simultaneously (continued) 45

CP5 creates two recordings:
One is labeled “demo”. This is
a self-running demonstration.
The other is labeled “training”.
This requires interaction by
the student, such as data
entry, or pressing keys.
You can edit the automatically
generated text boxes and
screen activity.
Save them as two separate
projects.


46

Preview & Publish

While creating the project, you can
use Preview to see what the finished
project will look like.


About Adobe Flash Player 47

• Content creators and students need a current version of the Adobe Flash Player
to preview or view published Captivate 5 files:
Adobe Flash Player 9 or 10
• You should mention this in announcements of new elearning materials.
• To see which version you have, select Start, Settings, Control Panel, Add or
Remove Programs.
Look for Adobe Flash Player. Should be version 10 or higher.


Preview 48

To Preview:
Click the Preview icon. Options include:
• Play This Slide *
• Project
• From This Slide
• Next 5 Slides

* Note: To preview a slide with an effect, you cannot use Play This Slide. You
have to use one of the other options.


Playback Controls 49

To set the playback
control options:
Select Project,
Skin Editor.
Clear the
checkbox for
Show Playback
Control if you do
not want one to
display.
Select a Playbar
style.
Select the
Position, Layout,
and items you
want displayed.


Publishing – Edit, Preferences 50

Before publishing, set
the publishing
preferences:
Select Edit,
Preferences,
Under Project,
Publish Settings:
• Check the
components you
want to include.
• Ex. Include Audio.


Publishing – Edit, Preferences (continued) 51

Under Project, Start and End.
Check the box for Auto Play
Check the box for Preloader
• This enables the elearning to start
playing faster, after partially
loading content.
• Remainder loads in background.
• Useful for large file size projects
with audio.
Browse to select a pre-loading
graphic (optional).
Set Preloader% to 10.

• Note: You should also delete any large unused files from the Library to
minimize the overall file size.


Publish 52

To publish:
Select File, Publish or click the Publish icon in menu toolbar.
Select Flash (SWF).
Under output options, select Zip File and Export to HTML.

Set Flash Player Version
to Flash Player 9.
• This enables people to
see the elearning if they
have not upgraded to
version10.
Click Publish


53

Resources for More Information

Online Manual
• Captivate 5 User Guide.pdf

Adobe.com
• Online forums and resources.


Ray Magnan - Transition to Captivate 5

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