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Sending Content for Translation Using the Bulk Translation Wizard

The Bulk Translation wizard enables you to select, send, and receive large quantities of content for translation in only a few clicks.

This is useful for quickly sending out entire sections, sites, or content trees for translation into one or more languages. Each group of pages you send out for translation is a separate job. You can specify different settings and create a different requested-by date for each job.

You access the Bulk Translation wizard from the Lionbridge Connector rail or directly from your Web browser address bar.

When you use the Bulk Translation wizard, you can submit content either to the Translation Queue or directly to translation.

Notes: You can submit tags and dictionaries (i18n items) for translation only using the Bulk Translation wizard. You can submit Content Fragments, Experience Fragments, and adaptive forms for translation only using the Bulk Translation wizard or the Globalization Tool. You can configure the Connector to submit for translation Content Fragments that are referenced in pages, Experience Fragments, and adaptive forms by selecting the Translate Dependent CF check box in the Translation Settings section of the Configuration page. For detailed instructions, refer to the Lionbridge Connector for Adobe Experience Manager Installation and Configuration Guide.

Note: Depending on your company configuration, you can submit digital assets, such as PDF and JPG files, for translation, including asset metadata.

Note: Depending on your user permissions or your company configuration, you may not be able to send out content directly for translation.

To send out content for translation via the Bulk Translation wizard, you complete the following steps:

  1. Open the Bulk Translation wizard and specify initial settings in the Settings page of the wizard. For detailed instructions, see Specifying Initial Settings in the Bulk Translation Wizard.

  2. In the Item Type page of the wizard, you specify which content items to send for translation. For detailed instructions, see Selecting Content Items to Translate.

  3. In the Options page of the wizard, you can specify the following options:

    • whether to check the local TM (translation memory) to determine if previously translated source content has been updated
    • if the target pages are MSM (Multi Site Manager) live copy pages, whether to prevent the Connector from overwriting unique source content that already exists in the target pages
    • whether to translate content only from locked components
    • whether to automatically unlock a component after translated content returns
    • whether to send non-synchronized components (without a relationship to a Blueprint page) for translation
    • whether to translate regular content fields in pages
    • whether to send out for translation metadata fields, for pages, that are defined in the Page Metadata Configuration section of the Advanced Settings page
    • whether to save any target content that has already been translated to the local translation memory (TM) instead of sending it out for translation
    • whether to select the Level-2 Queue Metadata analysis code for content items to send for translation

For detailed instructions and descriptions of these options, see Specifying Translation Options.

  1. Optional. If you are sending content directly out for translation (not to the Translation Queue) and If multiple translation providers are configured for your team profile, then in the LSP page of the wizard, you select your translation provider (LSP). If your translation provider is Lionbridge Freeway, you select Freeway-specific options. For detailed instructions, see Selecting Your Translation Provider.

  2. Optional. If you are sending content directly out for translation (not to the Translation Queue), then in the Translation Job page of the wizard, you can specify the following parameters for your translation job:

    • deadline
    • notes for the translation provider
    • reference files (support assets) that provide helpful context for the translator
    • the content type of the content in the translation job
    • request a quote from the translation provider before the translation process starts
    • job name
    • job description
    • purchase order reference number
    • email addresses that will receive notification emails about the status of the translation job
    • localization reviewer

In this wizard page, you also send the translation job to the translation provider you specified earlier.

For detailed instructions, see Specifying Job Options and Submitting Your Job.

For information about the events that occur when the Connector sends out content for translation, see Sending Content for Translation.

1 - Specifying Initial Settings in the Bulk Translation Wizard

To get started, you open the Bulk Translation wizard and specify the source and target languages for the job. If you are a member of multiple teams, you also select the team profile to use in this job.

To send out content for translation via the Bulk Translation wizard:

  1. Do one of the following to open the Bulk Translation wizard:

    • In the Touch-Optimized UI of Adobe Experience Manager, click the Tools icon and then click Lionbridge Connector in the Adobe Experience Manager rail. (This opens the Connector in a new browser tab.) Then, click Bulk Translation in the Lionbridge Connector rail.
    • In the Classic UI of Adobe Experience Manager, scroll down and click Lionbridge Connector in the right pane. Then, click Bulk Translation in the Lionbridge Connector rail.
    • In your Web browser, navigate to /content/ctctranslation/bulktrans.html on your Adobe Experience Manager instance.

The Settings(#) page of the Bulk Translation wizard opens.

  1. In the Settings page, you choose the following settings:
Setting Description
Profile If you are a member of multiple teams, then in the Profile dropdown list, select the team profile to use with the Bulk Translation wizard. This displays the source and target languages and the translation providers specified for the team profile.
Source Language Select the source language for translation. The Connector will send pages in this source language for translation.
Target Language Select the check boxes for all the target languages into which you want to translate the source content. The list displays all the languages that are set up in Adobe Experience Manager for your team. To select all available languages, select the All check box.
Translate/Copy source to target only For each language you select, choose one of the following options:
  • Translate: This creates a copy of all the source nodes and pages in the target. The Connector sends all pages in the source site structure for translation.
  • Copy source to target only: The Connector copies the source content to the target content item without sending it out for translation. This is useful when there is content that you do not want to translate, but that you want to include in the target version.

Note: The Connector creates these pages in the target structure. If pages already exist in the target structure, including previously translated content, the Connector overwrites these pages with the source content.
  1. Click Next.

The Item Type page of the wizard opens. For detailed instructions, see Selecting Content Items to Translate.

2 - Selecting Content Items to Translate

After clicking Next in the Settings page of the Bulk Translation wizard, the Item Type page opens.

To select which items to translate:

  1. At the top of the Item Type page, select one of the following item types:

    • Pages: Web pages, Content Fragments, Experience Fragments, adaptive forms, or digital assets.

    • Tags: Metadata assigned to a content item within Adobe Experience Manager (usually a page), which act as keywords or labels attached to that content item.

    • i18n dictionaries: Texts and their translations in a CQ5 Translator dictionary.

  2. In the Search from Site Path field, specify the highest root folder of all source pages, tags, or dictionaries to send for translation. Either:

    • Click the arrow at the end of the field , navigate to that path, select it, and click Select.

Note: By default, the dialog box opens to the path of the root folder for the source language you selected in step 2, above.

  • Type the path in the following format: /content/geometrixx/en. For Content Fragments, or Experience Fragments, type the path in the following format: /content/dam/en. For adaptive forms, type the path in the following format: /content/forms/af.

Tip: Alternatively, you can click Load Saved to load the last set of previously saved page paths to the list.

Note about team profiles: If one or more paths are configured for your team profile, you can select only pages that are in these paths for translation. The path configuration does not restrict your selection of digital assets, tags, and dictionaries (i18n items).

Note: To send digital assets, including their metadata, for translation, the path is under the language root under /content/dam, for example: /content/dam/geometrixx/en/icons.

  1. Optional. In the Modification Filter From field, enter the earliest modification date for which to include items. Enter the date in the YYYY-MM-DD format. In the To field, enter the latest modification date for which to include pages. To apply this filter to the items that the search agent will collect, select the Apply Modification Filter check box. If you use this option, only items that were changed in the specified date range are included.

  2. In the Search Using Agent field, select an agent to collect items to send for translation. Select a custom agent or one of the following pre-configured agents from the list:

    • Page agents, which are available only if Pages is selected in Item Type, at the top of the page:

      • Get current page: Default. The agent collects the root page of the path specified in the Search from Site Path box, above.

      • Get all children pages: The agent collects all children pages of the path specified in the Search from Site Path box, above. It does not collect any pages in the root path.

      • Get current page and all children pages: The agent collects the root page and all children pages of the path specified in the Search from Site Path box, above.

    • The Get current and child tags agent, which is available only if Tags is selected in Item Type, at the top of the page.

    • The Get i18n agent, which is available only if i18n dictionaries is selected in Item Type, at the top of the page.

Note: For information on creating a custom agent, refer to the Lionbridge Connector for Adobe Experience Manager Installation and Configuration Guide.

  1. Click Add.

The specified agent collects all items that match the search criteria and displays them in the list. By default, the check box for each page you add is selected, and the check box for each tag or i18n dictionary is cleared.

The following summary information is displayed:

  • Total Displayed: The total number of items available for selection.

  • Total Selected (for translation): The number of items selected to send out for translation.

The following information is displayed about each item:

Column Description
Path The path to the item to send out for translation.
Tip: Click the link to open the page, fragment, or form in a new browser tab. The page opens in either the Touch UI or the Classic UI, depending on your company’s configuration.
Content The type of content to send out for translation. Supported values are all the types of nodes included in your company’s website.
- dam:Asset [CF] is displayed for Content Fragments.
- cq:Page [XF] is displayed for Experience Fragments.
- cq:Page [AF] is displayed for adaptive forms.
Template The Adobe Experience Manager template used to create the item.
Modification - The date and time when the item was last modified, in the following format: YYYY-MM-DD kk:mm:ss, where kk is the hour represented by a 24-hour clock.
- The (m) following the date and time indicates that the item was modified. The username of the user who last modified the item is displayed in parentheses, for example, [admin].

Note: You can repeat steps 5 to 8 to perform multiple searches and add multiple sets of items with different root folders to the list of items to translate. However, all sets of items must be of the same type, such as page items.

Note: You can select one dictionary item at a time for translation. To select another dictionary item for translation, run the Bulk Translation wizard again.

  1. Optional. You can click the Toggle Filter link to display a text box at the top of the list. As you type into the this text box, the Connector automatically filters the list of page and asset paths and names and displays only the matching items.

  2. Clear the check boxes of any items you do not want to send out for translation. Ensure that the check boxes are selected for any items you want to send out for translation.

  3. Use the following features to modify the list of items to send out for translation:

    • To select the check boxes for all the items in the list, click Select All.

    • To clear the check boxes for all the items in the list, click Unselect All.

    • To remove all the items from the list, even if the corresponding check boxes are selected, click Clear.

  4. Optional. To save the page paths displayed in the list, so that you can reload them later, click Save.

  5. Optional. To update the Total Selected (for translation) field above with the number of items with selected check boxes, click Update.

  6. Click Next.

The Options page of the wizard opens. For detailed instructions, see Specifying Translation Options.

3 - Specifying Translation Options

Specifying Translation Options

After clicking Next in the Item Type page of the Bulk Translation wizard, the Options page opens. You use this page to specify translation options for the content items you selected in the previous page of the wizard.

The Options page of the wizard is displayed differently, depending on which Item Type you selected in the previous page of the wizard, because some translation options are relevant only for pages, and not for tags or I18N dictionaries.

  • Version displayed if Pages is selected in the Item Type page of the wizard.

  • Version displayed if Tags or I18N dictionaries is selected in the Item Type page of the wizard.

To specify translation options for the content items to send for translation:
  1. Enter the following information about the translation options:

Note: Your company’s configuration determines the default value of each option.

Option Description
Use Local TM This feature determines whether to check each component in the source version of the item for any content changes, and send only changed components out for translation. If a component was previously translated and it has not changed, then the Connector does not send it for translation again: Instead, it uses the stored translation. This feature reduces the quantity of content that the Connector sends to translation providers, which reduces your cost. However, it needs the Connector translation backup data, and it increases the Connector processing time before sending out the items for translation.

* If this check box is selected, the Connector checks whether content was already translated before sending it out for translation.
* If this check box is cleared, the Connector sends out content for translation without checking whether it has already been translated.

**Note about i18n dictionary items:** If this check box is selected, the Connector sends only previously untranslated i18n dictionary items for translation. If this check box is cleared, the Connector sends all i18n items for translation.
Select if using Blueprint/Live-copy This option is relevant when the target pages are MSM (Multi Site Manager) live copy pages, which means that Adobe Experience Manager automatically updates a target page when the corresponding source page changes. It prevents the Connector from overwriting unique source content that already exists in the target pages.

This is useful when you are sending a page for translation that has been used in the past to push content to other pages, and includes target page content which has been changed, for example, regionalized. In this scenario you do not want to overwrite the regionalized content as the translation process occurs. Select this option when you do not want the Connector to overwrite components in the target pages that include regionalized content with the newly translated content.

* If this check box is selected, the Connector does not overwrite unique source content that already exists in the target pages.
* If this check box is cleared, the Connector does overwrite unique source content that already exists in the target pages.

**Recommendation:** Select this check box if you are using the live-copy feature.

**Note:** This option is available only if **Pages** is selected in the **Item Type** page of the wizard.
Only translate content from locked components This option enables users to send out only content from locked components for translation.

* If this check box is selected, users can send out content for translation only if it is from a locked component.
* If this check box is cleared, users can send out content for translation whether or not it is from a locked component.

**Note:** Locked components have an inheritance relationship between a source Blueprint page and the connected live copy page. When sending content for translation using Sidekick, users can choose whether to send for translation the content from locked components, which is inherited from a Blueprint component. This is useful if, for example, the page has both global and regional information and you only want to translate (replace) the global content that is created via a Blueprint page. In this scenario, suppose that the regional content on the page is manually translated in house, and that it has not changed. You would not want to tamper with it. However, using the same scenario, the global content from head office has changed and needs translation. You would select this check box to separate the content and localize only the new, inherited content.

**Note about Blueprint pages:** If the Pickup Content From Blueprint Pages setting is specified, then the Connector always acts as though this option is selected, even if it is not selected. This occurs because only content from locked components are rolled out from Blueprint pages to Livecopy pages. For more information, refer to the Lionbridge Connector for Adobe Experience Manager Installation and Configuration Guide.

**Note:** This option is available only if **Pages** is selected in the **Item Type** page of the wizard.
Unlock the component after translated content come back This option automatically unlocks a component after translated content returns.

This option is relevant only when the Select if using Blueprint/Live-copy is been selected. After translated content returns, it automatically unlocks a component, which breaks the MSM inheritance.

Warning: This breaks the inheritance between the component and its Blueprint page, so that it no longer inherits new content. However, you can use the CTCRestoreOriginalSync workflow to relock the component and recreate the inheritance. For details, see Relocking Unlocked Components.

* If this check box is selected, the Connector automatically unlocks a component after translated content returns.
* If this check box is cleared, the Connector does not automatically unlock a component after translated content returns.

**Note:** This option is available only if **Pages** is selected in the **Item Type** page of the wizard.
Allow translate content from Not-Sync’d components This option enables users to send content for translation even if it is not synchronized. This means it does not have a relationship to a Blueprint page, so it cannot be synchronized with it. This can happen if you are not using the MSM (Multi Site Manager) feature of Adobe Experience Manager, or if this is a page with regionalized content that does not inherit content from a Blueprint page.

* If this check box is selected, users can send out content for translation if it does not have a relationship to a Blueprint page.
* If this check box is cleared, users cannot send out content for translation if it does not have a relationship to a Blueprint page.

**Important:** The Connector treats certain page properties (jcr:content, jcr:title, jcr:description) as unlocked page properties. Therefore, if you want the Connector to send these page properties for translation, you must select this check box.

**Recommendation:** Select this check box if you are using either the live-copy or the language-copy features.

**Note about Blueprint pages:** If the Pickup Content From Blueprint Pages setting is specified, then the Connector always acts as though this option is selected, even when it is not. This occurs because only content from locked components is rolled out from Blueprint pages to Livecopy pages. For more information, refer to the Lionbridge Connector for Adobe Experience Manager Installation and Configuration Guide.

**Note:** This option is available only if **Pages** is selected in the **Item Type** page of the wizard.
Translate page content Indicates whether to translate regular content fields in this content item.

Important: To send out words on pages for translation, you must select this check box.

Note: This option is available only if Pages is selected in the Item Type page of the wizard.
Translate Metadata Select this check box to send out for translation metadata fields that are defined in the Page Metadata Configuration section of the Advanced Settings page. These are properties under the /jcr:content node.

Note: This option is available only if Pages is selected in the Item Type page of the wizard.
Load existing translation to LocalTM first This option saves any target content that has already been translated to the local translation memory (TM) instead of sending it out for translation:

* When this option is selected:
* The Connector does not send out for translation entries that already have translations. Instead, it stores these translations in the local TM.
* The Connector sends out for translation only entries that do not have corresponding translations.
* When this option is not selected, the Connector overwrites any existing translated content.

**Tip:** Select the **Use Local TM** check box, described above, to instruct the Connector to check whether content was already translated before sending it out for translation.

**Note:** This option is available only if **Tags** or **i18n dictionaries** is selected in the **Item Type** page of the wizard.
Queue Metadata You can select the Level-2 Queue Metadata analysis code for these content items. If you add these items to the Translation Queue, you can filter and sort items there by this analysis code.

Note: Available only when using the Content API Translation Connector for Lionbridge Freeway. Displayed only when the Use Analysis Codes as Queue Metadata check box is selected in the Freeway Config section of the Configuration page. For details, refer to the Lionbridge Connector for Adobe Experience Manager Installation and Configuration Guide.

  1. Do one of the following:

4 - Selecting Your Translation Provider

After clicking Next in the Options page of the Bulk Translation wizard, if multiple translation providers are configured for your team profile, the LSP page of the wizard opens. In this page, you select your translation provider (LSP) and configure any LSP-specific options.

To select your translation provider:
  1. In the Choose LSP list, select the translation provider for this translation job from the list.

  1. If you selected Lionbridge Freeway in the previous step, complete the following additional fields:
Field Description
Special Instruction Any additional instructions for Freeway, which are sent as metadata. Available only if the selected translation provider in the Choose LSP box, above, is the Lionbridge Freeway Type.
Analysis Code The Freeway analysis codes for the translation. Displayed only if:
- In the Choose LSP box, above, the selected provider is the Lionbridge Freeway Type.
- The Connector is configured to display these fields.
You specify the analysis codes that are relevant to your content. Your Lionbridge setup determines which analysis codes are available for you to specify, and the values available for selection for each analysis code. For example, the Region, Department, and Priority analysis codes may be available for you to specify.
  1. Click Next.

The Translation Job page of the wizard opens. For detailed instructions, see Specifying Job Options and Submitting Your Job.

5 - Specifying Job Options and Submitting Your Job

Specifying Job Options and Submitting Your Job

The Translation Job page of the Bulk Translation wizard opens when:

  • You click Next in the Options page of the wizard, if multiple translation providers are not configured for your team profile.
  • You click Next in the LSP page of the wizard, if multiple translation providers are configured for your team profile.
To specify job options and submit your job for translation:
  1. In the Translation Job page of the wizard, enter the following information about the files to send out for translation:

Option Description
Deadline The date you are requesting for the translated content to return. Click in the field and select a date in the calendar that opens. This information is sent to the translation provider as metadata of the translation package.

Recommendation: Discuss whether to use this feature with your translation provider(s).
Translation Notes Enter any additional information about this translation job. This information is sent to the translation provider as a comment in the metadata of the translation package.
Reference Files You can send reference files (support assets) to your translation provider as part of a translation job. This provides helpful context for the translator.

For instructions on adding reference files in Adobe Experience Manager, refer to the Adobe Experience Manager documentation for uploading digital assets:

* version 6.2: https://helpx.adobe.com/experience-manager/6-2/assets/using/managing-assets-touch-ui.html
* version 6.3: https://helpx.adobe.com/experience-manager/6-3/assets/using/managing-assets-touch-ui.html
* version 6.4: https://helpx.adobe.com/experience-manager/6-4/assets/using/managing-assets-touch-ui.html
* version 6.5: https://helpx.adobe.com/experience-manager/6-5/assets/using/managing-assets-touch-ui.html

**Note:** This feature is available only if the **Allow Reference Files for Translation Job** check box is selected in the **UI and Default Settings** section of the **Configuration** page. For detailed instructions, refer to the Lionbridge Connector for Adobe Experience Manager Installation and Configuration Guide.

##### To add a reference file to the Connector:

1. Click the down arrow and navigate to the reference file or folder containing reference files.
2. Select the reference file or folder containing reference files and click **Select.**
3. Repeat the previous steps for each reference file or folder containing reference files that you want to include.

The Connector will send all specified files and all files in the specified folders to the translation provider.
Content Type You can tag the content in a translation job as a specific content type. Depending on your company’s configuration, the Content API Platform may send the content to a specific translation provider based on the content type. Select one of the following content types:

* Marketing
* Technical
* Legal

**Note:** You may see different content types if your company has configured custom content types.
Quote Select this check box to inform the translation provider that you want to receive a quote before the translation process starts.

Note: This check box is displayed only if the selected translation provider is configured to support providing a quote before the translation process starts.
Job Name Your name for this translation job. By default this includes the username, date, and time when you created the job, for example: Submit by [admin] @ 2016-12-20 6.57 PM. This is stored in the CQJobName attribute in the XML that the Connector sends to the translation provider.
PO Reference Enter the purchase order reference number.
Job Description Additional information about this job. This is stored in the CQJobDescription attribute in the XML that the Connector sends to the translation provider.
Notification Emails Enter one or more email addresses that will receive notification when the content leaves Adobe Experience Manager and when it returns to Adobe Experience Manager. Use a comma to separate multiple email addresses.
In-country Reviewer Optional. This is generally the name of the localization reviewer, which is stored in the InCountryReviewer attribute in the XML sent to the translation provider. By default, this field is hidden.

Note: If you want to send the selected items to the Translation Queue instead of sending them out directly for translation, click Add to queue. The Translation Queue opens. For details, see Submitting Content for Translation from the Translation Queue.

  1. Click Start Translation.

The Connector sends the translation job to the translation provider you specified.

The Job Details tab of the Translation Status page opens, where you can monitor the progress of your translation job. For details, see Monitoring Pages in a Translation Job and Viewing Translated Content.

For information about the events that occur when the Connector sends out content for translation, see Sending Content for Translation.