Captivate 5 Essential Training
Illustration by John Hersey

Captivate 5 Essential Training

with James Lockman

Video: Creating project templates

In this lesson we're going to see how we can create a project template. A project template is a way for you to design a project and then have some placeholder areas where other users will insert content or slides. We're going to begin by creating a new project template. You can do that from your welcome screen or from the File menu choose New Project and Project Template. I want the size to be 800x600. If you don't have that chosen please choose it now and then click OK.
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  1. 2m 15s
    1. Welcome
    2. Using the exercise files
    3. Updates for Captivate 5.5
  2. 10m 18s
    1. Captivate 101
      5m 4s
    2. Understanding presentation basics
      2m 45s
    3. E-learning in a nutshell
      2m 29s
  3. 16m 34s
    1. Exploring Captivate's interface
      3m 59s
    2. Using the Classic workspace
      3m 31s
    3. Using the Navigation workspace
      3m 13s
    4. Setting application preferences
      5m 51s
  4. 1h 6m
    1. Starting from scratch
      2m 51s
    2. Creating a master page
      3m 47s
    3. Adding slide text
      8m 29s
    4. Checking spelling
      3m 10s
    5. Adding shapes
      8m 25s
    6. Adding images
      7m 31s
    7. Aligning and distributing objects
      7m 42s
    8. Using object styles
      9m 2s
    9. Finishing and previewing the project
      6m 7s
    10. Using Free Rotation in Captivate 5.5
      1m 57s
    11. Building with gradients
      4m 43s
    12. Adding shadows
      2m 56s
  5. 53m 39s
    1. Importing Photoshop files
      9m 33s
    2. Importing animations
      9m 0s
    3. Creating slideshows
      6m 10s
    4. Taking advantage of libraries
      9m 32s
    5. Using widgets
      7m 0s
    6. Importing PowerPoint presentations on a Mac
      8m 5s
    7. Importing PowerPoint presentations on a Windows computer
      2m 18s
    8. Understanding the Captivate exchange
      2m 1s
  6. 31m 14s
    1. Touring the Timeline
      5m 19s
    2. Adjusting timing
      4m 36s
    3. Adding transitions to objects
      3m 46s
    4. Animating using effects
      7m 55s
    5. Animating text
      3m 50s
    6. Zooming for emphasis
      5m 48s
  7. 53m 44s
    1. The recording environment
    2. Adding background audio
      4m 25s
    3. Adding audio to an object
      4m 23s
    4. Recording and adding voice-overs
      5m 1s
    5. Editing audio in Captivate
      7m 6s
    6. Splitting audio among slides
      6m 22s
    7. Adding video to a slide
      7m 9s
    8. Importing slide video
      4m 33s
    9. Synchronizing video
      7m 36s
    10. Creating closed captions
      6m 36s
  8. 49m 6s
    1. Adding buttons
      7m 56s
    2. Adding click areas
      4m 59s
    3. Adding rollover images
      5m 20s
    4. Highlighting objects
      6m 44s
    5. Adding rollover slidelets
      8m 2s
    6. Adding pop-up captions
      4m 38s
    7. Adding text areas
      7m 40s
    8. Creating branching presentations
      3m 47s
  9. 15m 11s
    1. Revisiting libraries
      1m 38s
    2. Sharing assets
      2m 41s
    3. Creating project templates
      6m 50s
    4. Using project templates
      4m 2s
  10. 31m 57s
    1. Preparing simulations
      3m 35s
    2. Preparing to record
      5m 35s
    3. Recording simulations
      4m 46s
    4. Editing simulations
      8m 55s
    5. Adjusting click-through trainings
      9m 6s
  11. 39m 6s
    1. Understanding assessment basics
      1m 53s
    2. Setting up a quiz
      6m 56s
    3. Understanding question types
      8m 22s
    4. Creating custom short-answer questions
      3m 28s
    5. Assessing software simulations
      5m 25s
    6. Pooling and randomizing questions
      6m 55s
    7. Using the new quiz features
      2m 46s
    8. Utilizing the new quiz templates
      3m 21s
  12. 22m 32s
    1. Managing quizzes
      1m 28s
    2. Reporting results
      4m 43s
    3. Using as a learning management system
      3m 48s
    4. Getting reports from
      7m 26s
    5. Generating SCORM-compliant output
      2m 4s
    6. Creating assessment templates
      3m 3s
  13. 9m 12s
    1. Introducing skins
    2. Editing playback controls
      4m 1s
    3. Creating a table of contents
      4m 18s
  14. 15m 3s
    1. Initiating a project review
      3m 59s
    2. Reviewing a project
      5m 58s
    3. Collecting reviewer comments
      5m 6s
  15. 35m 55s
    1. Securing a project
      6m 28s
    2. Rescaling a project
      3m 11s
    3. Sharing a project
      3m 13s
    4. Publishing a project
      10m 57s
    5. Setting up Flash player security
      3m 28s
    6. Exporting to Flash CS5
      3m 7s
    7. Exporting to video for YouTube and iOS
      5m 31s
  16. 29s
    1. Parting thoughts and goodbye

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Watch the Online Video Course Captivate 5 Essential Training
7h 32m Beginner Dec 21, 2010 Updated Aug 05, 2011

Viewers: in countries Watching now:

In Captivate 5 Essential Training, author James Lockman demonstrates the core features of Captivate 5, the popular tool for authoring e-learning content such as interactive presentations, click-through simulations, and customized assessments. He shows how to import and sync PowerPoint presentations, add interactivity, and incorporate audio, video, and voiceovers. The course also includes tutorials on assessment reporting and integrating with SCORM-compliant learning management systems. Exercise files accompany the course.

Topics include:
  • Touring the interface and workspaces
  • Building a basic project with shapes, objects, and text
  • Branding a presentation using master slides and object styles
  • Exploring user-based content at Captivate Exchange
  • Animating with the Timeline
  • Adding buttons, rollover images, and captions
  • Creating branching presentations
  • Working with templates
  • Recording a simulation
  • Creating assessments with customized questions
  • Setting up quiz reporting on
  • Exporting and sharing a project
Education + Elearning
James Lockman

Creating project templates

In this lesson we're going to see how we can create a project template. A project template is a way for you to design a project and then have some placeholder areas where other users will insert content or slides. We're going to begin by creating a new project template. You can do that from your welcome screen or from the File menu choose New Project and Project Template. I want the size to be 800x600. If you don't have that chosen please choose it now and then click OK.

I'd like to use content from another library in this template. I can open a library from the Library panel. If you don't see the Library panel then you may want to switch to the Classic workspace where it should be. Choose Open Library and browse to Chapter 8 Library.cptl. This will be in your Project folder in Chapter 8 Exercise Files. Select it and choose Open. This opens the Library from Chapter 8 Library.cptl.

Let's drag it over and pin it next to the existing Library panel. Click and hold on the tab and drag it to the right, until you see the blue outline in this panel and release. The first thing we'll do is to create a master slide. Under Window choose Master Slide and then Ctrl+0 or Command+0 to show the entire stage. I want to put the HandPBackground image onto the background of this slide. Select it and drag it onto the stage.

Right-click and choose Align > Center horizontally on the slide. Do the same with the vertical alignment. Right-click, Align > Center vertically on the slide. Now let's go to slide number 1. Our basic project is going to consist of a few templated items. First of all we'll include a button. Create a new button now by inserting a button from the toolbar, switch to your Properties panel, and we'll make this to be an Image button.

We'll browse to an image. This is located in the images folder. Pick store.png file and then Open. Move it up here and we'll create two more buttons. Do the same thing. Call them Image Buttons. Select the gifts.png. Slide that over. Lastly create one more button, make it an Image button, and we'll browse to displays.png.

Set them a distance apart from each other then hold down your Shift key and select all three. Right-click, Align > Align Left and then right-click, Align > Distribute Vertically. It's important that these three buttons don't overlap with each other so that they'll distribute properly. Now we've got some navigation buttons there and I'd like to insert some placeholder content. Under Insert choose Placeholder Objects and Text Caption.

Move the text caption just to the right of Hansel & Petal logo and a little bit below it and then drag it across the slide. You'll notice that this doesn't look like a text caption. However, we can style it in advance so that when it does get used it will have the appropriate styling. I'd like this to have the transparent styling so under General choose transparent, leave the font as Myriad Pro, but change it to Bold, and we'll increase the Size to 40 points.

That's all we'll do with that for now. The next thing I'd like to do is to insert an image placeholder. Under Insert choose Placeholder Objects and before we continue, take a look at the list of placeholder objects that we can insert. We've used a Text Caption, but we could also insert a Rollover Caption, an Image, Rollover Image, Animation, Text Animation, Slide video, we'll use that in a moment, or an FLV or F4V file. Every one of these objects will appear as that gray box.

This allows you to predetermine what type of content is going to be in a project. For someone to use it all they have got to do is double-click on the placeholder and then they'll be asked to fill in the blanks so to speak. Let's select Image now and we'll drag it out so that it fits just about here and down to the lower right-hand corner. Great! Let's insert a placeholder slide now. Right-click on slide number 1 and Insert under Placeholder Slides a Recording Slide Placeholder.

Go back to slide number 1 and right-click Insert New Slide. On slide 2 we'll insert some placeholder video. Insert > Placeholder Objects. In this case we're going to use Slide video. I'd like the slide video to fit the entire screen. Let's stretch it out so that it covers the entire slide. Great! What we have now is a file that can be used to create a new project.

This project will consist of three slides. The first slide is going to be our welcome slide. it has some text to be filled in and an image to be filled in. The second slide is going to include some video. The third slide is going to be a screen recording. We'll take a look at screen recordings in another chapter. I just want that to be part of my project template. Now that I have created my project template I can save it. Choose File > Save As and we'll call this Chapter 8_b.cptl.

Do not change the extension of this file. This is not a CPTX file. It's a CPTL file and that's very important. If you call it a CPTX file it will not behave the way that you expect it to. It needs to be called CPTL in order for Captivate to understand that this is in fact a project template. Using project templates in conjunction with external libraries is a way for you not only to build projects in advance, but also to ensure that the branding of those projects will meet the branding of your company.

Find answers to the most frequently asked questions about Captivate 5 Essential Training .

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Q: I am having some problems with Captivate reviewer permissions and was directed to the following solution of James' blog, but I'm having trouble implementing it. Is there a simpler solution or has Adobe released a patch?

In order to execute the step entitled "Assign write permission to owners and groups", you need to enable the root user. In addition, you need to add the "sudo" command before the following steps in this section:

sudo chmod -R o+w Adobe\ Captivate\ Reviewer\
sudo chmod -R g+w Adobe\ Captivate\ Reviewer\

You can disable the root user when you're done with updating permissions.
A: Unfortunately, there is no patch. This is not an Adobe issue, but rather an issue with the way that Apple allows UNIX permissions within its file systems. For most cases, this is a good thing, but for this one case, it backfires. Just so you're aware, the issue persists in Captivate 5.5 as well.

This is the Adobe tech note on the problem:

My solution is a bit easier to follow, frankly.

Here is how to enable the root user on a Mac:
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