Migrating Help Files with Macrobject CHM-2-Web Professional — Step-by-StepMigrating legacy CHM help files to modern, web-friendly formats is a common task for technical writers, support teams, and software vendors. Macrobject CHM-2-Web Professional is a specialized tool designed to convert compiled HTML Help (CHM) into a structured set of web pages, preserving navigation, searchability, and styling while enabling deployment on intranets, public websites, or documentation portals. This guide walks through the migration process step-by-step, highlights best practices, and covers common pitfalls and troubleshooting tips.
Why migrate CHM files?
- CHM is a Windows-centric, compiled format that’s increasingly incompatible with modern web and mobile platforms.
- Web-based documentation improves accessibility (cross-platform, mobile-ready) and enables easier updates, analytics, and user engagement.
- Migrating allows integration with content management systems, search engines, and modern UI frameworks.
Preparation: inventory and planning
- Inventory your CHM files
- Collect all CHM files to be migrated.
- Note versions, languages, and any associated resources (images, stylesheets, JavaScript).
- Define target requirements
- Decide whether the output will be a static set of HTML files, hosted on a web server, or imported into a CMS (e.g., WordPress, Confluence, Docusaurus).
- Determine URL structure, navigation design, and whether you’ll keep original filenames or use SEO-friendly slugs.
- Backup originals and set up a testing environment
- Keep a copy of each CHM and extracted source files.
- Create a staging web server (local or remote) for iterative testing.
Installing and configuring Macrobject CHM-2-Web Professional
- Obtain and install
- Download the installer from the vendor and follow installation instructions. Ensure you have the proper license for the “Professional” edition.
- Launch and familiarize with the UI
- CHM-2-Web Professional typically provides a project-based interface where you add source CHM files, configure output options, and run conversions.
- Configure global options
- Output folder: choose a clear folder structure per project.
- Encoding: ensure UTF-8 for better international support unless legacy encodings are required.
- Template/theme selection: pick a built-in template or prepare a custom CSS/HTML template if you need branding-consistent output.
- Configure link handling and assets
- Decide how internal links, anchors, and images are mapped — preserve relative links or rewrite to new URLs.
- Include options for extracting embedded resources and reconciling duplicate names.
Step-by-step conversion process
- Create a new project
- Start a new project in CHM-2-Web and give it a descriptive name (e.g., “ProductX Help — v2”).
- Add source CHM files
- Import one or more CHM files into the project. For multi-language documentation, add each language as a separate input or project.
- Inspect and configure content map
- Review the table of contents (TOC) extracted from the CHM. CHM-2-Web shows the structure and page list; you can reorder or omit pages here.
- Rename pages or adjust titles for clarity and SEO if desired.
- Choose output format and template
- Select HTML output and pick a template. For single-page app or SPA-like navigation, prepare templates that include dynamic TOC rendering.
- Configure search options
- Enable a client-side search index (e.g., JavaScript-based full-text search) or export metadata for server-side indexing.
- Adjust indexing rules to exclude trivial pages (license files, changelogs) if necessary.
- Set URL structure and filenames
- Decide whether to keep original .html filenames or use friendly slugs. Configure options for handling spaces, special characters, and case sensitivity.
- Extract and map images and assets
- Ensure images and scripts embedded in CHM are extracted into an assets folder. Resolve any name collisions by enforcing unique names or subfolders.
- Preview and test locally
- Use the built-in preview or open the generated output in a browser from the staging folder. Check TOC, links, images, and styles.
- Run the full export
- When satisfied, run the complete export to your chosen output directory.
- Post-export processing
- Run find/replace on generated HTML if needed (for branding strings, route adjustments).
- Minify CSS/JS and optimize images for web performance.
Integrating output into a website or CMS
- Static site: Copy the output folder to your web server root or a subdirectory. Ensure the server serves .html and static assets with proper MIME types.
- CMS import: If importing into systems like WordPress, you can either:
- Use a plugin to import static HTML into pages/posts, or
- Feed the generated content into a headless CMS or documentation platform and map URLs accordingly.
- Search and analytics: Add site search (if not already provided by CHM-2-Web) and integrate analytics tracking to monitor usage and find gaps in documentation.
Styling and branding tips
- Use a global stylesheet to align fonts, colors, and responsive breakpoints with your brand.
- Ensure mobile-friendly layouts: choose a responsive template or modify generated HTML to include responsive meta tags and flexible CSS grids.
- Consolidate navigation: add global header/footer and breadcrumbs to improve orientation across pages.
Handling multilingual documentation
- For multiple languages, create separate output directories per language (e.g., /en/, /fr/).
- Provide a language switcher with equivalent page mappings.
- Verify character encoding and localize search indexing.
Common issues and troubleshooting
- Broken internal links: Recheck link rewriting rules; use relative paths where possible. If CHM used absolute IDs, map them to generated filenames.
- Missing images or scripts: Confirm the extractor included embedded resources and that path references were updated.
- Encoding problems: If characters appear garbled, ensure output files are UTF-8 and that the web server declares correct Content-Type charset.
- Duplicate filenames: Configure CHM-2-Web to append unique suffixes or organize pages into subfolders.
- Large projects slow to index: Split into smaller projects or generate server-side search indexes (e.g., Elasticsearch) for performance.
Automation and CI/CD
- Batch processing: Use CHM-2-Web command-line options (if available) to script conversions for multiple CHM files.
- CI pipelines: Incorporate conversion into your build pipeline to regenerate docs on release. Example steps:
- Checkout repo → run CHM-2-Web conversion → post-process → deploy to staging → run tests.
- Verify output with automated link checkers and accessibility linters.
Example workflow (condensed)
- Inventory CHM files and back them up.
- Create a CHM-2-Web project and import CHM.
- Configure template, encoding, and URL rules.
- Preview, run export, and fix issues.
- Deploy output to web server or import into CMS.
- Add search, analytics, and monitor.
Final recommendations
- Keep original CHM backups until new documentation is fully validated.
- Start with a pilot: migrate a representative CHM to uncover issues before doing bulk conversion.
- Document your conversion rules and post-processing scripts so future migrations are repeatable.
If you want, I can: provide a checklist you can print for a migration run, generate sample shell commands for automating CHM-2-Web (if it has CLI on your version), or draft a small CSS template to apply branding to the exported pages. Which would you like?
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