Guides Terminology
Term
3D parts
Description
3D content that you assign to a step to support that step. You assign 3D
parts in the PC application, and then place the holograms in a real-world
environment in HoloLens Author mode.
3D toolkit
A library of predefined objects included in Dynamics 365 Guides that you
can use to get started right away. For example, there are 3D objects such
as pointers and arrows that you can add to a step to support that step.
Air tap
A gesture that's equivalent to a "click" with a mouse. For more information
on how to do an air tap, see Gestures to know.
Anchoring
The process of making sure that a guide "lines up" with associated objects
(alignment)
in the real world when it's used on HoloLens. Anchoring is an important
and mandatory part of creating any guide. For more information, see
Anchor your guides in the real world.
Author
The person who creates a guide.
Calibration
A process in which HoloLens adjusts the hologram display according to a
user's interpupillary distance (IPD). The HoloLens device must be
calibrated correctly so that the guide aligns properly in the real world.
Proper calibration is also necessary to place holographic objects in
HoloLens Author mode. HoloLens includes a Calibration app that can be
used by authors and operators for this purpose.
Circular code
A code that you print and attach to a physical object in the real world to
anchor (previously anchor a guide. For more information, see Anchor your guide in the real
known as a printed world.
anchor)
Dotted line
A holographic link that ties a step visually to the area where you want the
operator to focus. It helps the operator find content or understand what
they're supposed to be looking at in the real world. You can use a
holographic dotted line together with a 3D object, such as a holographic
arrow or number.
Field of view
The size of the HoloLens display where holograms show up. It's important
to keep the field of view in mind when placing holograms in a real-world
environment.
Gaze
The act of looking at a user interface element with HoloLens. In some
cases, you can select an item just by gazing at it. In other cases, you use
gaze to target an object and then act on that target with a gesture.
Gesture
A hand movement that enables an operator to do an action in mixed
reality. For more information, see Gestures to know.
Guides Terminology
Term
Description
Holographic anchor A 3D representation that is used to anchor holograms in the real world.
(previously known You place the digital representation directly over its counterpart in the real
as a digital anchor) world, and then use a gesture to align the guide to the digital anchor. The
digital representation can be a computer-aided design (CAD) model or a
scanned model. For more information, see Anchor your guide in the real
world.
Interpupillary
The distance between a user's eyes. Different users have different IPDs. To
distance (IPD)
align content correctly, HoloLens needs to be calibrated for each user's
IPD.
Operator
The person who uses a guide to do a set of tasks.
Outline page
A page in the PC Authoring application that you use to add tasks and
steps. From the Outline page, you can get a sense of the whole guide and
restructure tasks by dragging them from one place to another. The
Outline page also includes customizable anchoring instructions and a
special step called the Completion step (also customizable).
QR code anchor
A code that you print and attach to a physical object in the real world to
anchor a guide. For more information, see Anchor your guide in the real
world.
Step
A short, discrete work item that an operator does to complete a task.
Tasks are made up of steps. Steps are also the central navigation point in a
guide.
Step card
The fundamental building block in Dynamics 365 Guides. You first add text
and supporting assets to a Step card in the PC Authoring application. You
then place holograms that are associated with each step in a real-world
environment in HoloLens Author mode. The operator works through each
step to complete a task or series of tasks. For more information about
Step cards, see Create steps and add 3D models or 2D media.
Style
Visual properties that you can add to any 3D object to reinforce what you
want the operator to do or know. Examples of styles include Pick up,
Place, and Caution.
Task
A piece of work to be done or undertaken. A task is made up of steps that
the operator must follow to complete the task.