Informatica B2B Data Transformation (Version 9.5.1) Studio Editing Guide

Transcription

1 Informatica B2B Data Transformation (Version 9.5.1) Studio Editing Guide

2 Informatica B2B Data Transformation Studio Editing Guide Version June 2012 Copyright (c) Informatica Corporation. All rights reserved. This software and documentation contain proprietary information of Informatica Corporation and are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright law. Reverse engineering of the software is prohibited. No part of this document may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. This Software may be protected by U.S. and/or international Patents and other Patents Pending. Use, duplication, or disclosure of the Software by the U.S. Government is subject to the restrictions set forth in the applicable software license agreement and as provided in DFARS (a) and (a) (1995), DFARS (1)(ii) (OCT 1988), FAR (a) (1995), FAR , or FAR (ALT III), as applicable. 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4 Table of Contents Preface.... iv Informatica Resources.... iv Informatica Customer Portal.... iv Informatica Documentation.... iv Informatica Web Site.... iv Informatica How-To Library.... v Informatica Knowledge Base.... v Informatica Multimedia Knowledge Base.... v Informatica Global Customer Support.... v Chapter 1: Data Transformation Studio Introduction to the Studio Environment Eclipse Platform Workbench Projects Workspace Perspectives Views Editors Chapter 2: Using the Eclipse Workbench Opening the Workbench Data Transformation Studio Authoring Perspective Layout of the Data Transformation Studio Authoring Perspective Menu File Menu Edit Menu Navigate Menu Search Menu Project Menu Run Menu IntelliScript Menu Window Menu Help Menu Toolbars Toolbar Shortcut Bar View Toolbars Table of Contents i

5 Views and Editors Changing the Size of a View or Editor Keyboard Shortcuts Chapter 3: Working with Projects Creating a Data Transformation Project Creating a Project Opening and Editing a Project Removing a Project Making a Project Active Storage Location of Projects Default Workspace Storing Projects Outside the Workspace Folder Storing Projects in a Source Control System Determining the Storage Location of a Project Moving the Workspace Opening Multiple Workspaces Project Files Filenames Displaying a File Importing an Existing Project Running a Project Viewing the Results Deploying a Project as a Service Chapter 4: Using the Data Transformation Views Working with Views Displaying Views View Menus View Toolbars View Types Data Transformation Explorer View Component View IntelliScript Assistant View Help View Events View Binary Source View Schema View Repository View Problems View Chapter 5: Using the IntelliScript Editor About IntelliScript ii Table of Contents

6 Creating or Adding TGP Script Files Opening an IntelliScript Editor Editor Layout Tabs of the Example Pane Finding Anchors Components and Properties Basic and Advanced Properties Editing Procedures Basic Procedure for Editing Copy and Paste Drag and Drop Find and Replace Inserting Components in the IntelliScript Editing the Properties of a Component Inserting Tabs, Newlines, and Other Special Characters Defining a Global Component Viewing Help About a Component IntelliScript Icons Guided Mode Saving the IntelliScript IntelliScript Editor Menus Customizing the Component List Customizing the Component List in a Single Project Customizing the Component List in All Projects Index Table of Contents iii

7 Preface The Data Transformation Studio Editing Guide is written for developers, analysts, and other users who design, configure, and test transformations in Data Transformation Studio. The book provides an explanation of the Studio user interface, which is hosted in Eclipse. It provides instructions for using the Studio menus, toolbars, view, and editors. Before you read this book, you need a basic knowledge of how to use Data Transformation. You can obtain that knowledge by performing the hands-on lessons in the Data Transformation Getting Started Guide. In parallel with this book, read the Data Transformation Studio User Guide, which provides detailed information about the transformation components that you can configure in the Studio. Informatica Resources Informatica Customer Portal As an Informatica customer, you can access the Informatica Customer Portal site at The site contains product information, user group information, newsletters, access to the Informatica customer support case management system (ATLAS), the Informatica How-To Library, the Informatica Knowledge Base, the Informatica Multimedia Knowledge Base, Informatica Product Documentation, and access to the Informatica user community. Informatica Documentation The Informatica Documentation team takes every effort to create accurate, usable documentation. If you have questions, comments, or ideas about this documentation, contact the Informatica Documentation team through at infa_documentation@informatica.com. We will use your feedback to improve our documentation. Let us know if we can contact you regarding your comments. The Documentation team updates documentation as needed. To get the latest documentation for your product, navigate to Product Documentation from Informatica Web Site You can access the Informatica corporate web site at The site contains information about Informatica, its background, upcoming events, and sales offices. You will also find product and partner information. The services area of the site includes important information about technical support, training and education, and implementation services. iv

8 Informatica How-To Library As an Informatica customer, you can access the Informatica How-To Library at The How-To Library is a collection of resources to help you learn more about Informatica products and features. It includes articles and interactive demonstrations that provide solutions to common problems, compare features and behaviors, and guide you through performing specific real-world tasks. Informatica Knowledge Base As an Informatica customer, you can access the Informatica Knowledge Base at Use the Knowledge Base to search for documented solutions to known technical issues about Informatica products. You can also find answers to frequently asked questions, technical white papers, and technical tips. If you have questions, comments, or ideas about the Knowledge Base, contact the Informatica Knowledge Base team through at KB_Feedback@informatica.com. Informatica Multimedia Knowledge Base As an Informatica customer, you can access the Informatica Multimedia Knowledge Base at The Multimedia Knowledge Base is a collection of instructional multimedia files that help you learn about common concepts and guide you through performing specific tasks. If you have questions, comments, or ideas about the Multimedia Knowledge Base, contact the Informatica Knowledge Base team through at KB_Feedback@informatica.com. Informatica Global Customer Support You can contact a Customer Support Center by telephone or through the Online Support. Online Support requires a user name and password. You can request a user name and password at Use the following telephone numbers to contact Informatica Global Customer Support: North America / South America Europe / Middle East / Africa Asia / Australia Toll Free Brazil: Mexico: North America: Toll Free France: Germany: Italy: Netherlands: Portugal: Spain: Switzerland: United Kingdom: Toll Free Australia: New Zealand: Standard Rate India: Standard Rate Belgium: France: Germany: Netherlands: United Kingdom: Preface v

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10 C H A P T E R 1 Data Transformation Studio This chapter includes the following topics: Introduction to the Studio Environment, 1 Eclipse Platform, 1 Introduction to the Studio Environment Data Transformation Studio is the design and configuration environment of the Data Transformation system. Using the Studio, you can implement transformations that operate on any kind of data. Data Transformation Studio integrates into the Eclipse platform as a plug-in module. The Eclipse platform provides a versatile development environment, in which you can configure and deploy transformations. You can use the transformations either in conjunction with other projects that you develop in Eclipse, or independently of Eclipse. This manual explains how to use Data Transformation Studio in the Eclipse environment. It provides instructions for using the Eclipse interface to create, edit, and manage Data Transformation projects. This manual does not explain the logical concepts of Data Transformation or how the transformations work. For more information about those subjects, see the Data Transformation Getting Started Guide and the Data Transformation Studio User Guide. Note: This book describes only the Eclipse features that are used in Data Transformation. For an explanation of the other Eclipse features, see the Eclipse online help. Eclipse Platform Eclipse is an open platform for tool integration, developed and maintained by the Eclipse Foundation. It provides a framework that simplifies the creation, integration, and use of software tools. The tools operate as plug-ins in the Eclipse environment. For more information about the Eclipse Foundation, see The basic elements of the Eclipse environment are the Workbench, projects, workspace, perspectives, views, and editors. The following paragraphs explain the meaning of these terms. 1

11 Workbench The Workbench is the Eclipse desktop development environment where you create, edit, test, and deploy transformations. For more information, see Chapter 2, Using the Eclipse Workbench on page 4. Projects In Eclipse, you perform all work in a framework called a project. A project is stored in a specified folder, although certain project files can also exist outside the folder. For more information, see Chapter 3, Working with Projects on page 11. Workspace A workspace is the location where Eclipse stores a set of projects. When you open the Studio, all the projects in the current workspace are displayed. You can edit multiple projects belonging to the same workspace concurrently. The Data Transformation workspace is the workspace where Eclipse stores Data Transformation projects. By default, there is a single Data Transformation workspace, which is: c:\users\<user_name>\informatica\datatransformation\950\workspace You can create more than one workspace. For example, you might have separate workspaces for Data Transformation projects and for other types of Eclipse projects. You might also have multiple workspaces for different sets of Data Transformation projects. Only one workspace can be open at a time in a single Workbench, but it is possible to open multiple Workbenches. For more information, see Chapter 3, Working with Projects on page 11. Perspectives The Workbench defines one or more perspectives. A perspective is a predefined layout for the Workbench window. Typically, a perspective comprises an editor area and several views. The editor and views may be associated with a set of menus and toolbars. Each perspective provides capabilities for accomplishing a specific type of task or for working with specific resources. In this book, we describe the Data Transformation Studio Authoring Perspective, which offers editors, views, and other tools for developing and testing transformation projects. For more information, see Chapter 2, Using the Eclipse Workbench on page 4. Views A view is a window that displays data. Generally speaking, a view enables you to observe the project data, as opposed to an editor, which lets you modify the data. A view may allow you to set options or perform certain pre-defined operations, but it does not let you edit the data freely. Views are typically used to navigate through a project, open an editor, or display properties of an object that is selected in an editor. For example, the Data Transformation Explorer view displays a list of the projects in the Data Transformation workspace and the files associated with them. Some views have menus and toolbars that perform operations on the items within the view. 2 Chapter 1: Data Transformation Studio

12 Typically, the operations that you perform in a view are performed and saved immediately. You do not need to click the Save command or icon explicitly. An exception is if the view operation affects the content of an editor. In that case, you must save the project to make the operation permanent. For more information, see Chapter 4, Using the Data Transformation Views on page 18. Editors An editor is a window that enables you to create and modify the content of a project. An editor differs from a view in that it lets you modify the data freely. A view constrains you to a few pre-defined operations. You can open an editor by double-clicking a file in the Data Transformation Explorer view or by double-clicking a component in the Component view. For example, if you double-click a TGP script file, the file opens in an IntelliScript editor. If you double-click an XML schema, the file opens in a schema editor. Any number of editors can be open at once, but only one can be active at a time. The menu and toolbar display the commands and operations that are applicable to the active editor. Tabs in the editor area indicate the names of files or resources that are currently open for editing. An asterisk (*) on the tab indicates that the editor has unsaved changes. You must click File > Save or the Save button to save the changes. This book covers the IntelliScript editor in detail. You need this editor in every Studio project. There are additional editors for special file types. For more information about the Validation Rule Language (VRL) Editor and the PDF Table Editor, see the Data Transformation Studio User Guide. For more information about the Library Customization Editor, see the Data Transformation Libraries Guide. For more information about the XML Schema Editor, see the Eclipse online help. Eclipse Platform 3

13 C H A P T E R 2 Using the Eclipse Workbench This chapter includes the following topics: Opening the Workbench, 4 Menu, 5 Toolbars, 9 Views and Editors, 10 Keyboard Shortcuts, 10 Opening the Workbench The Eclipse Workbench is the environment in which Data Transformation Studio operates. This chapter describes the Workbench tools that are available for use in Data Transformation, such as the menus, toolbars, and windows. To open the Eclipse Workbench: u Click Start > Studio. Data Transformation Studio Authoring Perspective Before you can work in Data Transformation Studio, you must open the Data Transformation Studio Authoring perspective. The perspective provides the views and editors that you need to configure transformation projects. If you close and re-open the Eclipse Workbench, the current perspective remains displayed. Opening the Data Transformation Studio Authoring Perspective 1. Click Window > Open Perspective > Other. The Open Perspective dialog box appears. 2. Select Data Transformation Studio Authoring, and then click OK. Resetting the Perspective If you have altered the perspective, for example, by opening and closing windows or by moving the windows, you can reset the default perspective. To reset the perspective: u On the Eclipse menu, click Window > Reset Perspective. 4

14 Layout of the Data Transformation Studio Authoring Perspective When you first display the Data Transformation Studio Authoring perspective, the following windows appear: Data Transformation Explorer view Component view Events view Editor area The Component view and the Events view are stacked above other views. You can select the desired view by clicking the tabs along their top edge. Menu The following paragraphs describe the commands on the Eclipse menu that are used in Data Transformation. Some commands may be dimmed and disabled depending on the current editing operation. Some commands are displayed only when a specific editor is active. Note: The following tables list only the commands that are useful in Data Transformation. They omit commands that are supplied by Eclipse but are not often used in Data Transformation. File Menu On the File menu, you can create, import, and manage Data Transformation projects. Menu Option New Close Close All Save Switch Workspace Print Print Setup Import Creates a new project or component. To create a new project, click File > New > Project. For more information, see Chapter 3, Working with Projects on page 11. To add a parser or serializer component to an existing project, click File > New > Parser or File > New > Serializer. Closes the active editor. Closes all editors. Saves the active project file. Opens another workspace. Prints the content of the active editor. Allows you to configure a printer. Allows you to import an existing Data Transformation project into the workspace. For more information, see Importing an Existing Project on page 15. Menu 5

15 Menu Option Properties Exit Allows you to set the properties of a project that is selected in the Data Transformation Explorer. For more information about project properties, see the Data Transformation Studio User Guide. Exits Eclipse. Edit Menu The Edit menu offers the following standard Eclipse editing commands: Menu Option Undo Redo Cut Copy Paste Delete Select All Find/Replace Cancels the last editing operation. Redoes an operation that you canceled with Undo. Allows you to cut the selected content in the active editor. Allows you to copy the selected content in the active editor. Allows you to paste the selected content in the active editor. Allows you to delete the selected content in the active editor. Selects the entire content of the active editor. Finds and replaces text in the active editor. Navigate Menu The commands in this menu are part of the Eclipse Platform. They have no specific use in Data Transformation Studio. Search Menu The commands in this menu are part of the Eclipse Platform. They have no specific use in Data Transformation Studio. 6 Chapter 2: Using the Eclipse Workbench

16 Project Menu The Project menu provides several commands for managing Data Transformation projects. Menu Option Validate Deploy Properties Validates the integrity of the project files. For example, the command verifies that the data holders used in a project are defined in the XML schema. Deploys a project by placing it in the Data Transformation repository. Data Transformation Engine can then run the project as a Data Transformation service. For more information about deploying services, see the Data Transformation Studio User Guide. Allows you to set the properties of a project that is displayed in an IntelliScript editor. For more information about project properties, see the Data Transformation Studio User Guide. Run Menu The Run menu enables you to test a transformation in the Studio environment. Menu Option Run Run <Startup Component Name> Runs the transformation. In the dialog box, select the startup component that Data Transformation should activate. Click Run to execute the transformation. Runs the transformation if the startup component has already been defined. IntelliScript Menu The IntelliScript menu is displayed when an IntelliScript editor is active. Menu Option Insert Test Document Open Example Source Learn the Example Automatically Learn Example Mark Example Inserts a component such as a Parser, Serializer, Variable, Marker, Content, Mapper, or RepeatingGroup. Temporarily switches the display in the example pane to a different source file, instead of the example source. Opens the example source document that is defined for a transformation. Enables automatic color coding in the example pane. When you configure a parser, Data Transformation automatically highlights the anchors in the example. For parser or mapper transformations, color-codes the anchors in the example pane in the learn-example style. In this style, the colors label the specific locations that Data Transformation uses to define the anchors. Runs the selected parser or mapper, and color-codes the anchors in the example pane in the mark-example style. In this style, the colors label all instances of an anchor that the transformation found in the example. Menu 7

17 Menu Option Stop Learning or Marking the Example IntelliScript Both Example Guided Mode Stops the color-coding operation. If the example is very long, you can use this option to halt the color display and speed up the response. Displays the IntelliScript pane only. Displays both the IntelliScript and example panes. Displays the example pane only. Activates the guided mode, which can help you configure the IntelliScript easily. For more information, see Guided Mode on page 29. Window Menu The Window menu allows you to display perspectives and views. Menu Option Open Perspective Show View Reset Perspective Preferences Displays a specified perspective. For Data Transformation projects, open the Data Transformation Studio Authoring perspective. Displays a specified view. Resets the current perspective to its default layout. Allows you to specify display preferences. Help Menu The Help menu displays information about Data Transformation or about Eclipse. Menu Option Welcome Help Contents Add or Remove Library Data Transformation Help About Data Transformation Studio Displays the Data Transformation Studio welcome page. The page provides brief instructions for using the Studio. Displays the Eclipse online documentation. Installs, updates, or uninstalls transformation libraries used with industry standards such as EDI or HL7. For more information, see the Data Transformation Libraries Guide. Displays the Data Transformation online documentation. Displays information about the Data Transformation Studio version. 8 Chapter 2: Using the Eclipse Workbench

18 Toolbars This section describes the toolbars that are available in the Data Transformation Studio Authoring perspective. Toolbar The Workbench toolbar is located at the top of the Eclipse window, directly beneath the menu. The left side of the toolbar displays standard Eclipse buttons. The right side displays buttons that are specific to the active perspective and editor. The following table describes the buttons on the Workbench toolbar. Tool New Save Print Show IntelliScript pane only Show both IntelliScript and example panes Show example pane only Activate guiding focus and tips within IntelliScript Insert a new Parser in the script Insert a new Serializer in the script Insert a new Mapper in the script Insert a new Variable in the script Insert a new Marker in the script Insert a new Content in the script Insert a new Repeating Group in the script Learn the example automatically whenever script changes Learn the example according to the current script Displays the New Project wizard, where you can create projects of various types. For more information, see Chapter 3, Working with Projects on page 11. The arrow immediately to the right of the New button offers options for specific types of new projects or components. Saves your editing. Prints the content of the active editor. Displays the IntelliScript pane only. Displays both the IntelliScript and example panes. Displays the example pane only. Activates the guided mode, which can help you configure the IntelliScript easily. For more information, see Guided Mode on page 29. Inserts a new Parser component in the script. Inserts a new Serializer component in the script. Inserts a new Mappercomponent in the script. Inserts a new Variable in the script. Inserts a new Marker anchor in the IntelliScript. Inserts a new Content anchor in the script. Inserts a new RepeatingGroup anchor in the script. Enables the automatic color coding in the example pane. When you define anchors in the IntelliScript, Data Transformation automatically highlights the corresponding location in the example. Color-codes the anchors in the example pane in the learn-example style. In this style, the colors label the specific locations that Data Transformation uses to define the anchors. Toolbars 9

19 Tool Mark the entire example according to the current script Stop learning or marking the example Runs the selected parser, and color-codes the anchors in the example pane in the mark-example style. In this style, the colors label all instances of an anchor that the parser found in the example. Stops the color-coding operation. If the example is very long, you can use this option to halt the color display and speed up the response. Shortcut Bar By default, the shortcut bar is located under the toolbar. The shortcut bar allows you to open and switch perspectives. View Toolbars Some views contain their own toolbars. For more information, see Chapter 4, Using the Data Transformation Views on page 18. Views and Editors The Data Transformation Studio Authoring perspective defines a large number of views and editors. For more information, see Chapter 4, Using the Data Transformation Views on page 18 and Chapter 5, Using the IntelliScript Editor on page 23. Changing the Size of a View or Editor You can change the size of a view or editor by dragging its borders. To maximize a view or editor, double-click its title bar. To restore the window to its original size, right-click the title bar and click Restore. To move a window to a new docking position, drag its title bar. Eclipse does not permit you to dock windows in certain locations. For example, you can dock a view over another view, but not over an editor. Keyboard Shortcuts You can run some of the Data Transformation commands by pressing keyboard shortcuts. The shortcut keys are displayed on the menus. For example, the Run menu indicates that the F5 key runs a transformation. 10 Chapter 2: Using the Eclipse Workbench

20 C H A P T E R 3 Working with Projects This chapter includes the following topics: Creating a Data Transformation Project, 11 Storage Location of Projects, 13 Project Files, 15 Importing an Existing Project, 15 Running a Project, 16 Deploying a Project as a Service, 17 Creating a Data Transformation Project A Data Transformation project contains the files and resources that are necessary to perform one or more transformations. In Data Transformation Studio, you can create, configure, and deploy projects. Each project is associated with a specific folder on your disk. Most of the project files are stored in the folder. A few files, such as the example source document, can optionally be stored in other locations. Creating a Project To create a Data Transformation project: 1. On the menu, click File > New > Project. 2. In the New Project wizard, expand the Data Transformation node. 3. Select one of the following Data Transformation Studio project types: Project Type Blank Project This option creates an unconfigured project. After you create the project, you can use the IntelliScript editor and the other Data Transformation tools to configure any type of transformation. 11

21 Project Type A blank project is recommended for experienced Data Transformation users. It is the most flexible project type, but the wizard does not guide you through the project configuration steps. Import Project Library Project Parser Project Serializer Project This option generates a Data Transformation project from existing data. You can import: - A COBOL data definition. For more information, see the Data Transformation COBOL Processing Guide.. - A PDF form. For more information, see the Data Transformation Studio User Guide. - A JSON Schema. For more information, see the Data Transformation Studio User Guide. Note: Do not use this option to import an existing Data Transformation project. Use File > Import. This option imports a project from a Data Transformation library. The wizard creates a copy of the project, which you can then edit according to your needs. For more information, see the Data Transformation Libraries Guide. This option creates a project that contains a parser. The wizard guides you through the basic parser configuration. For example, it prompts you to define an example source and to select an XML schema. After you complete the wizard, edit the IntelliScript and add components such as anchors and actions. For more information about parsers, see the Data Transformation Studio User Guide. This option creates create a project that contains a serializer. The wizard guides you through the basic serializer configuration. For example, it prompts you to select an XML schema. After you complete the wizard, edit the IntelliScript and add components such as serialization anchors and actions. For more information about serializers, see the Data Transformation Studio User Guide. If Data Transformation Accelerator is installed on the computer, you can also select: Project Type Accelerator Mapping Project This option opens Data Transformation Accelerator, where you can use a Microsoft Excel environment to specify a mapper. This approach is an alternative to configuring a mapper directly in Data Transformation Studio. For more information, see the Data Transformation Accelerator Guide. 4. Enter the following information: Property Project name Project Location An identifier for the project. The storage location of the project folder. The default location is the Eclipse workspace. For more information, see Storage Location of Projects on page Follow the on-screen instructions to configure additional project options. The options depend on the type of project that you have selected. When you complete the wizard, the project folder is created on your disk. The project files are displayed in the Explorer view. Opening and Editing a Project 1. Open Data Transformation Studio. 2. In the Data Transformation Explorer, expand the tree under the project. 12 Chapter 3: Working with Projects

22 3. Double-click the file that you want to view or edit, such as a TGP script file, or right-click and click Open. You can also edit a project by double-clicking a component in the Component view. Removing a Project u Right-click the project in the Data Transformation Explorer, and then click Remove. You are prompted to delete the project folder from the disk. If you do not delete it, the project is removed from the workspace, but you can import it if you want to use the project later. Making a Project Active To make a project active: u Select a project in the Data Transformation Explorer view. The project becomes active. The other views display information about the active project. Storage Location of Projects By default, Data Transformation Studio stores all projects in the Eclipse workspace folder. While you work in Eclipse, you do not need to know the project location. Eclipse manages the projects and files automatically. You might want to determine the project location, however, for purposes such as the following: To back up your Data Transformation projects To store a file that is not managed by Eclipse, such as a test document or a project design specification You can move the workspace location. The following paragraphs are a summary of how to perform these tasks. For more information, see the Eclipse documentation. Default Workspace The default location of the Eclipse workspace for Data Transformation projects is: c:\users\<user_name>\informatica\datatransformation\950\workspace Storing Projects Outside the Workspace Folder The New Project wizard allows you to create a project either in the workspace folder or outside it. In either case, Eclipse considers the project as belonging to the workspace. If you close and re-open Data Transformation Studio, the project continues to be displayed in the Data Transformation Explorer. You can edit and run projects that are stored outside the workspace folder, in exactly the same way as projects that are stored in the workspace folder. Storing Projects in a Source Control System You can store Studio projects in a source control system. Storage Location of Projects 13

23 When you edit or deploy a project, you must have read-write access to all files in the project. To ensure access, check out the entire project from the source control system, including all its nested files and subdirectories, before you open the Studio. If you already opened the Studio, right-click the project in the Data Transformation Explorer and click Close Project. Then check out the project and right-click to re-open it. When you finish editing, close the project in the Studio, and check it in. Determining the Storage Location of a Project You can determine the storage location of a project by any of the following methods. Determining the Project Location in the Data Transformation Explorer 1. In the Data Transformation Explorer view, select the project. 2. Click File > Properties. 3. The Resources page of the Properties dialog box displays the project location. Determining the Project Location in the IntelliScript Editor 1. While editing a TGP script file in the IntelliScript editor, click Project > Properties. 2. The Info page of the properties window displays the project location. Determining the Project Location in the Eclipse Navigator 1. Click Window > Show View > Other. The Show View dialog box appears. 2. Expand the General category, select Navigator, and then click OK. The Navigator view appears. 3. In the Navigator view, right-click the desired project or file and click Properties. The Properties dialog box appears. 4. The Resource page of the Properties dialog box displays the project location. Moving the Workspace You can move the Data Transformation Studio workspace location if other users need to access the workspace and they do not have permission for your default workspace location. 1. Close Data Transformation Studio. 2. Click Start > Configuration. The Data Transformation Configuration Editor appears. 3. Edit the following setting: CM Configuration > CM Studio > Eclipse > Workspace 4. Open Data Transformation Studio. If the new workspace folder does not exist, it is created. 5. Click Window > Open Perspective > Other. The Open Perspective dialog box appears. 14 Chapter 3: Working with Projects

24 6. Select Data Transformation Studio Authoring. Opening Multiple Workspaces You cannot open two workspaces concurrently in a single instance of the Eclipse Workbench. You can, however, open two Workbenches that are configured with different workspaces. Project Files The main file types used in Data Transformation projects are as follows: File Type Main project file Example source documents Script files XML schemas Results files A *.cmw file that contains the main project information. The name of this file is the name of the project. Examples of the input documents that you want a transformation to process. Tip: For the best Studio performance, use example sources that are no larger than 1 MB. This advice applies only to Studio projects. In a deployed service, you can process very large documents. One or more *.tgp files that define transformations. One or more *.xsd files that define XML structures used in transformations. Files created as a result of the running of the project, such as output and log files. Filenames To ensure cross-platform compatibility, the names of project directories and files must contain only English letters (A-Z, a-z), numerals (0-9), spaces, and the following symbols: # % & +, -. [ ] _ { } Displaying a File Under each project, the Data Transformation Explorer displays categories for the above file types, such as: Additional Examples Scripts XSD Results To display any of the files, double-click its name in the Data Transformation Explorer. Importing an Existing Project You can import a project that exists outside the current Eclipse workspace. Project Files 15

25 The import procedure copies the essential project files, such as the CMW, TGP, XSD, and example-source files. It may fail to copy additional files, such as test documents, which you have stored in the project folder. Copy such files manually. There is no link between the original project and the imported copy. If you edit the imported copy, the original project is unchanged. 1. Click File > Import. The Import dialog box appears. 2. Under the Data Transformation node, select Existing Data Transformation Project into Workspace, and then click Next. 3. Browse to the *.cmw file of the existing project. 4. Enter a name for the imported project. The default is the name of the existing project. 5. Click Finish. 6. If the existing project was created in a previous Data Transformation version, you are prompted to upgrade the imported copy. Click OK. The system copies the project into the Data Transformation workspace folder. When the import is complete, the imported copy is displayed in the Data Transformation Explorer. You can also use this procedure to import a mapper project that you exported from Data Transformation Accelerator. For more information, see the Data Transformation Accelerator Guide. Running a Project To test a project, you can run it in Data Transformation Studio. 1. Set the startup component of the project in any of the following ways: In the IntelliScript editor, right-click the component and click Set as Startup Component. In the Component view, right-click the component and click Set as Startup Component. On the menu, click Run > Run. In the dialog box, select the startup component. 2. Optionally, click Run > Run, click Details, and then set initial values for the variables defined in the project. The initial values that you assign in this way are used when you test the project in Data Transformation Studio. They have no effect when you later deploy the project as a Data Transformation service. For more information about variables, see the Data Transformation Studio User Guide. 3. To run the component, click either of the following commands: Run > Run Run > Run [Startup Component Name] Viewing the Results To view the output of a project, double-click the appropriate file in the Results category of the Data Transformation Explorer view. 16 Chapter 3: Working with Projects