Assigning values in document specification file

Before documents can be generated, the templates and data sources need to be connected. This connection information is maintained in the Document specification file that is stored on your system.

About this task

You can create and edit a document specification file using the stand-alone Launcher or the Launcher embedded in the Document Studio. As part of configuring all properties for a document execution from a document specification, you can provide values for ouput properties, data sources properties, template properties and values of variables.

Procedure

  1. Open a document specification. On the menu bar, click File > Open File or File > Open Document Specification. Browse for the required document specification .dsx file and click Open. Click the following and assign values in the Properties tab.
  2. In the metadata element, you can enter a brief description, and also specify values for data/time patterns, data formatting and output locales.
  3. Optional: In the output element, enter the path where you want the generated document. Also and select the style sheet for your target output format.
  4. In the template, enter the data source. You can point to a general data source, which retrieve all the related data within the repository, or you can use filters, which are more specific URIs that retrieve a smaller set of data from the repository.

    Optional: You can enter login credentials to access the specified data source. If this document specification is going to be shared with other users, you might want to leave the credentials fields blank. If the credentials are not specified and you try to run a report from the document specification, you will be prompted for credentials. If you provide the credentials and try to run the report, the specified credentials are used to access the repository.

  5. Optional: In the variable field enter the values of the variables to be used when generating the output. There may not be variables also.
    Note: If a value is not provided for a variable, the default variable value, if any, will be used.
  6. Click Save.

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