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
- 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.
- In the metadata element, you can enter a brief description,
and also specify values for data/time patterns, data formatting and
output locales.
- 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.
- 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.
- 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.
- Click Save.