Submitting assets to the Central Management component from the Document Studio application

From the Document Studio client, you can contribute artifacts to the Central Management component administrative user interface for other users in your organization to include in their templates and document specifications.

Before you begin

Close all of the templates that are open in the template content editor.

About this task

Table 1. Asset types for the Central Management component
Asset type File extension Example value Description
Data sources Not applicable http://server:port/data_provider/data.xml URLs to a data source or a data source schema, which are used to configure the document generation. Data files or data itself cannot be stored as Data source assets in the Central Management component. You can store them as Files and create a Data source URL to that file.
Document specifications .dsx C:\Users\user\Desktop\specification.dsx Links to document specifications or the document specifications themselves created in the Launcher application for configuring the output.
Files .xsd, .doc, .docx, .txt, .rtf, .png, .jpg, .gif C:\Users\user\Desktop\image.jpg Links to files or the files themselves to use as data, data source schemas, included files, or images. Archive files or links to archive files cannot be stored in the Central Management component.
Scripts .js C:\Users\user\Desktop\script.js Links to JavaScript or the JavaScript files themselves to use in the template elements.
Settings Not applicable true Remote document generation properties and preferences set for the organization. If the Override user value option is selected, the user cannot change the setting from the client applications.
Snippets .dta C:\Users\user\Desktop\snippet.dta Links to templates or templates themselves that contain sections of reusable elements that can be added to any template.
Stylesheets .css, .doc, .docx, .dot, .dotx C:\Users\user\Desktop\style.css Links to style sheets or the style sheets themselves that can apply consistent formatting to document output. If the style sheet contains macros, include the names of the macros that the style sheet contains so that report generators know which names to use in their document specifications.
Templates .dta C:\Users\user\Desktop\template.dta Links to templates or templates themselves created in the Document Studio application.
Value set Not applicable

A
B
C
D

A collection of values that you can use to specify the configuration metadata for data source schemas or for variables.
Variables Not applicable Default_value A variable that can be reused in any template.

Procedure

  1. In the Document Studio application, click Central management > Create asset.
  2. Select an asset type.
  3. Select a location in the Central Management component directory structure to store the asset. These locations are defined in the Central Management component administrative user interface. You must have administrative permissions to manage the administrative interface of the Central Management component.
  4. Click Next.
  5. Enter the asset properties:
    • Name: The name of the asset, as it is to appear to the administrator in the Central Management component to users viewing it from the client applications. You are required to enter a name for the asset.
    • Value: The value for the asset, depending on the asset type, such as a file path to a template.
      Note: Make sure to include a value for every asset. If a user tries load an asset to use in a template or document specification and there is no value associated with the asset, the user receives a no protocol error in the Console view. For example, if a template asset is selected and it does not have a .dta value associated with it, the user receives a no protocol error.
    • Tags: Keywords for searching for assets in the administrative user interface.
    • Description: An explanation for what the asset is or how the asset is to be reused.
    • To limit the use of this asset to the Central Management component administrator, select Private asset.
  6. Click Finish.

Results

The asset is available in the Central Management component.

What to do next

To modify the details for an asset:
  1. Click Central Management > Modify asset.
  2. Select an asset type.
  3. Select an asset and click Next.
  4. Modify the details of the asset, such as name, value, description, and whether or not to make the asset private.
  5. Click Finish.
Note: If you modify an asset, the changes are visible to anyone who views or uses the asset.

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