About the Document Studio

Document Studio is a stand-alone application used for designing document templates through various views and wizards. You can choose elements to create a template that can populate and format the latest data from your data source.
You can complete the following tasks in Document Studio:
Note: If you are prompted to choose a licensing option, see Connecting to a license server to learn how to specify the license server path.
When you launch Document Studio, you start working in an empty template.

Document Studio user interface

Because Rational Publishing Engine is based on Eclipse, these views can be hidden, expanded, contracted, undocked, or moved. If you unintentionally remove a view from your perspective, you can click Window > Show view > view to open it or you can restore the default settings by clicking Window > Reset Perspective.

 1 . Palette view

The Palette view displays all of the elements that you can use to create and design your document template. See Template elements in the Palette view for descriptions of each element.

To add elements to the template:
  • You can click an element in the Palette view and then click the location in the template content editor to place the element in the template.
  • You can click and hold an element in the Palette view and drag it into the template content editor to place the element in the template.
  • Use the Marquee element to select multiple elements in the template content editor.
Tip: When you select a Palette element, it remains selected by default in the template content editor until you select a new tool. You can either continue using this default setting and click the Select element to return to your cursor, or you can change the preference for this setting to disable it. Click Window > Preferences > RPE > Document design and for the Keep current palette tool selected after insertion in template preference, select No.

 2 . Data Source Schema view

The Data Source Schema view displays the data schemas available to use in the template. Each schema is displayed in its own tab in this view.

 3 . Template content editor

The editor area is where you design the template structure in Document Studio. The visual content of the document template and the master pages are created in this area. The editor includes multiple tabs:
  • Template content editor: Design the template for the report.
  • Zoom editor: Work in a smaller area of your template.
  • Master page: Each master page resides in a tab. The master page tab is only visible when there is a master page used in the template.

 4 . Outline view

The Outline view displays the content of the templates in a tree structure.

 5 . Properties view

Displays the properties of the selected element and enables you to edit it. However, some properties such as the query path are read-only. It also displays the accepted values in a tooltip for some formatting properties.

 6 . Console view

The Console view displays a list of informational and troubleshooting messages about the template.

 7 . Problems view

The Problems view displays a detailed list of errors and warnings about the template. For more information about an error, right-click the error and select Properties. The properties for an error provide you with more information, such as which element the error is occurring on, to help you troubleshoot.

 8 . Search view

The Search view displays the results from searches you perform.

 9 . Zoom editor

The Zoom editor allows you to focus on a on a particular element or set of elements. This is useful when you are designing complex templates with many nested elements.


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