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Lesson 3: Generating the document

Switch to the Launcher perspective. If the perspective icon is not visible, click the Open perspective icon and Other. Select RPE Launcher and OK.
Note: When the Keep Document Specification synchronized with the current Template preference is selected, the document specification is synchronized with the template at every load, close, and save operation. If the preference is not selected, you must manually synchronize the document specification.

To configure the data source:

  1. In the Document Specification view, expand Templates > Data Sources.
  2. Right-click Data Sources and select Configure Data Source. In the wizard, click Next.
  3. Specify the connection details:
    1. If you know the URL for the REST resource, specify the URL, user name and password if the resource is at a secure location, and then click OK.
    2. If you do not know the URL, click Discover to locate the resource.
  4. Click Next.
  5. Specify the connection details in the following fields:
    1. URL: Specify the base URL for the resource.
    2. Authentication Type: Select the authentication type from the list.
    3. User: Specify the user name if the resource is at a secure location.
    4. Password: Specify the password if the resource is at a secure location.
  6. Click Finish.
  7. After you configure the data source, generate the document by clicking Document Specification > Generate > Generate Document or by clicking the Generate Document icon Generate Document icon.

For more information about how user names and passwords are stored, see Security considerations for IBM® Rational® Publishing Engine.

Lesson checkpoint

You have generated a document from your template.
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