Workflow

To produce a document from a data source, you create a document template and then generate the output.

The following diagram shows one possible work flow through the core capabilities of Rational® Publishing Engine.

Workflow

  1. Install and deploy the product.
    • Install Rational Publishing Engine.
    • Deploy its web services.
    • Deploy its data services.
  2. Create a document template.
    • Create a new document template using Document Studio.
    • Add the schema for your data source. For some data types, such as IBM® Rational DOORS and REST, you can create a data source schema.
    • Insert the data source schema into the template.
    • Define the template content.
    • Save the template.
  3. Generate the output.
    • Create a document specification in the Launcher or Document Studio.
    • Configure the actual data sources manually or use the data source configuration wizard.
    • Add a template previously defined to the document specification. Rational Publishing Engine detects the data source schemas that the template uses and generates the required fields in the document specification. The information comes from the actual data source.
    • Configure the output formats as needed, by filling in the details for the fields. You can configure the output format manually or use the publishing wizard.
  4. Publishing documents from a data source.
    • Open the publishing wizard in the data source application and select the template or document specification.
    • Provide required information such as the data sources, output formats, and variables, and generate the document.
    Note: In many cases, the selection of actual data sources is sensitive to context and automated, (for example, when running from a Rational DOORS Formal Module, the current module is automatically selected as the actual data source).

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