Document Studio is a stand-alone application
that is 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.
Tip: You can access both the Launcher
and Document Studio from the toolbar as Eclipse perspective tabs:
- From either the Launcher or Document Studio application, click
the
Open Perspective icon.
- Select the perspective to add.
- Click OK. Both the Document Studio and
Launcher are accessible as tabs from your toolbar:
You can complete the following tasks in Document Studio:
- Create a template.
- Create master pages to define a header, a footer, and properties
such as the page orientation and border styling.
- Add data source schemas to include queries and attributes to define
the data structure.
- Create variables for calculations and configuring values at run
time.
- Create styles that can apply to specific element types.
- Configure, preview, and generate documents as you design them.
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 to open it or you can restore the default settings
by clicking .
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 by 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 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 displays in a tab. The master page
tab is only visible when there is a master page 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, which you can edit. However,
some properties such as the query path are read-only. It also displays
the accepted values in a tooltip for some formatting properties.
Tip: If you switch from the Properties view to another view,
then switch back to the Properties view, the properties for the last
element you had selected do not display. Select the element again
to display the 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
Use
the Zoom editor to work with a specific template element. The Zoom
editor places the focus on a specific template element and provides
better visibility to work on a particular content because it places
the focus on a specific template element. This editor is useful when
working on complex templates that contain numerous elements.
To
open specific elements in the Zoom editor, you can either:
- Select the element and click the Zoom editor tab.
- Right-click the element and select Edit in Zoom Editor.