Errors on self-joins with @Prompt
7 Working with projects
7.1 About local projects and resources
The first step in creating resources in the information design tool is to create a local project in the Local Projects View. You create and edit all resources (except secured connections and security profiles) in a local project.
The resources and folders in a local project are stored as physical files and folders in the local file system. The Local Projects View lets you to navigate local projects and open resources in the information design tool.
Once you have created a local project, there are several ways you can populate it with resources:
● Create universe resources using the wizards available on the New menu.
● Convert a .unv universe that was created with the universe design tool, or migrated from an earlier version.
● Retrieve a published universe.
● Create folders to organize resources within the project.
● Create file resources by entering a file name and extension.
You edit the resources using the information design tool editors by double-clicking the resource name in the local project. To open a resource from a list of resources recently opened, select File Recent Resources .
You can get information on the resources you create by right-clicking the resource name and selecting Properties.
The properties displayed include the path to the resource in the local file system and the date the resource was last modified.
You can also perform the following tasks on resources from the Local Projects View:
● Create a shared project so that you can share resources with other designers.
● Check integrity of data foundations and business layers.
● Edit and test local connections.
● Change and test the connection referenced by a connection shortcut.
● Publish a business layer as a universe to the local file system or a repository.
● Publish a connection to a repository.
● Show dependent resources.
● Save a resource as a report.
When you copy resources, it is best to copy the entire folder so that all the references between the resources are maintained. This is because the paths to referenced resources are relative, not absolute. The information design tool assumes that all resources that reference each other are in the same folder. If you copy a single resource to a location outside of the folder without copying the resources it references, the references are broken.
You can delete a project from the Local Projects View. The project files remain in the local file system until you explicitly delete them. Open the project to make it available again in the Local Projects View.
Related Information
Creating a local project [page 76]
Deleting a local project [page 77]
Opening a local project [page 77]
About resources in the information design tool [page 19]
Finding universe resources in the local file system [page 77]
About converting .unv universes [page 57]
Retrieving a published universe from a repository [page 68]
About shared projects [page 79]
Running check integrity [page 288]
About publishing resources [page 294]
About resource dependencies [page 290]
Saving resources as reports [page 88]
7.1.1 Creating a local project
1. From the information design tool main menu, select File New Project . 2. Give the project a unique name.
3. In Project Location, the file path to the default root directory for all projects (workspace) displays. To select a different local folder to contain the project, click the browse button .
4. Click Finish.
The project is created in the local file system and displayed in the Local Projects View.
Related Information
About local projects and resources [page 75]
7.1.2 About resource names
Resource names identify the connections, data foundations, and business layers in the local project. You give a name to the resource when you create it. The name must be unique within the local project.
Note
If you use the same name for resources in different projects, when publishing the resources to the same repository you may have naming conflicts because the names are not unique.
You can optionally enter a description of the resource.
Related Information
About resources in the information design tool [page 19]
About resource dependencies [page 290]
7.1.3 Finding universe resources in the local file system
1. In the Local Projects View, open the project that contains the universe resources.
2. Right-click a resource (for example, a data foundation, connection, or business layer) and select Properties.
The properties displayed include the path to the resource in the local file system and the date the resource was last modified.
Related Information
About local projects and resources [page 75]
7.1.4 Opening a local project
Information design tool projects saved on the file system can be opened in the Local Projects View.
1. From the information design tool main menu, select File Open Project . 2. Select the Select root directory option and click Browse.
The Browse for Folder dialog box opens with the default root directory for all projects (workspace) already selected.
3. Click OK to select the default directory, or browse to the folder containing the project you want to open.
All projects not already open in the Local Projects View are listed in Projects and are selected by default.
4. Clear the checkbox for any projects you do not want to open and click Finish.
Related Information
About local projects and resources [page 75]
7.1.5 Deleting a local project
1. Right-click the project in the Local Projects View and select Delete.
2. If you want to permanently delete the project from the Local Projects View and the local file system, select the Delete project contents on disk option in the Confirm Project Delete dialog box.
Note
If you select this option, the deletion is permanent and cannot be undone.
3. Click Yes to confirm the deletion.
If you did not delete the project contents permanently, you can open the project to make it available again in the Local Projects View.
Related Information
Opening a local project [page 77]
7.1.6 Searching for and filtering resources in the Local Projects View
1. To filter the types of resources displayed in the Local Projects View, click the filter icon in the icon bar of the view. Select the types to include or exclude.
The Local Projects View displays only resources of the types selected.
2. To search the list, click the Show/Hide search bar icon .
3. In the search text box, enter the text and press the Enter key to start the search.
The first resource name that contains the search text is highlighted in the view. The total number of resource names containing the search text displays in the search text box.
Note
The search does not highlight resource types that are unselected in the filter.
4. To highlight the next resource found, press the Enter key again. Use the Enter key to browse through all resource names that match the search text.