To design a Universe in IDT, the first step is to create a project in Local Project views. All the resources like Data Foundation and Business layers are managed in a project. You can navigate to local projects and access the resources in the local project using Information Design Tool (IDT).
Once you create a Local Project, resources can be populated under it in different ways −
You can open an existing project in IDT. Go to File → Open Project.
A new window will open. You can select from the root directory or from archive file to import an existing project.
To import from the root directory, click on Browse, select the Project you want to import and click OK.
To create a new project in IDT, go to File → New → Project.
Enter Project Name, location and click Finish.
The project is created under Local Projects views.
You can also edit an existing project. Open an existing project by going to File → Open Project. You can also open an existing Universe under any Local Project area.
Once you open an existing project, you can go to each object by double clicking the object name under Local Project folder.
Make changes as required and click the Save button.
To delete an existing project, right-click on the project under Local Project area.
To delete a project permanently, you can select “Delete project contents on disk option” in the "Confirm Project Delete" dialog box.
If you select this option, the deletion is permanent and cannot be undone. Click on “Yes” to confirm the deletion.
If you did not delete the project contents permanently, you can open the project to make it available.
Project synchronization deals with comparing resources in local project views with an associated shared project in the repository. Using project synchronization, you can detect add/delete resources, difference between resources. Based on differences, the local project view and shared resources can be updated.
Under Project synchronization, there are two different panes −
It lists the resources in shared project on the server. If there is a lock icon in the form of resource, it means the resource is locked. Synchronization status lists the status of each resource by comparing resources in shared and local project views.
Added Locally − A resource is added in the local project but not in the shared project.
Changed Locally − A resource was changed in the local project but not in the shared project.
Deleted Locally − A resource was deleted in the local project but still exists in the shared project.
Added on server − A resource is not in the local project but exists in the shared project.
Changed on server − A resource was changed in the shared project but not in the local project.
Deleted on server − resource exists in the local project but was deleted in the shared project.
Synchronize − Both resources are identical.
|Shows all resources. This clears the filters and lists all resources regardless of their status.|
|Shows/Hides the resources with a status Synchronized|
|Shows/Hides the resources in the local project that have changed with respect to the server.|
|Shows/Hides the resources with a status of Conflicting.|
|Shows/Hides the resources on the server that have changed with respect to the local project|
To perform Project Synchronization, go to Windows → Project Synchronization.
Click ‘Change session’ to open a session on the repository system where the shared projects are saved.
Select a project to synchronize in the shared project list.
To lock a resource in Project Synchronization, it should be under shared project. Lock informs other developers that you are working on the resource.
To lock a resource − Select the shared project from shared project list. Expand the project. Select the resource → Right click → Click Lock.
To unlock a resource, select the resource under Project Synchronization. Right click → Unlock.
It is also possible to save any resource in a local project as a report in the local file. To save a resource, right-click on any resource, Save As.
In the Report Location box, enter a file path, file name, and file type for the report. The file type can be .pdf, .html, or .txt.
To browse the local file system to find a file path, click the browse button.
For larger resources (data foundations and business layers), you can select which metadata elements to include in the report in the Metadata Elements box.
Click Generate to create the report.