Primeur Online Docs
Data Shaper
Data Shaper
  • 🚀GETTING STARTED
    • What is Primeur Data Shaper
      • What is the Data Shaper Designer
      • What is the Data Shaper Server
      • What is the Data Shaper Cluster
    • How does the Data Shaper Designer work
      • Designer Views and Graphs
      • Data Shaper Graphs
      • Designer Projects and Sandboxes
      • Data Shaper Designer Reference
    • How do the Data Shaper Server and Cluster work
      • Data Shaper Server and Cluster
      • Data Shaper Server Reference
    • VFS Graph Components
      • DataOneFileDescriptor (DOFD) metadata
      • Passing parameters from Data One Contract to Data Shaper graph
      • Inheriting Data One context attributes in Data Shaper graph
  • DATA SHAPER DESIGNER
    • Configuration
      • Runtime configuration
        • Logging
        • Master Password
        • User Classpath
      • Data Shaper Server Integration
      • Execution monitoring
      • Java configuration
      • Engine configuration
      • Refresh Operation
    • Designer User Interface
      • Graph Editor with Palette of Components
      • Project Explorer Pane
      • Outline Pane
      • Tabs Pane
      • Execution Tab
      • Keyboard Shortcuts
    • Projects
      • Creating Data Shaper projects
      • Converting Data Shaper projects
      • Structure of Data Shaper projects
      • Versioning of server project content
      • Working with Data Shaper Server Projects
      • Project configuration
    • Graphs
      • Creating an empty graph
      • Creating a simple graph
        • Placing Components
        • Placing Components from Palette
        • Connecting Components with Edges
    • Execution
      • Successful Graph Execution
      • Run configuration
      • Connecting to a running job
      • Graph states
    • Common dialogs
      • URL file dialog
      • Edit Value dialog
      • Open Type dialog
    • Import
      • Import Data Shaper projects
      • Import from Data Shaper server sandbox
      • Import graphs
      • Import metadata
    • Export
      • Export graphs to HTML
      • Export to Data Shaper Server sandbox
      • Export image
      • Export Project as Library
    • Graph tracking
      • Changing record count font size
    • Search functionality
    • Working with Data Shaper server
      • Data Shaper server project basic principles
      • Connecting via HTTP
      • Connecting via HTTPS
      • Connecting via Proxy Server
    • Graph components
      • Adding components
      • Finding components
      • Edit component dialog box
      • Enable/disable component
      • Passing data through disabled component
      • Common properties of components
      • Specific attribute types
      • Metadata templates
    • Edges
      • Connecting Components with Edges
      • Types of Edges
      • Assigning Metadata to Edges
      • Colors of Edges
      • Debugging Edges
      • Edge Memory Allocation
    • Metadata
      • Records and Fields
        • Record Types
        • Data Types in Metadata
        • Data Formats
        • Locale and Locale Sensitivity
        • Time Zone
        • Autofilling Functions
      • Metadata Types
        • Internal Metadata
        • External (Shared) Metadata
        • SQL Query Metadata
        • Reading Metadata from Special Sources
      • Auto-propagated Metadata
        • Sources of Auto-Propagated Metadata
        • Explicitly Propagated Metadata
        • Priorities of Metadata
        • Propagation of SQL Query Metadata
      • Creating Metadata
        • Extracting Metadata from a Flat File
        • Extracting Metadata from an XLS(X) File
        • Extracting Metadata from a Database
        • Extracting Metadata from a DBase File
        • Extracting Metadata from Salesforce
        • SQL Query Metadata
        • User Defined Metadata
      • Merging Existing Metadata
      • Creating Database Table from Metadata and Database Connection
      • Metadata Editor
        • Opening Metadata Editor
        • Basics of Metadata Editor
        • Record Pane
        • Field Name vs. Label vs. Description
        • Details Pane
      • Changing and Defining Delimiters
      • Editing Metadata in the Source Code
      • Multi-value Fields
        • Lists and Maps Support in Components
        • Joining on multivalue fields (Comparison Rules)
    • Connections
      • Database Connections
        • Internal Database Connections
        • External (Shared) Database Connections
        • Database Connections Properties
        • Encryption of Access Password
        • Browsing Database and Extracting Metadata from Database Tables
        • Windows Authentication on Microsoft SQL Server
        • Snowflake Connection
        • Hive Connection
        • Troubleshooting
      • JMS Connections
      • QuickBase Connections
      • Hadoop Connections
      • Kafka Connections
      • OAuth2 Connections
      • MongoDB Connections
      • Salesforce Connections
    • Lookup Tables
      • Lookup Tables in Cluster Environment
      • Internal Lookup Tables
      • External (Shared) Lookup Tables
      • Types of Lookup Tables
    • Sequences
      • Persistent Sequences
      • Non Persistent Sequences
      • Internal Sequences
      • External (Shared) Sequences
      • Editing a Sequence
      • Sequences in Cluster Environment
    • Parameters
      • Internal Parameters
      • External (Shared) Parameters
      • Secure Graph Parameters
      • Graph Parameter Editor
      • Secure Graph Parameters
      • Parameters with CTL2 Expressions (Dynamic Parameters)
      • Environment Variables
      • Canonicalizing File Paths
      • Using Parameters
    • Internal/External Graph Elements
    • Dictionary
      • Creating a Dictionary
      • Using a Dictionary in Graphs
    • Execution Properties
    • Notes in Graphs
      • Placing Notes into Graph
      • Resizing Notes
      • Editing Notes
      • Formatted Text
      • Links from Notes
      • Folding Notes
      • Notes Properties
    • Transformations
      • Defining Transformations
      • Transform Editor
      • Common Java Interfaces
    • Data Partitioning (Parallel Running)
    • Data Partitioning in Cluster
      • High Availability
      • Scalability
      • Graph Allocation Examples
      • Example of Distributed Execution
      • Remote Edges
    • Readers
      • Common Properties of Readers
      • ComplexDataReader
      • DatabaseReader
      • DataGenerator
      • DataOneVFSReader
      • EDIFACTReader
      • FlatFileReader
      • JSONExtract
      • JSONReader
      • LDAPReader
      • MultiLevelReader
      • SpreadsheetDataReader
      • UniversalDataReader
      • X12Reader
      • XMLExtract
      • XMLReader
      • XMLXPathReader
    • Writers
      • Common Properties of Writers
      • DatabaseWriter
      • DataOneVFSWriter
      • EDIFACTWriter
      • FlatFileWriter
      • JSONWriter
      • LDAPWriter
      • SpreadsheetDataWriter
      • HIDDEN StructuredDataWriter
      • HIDDEN TableauWriter
      • Trash
      • UniversalDataWriter
      • X12Writer
      • XMLWriter
    • Transformers
      • Common Properties of Transformers
      • Aggregate
      • Concatenate
      • DataIntersection
      • DataSampler
      • Dedup
      • Denormalizer
      • ExtSort
      • FastSort
      • Filter
      • Map
      • Merge
      • MetaPivot
      • Normalizer
      • Partition
      • Pivot
      • Rollup
      • SimpleCopy
      • SimpleGather
      • SortWithinGroups
      • XSLTransformer
    • Joiners
      • Common Properties of Joiners
      • Combine
      • CrossJoin
      • DBJoin
      • ExtHashJoin
      • ExtMergeJoin
      • LookupJoin
      • RelationalJoin
    • Others
      • Common Properties of Others
      • CheckForeignKey
      • DBExecute
      • HTTPConnector
      • LookupTableReaderWriter
      • WebServiceClient
    • CTL2 - Data Shaper Transformation Language
    • Language Reference
      • Program Structure
      • Comments
      • Import
      • Data Types in CTL2
      • Literals
      • Variables
      • Dictionary in CTL2
      • Operators
      • Simple Statement and Block of Statements
      • Control Statements
      • Error Handling
      • Functions
      • Conditional Fail Expression
      • Accessing Data Records and Fields
      • Mapping
      • Parameters
      • Regular Expressions
    • CTL Debugging
      • Debug Perspective
      • Importing and Exporting Breakpoints
      • Inspecting Variables and Expressions
      • Examples
    • Functions Reference
      • Conversion Functions
      • Date Functions
      • Mathematical Functions
      • String Functions
      • Mapping Functions
      • Container Functions
      • Record Functions (Dynamic Field Access)
      • Miscellaneous Functions
      • Lookup Table Functions
      • Sequence Functions
      • Data Service HTTP Library Functions
      • Custom CTL Functions
      • CTL2 Appendix - List of National-specific Characters
      • HIDDEN Subgraph Functions
    • Tutorial
      • Creating a Transformation Graph
      • Filtering the records
      • Sorting the Records
      • Processing Speed-up with Parallelization
      • Debugging the Java Transformation
  • DATA SHAPER SERVER
    • Introduction
    • Administration
      • Monitoring
    • Using Graphs
      • Job Queue
      • Execution History
      • Job Inspector
    • Cluster
      • Sandboxes in Cluster
      • Troubleshooting
  • Install Data Shaper
    • Install Data Shaper
      • Introduction to Data Shaper installation process
      • Planning Data Shaper installation
      • Data Shaper System Requirements
      • Data Shaper Domain Master Configuration reference
      • Performing Data Shaper initial installation and master configuration
        • Creating database objects for PostgreSQL
        • Creating database objects for Oracle
        • Executing Data Shaper installer
        • Configuring additional firewall rules for Data Shaper
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On this page
  • Palette
  • Placing Components from Palette
  • Components in Palette
  • Using Edges
  • Saving the Graph
  • Closing Graphs
  • Rulers
  • Grid
  • Graph Auto-Layout
  • Selecting Components
  • Making Components Aligned
  • Source
  1. DATA SHAPER DESIGNER
  2. Designer User Interface

Graph Editor with Palette of Components

The Graph Editor with the Palette of Components is the most important pane for graph design.

Palette

The Palette contains components to be placed into the Graph Editor and tools to work with them. The Palette enables you to select a component and paste it into the Graph Editor. Beside above mentioned components, the Palette contains tools for placing notes and edges and for the selection of components.

To find the component in the Palette, use the Filter. The filter is placed at the top of the Palette. Start typing the component name into the input field of the filter and the component list will be filtered on the fly.

The Palette is either opened after Data Shaper Designer has been started or you can open it by clicking the arrow which is located above the Palette label or by holding the cursor on the Palette label.

You can hide the Palette again by clicking the same arrow or even by simply moving the cursor outside the Palette tool.

You can even change the shape of the Palette by shifting its border in the Graph Editor and/or moving it to the left side of the Graph Editor by clicking the label and moving it to this location.

Placing Components from Palette

To paste a component, you only need to click the component label, move the cursor to the Graph Editor and click again. After that, the component will appear in the Graph Editor.

Another way to place a component into the Graph editor pane is to drag the component from the Palette and drop it on a place you want.

All components of the graph can be viewed in the Outline pane.

Once you have selected and pasted more components to the Graph Editor, you need to connect them with edges.

Components in Palette

The Data Shaper Designer provides all components to the Palette of Components. However, you can choose which should be included in the Palette and which not. If you want to include only some components, select Window > Preferences…​ from the main menu.

Expand the Data Shaper item and choose Components in Palette.

In the window, you will see the categories of the components. Expand the category you want and un-check the check boxes of the components you want to remove from the palette.

Then you only need to close and open the graph and the components will be removed from the Palette.

Using Edges

To connect two components by an edge, choose the edge label in the Palette, click the output port of the first component and click on the input port of the second component. This way, the two components will be connected. Once you have terminated your work with edges, click the Select item in the Palette window.

Saving the Graph

After creating or modifying a graph, you should save it. Save the graph by selecting the Save item from the context menu or by using the Save button in the File menu or by Ctrl+S.

Closing Graphs

If you want to close any of the graphs that are opened in the Graph Editor, you can click the cross on the right side of the tab. If you want to close more tabs at once, right-click any of the tabs and select a corresponding item from the context menu. There you have the items: Close, Close other, Close All, and other items.

Rulers

Rulers are used to align the components.

Rulers can be switched on from the main menu. Select the Data Shaper item (make sure the Graph Editor is highlighted) and turn on the Rulers option from the menu items.

To align the components using rulers, click anywhere in the horizontal or vertical rulers. Vertical or horizontal lines will appear. Then, you can drag any component to some of the lines; once the component is dragged to it by any of its sides, you can move the component by moving the line.

When you click any line in the ruler, it can be moved throughout the Graph Editor pane.

Grid

The Grid helps you to align components.

The grid is switched on or off from the main menu. To switch on the Grid, select the Data Shaper item (make sure the Graph Editor is highlighted) and click on the Grid item in the menu.

After that, you can use the grid to align components as well. As you move them, the components snap to the lines of the grid by their upper and left sides.

Graph Auto-Layout

By clicking the Graph auto-layout item, you can change the layout of the graph - the components are aligned to the top left corner of the view.

Selecting Components

When you push and hold down the left mouse button somewhere inside the Graph Editor and drag the mouse throughout the pane, a rectangle is created. When you create this rectangle in such a way so as to surround some of the graph components and then release the mouse button, you can see that these components have become highlighted.

Making Components Aligned

If at least two components are selected, six buttons (Align Left, Align Center, Align Right, Align Top, Align Middle and Align Bottom) appear highlighted in the tool bar above the Graph Editor or Project Explorer panes. (With their help, you can change the position of the selected components.) See below:

Alternatively, you can right-click inside the Graph Editor and select the Alignments item from the context menu. Then, a sub-menu will appear with the same items as mentioned above.

Copying and Pasting Parts of a Graph

Remember that you can copy any highlighted part of any graph by pressing Ctrl+C and subsequently Ctrl+V after opening some other graph.

Source

The Source tab contains the source of the graph. The tab does not require editing. The name of the user that has created the graph and the name of its last modifier are saved to the Source tab automatically.

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