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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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  1. DATA SHAPER DESIGNER
  2. Designer User Interface

Outline Pane

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Last updated 1 month ago

The Outline pane contains a list of all elements of the currently used graph.

  • Components - list of components used in the selected graph. See

  • Metadata - list of metadata assignable to edges in selected graphs. See

  • Connections - list of connections used in the graph. See

  • Parameters - See

  • Sequences - See

  • Lookups - See

  • Notes - See

  • Dictionaries - See

  • Configuration - See

The graph components, edges metadata, database connections or JMS connections, lookups, parameters, sequences, and notes are editable from the Outline. You can both create internal properties and link external (shared) ones. Internal properties are contained in the graph and are visible there. You can externalize the internal properties and/or internalize the external (shared) properties. You can also export the internal metadata. If you select any item in the Outline pane (component, connection, metadata, etc.) and press Enter, its editor will open.

Hint!

Activate the Link with Editor yellow icon in the top right corner and every time you select a component in the graph editor, Data Shaper will select it in the Outline as well. Although this is convenient for smaller graphs, turning it off for complex graphs prevents the Outline from expanding the big list of components repeatedly when you are working in the graph.

Outline Pane Buttons

The Outline Pane Buttons affect what is being displayed in the Outline. There are two buttons in the upper right part of the Outline switching between Tree View and Graph Minimap, and the Link With Editor button.

Tree View In the tree view you can see the tree of components, metadata, connections, parameters, sequences, lookups and notes. Tree View is the default Outline view.

Graph Minimap The Graph Minimap is an Outline view not displaying the graph elements but the preview.

To switch to the Graph Minimap use the second button from the left in the top of the Outline.

You can see a part of some of the example graphs in the Graph Editor and the same graph structure in the Outline pane. In addition to it, there is a light-blue rectangle in the Outline pane. You can see exactly the same part of the graph as you can see in the Graph Editor within the light-blue rectangle in the Outline pane. By moving this rectangle within the space of the Outline pane, you can see the corresponding part of the graph in the Graph Editor as it moves along with the rectangle. Both the light-blue rectangle and the graph in the Graph Editor move equally.

You can do the same with the help of the scroll bars on the right and bottom sides of the Graph Editor.

To switch to the tree representation of the Outline pane, you only need to click the first button from the left in the upper right part of the Outline pane.

Link With Editor

The Link With Editor button switches on a link between the currently selected element from the Outline and the currently selected element from the Graph Editor. If you click on a component in Graph Editor and this option is enabled, the component will be highlighted in the Outline too.

Show Element IDs

The Show Element IDs option shows or hides element IDs of graph elements (components, metadata, etc.) in the Outline. The Element ID is displayed behind the corresponding element name.

Cleanup Unused Elements

The Graph Cleanup assists you in removing unused elements from a graph. The dialog helps you to remove unused metadata, connections, sequences or lookup tables or dictionaries, but it does not remove unused parameters. The removal of unused parameters might affect other graphs in the project.

The Graph Cleanup can be opened by right click from the Outline pane or Graph Editor pane using Cleanup unused elements option.

If you open the dialog, the unused parameters will be preselected. You can deselect any of preselected items or add any item or items.

The Graph Cleanup dialog contains buttons to Select all elements, to Deselect all elements and to Reset to default selection of elements.

Locking Elements

In Outline, you can lock any of the shared graph elements. A lock is a flag (with an optional text message) that you deliberately assign to an element so that others are notified that they should not attempt to modify the element. These graph elements can be locked

  • Metadata

  • Connections

  • Sequences

  • Lookups

How to Lock To lock any of these elements, right click it in Outline and click Lock.

Provide a message to be displayed if a locked item is being edited. You can use the default one.

Lock is not a security tool - anyone can perform unlock and locks are not owned by users.

Locked Elements In various places (such as the Transform Editor), you are warned if you are accessing a locked element, e.g. modifying locked metadata.

When accessing a locked graph element, you can add any text you like to describe the lock.

Components
Metadata
Connections
Parameters
Sequences
Lookup Tables
Notes in Graphs
Dictionary
Execution Properties