Creating a document template from a web resource URL

You can drag and drop a web resource URL onto Document Studio to quickly create a new template or a link to a resource in an existing template.

About this task

The following web resources are supported:

Creating a new document template from a web resource URL

Procedure

  1. Open Document Studio.
  2. In a browser, open the application with the data source that you want to work with.
  3. Get the URL link of the artifact. You can do this in one of two ways: you can either get the permanent link or use the URL from the browser address bar.
    • (Preferred) Obtain the permanent link for the artifact if available, for example:
      • For Rational DOORS Next Generation, click the Show Permalink icon at the end of the breadcrumb for the artifact:
        Permalink icon.

        The URL is displayed in the Show Permalink window

        Permalink icon.
        :

      • For Rational Team Concert work items, click and drag the work item icon:
        Work item icon for RTC.
      • For Design Management artifacts, click the Show Permalink icon in the breadcrumb:
        Permalink icon for DM.
        Permanent links for Design Management 6.0.1 and later are supported.
      • For Jazz Reporting Service reports, find your report and click the report to open it.
        My reports page in Report Builder
        There are two different ways to get the report URL:
        1. Copy the report URL from the browser address bar:
          Copy report URL
        2. Or you can obtain the export URL by clicking Export > Export the report to Rational Publishing Engine. In the Export Report page, copy the URL from the browser address bar.
          Export report url
    • In the browser address bar, select the URL for the artifact that you want to create a template from, for example a Rational DOORS Next Generation module.
      Note: For Rational Quality Manager test plan or test case links, you must obtain them by opening the test plans or test cases in a browser and not from the links that are shown in the test plans or cases page.
  4. Drag and drop the URL onto the Document Studio template editor. The Import Web Resource URL wizard opens.
    Note: Alternatively, you can also access the wizard from the Template > Import Web Resource menu in Document Studio and copy and paste the URL in the Enter Resource URL field.
  5. Click the Create a new template for the Web resource URL radio button.
  6. Click Next.
  7. Provide credentials to authenticate to the data source, select the authentication type, and click OK.
  8. In the Resource Confirmation and Template Selection page, verify that the correct data source is identified as the Resource Type and then select a snippet that meets your needs. For example if Rational DNG Module is the Resource Type, you might choose DNG module, or if Rational Quality Manager is your data source you might choose RQM test plans or RQM test cases.
  9. (Optional) Configure any variables for the template if prompted.
  10. Click Finish.
  11. Save the template to your file system with a .dta extension.

Results

You now have a simple template based on the resource that you imported. The document specification is automatically configured with the REST URL, credentials, and authentication type. You can continue editing the template or preview or generate the document to see the results of the import.
Sample DNG template

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