Configuring metadata in Engineering Publishing for document-style reports

You can add metadata to the variables or data source schemas in a template. Then, you can import the template into IBM® Engineering Lifecycle Management and filter your data as needed.

Procedure

  1. Create a variable or data source schema.
  2. In the Outline view, right-click the variable or data source schema.
  3. Click Edit configuration metadata.
  4. Enter the metadata details:
    • Type: The value type. Example: string
    • Optional: Identifier: An xPath expression that is evaluated to provide a list of values for the parameter. You can type a value or drag one from the Data source schema view. Example: workitem/workitem/id. The expression is evaluated on the XML returned from fetching the request URL. If an identifier expression is not provided, then the request URL itself is the value for the parameter.
    • Optional: Display: An xPath expression that is evaluated to provide display strings for the parameter selections. You can type a value or drag one from the Data source schema view. Example: workitem/workitem/summary. The identifier and display xPath expressions must return matching results sets, such as the same size and ordering. If a display value is not provided, then the identifier is used as the display string instead.
    • Optional: Request URL: The full URL to retrieve information from when finding the parameter value. If no request URL is provided, then the user must manually enter a value for the parameter.
  5. Review the metadata you entered and try to replace values with variables whenever possible. For the identifier, display, and request URL parameters, you can use these variables:
    • ${public}: Resolves to the front-side URL of the application where the report is running
    • ${projectAreaUUID}: Resolves to the UUID of the project where the report is running
    • ${userInput}: Replaced by a user-provided filter string when the report is run
  6. Click OK to save the changes.
  7. Save the template.

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