Templates operate with data schemas, not with actual data sources. You can add a data
source schema to a template that is open in the template editor.
Before you begin
You cannot edit with the Schema discovery wizard, export,
or replace data source schemas that contain custom attributes.
About this task
The data source schema for each data source type is
structured differently. If you are unsure which data source type your
product is, in the Integrating section, refer to the Designing
templates
topic for your product. Each topic includes steps for
adding a data source schema with the appropriate data source type
selection. The data source schema URL is verified before you complete
the wizard to add it. If you happen to select the wrong data source
type when you are configuring the data source schema, you receive
an error and cannot complete the wizard. If this issue occurs and
you know that your URL is correct, use a different data source type.
Procedure
- Choose one of the following methods
to open the Add data source schema wizard:
- In Document Studio,
click .
- In the Outline view, click .
- In the Data Source View, click the Add data source
schema icon
.
- In the Add Data Source Schema Wizard, click
Next.
- Select a data source schema:
- In the Predefined field, select
one of the following data sources:
- DS
- DOORS® Next
Text
- DOORS Next
Module
- DOORS
- DOORS_DB
- Rhapsody®
- Engineering Test Management
Feed
- Engineering Test Management QM
- Engineering Workflow Management
Workitems
- Requirement Sample
- JIRA Issue
- Rhapsody Model Manager
Architecture Element (AM)
- Rhapsody Model Manager
Architecture Element Statistics (AM)
- Rhapsody Model Manager
Architecture Element (CCM)
- Rhapsody Model Manager
Architecture Element Statistics (CCM)
- GC
- In Type,
select the type of the schema from the list.
You can select one of the following types:
- Generic XML
- REST
- REST v2
- DOORS
- DOORS
structure
- JSON
- Edit the Schema field or click
Browse to select the path for the schema file.
The schema can be
on the local file system or can be a URI that is accessible from the computer. Provide a full path.
Tip: To construct a specific resource type schema, open your data source schema and from
the
.xml file take the URI for a particular resource. Then, add
?metadata=schema to the end of the URI. Example:
- https://server:port/ccm/rpt/repository/workitem?metadata=schema
- Provide a name and description for the schema or accept
the default settings.
-
Select the Authentication Type from the list and
enter your credentials:
- Auto
- Basic
- Form
- OAuth
- OAuth-OSLC
- SSL Certificate: If
you choose SSL Certificate, enter the certificate path and password.
- Smart-Card: If you
choose Smart-Card, select the certificate and enter the password.
- Kerberos-SPNEGO
-
Enter your credentials for the data source.
Note: The user can specify the user password or the application password that is generated by the
configured third-party identity provider, such as SAML or OIDC. User must select
Basic authentication method while using application password.
-
In the Extra Headers field, enter a POX (Plain Old XML) link, for
example <http://jazz.net/ns/profile#POX>; rel="profile". This is useful
when creating
traceability documents from Engineering Lifecycle Management
applications.
- Click Next.
- In the Summary window,
review the information and click Finish.
What to do next
Tip:
You can search for an element or attributes in a schema by entering text in the
search field of the Data Source view.
When displaying a data source schema, the
label annotation is used, if
present, by default. You can display the names in the embedded browser. To view the raw schema instead:
- Click .
- Expand PUB.
- Select the Document Design tab.
- For the Use Schema annotations for display option, select
No.
- Click OK to save the change.
You can search for a list of elements that use a specific query or
attribute in a template by right-clicking the query or attribute in the Data Source View and
selecting Search data references. The Search view opens and a list of
occurrences displays. You can double-click an occurrence in the results to edit it.