Generating a document with the document generation wizard

You can generate a document from Launcher and Document Studio.

1. In the Launcher or Document Studio, click Document Specification > Generate > Configure and Generate Document.

   You can also click the Configure and generate document icon in the toolbar.

   A configuration wizard opens where you can make further choices before you generate the document. The progress bar shows the information to configure in five sections:

   • Templates
   • Data sources
   • Variables
   • Output
   • Summary

   You can click a section or an item in the progress bar to jump to that page in the wizard.

   Tip: If at least one data source and one output format are selected, you can click Finish at any time to begin the document generation or click Next to continue with the configuration wizard.
2. The Templates section lists the templates in the document specification. To add a template:
   1. Select the location of the templates to add:
      • From the central library: To select templates stored in Publishing Document Builder
      • From local or remote file: To select local or remote templates, you can either enter a URL to a template or click Browse to select a template.
   2. Select one or more templates to add.
      • If you selected From the central library and selected templates from Publishing Document Builder, click Add selected to add the templates to the document specification.
      • If you selected From local or remote file and entered a URL to an individual template, click Add URL to add the template to the document specification.
      • If you selected From local or remote file and browsed to add templates, when you click Open, the templates are added to the document specification.
   3. Optional: Repeat to add more templates from other locations.
   4. Optional: Reorder the templates in the document specification by selecting a template and clicking Up or Down.
   5. Click Next.
      After you add a template, the data sources and variables that are specified in the template are also added to the wizard.
3. In the Data sources section, configure each data source.
   Note:

   • If a data source has a default value or you enter a default URI, the data source is listed as configured and the default value is used in the output unless you select another value.
   • If you move past the Data sources section and then click Back to change a data source, the section always opens to the first data source in the list.

   • To select artifacts from a specific configuration, first set Global Configuration (GC) URL in the configuration-context. Then, select an artifact using Resource picker, otherwise Resource picker displays the contents from a default stream of the selected project area.

   1. Select a data source from one of the following locations:
      • Manual configuration: To select a local or remote data source because no other configuration information exists for this data source in the configuration layer
      • Load from Configuration Layer: To select a value from the configuration metadata that was entered for the data source in the template
   2. Depending on the selection you made in the previous step, you can enter a URL for the data source, click Browse to select one, or select a value from the configuration layer.
   3. Enter a user name and password to authenticate with the data source application.
   4. Select an authentication type.
      If you do not select a type, each type is tested until the correct type is found, which might increase document generation time.

      • Auto
      • Basic - Use this setting to generate documents from reports that are exported from the Jazz® Reporting Service.
      • Form
      • OAuth
      • OAuth-OSLC
      • SSL Certificate: Specify the certificate path and the password.
      • Smart-Card: Enter the smart card certificate name and the password.
      • Kerberos-SPNEGO
   5. Optional: Enter an accept header.
      The default value is application/xml, */*.
   6. Optional: In the Extra headers field, select a POX (Plain Old XML) link, for example <http://jazz.net/ns/profile#POX>; rel="profile". This approach is useful when creating traceability documents from ELM applications.
   7. Optional: If you want to use your credentials with each data source, select the Apply these user name and password values to every configured and unconfigured data source option.
   8. Click Next.
4. In the Variables section, configure each variable.
   Note:

   • If a variable has a default value, it shows as configured and the output uses the default value unless another value is selected.
   • If you move past the Variables section and then click Back to make further changes to a variable, the section always opens to the first variable in the list.
   1. From the drop-down menu, select an option:
      • Manual configuration: To enter any value for the variable if there isn't any other configuration information for this variable in the configuration layer
      • From Configuration Layer: To select a value from the configuration metadata that you entered for the variable in your template.
   2. Enter or select a value for the configuration.
   3. Click Next.
5. In the Output section, select the output types to generate:
   • Microsoft Word
   • PDF
   • HTML
   • XSL-FO
   • Excel
   1. Optional: For the Save location, click Browse to select a path to save the file for each output type.
      You can edit the path to be a relative path from the document specification. If you don't specify a save location for the output, the file is generated in a temporary location.
   2. Optional: For the Style sheet, click Browse to select a style sheet to use for generating each type of output.
   3. Optional: Microsoft Word output only: For the Macro, enter the name of the macro that is contained within the style sheet.
   4. Optional: Microsoft Excel output only: To insert a new sheet in the workbook, add the document break element. To specify the name of the new sheet, add it as a property of the document break. Make sure that the name is short enough to fit on the tab for the worksheet.
   5. Optional: To enter more metadata or configure other document properties that are not included in the wizard, click Edit metadata properties.
   6. Click Next.
6. Verify the template and output information in the summary window.
7. Select which action to take when you click Finish:
   • Run the document generation: Generates the output types that you specified.
   • Run the document generation and quit PUB: Generates the output types that you specified and closes the application after you exit the Results window.
   • Save and close this wizard without generating the document: Closes the document generation wizard but keeps Launcher open.
8. Click Finish.
   Tip: If you are generating the document remotely, you can close the Document Studio or Launcher application before the document generation completes without interrupting the process. If you are generating the document locally, do not close the Document Studio or Launcher application until the document generation completes.