Authoring templates with Document Studio
You can design templates by using Document Studio . The help topics in
this section provide conceptual information and instructional assistance to support report authors
and report developers as they design document templates.
Considerations for authoring templates Document Studio Document Studio is a stand-alone application that is used for designing document templates through various views and wizards. You can choose elements to create a template that can populate and format the latest data from your data source.Template authoring checklist Creating a document template Adding a data source schema Adding elements to a template Defining dynamic content in a template Refining the data set included in a document-style report Adding formatting to elements Working with Publishing Document Builder resources in Document Studio Publishing Document Builder resources, such as templates and style sheets, into Document Studio so that you can edit them.Configuring certificate or smart card authentication in Engineering Publishing IBM Engineering Lifecycle Optimization - Publishing desktop client by using a certificate (.p12) file or a smart card. These authentication methods are more secure than logging in with a username and password.Configuring Kerberos-SPNEGO authentication in Engineering Publishing IBM Engineering Lifecycle Optimization - Publishing desktop client by using Kerberos-SPNEGO authentication, which is more secure than logging in with a user name and password.Digitally signing document templates IBM Engineering Lifecycle Optimization - Publishing can be digitally signed by using a private key that is available in the key store. Digital signatures enable confident sharing of templates from trusted sources. Checking for template errors Problems view. To generate a preview of the document-style report to check for formatting issues, run the Preview tool.Printing a template Document Studio , by using the menu option. You can also generate a document-style report describing the template with details, such as data sources, schemas, variables, and template content with query, assignment, and condition details, by using the menu option. The document format options to open the template with additional details are HTML, Microsoft Word, or PDF.