Editing transformation profiles

You may edit transformation profiles to customize their properties and parameters. You may edit those profiles installed by EMC as well as any custom profiles that you may have created.

To edit a transformation profile parameter:

  1. Navigate to Administration/CTS/Profiles.

  2. Select a transformation profile from the Profiles list that you want to use as a basis for the new profile.

  3. Select Tools > Edit Profile or right-click on the transformation profile and select Edit Profile.

    The Edit profile screen appears.

    Note

    While you are editing a profile, it is checked out from the repository and inaccessible to users.

  4. In the Info tab:

    1. The profile a Name is disabled. You cannot make changes to this field.

    2. Edit the profile Label. This is the value that is seen in the Transformation wizard. This is a required field.

    3. Edit the profile Description. The description is seen in the transformation wizard.

    4. Select which products you want to be able to use the profile.

    5. The profile’s location in the repository is shown.

    6. Select System if you want the profile to be a system profile. System profiles are not visible to users in the Transformation wizard, but may be used internally by Content Transformation Services products.

      You can use this market for profiles that you are working on and do not want to be used. If you want the profile to be invoked by the system, you must perform extra configuration. See the EMC Documentum Content Transformation Services Profile Modification Guide or the EMC Documentum Content Transformation Services Product Development Guide for more information on system profiles.

  5. Click Next.

  6. The profile may include the Inner Profiles - Selection tab if it is a chained or sequenced profile. Select the existing profiles you wish to chain together for the profile. Currently included profiles are included in the Selected Profiles list.

    Select a profile in the Selected Profiles list and use the arrows to change the order in which the inner profiles are performed within the profile (if you choose to have a profile wait for the preceding inner profile before performing the transformation).

  7. Click Next.

  8. The profile may also include the Inner Profiles - Details tab if it is a chained or sequenced profile. Each profile selected in the Inner Profiles - Selection screen is displayed with the profile’s current parameters. The Inner Profiles - Details tab allows you to configure parameters for each profile. Select a profile parameter and click Configure.

  9. In the Configure inner profile dialog:

    1. The location of the profile is shown in the Path field.

    2. Select an Output format for this specific profile. This output file will be used by the next profile in the chain, if applicable.

    3. Select Wait on completion if the next profile in the chain must wait for this profile to finish its transformation before the next can begin, usually to use its output.

    4. Click OK.

  10. Click Next.

  11. In the Formats tab:

    • Click Add to add another Source and Target format pairing for the profile. These are the source file formats that the profile will accept for transformation and the target formats that those files can transform to.

      Click OK.

    • Select a Source and Target format pairing and click Remove to removing the pairing from the new profile.

  12. Click Next.

  13. The Parameters tab allows you to configure what parameters are required by the profile in order to complete the transformation. Select a profile parameter and click Configure.

  14. In the Configure profile parameter dialog:

    1. Enter a label for the parameter. This label will appear in the transformation wizard.

    2. Select Use Default Settings to enable the Default Value and Hidden options.

    3. Enter a Default Value for the parameter if you want one. This value will appear for the parameter when user views the parameters for the transformation.

    4. Select Hidden if you do not want this parameter to be visible to the user in the transformation wizard.

    5. Click OK.

  15. Click Next.

    The Summary tab appears providing a review of the elements that were selected and defined in the previous screens.

  16. Click Finish to save the profile.

    The profile is checked back in to the repository and versioned automatically.