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Pentaho Documentation

Managing Content in the DI Repository Explorer

When you are in the Repository Explorer view (Tools > Repository > Explore) use the right-click menu to perform common tasks such as those listed below:

  • Exploring repository contents
  • Sharing content with other repository users
  • Creating a new folder in the repository
  • Opening a folder, job, or transformation
  • Renaming a folder, job or transformation
  • Deleting a folder, job, or transformation
  • Locking a job or transformation
Note: Permissions set by your administrator determine what you are able to view and tasks you are able to perform in the repository.

File:/pdi_explorer_options.png

To move objects, such as folders, jobs, or transformations, in the repository, select the object, then click-and-drag it to the desired location in the navigation pane on the left. You can move an object in your folder to the folder of another repository user.

To restore an object you deleted, double-click File:/trash.png (Trash). The object(s) you deleted appear in the right pane. Right-click on the object you want restored, and select Restore from the menu.

To lock a job or transformation from being edited by other users, select the job or transformation, right-click, and choose Lock. Enter a meaningful comment in the notes box that appears. A padlock icon appears next to jobs and transformation that have been locked. Locking and unlocking objects in the repository works like a toggle switch. When you release a lock on an object, the check-mark next to the Lock option disappears.

Note: The lock status icons are updated on each PDI client only when the Repository Explorer is launched. If you want to refresh lock status in the Repository Explorer, exit and re-launch it.

File:/pdi_lock_ee_object.png

In addition to managing content such as jobs and transformations, click the Connections tab to manage (create, edit, and delete) your database connections in the DI Repository. See Managing Connections for more information about connecting to a database.

Click the Security tab to manage users and roles. Pentaho Data Integration comes with a default security provider. If you do not have an existing security such as LDAP or MSAD, you can use Pentaho Security to define users and roles. You must have administrative privileges to manage security. For more information, see the section called Administer the DI Server.

File:/pdi_repo_explorer_security.png

You can manage your slave servers (Data Integration and Carte instances) by clicking the Slaves tab. See Setting Up a Slave Server for instructions.

Click the Partitions and Cluster tabs to manage partitions and clusters. See Creating a Cluster Schemafor more information.