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Pentaho Documentation

Use the Repository Explorer

You can manage your repository content in the Browse tab in the Repository Explorer window.

Access Repository Explorer Window

To access the Repository Explorer window, perform the following steps:

  1. Connect to a repository. To learn how to do this, see Use Pentaho Repositories in PDI.
  2. Select Tools > Repository > Explore.
  3. The Repository Explorer window appears.

Permissions set by your administrator determine what you are able to view and tasks you are able to perform in the repository.

RepositoryExplorerWindow.png

If you are trying to use LDAP authentication security and the Repository Explorer is empty when it opens, your security settings need to be updated to the LDAP authentication.

Create a New Folder in the Repository

To create a new folder in the repository, perform the following steps:

  1. In the Browse tab in the Repository Explorer window, right-click on the folder that you want to create the new folder under.  For example, if you want to create a new folder under public, right-click the public folder.
  2. Select New Folder.
  3. Enter the name for the new folder in the Name New Folder window.
  4. Click OK.

Open a Folder, Job, or Transformation

To open a folder, job, or transformation. right-click on the folder, job, or transformation and select Open.  

To select more than one file, hold down the CTRL or SHIFT keys as you select the folders, jobs, or transformations, then right-click and select Open.

Rename a Folder, Job or Transformation

Perform the following steps to rename a folder, job, or transformation in the Repository Explorer window:

  1. In the Browse tab in the Repository Explorer window, right-click the folder, job, or transformation and select Rename.

  2. Enter the new name in the Name window that appears.

  3. Click OK.

  4. Enter a comment when prompted.

  5. Click the OK button.

In the Version History tab, a comment appears that indicates that the file has been renamed.

Move Objects 

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 select more than one file, hold down the CTRL or SHIFT keys as you select the folders, jobs, or transformations, then right-click and select Move.

Restore Objects

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

Delete a Folder, Job, or Transformation

Perform the following steps to delete a folder, job, or transformation in the Repository Explorer window:

  1. In the Browse tab in the Repository Explorer window, right-click the folder, job, or transformation and select Delete.
  2. Click Yes when the warning message appears.
  3. Click OK.

To select more than one file, hold down the CTRL or SHIFT keys as you select the folders, jobs, or transformations, then right-click and select Delete.

Use Access Control

You can control access by locking files, establishing connection security, and restricting folder permissions.

Learn more

Use Version History

You can retain a version history to show what is different from one version to another, or to restore a previous version if you want to revert back to a specific point in time.

Learn more