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Project Pane Components Tab

Introduction

The project pane's Components tab is one of two tabs accessible in the project pane. (The other tab is the Workflows tab.)

The Components tab displays all of the components in the open project grouped by component category.

Component Categories

Each of these top-level categories is displayed next to a number in parentheses indicating how many components are in the category:

categories

  • Custom Groups: Custom groups are an organizational tool to help organize project components (see Component Groups). After creating a custom group, its user-defined name is displayed as a subcategory under Custom Groups. Under each custom group, any components contained within the custom group are listed.

  • Files: All schemas are listed (see Schemas).

  • Endpoints: An endpoint refers to a specific connection and its activities, created using connectors (see Connectors). The count of components in this category is based on the number of unique endpoint types, rather than the number of endpoint instances. For example, two database endpoints are counted as a single endpoint in the top-level Endpoints category.

    After creating an activity instance associated with a connection, the endpoint type is displayed as a subcategory under Endpoints, followed by the number of connection instances of that type in parentheses. For example, Database Endpoints (2). Connections are not displayed or counted unless at least one activity has been created from them.

    The user-defined connection name is listed as an additional subcategory under the endpoint type, followed by the number of activity instances that have been created from each connection in parentheses. For example, PostgreSQL (4).

    Under each connection, the user-defined name of each activity instance is listed. If Show Activity Types is selected, then the user-defined activity name is preceded by the activity type enclosed within square brackets. For example, [Insert] Customers:

    endpoints

  • Operations: All operations are listed (see Operations).

  • Scripts: All project component scripts are listed (see Scripts). Scripts created on target fields or nodes in a transformation are not project components, as they are considered part of the transformation component.

  • Transformations: All transformations are listed (see Transformations).

  • Project Variables: All project variables are listed (see Project Variables).

  • Global Variables: All global variables are listed (see Global Variables).

  • Emails: All email notifications are listed (see Email Notifications).

  • Schedules: All operation schedules are listed (see Operation Schedules).

Searching and Filtering

Along the top of the Components tab, you can search and filter components to limit those displayed in this tab.

Searching

To search within the Components tab, use the search box to enter a single keyword or keyword string. The categories are automatically expanded to show components where the keyword string appears. The keyword string becomes bold and purple within the name of the component:

search

To clear the search, click the remove icon close.

Filtering

To filter by project component, use the filter icon filter menu to select from either All Components or any combination of the remaining filter options:

filter

  • All Components: Show all components in the current project.

  • Undeployed: Show only components in the current project that have not yet been deployed or have been modified after they have been deployed.

  • Unused: Show only components that are not referenced by other components or workflows in the current project. Unused components are displayed with an unreferenced (broken link) icon unreferenced regardless of whether this filter is selected. Unused components are also referred to as unreferenced or orphaned components.

    Note

    The unused classification is based on the project as it currently exists in the Cloud Studio project designer and doesn't take into account whether components have been deployed to Harmony.

  • Invalid: Show only components in the current project that are invalid. Invalid components are not able to be deployed. Validation criteria are described in Component Validity. This filter may be useful to identify invalid components that are also unused in case you want to delete the unused component instead of resolving errors.

Once a filter is applied, filter labels are displayed below the filter icon:

filter label

To return to the All Components selection, use the filter menu or click the remove icon close on all other filter labels.

Expanding and Selecting Items

To expand or collapse all categories at once, double-click the category name. To expand or collapse a single category, click the category name or the disclosure triangles down arrow right arrow next to the category.

As you work on projects, Cloud Studio remembers the display states that a given user was last using for a given project, including whether the categories in the project pane are expanded or collapsed.

When a category is expanded, click a component within the category to select it. A selected component is displayed with a gray background:

activity selected

If the component is also referenced on the design canvas, the first instance of it is scrolled into view.

Categories themselves cannot be selected.

The project pane can also be resized to be narrower or wider, as described in Project Pane.

Viewing Validity Errors and References

Visual indications of component validity and the number of other components that reference a component are displayed as described below.

Validity Errors

When using the Highlight Invalid Items option on the design canvas or when filtering on Invalid items, an error icon error is displayed next to invalid components, whose names appear in italics and the color red:

transformations invalid

You can view the validation errors associated with invalid components as described in Component Validity and Operation Validity.

References

A component can be referenced by the operations inside a project's workflows.

The number of components that reference the component is indicated by the presence or absence of badges to the right of the component name:

scripts references

  • A component that is not referenced by any of the operations inside a project's workflows is known as an unused component, and is displayed with an unreferenced (broken link) icon unreferenced.
  • A component that is referenced only once on the design canvas is displayed without any visual indicator.
  • A component that is referenced multiple times on the design canvas, including within other components used on the design canvas, has the number of components it is referenced by displayed on a badge reference count.

Further details are provided in Component Reuse and Operation Reuse.

Actions Menus

To open a menu of actions to take on each component category or component, do one of these:

  • Right-click the category or component.
  • Hover over the category or component, and then click the actions menu icon actions menu.

The actions available in each menu depend on the context and vary according to the category or component.

Note

The Custom Groups category and components displayed within them are covered in Component Groups.

Category Actions Menu

Some actions are available only on certain categories, as detailed below. The images below display the actions menus for the Scripts category (left image) and for the Endpoints category (right image):

Scripts Category Actions Menu

scripts category actions menu

Endpoints Category Actions Menu

endpoints category actions menu

Menu Item
Description
create new

Create New creates a new, unreferenced component of the respective type in the category.

This action is available on the categories Scripts, Transformations, Project Variables, Emails, and Schedules.

On creating the component, the component configuration screen opens for you to configure the component.

paste script

Paste Component Type: Places the cut or copied component that is on your clipboard, thereby creating a duplicate of the component as a new, unreferenced component (see Component Reuse).

This action is available on Files, Endpoints, Operations, Scripts, Transformations, Project Variables, Emails, and Schedules. It is enabled only when you have a component of the corresponding type on your clipboard.

On creating the component duplicate, your cursor is positioned on the component name for renaming.

delete unused

Delete Unused permanently deletes components in the category that aren't referenced by any other components in the current project (see Component Dependencies, Deletion, and Removal).

This action is available on Files, Endpoints, Operations, Scripts, Transformations, Project Variables, Global Variables, Emails, and Schedules. It is enabled only when the category contains unreferenced components, displayed with an unreferenced (broken link) icon unreferenced.

Component Actions Menu

Some actions are available only on certain types of components, as detailed in the subsections below:

  • Operations: The actions menu for operations (shown in the left image) has unique items such as Settings, Run, and View Logs and unique sub-menus for Duplicate and Deploy. It also includes common actions such as Cut, Copy, Rename, View Dependencies, Add to Group, Delete, and Remove.
  • Files, Activities, Scripts, Transformations, Project Variables, Global Variables, Emails, and Schedules: The actions menus for these components share many of the same actions, such as View/Edit, Cut, Copy, Duplicate, Rename, View Dependencies, Add to Group, Delete, and Remove. A script's actions menu (shown in the middle image) shows all available actions. Some of these actions are not available on all components, as described in this section.
  • Connections: The actions menu for a connection (shown in the right image) has the View/Edit and Test actions.

Operation Actions Menu

operations actions menu

Script Actions Menu

script actions menu

Connection Actions Menu

connection actions menu

Operations

These items are available in an operation's actions menu:

Menu Item
Description
settings

Settings opens the operation settings, containing three tabs:

  • Schedules: Create and apply schedules to automatically run operations (see Operation Schedules).
  • Actions: Configure actions to take on success or failure of the operation (see Operation Actions).
  • Options: Set options such as when the operation will time out, what to log and the timeframe for logging, when the operation will run, or whether to use chunking (see Operation Options).

cut Cut places a copy of the operation on your clipboard and deletes the original operation from the project (see Operation Reuse).
copy Copy places a copy of the operation on your clipboard (see Operation Reuse).

duplicate menu

duplicate menu with step references with step copies

Duplicate shows these menu actions (see Operation Reuse):

  • With Step References: Duplicates the operation only. The duplicate operation contains references to each of the original operation steps.
  • With Step Copies: Duplicates the operation and components referenced as operation steps. New components are created for each operation step and are referenced by the duplicated operation.

deploy menu

deploy menu deploy and run configurable deploy

Deploy shows these menu actions:

run Run runs an already-deployed operation and any downstream (linked) operations (see Operation Deployment and Execution).
view logs View Logs opens the operation log screen, which includes logs for this operation and any child operations that have been deployed and executed (see Operation Logs).
rename Rename positions the cursor on the operation name for you to make any edits as necessary.
view dependencies View Dependencies changes the view in the project pane to display any other parts of the project that the specific operation is dependent on (see Operation Dependencies, Deletion, and Removal).
add to group Add to Group opens a dialog to create a new custom group or to add the component to an existing group (see Component Groups).
delete Delete permanently deletes the component (see Operation Dependencies, Deletion, and Removal).
remove Remove removes the operation from the design canvas. Any other references to the operation, such as within scripts, transformations, or configuration settings, are unaffected (see Operation Dependencies, Deletion, and Removal).

Files, Activities, Scripts, Transformations, Project Variables, Global Variables, Emails, and Schedules

The actions menus for these components share many of the same actions:

Menu Item
Description
view edit

View/Edit opens the configuration screen for activities listed in an endpoint type subcategory under Endpoints, and components in the Scripts, Transformations, Project Variables, Emails, and Schedules categories. (This action is not available for components in the Files or Global Variables categories.)

The component configuration screen can also be opened by double-clicking a component name.

For details on configuration, refer to the respective component under Connectors, Scripts, Project Variables, Transformations, Notifications, or Operation Schedules.

cut Cut places a copy of the component on your clipboard and deletes the original component from the project (see Component Reuse). This action is available for activities listed in an endpoint type subcategory under Endpoints, and components in the Files, Scripts, Transformations, Project Variables, Emails, and Schedules categories. (This action is not available in the Global Variables category.)
copy Copy places a copy of the component on your clipboard (see Component Reuse). This action is available for activities listed in an endpoint type subcategory under Endpoints, and components in the Files, Scripts, Transformations, Project Variables, Emails, and Schedules categories. (This action is not available in the Global Variables category.)
duplicate Duplicate creates a new, unreferenced component using the same configuration as the original component (see Component Reuse). This action is available for activities listed in an endpoint type subcategory under Endpoints, and components in the Scripts, Project Variables, Emails, and Schedules categories. (This action is not available for components in the Files, Transformations, or Global Variables categories.)
rename Rename positions the cursor on the component name for you to make any edits as necessary. This action is available for activities listed in an endpoint type subcategory under Endpoints, and components in the Files, Scripts, Transformations, Project Variables, Emails, and Schedules categories. (This action is not available in the Global Variables category.)
view dependencies View Dependencies changes the view in the project pane to display any other parts of the project that the specific component is dependent on (see Component Dependencies, Deletion, and Removal).
add to group Add to Group opens a dialog to create a new custom group or to add the component to an existing group (see Component Groups).
delete Delete permanently deletes the component (see Component Dependencies, Deletion, and Removal). This action is available for activities listed in an endpoint type subcategory under Endpoints, and components in the Files, Scripts, Transformations, Project Variables, Emails, and Schedules categories. (This action is not available in the Global Variables category.)
remove Remove removes the component as an operation step from all operations. Any other references to the components, such as within scripts, transformations, or configuration settings, are unaffected. This action is available for activities listed in an endpoint type subcategory under Endpoints, and components in the Scripts, Transformations, Project Variables, Emails, and Schedules categories. (This action is not available for components in the Files or Global Variables categories.) It is functional only when used on an activity, transformation, or script that is referenced as a step in an operation, or when used on an email notification that is configured with an operation action (see Component Dependencies, Deletion, and Removal).

Connections

Connections are listed in an endpoint type subcategory under Endpoints. The actions menu for a connection has the View/Edit and Test actions:

Menu Item
Description
view edit View/Edit opens the configuration screen for the connection (see documentation on the specific endpoint connection under Connectors).
test Test tests the connection. This action is the same as clicking the Test button available in a connection configuration screen (see documentation on the specific endpoint connection under Connectors).