User Interface Main Menus¶

Most of the functionality provided by the Harmony Design Studio application is accessed using drop-down menus organized into different categories.

File Menu¶

For working with projects and items.

• New Project: Create a new empty project.

• Open Project: Open an existing Integration Project stored on your machine or network.

• New: Create a new project item.

• Switch Environment: Work with this project in another environment, for example, from DEV to TEST. If you don't have a version of the environment locally or in the Cloud, you can migrate the current environment.

• Close Page: Close the tab or page that you are currently working on.

• Close Project: Close the current project.

• Close All Pages: Close all open tabs or pages that you are working on. If a page has unsaved work, you will be prompted to save or discard your changes.

• Close Other Pages: Close all open tabs or pages except the one that is currently active. If a page has unsaved work, you will be prompted to save or discard your changes.

• Save: Save the content in the tab or page that you are currently working on.

• Save As: This menu item is not supported in the current version of Design Studio.

• Save All: Save the content in all tabs or pages that you have worked on since they were last saved.

• Import Jitterpak: Import a Jitterpak from a location on your machine or network.

• Export as Jitterpak: Export the project as a Jitterpak.

• Migrate Project: Migrate the project to another environment.

• Import Project Data: Import data from another project.

• Restore Project from Cloud: Replace your current local project with what is currently deployed to the Environment in the Cloud.

• Download Project: Download a project from an Environment in the Cloud.

• Download Backup: Download a backup of the current project from an Environment in the Cloud.

• 1, 2, 3: Open the most recently accessed projects as listed here. The number of items to show is configurable in the preferences (Edit -> Preferences).

• Exit (Windows OS) or Quit Jitterbit (macOS): Close the application.

Edit Menu¶

Use to change preferences, text editing, find, search, and replace.

• Undo: Undo the work you most recently performed.
• Redo: Redo work that you most recently undid.
• Copy: Create a copy of a particular item. Deep Copy creates a copy of an item and its dependencies, or Selected Deep Copy to see an item and its dependencies and select which to include in the copy.
• Find: Search for items in the current project. You can search based on names or field values. You can also search for text in scripts and transformation mappings.
• Trash Can: View the deleted items currently in the trash can.
• Preferences: View and modify your user preferences.

View Menu¶

Use to access system utilities and tools.

• Activities Performed: View all of your activities since you started the application.
• Error Log: Displays any errors that have been reported.
• Operation Activity: Displays:
  • Operation Log: The status of all instances of an operation that have been executed.
  • Operation Queue: View and modify any pending or active instances of an operation.
• Project Validation: Displays the elements contained in the project and validates elements that will fail deployment due to incomplete or invalid definition.
• Project Data Elements: Displays a list of all the data elements that have been defined in the project.
• Script Pad: Experiment with the Jitterbit Script language without having to create a new Script in your project.
• Project Deploy History: Lists a log of all the times the current project has been deployed to an environment in the Harmony cloud.
• Required Plugins: Displays a list of all the plug-ins that are used by the project. This is available only in the Enterprise edition.

Actions Menu¶

Communicate with Harmony using the Management Console.

• Login: Log in to Harmony.
• Logout: Log out of Harmony. Any further action in an environment or in Harmony will require you to specify the user name and password again.
• Studio Proxy Settings: Set up or update your proxy settings.
• Deploy: Deploy the current project to an environment in the cloud.
• Test All Connections: Test the connection to all sources and targets in the current project.
• Refresh All Transformations: Refresh the source and target structures for all transformations in the project.
• Run Operation: Send a request to place the currently selected operation in the queue and run it.
• Plugin: View the pipeline plug-ins currently assigned to the currently selected project item (this option is disabled if plug-ins cannot be assigned to the currently selected item).
• Upgrade Salesforce Version: Upgrade this project to use a newer version of Salesforce (if applicable).
• Stop Current Test: Stop the current test session at a breakpoint. See Creating a Script for more information.
• Resume Current Test: Resume the current test session when stopped at a breakpoint. See Creating a Script for more information.

Transformation Menu¶

Work with the current transformation.

• Load Source Data: Load sample source data into the transformation.
• Test Transformation: Test the transformation.
• Test Operation: Test an operation using the current transformation.
• Find/Replace: Finds data elements nodes in the source and target trees and replaces expressions within transformation mapping scripts.
• Migrate: Migrate the active transformation to another transformation.
• Refresh Structures: Refreshes both the target and source structures used in the transformation.
• Edit Source Structure: Edit the source structure used in the transformation.
• Edit Target Structure: Edit the target structure used in the transformation.
• Edit WHERE Clause: Edit the WHERE clause used in retrieving the source data from the dataset.
• Edit Update Keys: Edit the update keys used in the database target.

Windows Menu¶

Navigate to different tabs and items in the application.

• Next Page: Go to the next open tab or item.
• Previous Page: Go to the previous open tab or item.
• Display Mode: Select preferred display mode: Multi-Tabs, Tabs, Single Card, or Floating.
• Recently Closed: Select to open a page that was recently closed.
• 1, 2, 3: Open the most recently accessed projects as listed here. The number of items to show is configurable in the preferences (Edit -> Preferences).
• Windows: Display the tabs that are currently open. Select a tab to make it active or to close it.
• Quick Switch: Display a searchable list of open tabs and items.

Help Menu¶

Access information to help you use Jitterbit Studio.

• Help: Launch Success Central, the online documentation site.
• Getting Started: Display the Getting Started screen where you can view the Getting Started with Harmony video or start the Hands-on Tutorial.
• Jitterbit Support: Connect to Jitterbit Support options.
• Jitterbit Quick Start Tutorial: Go to the online Jitterbit Quick Start Tutorial.
• Check for Studio Update: Check if there is a more-recent release of the Design Studio application than the current one.
• Check for Agent Update: Check if there is a more-recent release of an Agent application than the currently installed one. Applicable only if a Private Agent is installed on the same machine as the Design Studio.
• Application Logs: Screen displays messages that have been logged by different client components (this is mostly used by Jitterbit developers to track down potential problems).
• Cloud Call Log: Screen displays the requests to the Harmony cloud including the timestamps and duration.
• Temp Folder Console: Pop-up dialog displays statistics about current folder and allows users to open or clean the related folder.
• About Jitterbit Studio: Pop-up dialog with information about the current version of the Design Studio application.