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


NOTE: There are slight differences in the location of the menus and menu items, depending if you are on Windows OS or macOS.

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 Jitterbit Harmony using the Management Console.

  • Login: Log in to Jitterbit Harmony.
  • Logout: Log out of Jitterbit Harmony. Any further action in an environment or in Jitterbit 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 Jitterbit 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.
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Last updated:  Aug 26, 2019