Table of Contents

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  1. Preface
  2. Understanding the Repository
  3. Using the Repository Manager
  4. Folders
  5. Managing Object Permissions
  6. Local and Global Shortcuts
  7. Team-Based Development with Versioned Objects
  8. Labels
  9. Object Queries
  10. Team-Based Development with Deployment Groups
  11. Copying Folders and Deployment Groups
  12. Exporting and Importing Objects
  13. Exchanging Metadata
  14. Copying Objects
  15. Metadata Extensions
  16. Appendix A: MX Views Reference

Repository Guide

Repository Guide

Updating Views of Global and Local Shortcuts

Updating Views of Global and Local Shortcuts

The Designer updates properties for a global or local shortcut when it retrieves object information from the repository. If you think the original object referenced by a global or local shortcut has changed, you can refresh the view of the shortcut by performing one of the following:
  • Open metadata.
    When you drag an object into the Designer workspace, the Designer retrieves the object from the repository. If the object is a shortcut or contains a shortcut, the Designer retrieves and displays the most recent version of the shortcut.
    For example, if you open a folder to view a shortcut to a source or a mapping using that shortcut, the Designer displays the most recent version of the source.
    When possible, the Designer uses information in memory. If the mapping was open on the client machine, the Designer might display the version in memory rather than accessing the repository for the latest version. To ensure you have the most recent version, perform one of the following tasks in addition to opening metadata.
  • Revert to saved.
    When you use the Designer menu command, Edit > Revert To Saved, the Designer accesses the repository to retrieve the last-saved version of the object. If you select a shortcut or a mapping using a shortcut and then click Edit > Revert To Saved, the Designer displays the last-saved version of the object in the workspace.
  • Close the folder or close all tools.
    To ensure you have correct shortcut information, you can clear the Designer memory by closing the folder or closing all tools (Repository > Close All Tools) then reopening the folder or tool.
For example, a mapping includes a shortcut named Shortcut_To_FIL_InsertChanged. This shortcut points to a reusable transformation named FIL_InsertChanged. Another user edits the filter condition in the original transformation, FIL_InsertChanged, and saves changes to the repository. When you open the mapping in the Designer, it retrieves the mapping from the repository. It also retrieves information for Shortcut_To_FIL_InsertChanged (and any other shortcuts used in the mapping). To validate the mapping, click Mappings > Validate.
However, if the mapping is in memory, the Designer uses the version in memory. To ensure you have the correct version, click Edit > Revert to Saved. Designer displays the mapping with the latest shortcut properties. To validate the mapping, click Mappings > Validate.

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