Create and opening profile sets

In this topic ... Creating a Profile Set Listing Available Profile Sets Opening a Profile Set Saving a Profile Set Deleting a Profile Set Related Topics ... Creating Profiles Customizing Profiles Creating Profile Entries

All existing profile sets are stored as XML files with a .pset extension in the Factory's WEB-INF/profiles directory.

 

Create a Profile Set

We can create a profile set from either the Designer toolbar or from the Profile Input dialog. Note these rules for creating profile sets:

• The name of the profile set can contain only letters, digits, and periods.

• The profile set's description is mandatory.

To create a profile set from the Designer toolbar:

1. Click on the New Wizard icon [ ] in the toolbar or choose New | Other... from the File menu.

2. In the New dialog, choose Factory Profile Set. Click Next.

3. In the New Factory Profile Set dialog, enter the name of the new profile set in the Name input box.

The length of the name allowed is determined by the underlying operating system (or database for profiles stored in a DB). You must give a profile set a name that is a legal filename on the operating system that you are working on - or legal for your DB. In all settings, it is good practice to keep profile set names under the 256-character limit imposed by the Windows operating system.

1. Enter a description for the new profile set in the Description input box.

2. Optionally, we can copy the entries and profiles from an existing profile set in the drop-down menu. If you do so, we can see the name of the developer who last changed the profile set and the description by clicking on the Properties button.

3. Click Finish.

To create a profile set from the Profile Input dialog:

1. In the Profile Input dialog, click the Create button (located next to the Profile Set Name select box).

2. In the New Profile Set dialog, enter the name of the new profile set in the Name input box.

3. Enter a description for the new profile set in the Description input box.

4. Optionally, we can copy the entries and profiles from an existing profile set in the drop-down menu. If you do so, we can see who last changed the profile set and the description by clicking on the Properties button.

5. Click OK.

 

Listing Available Profile Sets

To view a list of all the profile sets in your Factory project:

1. In the project Navigator view, open the WEB-INF/profiles folder.

All profile sets in the project are displayed in the profiles folder.

 

Opening a Profile Set

To open a profile set:

1. In the project Navigator view, open the WEB-INF/profiles folder to display a list of Profile Sets in the project.

2. Double-click on the profile set you want to open.

Alternately, we can:

1. Display the list of Profile Sets as described above.

2. Select the profile set to be opened. We can choose multiple sets by using the SHIFT key (to select a consecutive range of names) or the CTRL key (to select a non-consecutive list of names).

3. Right-click and choose Open from the popup menu.

The profile set will be opened in the Manage Profiles editor of the Profile Manager, with its name in the profile set tab above the editor.

 

Saving a Profile Set

If the profile set tab has an asterisk, this means that the profile set has been modified but the changes have not been saved.

To save a profile set, either :

• Click the Save Editor Contents icon [ ] in the toolbar.

• Choose Save profile setname from the File menu.

• Use Control-S on the keyboard.

To save a profile set under a different name:

1. Launch the Profile Set Save As dialog by either:

1. Clicking the Save To Another Location icon [ ] in the toolbar.

2. Choosing Save As... from the File menu.

2. Enter the new name in the Profile Set Save As dialog and click OK.

The new profile set is opened in the Manage Profiles editor of the Profile Manager, while the profile set of the old name is still preserved.

 

Delete a Profile Set

To delete a profile set:

1. In the project Navigator view, open the WEB-INF/profiles folder to display a list of Profile Sets in the project.

2. Select the profile set to be deleted.

We can choose multiple sets by using the SHIFT key (to select a consecutive range of names) or the CTRL key (to select a non-consecutive list of names).

3. Right-click and choose Delete from the popup menu.

4. Click Yes at the Confirm Profile Delete dialog.