Configuring an XSLT Template

When exporting a request, you can define an XSLT template to convert the raw data XML file to the desired format, such as XML, HTML, Text, and CSV. The XSLT template is a standard XSL file, it can convert the raw XML data file in PPM format.

For more technical details about the format of PPM XML data file, see the XSD file described in Developing an XSL File.

To configure an XSLT template,

  1. Log on to PPM.

  2. On the Open menu, click Administration > Open Workbench.

    The PPM Workbench opens.

  3. On the shortcut bar, click Configuration > Validations.

    The Validation Workbench opens.

  4. Click List, then locate and open the XML Importable Request Template validation.

    The Validation: XML Importable Request Template window opens.

  5. Click New.

    The Add Validation Value dialogue box opens to Value Information tab.

  6. On the Value Information tab, provide values for required Code and Meaning fields and optional field Desc as necessary.

    The value of Meaning field will be displayed in the drop-down list for XSLT Template field on the Import Request from XML page.

  7. To use this new template, for the Enabled? field, leave it selected.

  8. If you want to set this new template default, select the checkbox for Default field. Otherwise, leave it empty.

    For more information about the fields in the Add Validation Value dialogue box, see the Configuring Static List Validations section of the Commands, Tokens, and Validations Guide and Reference.

  9. Click the User Data tab.

  10. Click Add.

    The Add Document dialog box opens.

  11. Do the following:

    1. Click Browse to locate and select the XSLT file you want to add. Normally it is the file you developed in Developing an XSL File.

    2. In the Description field, you can type a short description for the XSLT file.

    3. click Add.

  12. To add more values and keep the Add Validation Value window open, click Add.

  13. To save your changes and close the window, click OK.