Manage transformations and jobs

Manage transformations and jobs on the Pipeline Designer's main page. Available actions include marking transformations and jobs as favorites, downloading them as files, creating duplicates, moving them to different folders or to the trash, renaming them, and viewing their details.

To manage a transformation or job, complete the following steps:

1. Log into the Pentaho User Console.

2. Open Pipeline Designer:

   • If you are using the Modern Design, in the menu on the left side of the page, click Pipeline Designer.

   • If you are using the Classic Design, click Switch to the Modern Design, and then in the menu on the left side of the page, click Pipeline Designer.

   Pipeline Designer opens with the Quick Access section expanded.

3. In the table at the bottom of the screen, select either the Recently opened or Favorites tab.

4. Search for or browse to the transformation or job you want to manage and click the More Actions icon.

5. In the More Actions menu, select one of the following options:

   Option	Description
   Not favorite (click to add)	Adds the transformation or job to the Favorites tab and changes the heart icon in the Favorite column from empty to red.
   Favorite (click to remove)	Removes the transformation or job from the Favorites tab and changes the heart icon in the Favorite column from red to empty.
   Download	Downloads the transformation or job as a file to your default download folder. Transformations are downloaded as KTR files. Jobs are downloaded as KJB files.
   Move	Opens the Move to window. In the Move to window, you can navigate to a different folder or create a new folder and click Move here to move the transformation or job to that folder.
   Duplicate	Opens the Duplicate to window. In the Duplicate to window, you can navigate to a different folder or create a new folder and click Paste here to create a duplicate of the transformation or job in that folder.
   Send to trash	Opens the Send to trash? dialog box. You can click Yes to move the transformation or job into the trash.
   Info	Opens either the Transformation Name or Job Name window, where you can view information about the transformation or job. You can also copy the file path for the transformation or job by clicking Copy source.
   Rename	Important: After you rename a transformation or job, any dashboards, schedules, or favorites linked to it become inactive and stop functioning. Makes the transformation or job name editable in the table. After you enter a new name, you must click OK to rename the transformation or job.