Save a transformation

The method you use to save a transformation depends on if you are using PDI locally on your machine or if you are connected to a repository. If you are connected to a repository, you are remotely saving your file on the Pentaho Server. Optionally, you can save a transformation on a Virtual File System (VFS).

On your local machine

Follow these instructions to save a transformation on your local machine.

1. In the PDI client, perform one of the following actions:

   • Select File > Save or File > Save as.

   • Click the Save current file icon in the toolbar.

   • Hold down the CTRL S keys. If you are saving your transformation for the first time, the Save As window appears.

2. Specify the transformation's name in the window and select the location.

3. Press the Enter key or click Save.

   The transformation is saved.

The window closes when your transformation is saved.

In the Pentaho Repository

Follow these instructions to save a transformation to the Pentaho Repository.

1. Verify that you are connected to a repository, which establishes remote access to the Pentaho Server.

2. In the PDI client, perform one of the following actions:

   • Select File > Save or File > Save as.

   • Click the Save current file icon in the toolbar.

   • Hold down the CTRL S keys. If you are saving your transformation for the first time, the Save repository browser window appears.

3. Navigate to the repository folder where you want to save your transformation.

4. Specify the transformation's name in the File name field.

5. Press the Enter key or click Save.

The window closes when your transformation is saved.

On Virtual File Systems

From the menu bar in the PDI client, select File > Open URL to save a PDI transformation on a Virtual File System (VFS). See Connecting to Virtual File Systems for details.