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Exploring the Resource Manager

Use the Resource Manager to manipulate resources in your DynamicPDF Cloud Storage space.

In this tutorial you explore the Resource Manager. The tutorial familiarizes you with steps needed for working with the Resource Manager when working with DynamicPDF Cloud API Designer or when using any of the numerous DynamicPDF Cloud API REST endpoints.

Environment Manager#

Upon logging into the DynamicPDF Cloud API you are first presented with the Environment Manager. The Environment Manager is where you can manage resources, obtain API keys, manage users, manage billing, and manage reporting.

Resource Manager#

Use the Resource Manager for managing your resources in your DynamicPDF Cloud API cloud storage. Let's illustrate using the Resource Manager by using files from the Getting Started tutorial.

Samples Folder#

In the DynamicPDF Cloud API tutorials, you are asked to use numerous resources. All resources are available from your cloud storage space using the Resource Manager. Tutorial files are available in the samples folder. You should already have a samples folder, but if not, create one by right-clicking and then creating the folder. Let's add the getting-started folder to samples if you do not already have this folder in cloud storage.

  • Click Manage Resources to open the Resource Manager.
  • Click the Add Samples button to open the Samples dialog.

  • Select the Getting Started project to add it to your cloud storage space.

After selecting the Getting Started project you will see the folder and its resources in the Resource Manager.

Now that we have downloaded the resources, let's use the Resource Manager to manipulate these files.

Download a Resource#

  • Right click on any of the files and note the context menu allows you to open, download, copy a file path, delete, or rename a resource.
  • In the getting-started folder, right click on getting-started.json and select Download and the file is downloaded to your local filesystem.

Obtain a Resource Path#

  • In the getting-started folder, right click on getting-started.dlex and select Copy File Path.

  • Open a text-editor and paste the file path from your clipboard to view the copied file path. The file path is the path to the resource in your cloud storage space. You will use the cloud storage relative path often when working with resources used by the REST endpoints or Designer.

Add a Resource#

  • Select a small file from your local filesystem.
  • Drag the file to the Drag files here to upload to this folder button and the file is uploaded to cloud storage.

Delete a Resource#

  • Right click on the uploaded file and select Delete to delete the file you just uploaded from cloud storage.

Create New DLEX#

When creating a new PDF, you will probably wish to use the DynamicPDF Cloud API Designer to create and edit dynamic PDF reports. This context-menu choice creates a simple DLEX file.

  • Right-click and from the context-menu, select Add DLEX
  • Enter the name, click Create and the file is created.
  • Double-click on the newly created file and it takes you to Designer.
  • Close Designer and return to the Resource Manager.

Rename a File#

  • Right-click on the newly created DLEX file and select Rename.
  • Rename the file and the name change is reflected in the Resource Manager.

Delete a Folder#

  • Right-click on the getting-started folder and delete the folder and its content.

Further Information#

You will work with files in cloud storage using the Resource Manager. For more information on the Resource Manager, refer to the relevant Users Guide section.