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Difference between revisions of "Remus/Setup Remus for Backlogging"

(New page: The following Tutorial will show you how to setup a fresh install of Remus to use as a backlog for Links and Notes. At the end you'll have a configured instance which can be used for backl...)
 
Line 8: Line 8:
 
[[Image:Remus tut 1 step 1.png]]
 
[[Image:Remus tut 1 step 1.png]]
  
After the installation you'll be asked to restart the application.
+
After the installation you'll be asked to restart the application. Additionally you have to install the GroovyExecution Environment (Search the marketplace for '''groovy''')
  
 
== Step 2: Setup the Webshot-Functionality (Optional) ==
 
== Step 2: Setup the Webshot-Functionality (Optional) ==
 +
[[Image:Remus tut 1 step 2.png|thumb|300px|Webshot-Configuration Page]]
 
An important feature for backlogging links to have a visual representation of the link. A webshot (a screenshot of the webpage) is optimal for this need. There a few free handy tools doing webshotting but unfortunately a distribution is not possible due to Licensing issues, you have to download the items for your own. To setup the webshotting open the Preferences at Remus->Information types->Links. Remus supports for each platform at least one webshotting tool.
 
An important feature for backlogging links to have a visual representation of the link. A webshot (a screenshot of the webpage) is optimal for this need. There a few free handy tools doing webshotting but unfortunately a distribution is not possible due to Licensing issues, you have to download the items for your own. To setup the webshotting open the Preferences at Remus->Information types->Links. Remus supports for each platform at least one webshotting tool.
 
# Select with the pulldown the tool for your operating system
 
# Select with the pulldown the tool for your operating system
Line 16: Line 17:
 
# Download and unzip the tool into any location
 
# Download and unzip the tool into any location
 
# Enter the location to the recently extracted executable (for Mac: the location of the script) in the text field.  
 
# Enter the location to the recently extracted executable (for Mac: the location of the script) in the text field.  
The following picture shows IECapt (Windows). The IECapt.exe is extracted into C:\
+
The picture on the right shows IECapt (Windows). The IECapt.exe is extracted into C:\
  
The setup of webshotting is optional and can be done also if you already have created information units in your workspace.
+
The setup of webshotting is optional and can be done also if information units were already created in your workspace.
  
[[Image:Remus tut 1 step 2.png]]
 
  
 
== Step 3 Installing Default-Rules for creating links ==  
 
== Step 3 Installing Default-Rules for creating links ==  
If you minimize Remus[2] the desktop-panel will appear. By default it will have three desktop-sections.
+
[[Image:Workflow rule execution.png|thumb|300px|The executed workflow. Click to enlarge]]
 +
If Remus[2] is minimized the desktop-panel will appear. By default it will have three desktop-sections.
 
# A search input field
 
# A search input field
 
# The Drop-Section with a borders area where you can drop things or a Paste-Button to forward the input of your clipboard to Remus.
 
# The Drop-Section with a borders area where you can drop things or a Paste-Button to forward the input of your clipboard to Remus.
 
# The notifications
 
# The notifications
  
 +
The most important section is the '''Drop-Section'''. With this section anything can be dropped into the application (alternatively the content of the clipboard). To convert the data into a data-structure that is readable by Remus and makes sense for you, you can write rules. Rules are triggered on several events, e.g. text content was dropped into this section. Remus gives a selection of possible relevant rules, a rule will be selected and the rule is executed. In the most cases the result of this execution is a new information unit in Remus. The most important thing is that no clicks through dozens of dialogs is required; a new information can be created without any user-interaction.
  
The most important section is for us the '''Drop-Section'''. With this section you drop anything you want into the application (alternatively the content of your clipboard). To convert the data into a data-structure that is readable by Remus and makes sense for you, you can write rules. Rules are triggered on several events, e.g. if you drop text content into this section. Remus gives you a selection of possible relevant rules, you select a rule and the rule is executed. In the most cases the result of this execution is a new information unit is Remus. The most important thing is that you don't have to click through dozens of dialogs you can create a new information without any user-interaction.
+
By default no rules are installed (excepting the rules to install rules). For installing new rules Remus eats its own dogfood. At first we try to install a simple rule. Therefore select the link below and drop it into the drop-section.
 
+
By default no rules are installed (excepting the rules to install rules). For installing new rules Remus eats its own dogfood. At first we try to install a simple rule. Therefore select link section below and either drop it into the drop-section.
+
  
 
[http://www.eclipse.org/remus/tutorials/ruleGenericLink.ruleset Drop this link into the Remus drop section]<br>If you have no possibility to drag a link, open the link and drag or copy-past the contained content.
 
[http://www.eclipse.org/remus/tutorials/ruleGenericLink.ruleset Drop this link into the Remus drop section]<br>If you have no possibility to drag a link, open the link and drag or copy-past the contained content.
  
After the drop you'll see a new popup which gives you the choice of relevant rules to execute. Click on the "Install" Rule, select the Rule to install and press okay. Now what happened? The following image describes the workflow
+
After the drop you'll see a new popup which gives you the choice of relevant rules to execute. Click on the "Install" Rule, select the Rule to install and press okay. The image on the right describes the workflow
 +
 
 +
# The link was dropped into to the Section. The rule engine will check if there is one or multiple rules that could deal with the data you have dropped
 +
# A popup with possible rules for execution is shown.
 +
# After a rule was selected the rule will be executed.
 +
 
 +
== Step 4 Dropping the first link ==
 +
After the rule for creating a link was installed it is now possible to create links from any application (e.g. a browser) via dropping the link into the drop section of the desktop-panel. A rule will be selectable which opens a dialog for setting several properties for the new information unit. At this point the first step for automatic link cration is done. Unfortunately the required user-interaction is not optimal for fast and easy transfer into Remus. Another step is required to automate the porcess.
 +
 
 +
== Step 5 Executing the rule without UI==
 +
[[Image:Workflow rule execution2.png|thumb|300px|Two rules selectable]]
 +
The current installed rule has a trigger that pops up a new dialog that requires user-interaction. To eliminate this step another rule has to be installed which triggers only a script. This script creates the completely information unit.
 +
 
 +
[http://www.eclipse.org/remus/tutorials/scriptrule.ruleset Drop this link into the Remus drop section]<br>If you have no possibility to drag a link, open the link and drag or copy-past the contained content.
 +
 
 +
After this rule was installed you can choose between the first (see Step 3) and the second rule if you drop a URL into the drop-section. If you execute the second rule no user-interaction happens. If you restore Remus you can see now the new link. The script that was executed can be edited in the preferences at Remus->Desktop Integration->Rules. At this preference page all rules are listed.
 +
 
 +
This is the executed script:
 +
String title = LinkUtil.getTitleFromUrl(input);
 +
Map map = new HashMap();
 +
map.put("LINK",input);
 +
Util.createInfoUnit("LINK", title , "Inbox/myLocalBacklog", map);
 +
 
 +
You can customize this script for your needs. A possible addition is to create a separate folder for each day. The script would look like:
 +
 
 +
String dateString = java.text.SimpleDateFormat.getDateInstance(3).format(new Date());
 +
String title = LinkUtil.getTitleFromUrl(input);
 +
Map map = new HashMap();
 +
map.put("LINK",input);
 +
Util.createInfoUnit("LINK", title , "Inbox/myLocalBacklog/"+dateString, map);
  
# We have dropped the link to the Section. The rule engine will check if there is one or multiple rules that could deal with the data you have dropped
+
== Step 7 Commit after creation ==
# You get a popup
+
If the category of the created link is part of a synchronized category you can automatically commit the new created element. All you have to do is to add 2 lines to your script in your rule.
  
[[Image:Workflow rule execution.png]]
+
This is the complete script of the rule:
 +
String title = LinkUtil.getTitleFromUrl(input);
 +
Map map = new HashMap();
 +
map.put("LINK",input);
 +
newUnit = Util.createInfoUnit("LINK", title , "Inbox/myLocalBackupt", map);
 +
path = Util.getPathForInformationUnit(newUnit);
 +
Synchronization.commitElement(path)
  
TBD..Coffee break
 
  
  

Revision as of 18:25, 25 January 2011

The following Tutorial will show you how to setup a fresh install of Remus to use as a backlog for Links and Notes. At the end you'll have a configured instance which can be used for backlogging your links notes and source-code snippets that are immediately shared.

NOTE All screenshots are made with the Remus Standalone Build (RCP) if you use Remus in your Eclipse IDE the appearance will be slightly different. Some actions are different

Step 1: Installing the required information units

Therefore open the Eclipse marketplace[1] and install the information types "Link" and "Text" (see picture). This will install 4 new information types (LINKS, Unformatted Text, Formatted Text, SourceCode).

Remus tut 1 step 1.png

After the installation you'll be asked to restart the application. Additionally you have to install the GroovyExecution Environment (Search the marketplace for groovy)

Step 2: Setup the Webshot-Functionality (Optional)

Webshot-Configuration Page

An important feature for backlogging links to have a visual representation of the link. A webshot (a screenshot of the webpage) is optimal for this need. There a few free handy tools doing webshotting but unfortunately a distribution is not possible due to Licensing issues, you have to download the items for your own. To setup the webshotting open the Preferences at Remus->Information types->Links. Remus supports for each platform at least one webshotting tool.

  1. Select with the pulldown the tool for your operating system
  2. Click on the download link. You'll be redirected to the official page of the provider of the tool
  3. Download and unzip the tool into any location
  4. Enter the location to the recently extracted executable (for Mac: the location of the script) in the text field.

The picture on the right shows IECapt (Windows). The IECapt.exe is extracted into C:\

The setup of webshotting is optional and can be done also if information units were already created in your workspace.


Step 3 Installing Default-Rules for creating links

The executed workflow. Click to enlarge

If Remus[2] is minimized the desktop-panel will appear. By default it will have three desktop-sections.

  1. A search input field
  2. The Drop-Section with a borders area where you can drop things or a Paste-Button to forward the input of your clipboard to Remus.
  3. The notifications

The most important section is the Drop-Section. With this section anything can be dropped into the application (alternatively the content of the clipboard). To convert the data into a data-structure that is readable by Remus and makes sense for you, you can write rules. Rules are triggered on several events, e.g. text content was dropped into this section. Remus gives a selection of possible relevant rules, a rule will be selected and the rule is executed. In the most cases the result of this execution is a new information unit in Remus. The most important thing is that no clicks through dozens of dialogs is required; a new information can be created without any user-interaction.

By default no rules are installed (excepting the rules to install rules). For installing new rules Remus eats its own dogfood. At first we try to install a simple rule. Therefore select the link below and drop it into the drop-section.

Drop this link into the Remus drop section
If you have no possibility to drag a link, open the link and drag or copy-past the contained content.

After the drop you'll see a new popup which gives you the choice of relevant rules to execute. Click on the "Install" Rule, select the Rule to install and press okay. The image on the right describes the workflow

  1. The link was dropped into to the Section. The rule engine will check if there is one or multiple rules that could deal with the data you have dropped
  2. A popup with possible rules for execution is shown.
  3. After a rule was selected the rule will be executed.

Step 4 Dropping the first link

After the rule for creating a link was installed it is now possible to create links from any application (e.g. a browser) via dropping the link into the drop section of the desktop-panel. A rule will be selectable which opens a dialog for setting several properties for the new information unit. At this point the first step for automatic link cration is done. Unfortunately the required user-interaction is not optimal for fast and easy transfer into Remus. Another step is required to automate the porcess.

Step 5 Executing the rule without UI

Two rules selectable

The current installed rule has a trigger that pops up a new dialog that requires user-interaction. To eliminate this step another rule has to be installed which triggers only a script. This script creates the completely information unit.

Drop this link into the Remus drop section
If you have no possibility to drag a link, open the link and drag or copy-past the contained content.

After this rule was installed you can choose between the first (see Step 3) and the second rule if you drop a URL into the drop-section. If you execute the second rule no user-interaction happens. If you restore Remus you can see now the new link. The script that was executed can be edited in the preferences at Remus->Desktop Integration->Rules. At this preference page all rules are listed.

This is the executed script:

String title = LinkUtil.getTitleFromUrl(input);
Map map = new HashMap();
map.put("LINK",input);
Util.createInfoUnit("LINK", title , "Inbox/myLocalBacklog", map);

You can customize this script for your needs. A possible addition is to create a separate folder for each day. The script would look like:

String dateString = java.text.SimpleDateFormat.getDateInstance(3).format(new Date());
String title = LinkUtil.getTitleFromUrl(input);
Map map = new HashMap();
map.put("LINK",input);
Util.createInfoUnit("LINK", title , "Inbox/myLocalBacklog/"+dateString, map);

Step 7 Commit after creation

If the category of the created link is part of a synchronized category you can automatically commit the new created element. All you have to do is to add 2 lines to your script in your rule.

This is the complete script of the rule:

String title = LinkUtil.getTitleFromUrl(input);
Map map = new HashMap();
map.put("LINK",input);
newUnit = Util.createInfoUnit("LINK", title , "Inbox/myLocalBackupt", map);
path = Util.getPathForInformationUnit(newUnit);
Synchronization.commitElement(path)


References

[1] IDE users have several markets installed. They have to switch to the Remus Marketplace (see the link under the content-listing)
[2] IDE users have a separate Action with the Remus Icon in their main-toolbar.

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