Maestro Organizations

   MaestroPreviously known as Transact Maestro.  |    Form Builder  |   v21.05 This feature was updated in v21.05.

Journey Maestro uses the concept of organizations that allows you to structure your application form solutions to implement various customer requirements. Organizations are the foundation of a three-tier structure including projects and forms. Each tier has an important role to play in building robust application forms. The tiers are:

  • Organization - contains projects and organization level libraries.
  • Project - contains forms, components, templates and project level libraries.
  • Form - contains user data captured using form components.

Organizations must be created and configured in Journey Manager before you can access and use them in Maestro. Manager uses the similar concept of organizations. However, their organizations are more back-end oriented and have extensive configuration to provide a wide range of functions, such as user data storage and integration with 3rd party systems to name a few.

To view organizations in Maestro:

  1. Log in to Maestro to access the dashboard.
  2. Select Home to view the list of organizations available to you.
  3. Note

    Check roles and permissions assigned to your user account if you don't see organizations you require.

  4. Select an organization to view and manage its assets and resources.
  5. Select the Projects tab to view and manage its projects.
  6. The projects are listed in the order they were created, with latest being on top. The list includes the following information:

    • Project type that can be Standard or SCM . For more information, see create a project.
    • Project name
    • Project description
    • Release version
  7. Click Create Project to create a new project within this organization.
  8. Click Delete to delete the selected projects.
    Note

    Deleting a project will also delete all assets and resources related to the project.

    Note

    Use Shift or Ctrl key to select multiple projects.  |  v21.05 This feature was introduced in v21.05.

  9. Click Import Project to import a project that was exported from other organization or even other Maestro environments.
    Note

    Use this functionality to move projects between organizations and environments, such as test and production, or perform a rollback or backup.

  10. Click Export Project to export the selected projects so you can import them later.
    Note

    Use this functionality to move projects between organizations and environments, such as test and production, or perform a rollback or backup.

    Note

    Use Shift or Ctrl key to select multiple projects.  |  v21.05 This feature was introduced in v21.05.

  11. Double-click a selected project to view its designs and associated resources and libraries.
  12. Select the Libraries tab to view and manage libraries available to this organization.
  13. The libraries are grouped by several categories, such as organization, shared, and global libraries. The library list includes the following information:

    • Library name
    • Library description
    • Source - provides the additional information to distinguish the origin of a library.
    • Scope - the scope can be: Organization, Shared, Global
    Note

    Libraries stored at the organization level will be available to all projects within the organization.

  14. Click Create Library to create a new organization library. Organizations can have as many libraries as needed.
  15. Click Import to import libraries from other projects to the organization level.
    Note

    Use this functionality to move libraries between organizations and environments, such as test and production, or perform a rollback or backup.

  16. Click Assign Libraries to Projects to assign a selected library to projects. For more information, see shared libraries.
  17. Click Hide Shared Libraries when you don't want to display a list of shared libraries, which is useful when this list is long and therefore clutters the view. Click Show Shared Libraries to display the list of shared libraries, after they were hidden.
  18. Click Hide Global Libraries when you don't want to display a list of global libraries, which is useful when this list is long and therefore clutters the view. Click Show Global Libraries to display the list of global libraries, after they were hidden.

Next, learn how to create a project.