Project Templates Overview#

Squirro supports exporting a complete project including all the definitions (dashboards, custom assets, etc.) in a compressed file format.

This enables you to take a snapshot of your Squirro project, package it up, then distribute it. Later, you can easily recreate the original Squirro project.

Exporting a Project#

A Squirro project can be exported using the Export Project studio plugin situated under the Settings section of the Squirro Setup space as shown below:

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You can select/deselect different Squirro objects that you want to export before clicking export at the bottom of the page. It will then provide a download prompt and ask you to save the exported project on your local filesystem.

Reference: For more information, see Project Export & Import.

sqproj File Exports#

Although an exported project as described above can be directly imported into a Squirro project, you can also create a project template from the exported project for a richer import experience.

A project template allows you to append your exported project with extra metadata like the name of the project, a short description of the project, an image file for a visual representation of the project, and most importantly a guide file walkthrough for onboarding a new user trying your project out.

How to Create a Project Template#

Project templates are created from exported Squirro projects in swproj format using the command line tool that is available as part of the standard Squirro Toolbox.

The tool can be invoked by entering the following code:

squirro_project_template --title "InvestmentBanking" --description "Project for investment banking" --thumbnail-file /tmp/template_image.jpg --guide-file /tmp/test.js --sqproj-file /tmp/test.sqproj

Where

  • title is the name of your project template.

  • description is a short description describing your project.

  • thumbnail_file is the location to an image file visually describing your project.

  • guide_file is the location of your javascript guide file describing the import walkthrough.

  • sqproj-file is the location of the exported project file which was downloaded using the Export Project studio plugin.

This will create a folder in your current directory containing all the assets necessary to describe a project template.

Uploading a Project Template#

Once created, a project template can be uploaded to a Squirro server and made available for use by any other user on that server.

The process is quite similar to how you would have uploaded a dataloader plugin, pipelet, or custom widget that is available for use to all the users.

You can upload a project template created in the step above using the squirro_asset utility.

This utility is also part of our Squirro toolbox and can be invoked as shown in the following code:

squirro_asset -vv project_template upload -t $TOKEN  -c $SQUIRRO_CLUSTER -f InvestmentBanking

Once uploaded, your project template will show in the Create Project dialog box so that other users can bootstrap their project with your pre-packaged Project Template.

The title, description, and other attributes that were supplied in the creation of the project template folder are used for display purposes in the Create Project dialog box.

Tip: When creating your project template, be sure to use an informative title, description and image.

Importing a Project#

Squirro allows you to either import the sqproj file which was exported from the Export Project studio plugin or the Squirro Project Template which is a more enriched version of the sqproj file. Although, we recommend to use the Squirro Project Templates to distribute your projects around, the ability to directly import the exported sqproj file enables you to do one-off imports for your own experimentation without polluting the Create Project dialog box

Importing an Exported Project#

A project can be imported directly from a sqproj file by clicking Import Project in the Create Project dialog box and uploading the sqproj file that was placed on your filesystem by the Export Project Studio plugin.

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After attaching your file, give your project a name and click Create Project.

Importing an Already-Uploaded Project Template#

You can also choose to import from an existing project template on the Squirro server.

To do so, select the project template that you’d like within the Create Project dialog box, give your project a name, and click Create Project at the bottom of the page.

Example: In the example below, Investment Banking is the selectable already-uploaded project.

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