Getting Started with the Explorer

Users of the Optilogic platform can easily access all files they have in their Optilogic account and perform common tasks like opening, copying, and sharing them by using the built-in Explorer application. This application sits across all other applications on the Optilogic platform.

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This documentation will walk users through how to access the Explorer, explain its folder and file structure, how to quickly find files of interest, and how to perform common actions.

How to Access the Explorer

By default, the Explorer is closed when users are logged into the Optilogic platform, they can open it at the top of the applications list:

1. When logged into the Optilogic platform, users will see the list of available applications along the left hand-side of their screen. Clicking on one of these opens the application in the central part of the screen. Please note that:
   1. Your applications may be in a different order – you can drag them to a different position in the list if preferred.
   2. If not all applications are listed, there will be an icon with 3 horizontal dots. Click on this icon to show all additional applications. You may need to scroll to see all of them.
   3. The Team Hub application is only available for users who are part of an organization that uses the Teams features available on the Optilogic platform. Learn more about the Teams feature set in this Getting Started with Optilogic Enterprise Teams help center article.
   4. The DataStar application is currently only available to users with early adopter access and will be a separately licensed application once released later in 2025. Learn more about DataStar in this Getting Started with DataStar help center article.
2. Currently, the active application is Cosmic Frog; this is visually indicated by the background of the application icon being darker than the backgrounds of the other application icons. We see the Input Tables in the Data Module of the active Cosmic Frog model in the central part of the screen.
3. At the top of the Optilogic platform is a breadcrumb trail which helps users know where they are at within the platform at all times. The format is: “Optilogic” – Team – Application – File. Note that “Team” is omitted when not using the Teams feature set or when users are in their My Account workspace when they are using Teams. In the example above no Team is listed so the user is in their My Account workspace, the Application is Cosmic Frog, and the file that is active is a model named Returns. Note that File is omitted too when no file is open in the application, for example when on the start page of Cosmic Frog and the user has not yet clicked on a model to open it.
4. To open the Explorer, click on the chevron icon at the top of the applications list.

Once the Explorer is open, your screen will look similar to the following screenshot:

1. The chevron icon has changed from pointing right to now pointing left; when clicking on it, the Explorer will be closed again.
2. The Explorer is now open in the left part of the screen. At the top, the application name (Explorer) is shown, and if the user is working within the workspace of a team they are part of, the team’s name will be added here too (see next screenshot). Currently, the user is working within their My Account workspace.
3. There are options here at the top of the Explorer to quickly find the file(s) and / or folder(s) of interest. These will be covered further below in the Explorer Search Options section.
4. These are the folders within a user’s Optilogic account when new folders have not yet been added. In this screenshot all folders are collapsed. They can be expanded by clicking on the right arrow icons to the left of the folder names. We will look at these default folders and their contents in more detail in the next section “Folders & Files Present in All Optilogic Accounts”.

This next screenshot shows the Explorer when it is open while the user is working inside the workspace of one of the teams they are part of, and not in their My Account workspace:

1. First, the user has switched context within the Team Hub application to start working within the workspace of a team they are part of.
2. Now the name of the team the user is working in, Onboarding, is listed in addition to the application name (Explorer).
3. The breadcrumb trail at the top of the Optilogic screen also reflects that the user is now working inside the workspace of the Onboarding team.

Folders & Files Present in All Optilogic Accounts

When a new user logs into their Optilogic account and opens the Explorer, they will find there are quite a few folders and files present in their account already. The next screenshot shows the expanded top-level folders:

1. “Get Started Here” is a special folder containing 3 Cosmic Frog models that are good examples for new Cosmic Frog users to start with. It is special in the sense that users cannot edit or add to the contents of the folder. The 3 models in this folder are resources that can be found in the Resource Library. Descriptions and video explanations of each of these models can be found in their Resource Library entries:
   
   1. The China Exit Risk Strategy model on the Resource Library.
   2. The Global Supply Chain Strategy model on the Resource Library.
   3. The United States Greenfield Facility Selection model on the Resource Library.
2. The Model Library folder is not created in new Optilogic accounts anymore. Users who have been using the platform for a while will likely still have this folder, unless they have deleted it themselves. The folder contains examples of optimization and simulation modelling scripts, plus the supply chain design kit (SDK).
3. Under My Files, there are 4 subfolders as follows:
   1. Advanced Model Template – use this to run advanced custom models using either Gurobi or Pyomo. Instructions are in the info.pdf file.
   2. My First Opti Gurobi Model – use this to use Gurobi to run custom models. Instructions are in the info.pdf file.
   3. My First Opti Pyomo Model – use this to use Pyomo to run custom MIP models. Instructions are in the info.pdf file.
   4. New Model Template – use this to run your own new custom models using either Gurobi or Pyomo. Instructions are in the info.pdf file.
4. Sent To Me: this folder contains subfolders with the name / email of the user / team that shared a file with you through the Optilogic platform. Please see this help center article to learn about the different ways users and teams can share files with each other. These subfolders contain the files that were shared with you; these can be used like any other file in your Optilogic account (e.g. Cosmic Frog models can be opened in Cosmic Frog, .txt and .csv files can be opened and edited in the Lightning Editor application, etc.). The following screenshot shows that the Onboarding team shared a Cosmic Frog model called Hopper_ExampleModel with me:

Recognizing & Opening Different Types of Files

As you may have noticed already, different file types can be recognized by the different icons to the left of the file’s name. The following table summarizes some of the common file types users may have in their accounts, shows the icon used for these in the Explorer, and indicates which application the file will be opened in when (left-)clicking on the file:

*When clicking on files of these types, the Lightning Editor application will be opened and a message stating that the file is potentially unsupported will be displayed. Users can click on a “Load Anyway” button to attempt to load the file in the Lightning Editor. If the user chooses to do so, the file will be loaded, but the result will usually be unintelligible for these file types.

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Some file types can be opened in other applications on the Optilogic platform too. These options are available from the right-click context menus, see the “Right-click Context Menus” section further below.

Iconography for Shared Cosmic Frog Models

Icons to the right of names of Cosmic Frog models in the Explorer indicate if the model is a shared one and if so, what type of access the user / team has to it. Hovering over these icons will show text describing the type of share too.

1. The white circular icon with blue arrow indicates that this user / team has shared this model with another user / team.
2. The icon with the slashed pen means that this model was shared with me / this team with read-only access. Note that the name of this model is also in a lighter font and italicized.
3. The blue circular icon with white arrow tells us that this model was shared with me / this team with read-write access.

Learn more about sharing models and the details of read-write vs read-only access in the “Model Sharing & Backups for Multi-user Collaboration in Cosmic Frog” help center article.

Additional Common Folders & Files

While working on the Optilogic platform, additional files and folders can be created in / added to a user’s account. In this section we will discuss which applications create what types of files and where in the folder structure they can be found in the Explorer.

Files Copied from the Resource Library

The Resource Library on the Optilogic platform contains example Cosmic Frog models, Cosmic Frog for Excel Apps, Python scripts, reference data, utilities, and additional tools to help make Optilogic platform users successful. Users can browse the Resource Library and copy content from there to their own account to explore further (see the “How to use the Resource Library” help center article for more details):

1. Click on the Resource Library icon in the list of applications on the left-hand side while logged into the Optilogic platform to open it. You will see that the bar at the top of the Optilogic platform now indicates that the user is in the Resource Library.
2. The user has searched for “tariffs” in the Resource Library, filtering for Cosmic Frog models and Atlas Tools and Apps. There are 2 hits for this search:
   1. “Cosmic Frog for Excel – Lumina Tariff Optimizer” – this contains 2 Cosmic Frog for Excel Apps related to looking up tariff rates and optimizing models taken tariffs into account.
   2. “Tariffs” – this is a Cosmic Frog model showcasing how tariff rates can be included in network optimization.
3. The user has added both these resources to their account by clicking on the resource, and then on the “Copy to Account” button on the right-hand side. These are then copied to the user’s account and placed in the Resource Library folder.
4. The “Cosmic Frog for Excel – Lumina Tariff Optimizer” apps are copied into a subfolder named “Excel App – Lumina Tariff Optimizer, and this folder contains subfolders for each app.
   1. The “MicroApp_Tariffs_Builder_v1.xlsm” is the first Excel App of the 2 contained in this resource.
   2. The “Excel_MicroApp_Tariffs_Rapid_Optimizer_v1.xlsm” is the second of the 2 Excel Apps contained in this resource.
5. Cosmic Frog models copied from the Resource Library are placed into a subfolder with the model’s name under the Resource Library folder:
   1. Cosmic Frog models can be recognized in the explorer by their frog icon to the left of the model’s name and the .frog extension.

Please note that previously, files copied from the Resource Library were placed in a different location in users’ accounts and not in the Resource Library folder and its subfolders. The old location was a subfolder with the resource’s name under the My Files folder. Users who have been using the Optilogic platform for a while will likely still see this file structure for files copied from the Resource Library before this change was made.

Models Created in Cosmic Frog

Users can create new Cosmic Frog models from Cosmic Frog’s start page (see this help center article); these will be placed in a subfolder named “Cosmic Frog Models”, which sits under the My Files folder:

1. Cosmic Frog models created by the user in Cosmic Frog are placed in the Cosmic Frog Models subfolder under the My Files top-level folder.
2. The user has searched for “EMEA 2025” in the Explorer.
3. One item is found that contains the search term, and it is a Cosmic Frog model named Inventory Simulation EMEA 2025.frog in the My Files/Cosmic Frog Models folder.

DataStar Files

DataStar users may upload files to use with their data connections through the DataStar application (see this help center article). These uploaded files are then placed in a subfolder named DataStar, which sits under the My Files folder:

1. The DataStar subfolder in the My Files folder is automatically created when users upload files as part of creating a data connection in DataStar.
2. This user has uploaded 2 CSV files through DataStar: Customers.csv and Shipments.csv.

Cosmic Frog for Excel Applications Working Files

When working with any of the Cosmic Frog for Excel Apps (see also this help center article), the working files for these will be placed in subfolders under the My Files folder. These are named “z Working Folder for … App”:

1. An example of an App’s working folder for the Geocoding Cosmic Frog for Excel App is shown. It is called “z Working Folder for Excel Geocoding App” and is located within the My Files folder.
2. When running the Cosmic Frog for Excel – Geocoding App (can be downloaded here from the Resource Library), users will see various files being placed into this folder. When re-running the App, the files will be overwritten. In this example, the folder contains a CSV file which contains the data that needs to be geocoded, a Python file (.py) containing the script that the App runs, and a text file which contains the geocoded data that is the output of the script and will be read back into the Excel App as the result.

Other Common Folders

In addition to the above-mentioned subfolders (Resource Library, Cosmic Frog Models, DataStar, and “z Working Folder for … App” folders) which are often present under the My Files top-level folder in a user’s Optilogic account, there are several other folders worth covering here:

• As mentioned in the “Files Copied from the Resource Library” section, previously, files copied from the Resource Library were placed in a different location in users’ accounts and not in subfolders under the Resource Library folder. They were placed in subfolders with the name of the resource under the My Files top-level folder. Users who have been using the Optilogic platform for a while will likely still see this file structure for files copied from the Resource Library before this change was made.
• When troubleshooting Cosmic Frog models that are run with the Neo (network optimization) engine, users can generate additional files by turning on 2 options in the troubleshooting parameters section on the run model screen: Write LP File and Write Input Solver. These are explained in bullets 2 and 3 of the Optimization (Neo) – Troubleshooting Parameters section in the “Running Models & Scenarios in Cosmic Frog” help center article. The files that are written by these options, will be placed in the user’s Optilogic account under the My Files folder in a subfolder named debug_data with further subfolders named as follows:
  • My Files/debug_data/”model name”/”scenario name”/NEO.lp is the file that contains the linear programming formulation when turning the “Write LP File” option on.
  • My Files/debug_data/”model name”/”scenario name”/input_solver is the folder that contains the .csv files that are generated when turning the “Write Input Solver” option on.
• Cosmic Frog users may make use of Utilities, which are Python scripts that can be run from within Cosmic Frog to for example connect to other services or data sources, or perform repeatable data transformations. There are multiple utilities embedded in Cosmic Frog, and users can add their own custom ones too, see the How to Use & Create Cosmic Frog Model Utilities help center article. For custom utilities to be accessible from within Cosmic Frog, they need to be placed in a subfolder named My Utilities which needs to be placed under the My Files top-level folder in the user’s Optilogic account.

Explorer Search Options

Now that we have covered the folder and file structure of the Explorer including the default and common files and folders users may find here, it is time to cover how users can quickly find what they need using the options towards the top of the Explorer application.

Search Box

There is a free type text search box at the top of the Explorer application, which users can use to quickly find files and folders that contain the typed text in their names:

1. Type your search term into the Search box. Here, the user typed “tariff”. The search will automatically start while typing.
2. Beneath the search box, it will be indicated how many items were found using the search term. In this example, 14 items (files and / or folders) were found.
3. The folders and files list will be filtered down to only show those files and folders containing the search term in their names, with the search term highlighted in yellow. Please note that:
   1. Folders that do not contain the search term in their name or the names of subfolders / files contained in the folder are not shown at all. For example, the My Files top-level folder is not shown here because none of the folders and files within it contain the word “tariff” in their names.
   2. Folders are expanded regardless of if they were collapsed or expanded prior to the search to show the contents if any of the contents contain the search term in their name.
   3. When a folder is expanded because 1 or multiple files in it contain the search term in their names, all contents of that folder are shown, including items that do not contain the search term in their name. In the above example, we see that the working_files_do_not_change subfolder within the Excel_Micro_App_Tariffs_Rapid_Optimizer folder has been expanded because it contains a file named “Revert Tariff Write Results.py” which has the word tariff in its name. The 3 other files contained in this folder do not have the word tariff in their names, but they are shown too.

Search for Cosmic Frog Models

There is a quick search option to find all Cosmic Frog models in the user’s account:

1. To filter the folder and file list to just show Cosmic Frog models, click on the frog icon. This is the first in the row of 5 icons, which will be either underneath the search box or to the right of it. The icon will be colored green after clicking on it. Clicking on it again will take off the search and show all folders and files again.
2. After clicking on the frog icon, the search box contains the text “.frog”; this is the extension of Cosmic Frog models and will therefore filter the list down to just Cosmic Frog models.
3. Like for other searches, the number of items found matching the search term is shown underneath the search box. In this example, 4 Cosmic Frog models are found.
4. When searching for Cosmic Frog models, by default a “Create Cosmic Frog Model” option appears at the top of the list. Clicking on it will open the “New Cosmic Frog Model” form.
5. Only the top-level and subfolders which contain Cosmic Frog models will be shown here. If these folders were expanded before performing the search for Cosmic Frog models, they will still be expanded with the model(s) visible in the list. If, like here, the folders were collapsed prior to the search, they still will be collapsed after the search, and the user needs to expand them to show the models. In this example, to see the 4 Cosmic Frog models in the user’s account, we need to expand the Get Started Here and Tariffs folders.

View Share Links

Users can create share links for folders in their Optilogic account to send a copy of the folder and all its contents to other users. See this “Folder Sharing” section in the “Model Sharing & Backups for Multi-User Collaboration in Cosmic Frog” help center article on how to create and use share links. If a user has created any share links for folders in their account, these can be managed by clicking on the View Share Links icon, which is the second of the 5 to the right of / underneath the search box:

1. Clicking on the View Share Links icon opens the Manage Share Links form, listing the links the user has created share links for in the Your Share Links section.
2. Using the checkboxes, users can select any of the existing share links. The checkbox at the top of the list can be used to check / uncheck all share links simultaneously with one click.
3. If at least 1 share link has been selected by checking its checkbox, the Delete Selected button will become active with a number indicating how many share links have been selected. Clicking on this button will delete the share link(s). This means that anyone with the share link that has not yet used it to copy the folder’s contents to their account will not be able to use the link to do so anymore. Please note however that in case anyone with the share link has already used the link to copy the folder’s contents before the share link is deleted, this is not reversed by deleting the share link.
4. If the user wants to just close the share links form without making any changes, they can click on the Close button.

Expand to Selected File

When browsing through the files and folders in your Optilogic account, you may collapse and expand quite a few different folders and their subfolders. Users can at times lose track of where the file they had selected is located. To help with this, users have the “Expand to Selected File” option available to them:

1. The user has several CSV files open in the Lightning Editor application. Currently, Groups.csv is the active file.
2. All folders in the Explorer are collapsed currently.
3. To find the location of the Groups.csv file in the user’s account, they can click on the 3^rd icon of the 5 to the right of the Search box (sometimes these are located underneath the Search box instead). This is the “Expand to Selected File” option, and after clicking on it, the folders and subfolders in the Explorer will be expanded such that the location of Groups.csv is shown:

In addition to using the Expand to Selected File option, please note that switching to another file in the Lightning Editor by for example clicking on the Periods.csv file will further expand the Explorer to show that file in the list too. If needed, the Explorer will also automatically scroll up or down to show the active file in the center of the list.

Collapse All

If you have many folders and subfolders expanded, it can be tedious to collapse them all one by one again. Therefore, users also have a “Collapse All” option at their disposal when working with the Explorer. The following screenshot shows the state of the Explorer before clicking on the Collapse All icon, which is the 4^th of the 5 icons to the right of / underneath the Search box:

The user then clicks on the Collapse All icon and the following screenshot shows the state of the Explorer after doing so:

Note that the Collapse All icon has now become inactive and will remain so until any folders are expanded again.

Refresh Files

Sometimes when deleting, copying, or adding files or folders to a user’s account, these changes may not be immediately reflected in the Explorer files & folders list as they may take a bit of time. The last one of the 5 icons to the right of / underneath the Search box provides users a “Refresh Files” option. Clicking on this icon will update the files and folders list such that all the latest are showing in the Explorer:

Right-click Context Menus

In this final section of the Explorer documentation, we will cover the options users have from the context menus that come up when right-clicking on files and folders in the Explorer. Screenshots and text will explain the options in the context menus for folders, Cosmic Frog models, text-based files, and all other files.

Folders Context Menu

When right-clicking on a folder in the Explorer, users will see the following context menu come up (here the user right-clicked on the Model Library folder):

The options from this context menu are, from top to bottom:

1. Copy, with 3 further options which are shown when hovering over the chevron icon on the right:
   1. Folder Name – this will copy just the name of the folder (Model Library in this example) to the clipboard.
   2. Folder Path – this will copy the full path to the folder to the clipboard. Since everything in the Explorer sits under “projects”, the full path to the Model Library folder is /projects/Model Library.
   3. Directory Path (REST API) – the directory path that needs to be used when using Optilogic’s REST API. Since these are all relative to the /projects directory, this will be the same as the folder path, but without the first /projects part. In our example here, the Directory Path (REST API) is Model Library. As another example, right-clicking on the MIP Optimization subfolder in the Model Library top-level folder and selecting Copy > Directory Path (REST API) copies “Model Library/MIP Optimization” to the clipboard.
2. Share Link – use this option to create a link which other users can use to copy the folder and all its contents to their Optilogic account, see this “Folder Sharing” section in the Model Sharing & Backups help center article for more details.
3. Delete Folder – this will remove the folder and all its contents. The user will need to confirm they want to delete the folder and its contents before the removal takes place.
4. Create Cosmic Frog Model, which will show multiple options when hovering over the chevron icon:
   1. Anura New Model – this option creates a new empty Cosmic Frog model.
   2. All other options create a populated model which is a copy from the Resource Library resource it is based on.
5. Create New File – this will create a new file in the folder that was right-clicked on. By default, it will be a text file with a .txt extension, which can be edited in the Lightning Editor application. Users can change the extension to create a different file type, but unless it is a text-based file (such as .csv, .md or .html for example) this does not necessarily result in an editable file.
6. Create New Folder – this will create a new subfolder in the folder that was right-clicked on. After choosing this option, a folder is created, and user can enter the name for the new folder.
7. Upload Files – this allows users to select 1 or multiple files from their local computer to upload them to the folder that was right-clicked on in the Explorer. After choosing this option, browse to the location of the file(s) to be uploaded and click on them. Hold the Ctrl key down to select multiple files.
8. Rename Folder – select this option to change the name of the folder.

Note that right-clicking on the Get Started Here folder gives fewer options: just the Copy (with the same 3 options as above), Share Link, and Delete Folder options are available for this folder.

Cosmic Frog Models Context Menu

Now, we will cover the options available from the context menu when right-clicking on different types of files, starting with Cosmic Frog models:

The options, from top to bottom, are:

1. Archive Database – this will make a backup of your model and remove it from the list of files you see in the Explorer. You also will not be able to access this model anymore from within Cosmic Frog. Archived Cosmic Frog models can be restored if desired from within the Cloud Storage application: open the Cloud Storage application > go to the Archived Databases tab (the second tab across the top of the application) > find the model in the list and hover over it > hover over the hamburger icon (3 horizontal bars) which should be visible now and choose “Restore Database” from the menu that comes up.
2. Copy Connection Strings – many tools, such as Tableau, Alteryx and Power BI, use Open Database Connectivity (ODBC) which enables these tools to set up a connection to a Cosmic Frog model, which is a PostgreSQL database underneath. When setting up a connection from within an external tool, you will need to provide it with the access information to the Cosmic Frog model. This information is contained in connection strings. There are multiple available under this option, so users can use the correct one depending on the format they are using in the external tool to set up the connection. Please note that you will typically need to download and install the relevant ODBC drivers. Latest versions of these drivers are located on this PostgreSQL website. There are articles available on the Optilogic help center which describe how to connect to Cosmic Frog models from within Alteryx and Microsoft Power BI, and the “Connecting to Optilogic with External Data Tools” article contains a 6 minute video explaining how to set up these connections. Connection strings are available for the following formats:
   1. JSON
   2. PostgreSQL
   3. PSQL
   4. JDBC
   5. LIBPQ
   6. NET
   7. PsycoPG2
   8. SQLAlchemy
3. Copy Model Name – copies the name of the model to the clipboard.
4. Create Backup – this creates a backup of the model, see the Model Sharing & Backups for Multi-user Collaboration in Cosmic Frog help center article for more details.
5. Delete Model – this will remove the model from the user’s account. The user will be asked to confirm they want to delete the model before the removal takes place.
6. Duplicate Model – makes a copy of the model. User can edit the name of the copied model, otherwise the default name of the copy will be the original name with “ copy 1” added as a suffix.
7. Open – this gives the user the option to open the Cosmic Frog model in the following applications on the Optilogic platform:
   1. Open in Cloud Storage – opens the model in the Cloud Storage application where users can manage all their databases. This includes actions such as viewing the details of the database, validating a database, and creating and restoring backups.
   2. Open in Cosmic Frog – opens the model in Cosmic Frog where the user can build the model out further, kick off any scenarios, and analyze results through output tables, dashboards with graphs and charts, and maps.
   3. Open in SQL Editor – Cosmic Frog models are PostgreSQL databases underneath; their tables can also be explored and modified using the SQL Editor. See this SQL Editor Overview help center article for more details.
8. Rename Model – use this option to change the model’s name.
9. Share Model – users have 3 different ways of sharing models available to them, see the Model Sharing & Backups for Multi-user Collaboration in Cosmic Frog help center article for more details. In a nutshell:
   1. Send Copy – sends a copy of the model to another user/team. The original model and its copy are not connected to each other and changes made to the one do not affect the other and vice versa.
   2. Transfer Ownership – this will give the user / team the model is sent to full control over the model. The original owner (the sender) will not have access to the model anymore.
   3. Share Access – with this type of share, the model is accessible by the original owner (still the owner after sharing) and the user / team the model was shared with. Changes made by either are reflected and seen by all. Note that there are 2 levels of access that can be granted: read-write access and read-only access.

Please note that the Cosmic Frog models listed in the Explorer are not actual databases, but pointer files. These are essentially empty placeholder files to let users visualize and interact with models inside the Explorer. Due to this, actions like downloading are not possible; working directly with the Cosmic Frog model databases can be done through Cosmic Frog or the SQL Editor.

Text-based Files Context Menu

When right-clicking on a Python script file, the following context menu will open:

The options, from top to bottom, are:

1. Compare – this option enables users to compare 2 text-based files with each other to quickly see the differences. Initially, the sub-menu will have 2 options:
   1. Select For Compare – choosing this option sets this file as the first of 2 files to be compared with each other.
      1. Note that after choosing this option for a file, other files will now have 3 options under their Compare sub-menu: Select For Compare, Compare With Selected (the newly added option), and Compare With Clipboard. After selecting the first file for comparison, choosing Compare With Selected on a second file will compare these 2 files with each other. See also the example in the next 2 screenshots.
   2. Compare With Clipboard – this will perform a text comparison of the file with the contents currently on the clipboard.
2. Copy, with 3 further options which are shown when hovering over the chevron icon on the right:
   1. File Name – this will copy just the name of the file (geocode_job.py) to the clipboard.
   2. File Path – this will copy the full path to the file to the clipboard. Since everything in the Explorer sits under “projects”, the full path to this file is /projects/My Files/z Working Folder for Excel Geocoding App/geocode_job.py.
   3. Directory path (REST API) – the folder path that needs to be used when using Optilogic’s REST API. Since these are all relative to the /projects directory, the first /projects part is left off the path. In our example here, the Directory Path (REST API) copies My Files/z Working Folder for Excel Geocoding App to the clipboard.
3. Delete File – removes the file from the user’s account. The user will be prompted to confirm the removal before it takes place.
4. Download File – downloads the file to the folder on the user’s local computer where downloaded files are saved (typically in Users/Username/Downloads).
5. Duplicate File – makes a copy of the file in the same folder as the original file is located. User can edit the name of the copied file, if they do not do so, the name will be the name of the original file appended with “ copy 1”.
6. Rename File – edit the name of the file.
7. Run Module – this will execute the Python script.
8. Send Copy of File – this gives users the option to send a copy of the file to another user / team. The original file and its copy are not connected to each other and changes made to the one do not affect the other and vice versa.

The next 2 screenshots show what it looks like when comparing 2 text-based files with each other:

1. First, the geocode_job.py file was right-clicked on and the user chose Compare > Select For Compare. Now the file is highlighted in the Explorer since it is the selected file.
2. Next, the user right-clicked on the geocode_job_update.py file and chose Compare > Compare With Selected. After clicking on this option, the comparison comes up and will look similar to the following:

1. The file shown on the left is the first one selected, the geocode_job.py file.
2. The file on the right is the second one for which the Compare With Selected option was chosen, the geocode_job_update.py file.
3. Insertions (text that was not in the first file but is in the second) are highlighted in green in the second file.
4. Deletions (text that was in the first file but is not in the second) are highlighted in red in the first file.
5. The scroll bar on the right indicates which part of the file is currently being viewed and it contains visual indicators throughout of where the files differ. Again, green indicates insertions and red deletions.
6. The user has several options available to them when comparing 2 text-based files, which include:
   1. Refresh File Content – in case one or both files have been edited since the comparison was made, this button can be clicked to use the latest versions of both and update the comparison outputs.
   2. Save Changes – if changes are made to either file, this button can be used to save those changes.
   3. Save as New File – the comparison file itself can be saved by clicking on this button.
   4. Close – once the user has finished reviewing the comparison outputs and they do not want to take any further actions, they can close the comparison window by clicking on this Close button.

Other text-based files, such as those with extensions of .csv, .txt, .md and .html have the same options in their context menus as those for Python script files, with the exception that they do not have a Run Module option. The next screenshot shows the context menu that comes up when right-clicking on a .txt file:

Other Files Context Menu

Other files, such as those with extensions of .pdf, .xls, .xlsx, .xlsm, .png, .jpg, .twb and .yxmd, have the same options from their context menus as Python scripts, minus the Compare and Run Module options. The following screenshot shows the context menu of a .pdf file:

As always, please feel free to let us know of any questions or feedback by contacting Optilogic support on support@optilogic.com.

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