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Version: I2023.1.0

Use Existing XML

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Note: This document applies to the new version of the Projects section in the Design Center. For details on how to perform the same actions in the classic version, see Managing Projects > Use Existing XML.

You can import an AtScale XML file into your instance. XML import provides a convenient way to exchange AtScale projects for testing or debugging purposes.

If you plan to use another AtScale project as the basis for your new project, see Using Existing Project Definitions to Create New Projects.

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When importing a project XML, it should be imported from the same AtScale version. AtScale versions can and will impact the project XML, so importing from an earlier or later AtScale version can cause issues. Upgrading projects happens at the time of upgrading the AtScale system; projects are not upgraded by way of an export/import.

Before you begin​

  • Ensure that your user ID is assigned to a role that has the Create Projects permission for the current organization. By default, the Organization Admin role has this permission.

  • (Optional) If you plan to use another project as the basis for your new project, you must export the other project's definition to use as your basis. To do this, follow these steps:

    1. Ensure that your user ID has Read permission the project that you are exporting the definition of and the Read permission on the cubes that are in that project.

    2. Choose Projects from the main Design Center navigation, and then choose the project you want to use as a basis.

    3. In the right part of the screen, choose Settings below project's name.

    4. Choose Export XML from the project overview menu.

      The XML file would be downloaded to your system.

    5. Edit the XML definition to serve as the basis for your new project, and copy the contents or save them as an XML file.

Procedure​

  1. After signing in to AtScale, do one of the following:

    • On the start page of the Design Center, choose Import Existing XML in the Quick Start section.
    • Choose the Projects tab, open the menu next to New Project in the right part of the screen, and choose Import project XML.
    • Choose the Projects tab, position the cursor over a folder, open the menu, and choose Import project XML.

  2. The Project Wizard would appear; use the Next button to step through the wizard.

  3. Add the XML content in one of the following ways:

    • Select Upload XML --> Browse to upload an existing XML file.
    • Select Paste XML, and paste the XML content into the provided form.

    If AtScale detects errors in the file, you will see an error message. If this happens, you have to correct any errors in the file and re-upload it before proceeding.

  4. Enter the name of the new project.

  5. Set the initial permissions for your project.

    Projects and cubes are created with the system-configured default design-time and run-time security values. The default system values for design-time and run-time access are open to all users. A Super User Administrator can change this behavior to Exclusive Access by changing the Default Project/Cube Security from the Settings > Organization Settings: Options page.

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A user must have the Administer Organization permission, or be the installation Administrator to change run-time and design-time security settings. When creating a project with a Wizard, a non-administrator can see the security settings of the project, but cannot change them.

  • Yes, allow all: Allow all users in the organization to read, update, delete, and publish the project. The initial cube in the project is created and all users in the organization have read, update, and delete permissions on it.
  • No, just me: Allow only yourself, organization admins for the current organization, and super users to access the project. The initial cube in the project is created with the same restriction.
  1. Choose Finish to create the new project.

What to do next​

Access and explore your new cube:

  1. Do one of the following:

    • In the left part of the screen, expand the project and choose the cube.
    • In the right part of the screen, choose the project name and then the cube name.

  2. The cube designer canvas would be displayed. For details on what you can do here, see Navigating the Cube Designer Canvas.

  3. Review and update the cube as needed.

To change the security policy for the project or the initial cube, see Grant Design-Time Permissions.

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By default, projects and cubes are created with exclusive access enabled. You can override and enable the Default Project/Cube Security setting for the current organization on the Settings > (Organization Settings) Options page.