Using Existing Project Definitions to Create New Projects

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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 > Using Existing Project Definitions to Create New Projects.

You can create a project by exporting the project definition file from another project, then importing the XML to AtScale to create new project. This allows you to use another project as the basis for a new one.

Before you begin

Ensure that your user ID has:

• Read permission the project that you are exporting the definition of, and the Read permission on the cubes in that project.
• The Create Projects role permission for the organization in which you plan to import the project definition.

Procedure

The first main part of the procedure is exporting original project's definition, so that you can use it as the basis for your new project:

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

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

3. Choose Export XML from the project overview menu.

4. Change project's name.

   When creating a new project by uploading an XML file, make sure that you change the internal project name in the XML file before creating the new project. Look for the following tag in the XML file, and enter a new internal project name between the tags:

   <annotation name="engineId">project_id</annotation>

   All of the cubes in the imported project will have the same security policies that they were exported with. In addition, you as the creator of a project from the imported definition will have all permissions on the project.

5. (Optional) Add any additional edits needed for the XML definition to serve as the basis for your new project.

6. Save the XML file.

The second main part of the procedure is importing the new definition and creating a project:

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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Note: 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.