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Version: I2022.4.1

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 another project's definition. To use another project as the basis for your new project, you must first export and edit the other project's definition:

  1. Select Projects from the main Design Center navigation and select the project's name.

  2. Click Export from the project overview menu.

  3. Click Download or copy the project XML from the browser window.

  4. When creating a new project by uploading or pasting XML, make sure that you change the internal project name in the XML 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. Copy the contents of the new XML definition or save them as an XML file.

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

  1. On the AtScale home page, click Existing XML under Quick Start.

    The Project Wizard appears. Use the Next button to step through the wizard.

  2. To add your XML:

    • From a file: Select Upload XML --> Browse to upload an existing XML file
    • From pasted text: Select Paste XML, and paste the XML into the form provided.

    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.

  3. Enter the project name.

  4. Set the initial permissions for your project:

    • 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.
  5. Click Finish to create the project and cube displayed.