Creating and editing a project

Use this procedure to view, create or edit project or to add or remove its members.

About this task

You can view the members of a single project by selecting the project name in the project menu for each open tab in the work area. If you have not yet created any projects, the Default, Global and predefined projects are the only projects listed in the Projects menu.

Procedure

  1. To view, create or edit a project, select the cluster and click the down arrow next to the existing project name to open the Projects window.
    • From the Manage Projects list, click Create Project.
    • From the Manage Projects list, click Edit Current Project.
    Use the project editor window to configure your new project or edit an existing project.
  2. Click Edit Current Project, in the General Settings section, a default name is automatically given to the project. You can create a unique name for your project. However, you cannot edit a project name after the project is saved.
    Remember: To use UTF-8 characters in the project name, check that the locale on the Impact Server where the project is saved is also set to the UTF-8 character encoding.
  3. In the Member section, you can add data sources, data types, policies, operator views, and services to your project.
    1. From the List By list, select a group whose elements you want to add to your project.
      When you select an item, for example, Data Sources, all the data sources that you have created, plus the predefined data sources are listed in the Members pane. If you have not yet created any data sources, data types, policies, or services on your server, only predefined items are listed in the Members pane.
  4. Select the members that you want to add to the project from the Available Members list and click the right-arrow button >>. The selected items will appear in the Project Members list.
    Then click OK.
  5. To remove selected members from the project and return them to the Available Members list, select them in the Project Members list and click the left-arrow button <<.
    Then click OK.
  6. If you do not want to add any items to the project now, simply click OK without making any changes.