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Project Creation and Configuration

Introduction

A project is a collection of one or more workflows that comprise and execute an integration use case. Projects are the "container" for operations that are organized into workflows, as well as other project components that may be part of an operation or exist elsewhere in the project.

This page describes how to create and configure a new project from within Cloud Studio, how to open an existing project, how to edit the configuration settings of existing projects, and how to delete existing projects.

New Cloud Studio projects can also be created by using Cloud Studio Integration Recipes or Cloud Studio Process Templates provided through Jitterbit Marketplace. For information on creating a new Cloud Studio project from Marketplace, see Start a Recipe or Template Project.

Create a New Project

New projects are created from the Projects page. This page contains a repository of accessible Cloud Studio projects. If no projects are accessible in the selected organization, none are listed.

To create a new Cloud Studio project, click New Project:

no projects

On clicking New Project, the project configuration screen opens. Two tabs are available, General and Deploy:

  • General: Specify general information about the project, including the project name, environment, and description:

    project new general

    • Project Name: Enter a name to use to identify the project. The project name must be unique for each environment, and cannot already be in use as a Design Studio project name in the same environment. If a project with the same name already exists in the Harmony cloud, go to the Management Console > Projects page to manage the deployed project.

    • Environment: Use the dropdown to select an existing environment where you want to create the project. Organization administrators can set up new environments through the Management Console > Environments page.

      Tip

      If you do not see a newly created environment available to select, refresh the Projects page to force a reloading of environments.

    • Description: Enter an optional description for the project. This description will appear in the Projects page and may be useful to help project collaborators understand the project.

  • Deploy: Configure project-level deployment settings, which are able to be set only by users with a combination of the organization role Admin permission and environment Write access (see Harmony Permissions and Access). For users without the appropriate role permission, this message is displayed: "There is no requirement provided by your organization."

    Note

    These settings are not available to be configured at the organization level.

    project new deploy

    • Require Comments When Deploying: Select to require that each time this project is deployed, a dialog is presented that requires a comment to be added.
    • Require Tags When Deploying: Select to require that each time this project is deployed, a dialog is presented that requires a tag to be added.
    • HTTP Validation Rule: Enabled by default. Disabling this setting is not normally required. For more information see HTTP Validation Rule Errors in Operation Validity.
    • Enable New Jitterbit Script Parser: Enabled by default as of the 10.68 / 11.6 release. Disabling this setting is not normally required and is advised only if you experience unexpected script output.

Click Start Designing to submit the new project information and proceed to the project designer:

start designing button

This action stores the new project in Cloud Studio; however, note that the project is not yet deployed (see Project Deployment).

Tip

To make changes to the project's configuration after it is created, see Edit Project Settings later on this page.

Open an Existing Project

Existing projects are displayed in the Projects page filtered by environment. Use the Filter By dropdown to select a different environment for your selected organization:

environments

Tip

The available environments are for your selected organization. The selected organization can be changed in the top navigation bar (see Changing the Selected Organization in Harmony Portal).

Existing projects can be opened from either project tile view or project list view. For details on all available options available in each of these views, see Projects.

  • Project Tile View: Click the tile view icon card view to enter tile view. Then hover over a project tile and select View/Edit to open the project in the project designer:

    card view flip cropped

  • Project List View: Click the list view icon list view to enter list view. Then hover over the empty cell in the Actions column and click the edit icon edit to open the project in the project designer:

    list view

Edit Project Settings

A project is first configured during project creation, covered earlier on this page. After a project is created, you can edit the project settings to make changes to the project name or description, or to export or delete the project.

The Project Settings option is accessible from these locations:

This opens the project configuration screen. Two tabs are available, General and Deploy:

  • General: View general information about the project, and make changes to the project name or description:

    project existing general

    • Project Name: Edit the name used to identify the project. The project name must be unique for each environment, and cannot already be in use as a Design Studio project name in the same environment.

      Tip

      When renaming a project that has previously been deployed, the new project name is automatically reflected in the Harmony cloud without requiring a redeploy.

    • Description: Edit the project description. This description will appear in the Projects page and may be useful to help project collaborators understand the project.

    • Environment: The environment that the project resides within (specified during project creation or migration).

    • Agent Group: The Agent Group associated with the environment that the project resides within (specified in the Management Console).

    • Created On: The date and time that the project was created.

  • Deploy: Configure project-level deployment settings, which are able to be set only by users with a combination of the organization role Admin permission and environment Write access (see Harmony Permissions and Access). For users without the appropriate role permission, a message indicates what settings are enabled. (When no deployment settings are enabled, this message is displayed: "There is no requirement provided by your organization.")

    Note

    These settings are not available to be configured at the organization level.

    project existing deploy

    • Require Comments When Deploying: Select to require that each time this project is deployed, a dialog is presented that requires a comment to be added.
    • Require Tags When Deploying: Select to require that each time this project is deployed, a dialog is presented that requires a tag to be added.
    • HTTP Validation Rule: Disabling this setting is not normally required. For more information see HTTP Validation Rule Errors in Operation Validity.
    • Enable New Jitterbit Script Parser: Enabled by default as of the 10.68 / 11.6 release. Disabling this setting is not normally required and is advised only if you experience unexpected script output.

These buttons or links are available along the bottom of the project configuration screen:

save cancel export delete buttons

  • Save: Saves and closes the project configuration. This button will be enabled only after you have made changes to existing settings.

  • Cancel: Closes the project configuration without saving.

  • Export: Generates and initiates a download of a JSON file of the Cloud Studio project. A project export can be used, for example, as a project backup or to share a copy of the project. For details, see Project Exports and Imports.

  • Move to trash: Removes the project from the environment in Cloud Studio and the Harmony cloud. Projects can be restored up to 90 days after being moved to trash. After 90 days, the project is permanently deleted and cannot be restored (see Delete and Restore a Project later on this page).

Delete and Restore a Project

To delete a project from the environment in Cloud Studio and the Harmony cloud, move it to the trash. Projects in the trash will be permanently deleted after 90 days.

The Move to trash option is accessible from these locations:

On clicking Move to trash, a confirmation message asks you to confirm that you want to move the project to the trash:

move project to trash

A project can be restored or permanently deleted up to 90 days after it has been moved to the trash.

The Restore and Delete options are accessible from the Projects page (see List View in Projects).

On clicking Delete, a confirmation message asks you to confirm that you want to permanently delete the project:

delete project

You must type the word Delete to enable the Delete button.

Troubleshooting

Common reasons you may not be able to delete a project are that the project has dependent projects or that the project has operations with an incomplete status.

Migrated Projects

If the project you are attempting to delete has been migrated, it cannot be deleted until you first delete all projects farther down the migration chain (see Migration Chain in Project Migration). After clicking Delete in the Delete Forever dialog, a second dialog indicates that the project cannot be deleted and includes the names and environments of the migrated projects preventing deletion:

unable to delete project dependency

To resolve, first delete all projects farther down that migration chain (listed in the dialog), and then try to delete the original project again.

Operations with an Incomplete Status

Projects with submitted operations that are in an incomplete status cannot be moved to the trash. If the project you are attempting to move to the trash has any operations in an incomplete status, including Submitted, Received, Pending, Running, Cancel Requested, or Delayed Status, an error message will be returned.

To resolve, you can cancel incomplete operations from these locations: