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Introduction

This page describes how to create and configure a new project, access existing projects, and edit the configuration settings of existing projects.

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Creating a New Project

New projects are created from the project index, which contains a repository of all your Cloud Studio projects. The first time you access Cloud Studio, this screen will be blank. Click New Project to get started:

Upon clicking New Project, the project configuration screen opens:

  • 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.

    Info
    NOTE: If you receive a message that a project with the same name already exists, but the project index does not show any projects with the same name, check the Management Console Projects page to ensure there are no projects that have been deployed to Harmony with the same name. If there are, and you want to rename the existing project in order to use the same name with a new project, note that you must redeploy the renamed project to Harmony before you can use the same name.
  • Environment: Use the dropdown to select an existing environment where you want to create the project.

    Tip

    TIP: If your subscription allows, you can set up new environments through the Environments page of the Management Console.

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

  • Start Designing: Click this button to submit the new project information and proceed to the project designer. This action will store the new project metadata in Cloud Studio; however, note that the project is not yet deployed.

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

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Opening an Existing Project

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

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NOTE: The available environments are for your selected organization. To switch organizations, in the top navigation bar, use the dropdown that appears between your name and Help. The default organization can be set from your My Account page (see Default Organization under Jitterbit Harmony Portal). 

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

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

  • Project Index List View: Click the project list tile  to enter list view. Then hover over the empty cell in the column labeled with an actions menu icon  and click the edit icon  to open the project in the project designer:

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Editing 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.

Accessing Project Settings

You can access existing project settings from the project index in card view or list view, or from the project pane:

  • Project Index Card View: Click the project card tile  to enter card view. Then hover over a project card and click the actions menu icon  to open the actions menu. From the menu select Project Settings:

  • Project Index List View: Click the project list tile  to enter list view. Then hover over the empty cell in the column labeled with an actions menu icon  and click the additional actions menu icon  to open the actions menu. From the menu select Project Settings:

  • Project Pane: At the top of the project pane, click the actions menu icon  and select Settings:

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Editing the Configuration

In the project configuration screen, you can edit information about the project such as name and description, as well as export or delete the project:

  • 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.

    Info
    NOTE: If you receive a message that a project with the same name already exists, but the project index does not show any projects with the same name, check the Management Console Projects page to ensure there are no projects that have been deployed to Harmony with the same name. If there are, and you want to rename the existing project in order to use the same name with a new project, note that you must redeploy the renamed project to Harmony before you can use the same name.

    In addition, these project details are displayed below the project name:

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

  • Save Changes: Click this button to save and close the project configuration. This button will be enabled only after you have made changes to existing settings.

  • Export: This option allows you to create a JSON file containing all the metadata of your Cloud Studio project. It can be used, for example, as a project backup or to share a copy of the project. After a project has been exported, it can be imported from the project index. For details, see Project Exports and Imports.

  • Delete: Click Delete to permanently delete the project from the environment. If you have migrated the project to another environment, it will remain in that environment and not be deleted. A confirmation message will ask you to confirm that you want to delete the project.

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