Adding and Working with Project

To add a project in environment:

1. Click the Add Project button.

2. Set project parameters identical to those on adding an environment.

After this the project is added to the projects list for further editing.

To edit project parameters:

1. Click the project name.

After this the project opens in the edit mode:

2. Change parameters:

• Name. Enter unique project name within one environment. The name must consist of Latin letters, numbers, underscores or hyphen. The box is mandatory.

• Comment. Enter the comment to the added project that is set at administrator discretion.

• Autologin. Select mobile user autologin option in the drop-down list:

• LDAP. Autologin is executed via the LDAP server.

• Data Source. Autologin is executed via the data source server.

When the Data Source autologin option is selected, set the advanced parameters:

• Authentication. In the drop-down list select the data source server: SAP, Postgres Pro/PostgreSQL, Oracle, Microsoft SQL Server, 1C, JSON, WEB, Foresight Web as follows: Server <data source name>.

When the JSON or WEB data source is selected, make sure that corresponding autologin parameters are set in data source connection settings.

NOTE. The project enables the use of automatic registration of one of data sources.

• Groups. Select one or several groups of users available for autologin.

3. Click the Save button.

After this the project is edited and refreshed in the projects list.

To copy project to another environment:

1. Click the Copy button next to project name.

After this the project copy parameters are displayed:

2. Set parameters:

• Environment. Select environment in the drop-down list. The box is mandatory.

• Project Name. Enter name of the new project that will be copied to the selected environment, or leave the box empty to automatically generate project name. The name must consist of Latin letters, numbers, underscores, or hyphen.

3. Click the Copy button.

After this the project is copied to the selected environment.

NOTE. When a project is copied, all data is copied except for cache and data contained in local database resources.

To delete project, click the Delete button next to the project name.

After this it is asked to confirm project deletion. If the answer is yes, the project is deleted from the environment.

To export project to file:

1. Click the Export button next to the project name.

After this the project export parameters are displayed:

2. Set password to encrypt export file.

3. Click the Export button.

After this the project is exported into an encrypted JSON file for further import to the environment at this or other server. File name matches the project name on export.

NOTE. When a project is exported, all data is exported except for cache and data contained in local database resources.

To import project to environment:

1. Click the Import Project button.

After this the project import parameters are displayed:

2. Set parameters:

• Project Name. Enter name of the new project that will be imported from file to the selected environment, or leave the box empty to automatically generate project name. The name must consist of Latin letters, numbers, underscores, and hyphen.

• Password. Enter password of the encrypted project file. The box is mandatory.

• Project File. Select project file using the Select File button. The box is mandatory.

3. Click the Import button.

After this the project is imported from the file exported at this or other server to the selected environment.

NOTE. When a project is imported, all data is imported except for cache and data contained in local database resources.