Managing Projects
There are several project options in the Rules Explorer view. Right-click on a project to see the available actions.
The following action is only available for closed projects:
Open Project: The Open Project command is available if the project is not yet open. To open a project from the Rules Explorer view, right-click the desired project and select Open Project or double-click the project name.
The following actions are available for both open and closed projects:
- Delete Project: Right-click a project and select Delete Project to remove the project from the repository. Once deleted, it will no longer be available and will not appear in the project list.
- View Project Summary: Right-click a project and select View Project Summary. A project summary provides information about the project, its metadata, data elements, source data identifiers, and rules including rule actions, rule logic, and rule variables.
Export Project: Right-click a project and select Export Project. The Save As dialog box appears allowing you to specify where to save the project. This will most often be used if you need to request help from BMC Support and will save the content of the entire project. A project can be saved to XML whether it is open or closed. If an XML file with the same name exists, a message is displayed and you can choose to either enter a new name or overwrite the existing file. If a custom function resource folder with the same name exists, a message is displayed and you can choose to either overwrite the existing folder or cancel the export (even though the project's XML file would have already been exported at that point).
The following actions are only available for open projects:
- Lock Project: If you have used global data elements or global rules in your project, they are normally updated automatically whenever the data elements or rules are updated at their source. If you wish to prevent these updates from occurring automatically in your project, right-click the project and select Lock Project. Updates to the global data elements or global rules will no longer be applied to your project. After this, if the global data elements or global rules are updated, you will get a notification message that updates have occurred each time you open the project.
Unlock Project: After a project is locked, you can unlock it by right-clicking the open project and selecting Unlock. The changes from updated global data sets or rules will take effect after you click Refresh or close and reopen the project.