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# Copying Projects

You can create new projects by copying the contents of existing projects.

In this topic:

## Before you start

Before copying a project, consider the following points:

- Version Control: If you copy a version control enabled project, the new project is created with version control enabled. Version history is also copied. Entities that are checked out in the source project are checked out in the new project. An administrator in the new project can undo those checkouts. For details, see the Micro Focus Application Lifecycle Management User Guide: How to Use Version Control.
- The new project inherits the Unicode or ASCII definition of the copied project.

- Test run details are not included in the Usage Reports in the copied project.

- Timeslot information and project settings are not copied.

- Result files associated with the original project are not copied.

- If your ALM server becomes unavailable while copying, you can resume the copying process at a later stage. To resume copying, reopen Site Administration and select the project from the Projects list. In the right pane, click the Click Here link.

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## Copying a project

This section describes how to create a new project by copying the contents of an existing project.

To copy a project:

1. Deactivate the project you want to copy. For details, see Deactivating and Activating Projects.

2. In Site Administration, click the Site Projects tab.

3. Select the domain in which you want to create the project.

4. Click the Create Project button. The Create Project dialog box opens.

5. Choose the Create a project by copying data from an existing project option and click Next. The following dialog box opens:

6. Under Select Project To Copy From, select the domain and project you want to copy and click Next. The following dialog box opens:

7. Select Customization to copy project lists, host data, system and user-defined fields, module access, workflow, and transition rules to the new project. If this option is selected, you can also choose to copy any of the following:

   Option | Description
   --- | ---
   Releases | Copies release data from the project.
   Requirements | Copies requirement data from the project.
   Risk-Based Quality Management | Copies risk-based quality management customization settings from the project. For details, see Customizing Risk-Based Quality Management.
   Tests | Copies test data and test resources from the project. If this option is selected, you can also choose the following option: Test Sets. Copies test set data from the project. If this option is selected, you can also choose to copy the following option: Runs. Copies test run data from the project.
   Defects | Copies defect data from the project.
   Include History | Copies history data for the options that are selected.
   Public Favorite Views | Copies public favorite view data from the project. For details, refer to the Micro Focus Application Lifecycle Management User Guide: Favorite Views.
   Dashboard Public Entities | Copies public analysis items and dashboard pages from the project. For details, refer to the Micro Focus Application Lifecycle Management User Guide: Graphs and Dashboard Pages.
   Users and Groups | Copies user and group information and permission settings. If this option is selected, you can also choose to copy the following options: Dashboard Private Entities. Copies private analysis items and dashboard pages from the project. For details, refer to the Micro Focus Application Lifecycle Management User Guide : Graphs and Dashboard Pages . Private Favorite Views. Copies private favorite view data and Excel report definitions from the project. For details, refer to the Micro Focus Application Lifecycle Management User Guide : Favorite Views . Mail Conditions. Copies the mailing configuration data. For details, see Configuring Automail. Alerts and Follow up Flags. Copies alerts and follow up flags. For details, refer to the Micro Focus Application Lifecycle Management User Guide: Follow Up Flags Overview.
   Sprinter | Copies Sprinter data. This cannot be unselected.
   Analysis Extension | Copies Analysis data. This cannot be unselected.
   Quality Center | Copies Quality Center data. This cannot be unselected.

   Note:

   - If the project from which you are copying has extensions enabled, the extensions and their associated data are also copied to the new project.

   - If the project from which you are copying contains libraries, the libraries are not copied to the new project. For information on importing libraries, see the Micro Focus Application Lifecycle Management User Guide: Imported Libraries.

   To clear all options, click Clear All.

   To select all options, click Select All.

8. Click Next.

9. In the Project Name box, type a name for your project. The project name cannot be longer than 30 characters and cannot include any of the following characters: = ~ ` ! @ # $ % ^ & * ( ) + | { } [ ] : ' ; " < > ? , . / \ -

10. In the In Domain box, select a domain.

11. Click Next. The following dialog box opens:

12. Under Database Type, select Oracle or MS-SQL.

13. By default, the default values defined for the domain are displayed for Server Name, DB Admin User, and DB Admin Password. If additional database servers are defined, you can select another name from the Server Name list.

    Note: For details on defining database servers, see Defining New Database Servers.

14. Click Next.

    If your selected database server does not have the text search feature enabled, a message box opens. The message indicates that after this process completes, you can enable the text search feature. For details on enabling the text search feature, see Configuring Text Search.

15. If you are creating a Microsoft SQL project, proceed to step 16. For an Oracle project, the following dialog box opens:

    In the Create in TableSpace box, select a storage location that has sufficient space to store the new project. You should not use UNDO as the storage location.

    In the Temporary TableSpace box, select a temporary storage location that has sufficient space to store the new project.

    Click Next.

16. The Add Project Administrators dialog box opens.

    Selected Project Administrators lists users that are assigned as project administrators. Available Users lists users available in the project. When you assign project administrators, they are moved from the Available Users list to the Selected Project Administrators list. Project administrator users can add and administer other users in the project.

    - Refresh. Click the Refresh button to refresh the list of available users.

    - Find. Type the name of a user in the Find box, and click the Find button to search the Available Users list.

    - Add Selected Users. Select the users you want to assign as project administrators, and click the Add Selected Users button . Alternatively, double-click a user name. The selected users are moved to the Selected Project Administrators list.

    - Delete. To remove a user from the Selected Project Administrators list, right-click the user name and click Delete.

    You can also assign project administrators after you have created the project. For details, see Assigning Project Administrators.

17. Click Next. The following dialog box opens:

    Verify the project details. To change any of the details, click Back.

18. Select Activate Project to activate the new project. Only activated projects are available to users in the Application Lifecycle Management Login window when they log in to a project. For details, see Deactivating and Activating Projects.

19. Click Create. The new project is added to the Projects list.

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