Copy projects

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

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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Copy 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. Select the Create a project by copying data from an existing project option and click Next.

  6. Under Select Project To Copy From, select the domain and project you want to copy and click Next.

  7. Select any of the following you want to copy to the new project and Click Next.

    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. Provide the following information and click Next.

    Field Description
    Project Name Type a name for your project. The project name cannot be longer than 30 characters and cannot include any of the following characters: = ~ ` ! @ # $ % ^ & * ( ) + | { } [ ] : ' ; " < > ? , . / \ -
    Domain Select a domain.
  9. Provide the database information and click Next.

    Field Description
    Database Type Select Oracle or MS-SQL.
    DB Server

    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.

    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.

  10. Do either of the following and click Next.

    If you are creating an Oracle project

    Provide the following information:

    • Create in TableSpace: Select a storage location that has sufficient space to store the new project. You should not use UNDO as the storage location.

    • Temporary TableSpace: Select a temporary storage location that has sufficient space to store the new project.

    If you are creating a Microsoft SQL project

    Add project administrators.

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

    2. 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.

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

    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.

  11. Verify the project details and consider the following options.

    Option Description
    Activate project Select it 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.
    Enable versioning

    Select it to enable version control for the project. You can also enable version control after you have created the project. For details, see Enabling and Disabling Version Control for a Project.

  12. Click Create to create the new project. To change any of the details, click Back.

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