Use A DNG Template to Create or Copy a Project

Have you ever had a DNG project, and you just had to have that project on different Server? Maybe you like the way a project in DNG is laid out, you know folder structure, or attributes on artifacts, but you don’t want to recreate all that from scratch. What’s an Analysts to do? Well if you’re in that need, and not heard of Project Templates in DNG you might want to read on.  While using a DNG Template won’t be give you an exact copy of your project it can help with structure or content.

Background

The use of the term Template is overloaded in the Jazz platform. To clarify this article is talking about the term Template you find under the Manage Project Properties of the Administration area of the project. Select the Template tab to begin working with templates.

dng template tab layout

NOTE: What will not be included is any Baselines, or artifact ownership.

Process

Here's the basic flow you will use in this activity.

  1. Create a Template
  2. Download the Template
  3. Upload Template to project
  4. Create New Project using

Create a Template

Select the Project Templates area. Here you will see all the existing project templates that DNG has. A project template differs from the Artifact Template which allows the user to select specific artifacts to include. The project template will contain most of the project attributes and content when it is created. Click the button. If this button is greyed out then you do not have the right permission level on the project to do this action. This action will produce the following dialogue box:

create a dng template dialog box

As you can see from the dialog you can select what artifacts types from the project that be included. Enter a name and select all the include options if you are copying this project to another server.

Download the Template

The template you created in the previous step will now be available in the list of templates. If your creating a project on a different server you will need to select the Download option from the pencil menu item:

dng template download button

This option will give you the browser dialog box to save the <template name>.archive on your local drive

Upload Template to project

On the DNG server you will copy this project to open any project, this project does not matter as it will only be used as a place to store (maybe temporally, meaning you can delete the template after your done using it) the template archive. Click the button to select the template archive file from the local file system. This will now add the template to the list on the server, from which a new project will be created.

Create New Project using

So this step is a little different when creating projects. As with creating with any project you must have JazzProjectAdmin rights. Creating this project will be done from within a current project. Use the Administration area of the current project and select Create Project Area. This action will produce the following dialog box:

create a new project using a dng template

Supply the project name and click next:

choose a dng template

Click the Check Box Use a template to initially populate the project This sill populate the dialog with know templates, included the one imported. Select the template and click Finish to compete the process. The dialog box will continue to update with the status of project creation. Upon completion of project creation, the new Project will be opened to the Browse Artifacts page.

Conclusion

Remember Project Templates won’t copy everything. You won’t get links to anything out side of DNG and you won’t get any comments copied, dashboard created, or team members setup in the project. Project Templates work really well for project structures, or when you just want to copy artifacts from another project.  DNG Templates are an easy way to save time and keep formatting for future projects.

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