Projects

Use the Projects page to bring together FME Server items into groups that share a common solution, or 'project', in your organization. By grouping items in projects, you can reference them in one easy place. You can also backup projects and restore them to another instance of FME Server.

Why Create a Project?

The primary benefit of projects is the ability to migrate them between FME Servers. This feature is especially useful when deploying an FME Server scenario through the enterprise life cycle, from development to testing/staging to production. Instead of backing up and restoring an entire FME Server configuration, you can simply back up the project, and restore it to another FME Server. The target FME Server configuration remains intact, with the addition of the new project and all of its contents.

What Can a Project Hold?

A project can include just about any FME Server object you create or upload, including:

• Workspaces, custom formats, custom transformers, and templates
• Repositories
• Schedules
• Topics, subscriptions, and publications
• Resources
• Resource Connections (currently includes any connections to Amazon Web Services (AWS) S3 buckets that appear on the Resources page)
• Cleanup Tasks
• Database connections and web connections
• Users (see Migrating Projects for Other Users (fmesuperuser only), below)
• Other projects

Creating a Project

1. Click New to open the New Project page. Or, to create a project from an existing project, select a project and click Duplicate.
2. Provide a Name and Description for the project
3. Add items to the project. Click + to select items from the drop-down categories, then click Add.

Note: To add users to a project, you must belong to the fmesuperuser role.

4. To remove items already added, select them under Project Contents, and click Remove.
5. Click OK.

Backing Up and Restoring a Project

You can backup the contents of a project, and restore the project to the same instance, or another instance, of FME Server. For example, you can migrate a project when you are ready to use it on a production server after you have developed and tested its contents on a separate system. For more information, see Backing Up and Restoring Projects.

Migrating Projects for Other Users (fmesuperuser only)

When you include users in a project, you can back up and restore a project for those users to work with on another system. Any permissions a user has on the current system are granted on the system to which the project is restored, if both of the following conditions are true:

• The permission is on an item in the project.
• The permission was granted to the user directly, rather than through membership in a role. (For more information, see Viewing and Configuring User Permissions and Other Settings.)

Any other permissions a user has on the current system do not carry over.

Note: To add users to a project, you must belong to the fmesuperuser role.

Viewing and Editing Projects

• To view or edit a project, click on it to open the Edit page. Or, select the project and click Edit. You can:
  • Edit the project name and description.
  • Add and remove items.
  • Get information about items: Select an item under Project Contents and click Details.

Sharing Projects

To share a project, click the Share with Others icon. Through sharing, you can grant levels of permissions on an item to other users. You can share an item if you own it, or if you are a user with Manage Security permissions, such as an administrator. For more information about sharing and ownership, see Role-Based and User-Based Access Control.

Removing Projects

To delete a project, select it and click Remove. To remove the contents of the project along with the project, check Also remove contents on the Warning dialog. To remove only the project and leave its contents on the Server, leave this box unchecked.

The Also remove contents option is useful when you backup and restore projects for users on another system, and then make subsequent changes to the project, including deleting items from the project. Before importing the updated project, the user can remove the current project, which also removes the deleted items from the project, as intended.

If Also remove contents is checked, keep in mind the following:

• Only items for which the user has permission to delete are removed.
• If the project contains the user performing the remove, or the role to which the user belongs, neither the user nor the role is deleted.