Add or Edit a Project Data Area

Home > selected Organization >menu or right-click > Settings > Project Data Areas > New Data Area
Project > Settings drop-down > Organization Settings > Project Data Areas > New Data Area

Requires Organization - Project Data Areas - Add/Edit Permissions

Users in a role with the appropriate permissions can add a new Project Data Area, a type of Data Area that uses a read/write NFS Connector to support Project Export and Project Import operations (that is, export of a Project and subsequent import of a Project). The Project Export and Import process, referred to as Project Portability, allows a Project to be saved and later restored and then used within the context of a new Project. Only read/write NFS Connectors can be used to create Project Data Areas.

Note: Project Portability requires the definition and use of a read/write NFS Connector and associated Project Data Area (Project location) on both the Project Export side and the Project Import side (where the Import side references the exported Project's location). If the Project Export/Import scenario involves the same Organization, the same NFS Connector and Project Data Area can be used for the Project Export and the Project Import. For more information on how to export a Project, see Export a Project and How to Export a Project. For more information on how to import a Project, see Import a Previously Exported Project into a New Project and How to Import a Project.

After you add a Project Data Area, you can edit the Data Area by selecting the Project Data Area in the list, editing the fields that support edits, and then applying the changes. You can validate the Project Data Area at any time.

New Project Data Area Options

Supply the following information for a new Project Data Area:

  • NameClosed The unique name of an item. For many items, the name can have up to 100 characters. Some items, such as a Connector name, can have up to 255 characters. An Excluded Content Block name is limited to 32 characters. (required) — Assign a name that will be used to represent the Project Data Area. The case-sensitive name must be unique across all Data Areas within the Organization, and you will see an error when you try to create the area if the name itself is not unique. As long as the name and path (Folder) are unique as a pair, the Data Area will be created using the specified name (if valid). If both the name and path (Folder) selection are not unique as a pair, then the Data Area will be generated using the specified name with an appended _ and value (for example, myprojda_1). The Project Data Area name can include alphanumeric characters, and some supported characters (such as a hyphen, period, or underscore). During validation, the software will also allow characters from foreign languages (for example, Korean characters). However, spaces are not supported for names, and the following characters will generate an error message indicating that your entry contains invalid characters:

! " ' # $ % & * + / : ; < = > ? @ [ \ ] ^ { | } ~ “ ”

  • DescriptionClosed Provides a helpful description of an item. A description can have up to 255 characters. — Assign a helpful description of this Project Data Area.
  • Connector (required) — Select a Connector from the list of available read/write NFS Connectors. When you select a Connector, the appropriate Folder hierarchy appears to the right. Each Connector has the following information:
    • Connector Name – A descriptive name that appears in lists to identify the Connector. This can be an alphanumeric name of up to 32 characters to the Connector. The name can have an underscore (_), as well as spaces. The name must be unique within the Organization. The name is validated.
    • Description – A helpful description of the Connector.
    • Type – Displays the type of Connector (in this case, NFS).

    • Mode – Displays the mode of the Connector, either Read/Write or Read Only. The Connector mode cannot be edited.

    • Server — Displays the IP address or Fully Qualified Domain Name of the mount point.
    • Path — Displays the Connector path (mount information).
  • Folder — After you select a Connector, you can use this box to view the list of available Folders and make a selection, which populates the Path field.
  • Path — Selecting a Folder location for the Project Data Area populates the Path field. If you do not select a Folder location, the Project Data Area is created at the Connector root. If you want, you can edit this path. If you specify a Folder that has not been created yet, the validation will fail, but you will still be able to create the Data Area.
  • Create Data Area — Commits the configuration of the Project Data Area.
  • Cancel — Cancels the creation of the Project Data Area.

Edit Project Data Area Options

After you create a Project Data Area, you can edit some information for the Project Data Area:

  • Name (editing allowed)
  • Description (editing allowed)
  • Connector (no editing allowed) — You cannot change the Connector for the Project Data Area.
  • Path (editing allowed) — You can change the selected Path for the Project Data Area by selecting another Folder for the Connector.
  • Save — Commits the configuration changes to the Project Data Area.
  • Cancel — Cancels and changes to the Project Data Area.