BETA - Please be aware that this feature is currently in beta mode
Projects can now be cloned in Openprise by clicking on a project tile and selecting Clone.
Project cloning can be useful if you've created a process in your sandbox environment and after testing you want to change to production. By cloning this process, you can update data sources, data targets, and jobs to your production instance instead of doing this manually.
Or, maybe you have a process that needs to be broken up to increase processing times. For instance, a lead routing process that needs to be chunked out into 3 different lanes. You can clone a project and update the pieces for faster implementation.
Project Details Setup
- Name your project: Set a name for your new project
- Description: Add a description for more detail about your project
- Prefix for all objects in project: Type a prefix for all objects included in the cloned project
- Suffix for all objects in project: Type a suffix for all objects included in the cloned project
- Who can view: Select the Groups that can view this project
- Who can edit: Select the Groups that edit this project
Configure Data Sources
- Replace with: Select the dropdown to view all available data sources
- Restrict to data sources of the same source technology: If this option is selected, the dropdown for #1 will only show relevant data sources. Note: Salesforce.com and Salesforce Sandbox are different types of data sources
- * All Data Sources will be shown, select the Replace with option for each data source
-
Authenticate As: the source technology account email, which authenticates the Data Source
- If you have the right to use credentials to the original Data Source, credentials will be pre-filled in the Authenticate As box (see above image). If you do not have the right to use credentials to the original Data Source, you will be asked to enter credentials to authenticate the Data Source (see below image).
-
- If you are asked to enter credentials AND the Replace With section is left blank, a new Data Source will be created with prefix and suffix supplied from your configurations.
- If you are asked to enter credentials AND the Replace With section is filled out, the Data Source will be used on cloned jobs in the Project, and the Data Source name will remain the same.
Configure Data Targets
- Replace with: Select the dropdown to view all available data targets
- Restrict to data targets of the same source technology: If this option is selected, the dropdown for #1 will only show relevant data targets. Note: Salesforce.com and Salesforce Sandbox are different types of data sources
* All Data Targets will be shown, select the Replace with option for each data target
Configure Data Services
(only applicable to jobs that use a data service)
- Replace with: Select the dropdown to view all available data services
- Restrict to data services of the same source technology: If this option is selected, the dropdown for #1 will only show relevant data services
Select Proceed to Clone in the upper right corner
A completion bar will show on the screen
The cloned project will be shown on the main projects screen when complete