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Projects

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Overview

Projects are groups of related tasks.

 

Create a Project

Create a project by clicking on the Projects link in the left menu pane.

  1. Click on the Projects icon in the top navigator.
  2. Click “Create Project”.
  3. Enter the name for the project.
  4. Enter an optional description in the Project Description field.
  5. Select a default source for the project.  All tasks created for the project will default to the default source, but it can be overridden at the task level.
  6. Enter the default Save To Folder. You have the option to manually enter the path or use the browse button to open the file explorer to select the location. All tasks created for the project will output to the selected default folder, but it can be overridden at the task level.
  7. Click “Save” to create the project.

Note that the number of projects you are able to create may be limited on your plan version.

Edit a Project

  1. Click on the Projects icon in the top navigator.
  2. Click on the project you would like to change by clicking on the project name link.
  3. Click on the “Edit” button.
  4. Make the changes required.
  5. Click “Save” to update the project.

Duplicate a Project

  1. Click on the Projects icon in the top navigator.
  2. Click on the project you would like to clone by clicking on the project name link.
  3. Click on the “Clone” button. A new copy of the project will be created in the project list.  The name of the new project will be prefixed with the words “Clone of”.  All tasks that exist in the original project will also be created in the new project.
  4. Click “Edit” to change the name of the new project and make any other changes for your collection.
  5. Click “Save” to update the project.

Create a Task from a Project

A task is a connection to a source (which you defined in your sources) that output to a file. You can create tasks directly from a project.

  1. Click on the Projects icon in the top navigator.
  2. Click on the project link where you would like to creat the task.
  3. Click on the “Add Task” button.  Enter the info to set-up the task.  Learn More about creating Tasks.
  4. When the task is saved, it will be added to the task list within the project.

Deleting a Project

  1. Click on the Projects icon in the top navigator.
  2. Click on the project you would like to delete by clicking on the project name link.
  3. Click “Delete” to remove the Source. Important note: All tasks with the project will also be deleted.

Importing and Exporting a Project

You can export the contents of a Project including the tasks and the associated source.  Exporting to a package allows you to save content and create templates that can be shared with other users. Exporting also allows you to backup specific content and make the content portable so that it can be moved to other environments.

 

Exporting a Project Package

  1. Select “Projects” from the left menu page and click on the project name you would like to export.
  2. Click the  “Create Export Package” icon.
  3. Enter the “Save To” location for the package.
  4. Click the “Include Secrets” checkbox if you would like to include secrets in the export.  If you include secrets, your passwords and API keys will be included in the zip file. Secrets are required if you want to use this package with the Extrata Command Line tool. If you are sharing this package with someone else as a template, then DO NOT INCLUDE SECRETS.
  5. Enter a password for the export.
  6. Click Backup.  The export will be saved as a Zip file in the Save location defined in step 3.

Importing a Project Package

  1. Select “Projects” from the left menu page and click on the  “Import Package from Export” icon.
  2. Enter or browse to the location where the Zip package is located.  Enter that into the “Import From” field.
  3. Enter the password that was entered during the export step.
  4. Click Restore.  The import will save the contents of the zip package to Extrata.
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