Strategy One

Managing Project Status, Configuration, or Security: Project View

The Project view helps you keep track of the status of all the projects contained in the selected project source. It also enables access to a number of project maintenance interfaces in one place. This makes it faster and easier to perform maintenance tasks such as purging caches, managing security filters, or loading or unloading projects from Intelligence Server.

To Access the Project View

  1. Expand Administration in the project source's folder list.
  2. Expand the System Administration group, and then select Project. The projects and their statuses display on the right-hand side.

Using the Project View

The Project view lists all the projects in the project source. If your system is set up as a cluster of servers, the Project Monitor displays all projects in the cluster, including the projects that are not running on the node from which you are accessing the Project Monitor. For details on projects in a clustered environment, see Distribute Projects Across Nodes in a Cluster.

To view the status of a project, select the List or Details view, and click the + sign next to the project's name. A list of all the servers in the cluster expands below the project's name. The status of the project on each server is shown next to the server's name. If your system is not clustered, there is only one server in this list.

For projects distributed asymmetrically across nodes of a cluster, a primary server is assigned to each project. A project's primary server handles the time-based scheduling for that project. The primary server is displayed in bold, and Primary Server appears after the server name.

From the Project view, you can access a number of administrative and maintenance functions. You can:

  • Manage the users and security filters for a project
  • View the change journal for a project (for details, see Monitor System Activity: Change Journaling)
  • Export and print the project's schema or other project documentation
  • Load or unload projects from Intelligence Server, or idle or resume projects for maintenance (for details, see Setting the Status of a Project)

    To load a project on a specific server in a cluster, you use the Cluster Monitor. For details on this procedure, see Managing Clustered Intelligence Servers: Cluster View.

  • Purge report, element, or object caches for projects

    These tasks are all available by right-clicking a project in the Project Monitor. For more detailed information about any of these options, see the Help or related sections in this guide.

    You can perform an action on multiple projects at the same time. To do this, select several projects (CTRL+click), then right-click and select one of the options.

You can also schedule any of these maintenance functions from the Schedule Administration Tasks dialog box. To access this dialog box, right-click a project in the Project view and select Schedule Administration Tasks. For more information, including detailed instructions on scheduling a task, see Scheduling Administrative Tasks.