Branch Project: Project Information

Code Insight 2021 R1

The Project Information page in the Branch Project wizard identifies the essential information needed to create the branch project. Certain fields are pre-populated with values from the current project but can be edited as needed for the new project. After you complete the fields and click Next, the branch project is created if the information you provided is valid.

For a description of the procedures related to the Project Information page, see the following:

• Branching a Project
• Step 1: Creating the Branch Project

The following describes the properties and actions available on the Project Information page:

Branch Project: Project Information Page

Field

Description

Name

Enter a new name for the new project to which you are branching from the source project. The name must be unique in your Code Insight system.

Policy Profile

Select the policy profile that the new project uses to automate the inventory review process—that is, automatically mark published inventory items as approved or rejected—without the need for a manual review. (Inventory that are neither approved or rejected by policy will require a manual review.) For more information about policy profiles, see Managing Policy Profiles.

This field is initially populated with the policy profile used by the source project.

Scan Server

Select the Scan Server that will scan the codebase for the new project.

This field is initially populated with the Scan Server used by the source project.

Scan Profile

Select the scan profile containing scan settings that are applied when the project is scanned. This field is initially populated with he scan profile used by the source project.

Source Code Options

Select one or both options (or neither option) defining the method for obtaining source code for branch project:

• Upload Codebase—The source codebase is uploaded from an archive accessible from current instance. By default, this option is always selected. (You can upload multiple codebases.)
• Sync from Source Control—The source code base is obtained through a synchronization process with one or more instances of your site’s Source Control Management (SCM) system. For more information about the synchronization process with SCMs, see Configuring Source Code Management. This option is selected by default only if SCM instances were configured in the source project.

Alternatively, to copy only inventory and inventory-review information from the source project to the branch project, do not select either of these options. No file information will be associated with the inventory copied to the branch project.

Next

Click this button to create the project and move to the next wizard page:

• If selected Upload Codebase in the Source Code Options section, the Branch Project: Upload Codebase page opens.
• If you selected only Sync from Source Control in the Source Code Options section, the Branch Project: Version Control Settings page opens.
• If you selected neither option, the Branch Project: Project Copy Settings page opens.

However, if errors are found on this page, you must correct them before the project can be created and you can move to the next page.

Cancel

Click this button to cancel the project-branching setup.