Creating a Project

You must create the project before running a scan on a codebase—whether the codebase resides locally on a Scan Server or is a remote codebase to be scanned by a scan agent.

The following procedure focuses on creating a public project, which is the default project type. However, you can use this same procedure to create a private project, which has limited user access. For more information about creating a private project, see Creating a Private Project.

Any user in the system has read-only access to a public project. To what degree a user can interact with the project depends on whether the user has a project role and what the role is.

Important:You can create projects only if the Code Insight System Administrator has granted you permission to do so, as described in the “Configuring Code Insight” chapter in the “Code Insight Installation and Configuration Guide”. The Add New button and Create New Project right-click menu option referenced in the following procedure are available only if you have this permission.

To create a project, do the following:

Ensure that you are in the Projects view in the Code Insight Web UI. See Opening the Projects View if you need instructions.

In the Projects pane on the left, use one of the following methods to create the project. (The display of projects in the Projects pane is either in a tree or plain-list format. See Select the Projects Display Format.)

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(Project tree only) To create a project under a specific folder, use either method:

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Right-click the specific folder or any project directly under that folder, and select Create New Project | At This Level.

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Select the specific folder or any project directly under that folder; then click the Add New button (located at the top of the Projects pane), and select Project from the associated dropdown menu.

Once the project is defined, it will be stored under the selected folder or the folder to which the selected project belongs.

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To add a project to the plain list or to store a project at the root level of the project tree, use one of these methods:

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Click the Add New button, and select Project from the associated dropdown menu.

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(Plain list only) Right-click anywhere in the plain list, and select Create New Project.

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(Project tree only) Right-click anywhere in the project tree, and select Create New Project | At Root Level.

Once the project is defined, it will be added to plain list or stored at the root level of project tree.

The Add Project dialog is displayed.

Complete the following fields on the Add Project dialog:

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Name—Type a name for the new project.

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Project Visibility—Select Public to allow general access to the project. All users in the system can view a public project. To what degree a user can interact with a public project depends on the project role of the user. (To create a project with the Private option to limit its visibility, see Creating a Private Project.)

Note:The Project Visibility setting can be later changed through the Edit Project option on the Manage Project menu on the Summary tab. For more information, see Editing the Project Definition and General Settings.

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Scan Server—Select the Scan Server for this project. Even if the project will contain the results of only remote scans, you still need to specify a Scan Server. In this way, it is available should you need to perform a deep analysis evidence in the codebase files.

Click Save to save the new project.

As project creator, you automatically become the Project Contact and are assigned to the Project Administrator, Analyst, and Reviewer roles. These roles enable you to initially manage the project and its users, analyze the project codebase, and review project inventory.

(Optional) Assign project roles to users who will interact with the project. You can also remove yourself and others from any roles as needed. For more information, see Assigning and Removing Project Users .

The new project appears in the list of projects under the appropriate folder or at the root level of the list. At this point, the new project’s dashboard in the right pane does not contain information about the project. The project dashboard will be populated once a scan is run on the project codebase files.