Initiating the Copy Process

Use the following procedure to initiate a Project Copy process to copy the information from a scanned project (source) to a new project (target). As part of the copy process, Project Copy will create the target project with the same project settings as the source project and with the name you provide.

To initiate a Project Copy process, do the following:

1.

Navigate to the Summary tab of the source project (see Opening the Project Summary Tab).

2.

From the Manage Project menu, select Copy Project. If any of the conditions listed in Required Conditions for Accessing the Project Copy Feature are not met, an error message is displayed describing the issue. You cannot proceed with the copy until all conditions are met.

Note:The Copy Project option is disabled if an Update Notices, Export Project Data, Apply Policy - Project, or Import Project Data job is currently scheduled or running.

3.

In the New Project Name field on the Project Copy window, enter the name you want to give the target project that the copy process will create to receive the copied information. The project name must meet these criteria:

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It must be a unique project name within your Code Insight system.

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The initial character in the name cannot be the space character.

Note:Code Insight determines whether the target project name is unique during the actual copy process (that is, while the Project Copy job in the Jobs queue is in an Active state). If the name already exists, the job fails with an error message. See step 5 for information about monitoring the Jobs queue.

4.

Click OK. A success message (displayed in the upper right of the screen) both indicates that the Project Copy was added to the Jobs queue and provides the job ID.

You can monitor the Project Copy progress (see the next step) or proceed to perform other operations on the source project.

5.

Monitor the progress of the Project Copy from one or both of the following locations. (For information about the types of information copied to the target project, see Information Copied to the Target Project.)

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Jobs queue—Open the Jobs queue and use the job ID to locate the Project Copy job and track its status. (Use the instructions in Monitoring the Code Insight Jobs Queue to access and monitor the queue.) The Jobs queue enables you to see the status and position of the copy job in relation to other jobs running in the Code Insight system. The copy job can run concurrently with most jobs, including scans on other projects, with the following exceptions:

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Multiple Project Copy jobs for the same source project can be queued but cannot run concurrently. The first copy job triggered for the project will be the first placed in Active state. The remaining copy jobs triggered for the project continue in a Scheduled state and are run based on the appropriate queue order.

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If a Project Copy job is already scheduled when a Library Refresh or Electronic Update is added to the queue, the Library Refresh or Electronic Update will run first (once any already active jobs finish). The Project Copy job remains in a Scheduled state and will run according to queue order once the refresh or update is complete. (A Library Refresh and Electronic Update have priority over all other scheduled jobs.)

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Target project dashboard—Navigate to the dashboard of the target project (which is created once the job has an Active status in the Jobs queue), and check the description of the copy’s progress displayed on the dashboard. You might need to refresh the dashboard to obtain the latest information.

Note:While you can view progress information on the dashboard of the target project, you cannot open the project until the copy is complete.

Project Copy Completion

Once the copy process is finished, the Completed status is displayed in the Jobs queue. (If the process has failed, see Errors During a Project Copy for more information about full and partial failures and possible remediation.)

Additionally, the dashboard for the target project is refreshed with the information and statistics of the scanned data (as copied from the source project). You can then access the target project to perform regular project and inventory operations.