Open Project

Created: November 05, 2019 | Updated: October 12, 2020 | Applies to version: 20.0

Now reading version 20. For the latest, read: Open Project for version 22

The Open Project dialog

Summary

The Open Project dialog provides a single location to search, browse, and open projects.

Access

The dialog is accessed from any editor by choosing File » Open Project from the main menus.

Options/Controls

Search – use to filter the project list by entering alpha/numeric characters. When opening server-based (Managed) Projects, the Search filter will also respond to Parameters/Value pairs available from server projects – these include Project and Server parameters, and the Analytics parameters generated by the server.
Server parameter-based searches
The Managed Project search will return a list of projects based on simple or specific search strings. Parameter Value searches are case-insensitive, whereas Parameter names are referred to in full and are case-sensitive. A space in the search string indicates a boolean AND, and quoted (literal) searches are valid.
- Enter abc to list projects that include a parameter value which contains the character string abc
- Enter abc 123 to list projects that include a parameter value which contains abc AND 123
- Enter “abc 123” to list projects that include a parameter value which (literally) contains abc 123
- Enter MyParameter=123 to list projects that include the MyParameter parameter with a value that contains 123
- Enter “My Other Parameter”=abc to list projects that include the My Other Parameter parameter with a value that contains 123. Most project parameter names include spaces, so a quoted (literal) name is needed.
- Enter MyParameter=abc 123 to list projects that include the MyParameter parameter with a value that contains abc, and also have any parameter with a value containing 123.
- Enter MyParameter= to list projects that include the MyParameter parameter, regardless of its value.
► View search examples
LOCATIONS – choose the location of the project you want to open. The list to the right will display projects within the chosen location.

Select the target location of the project.

Opening a Recent Project

The Recent Project of the Open Project dialog

Recent – lists recently opened projects from local or server sources. The icon for server-based projects is shaded red when its source server is not connected/available ().

Name – the name of the project; the location path of the project appears below the name.
Last Modified – the date and time the project was last modified. The date and time display in accordance with your personal computer's settings. To configure each project's modification dates and times in a specific format, you can do so in your computer's system Region settings.

The Name and Last Modified columns can be sorted in ascending or descending order by clicking (and toggling) the header for each column.

Project Information – when is clicked, the right-hand side of the dialog displays additional details about the selected project, including the basic project information and for server-based Managed Projects, all project Parameters.
Browse - click to browse to and open a project through the standard Windows Open dialog.
Open – click to open the selected project.

Opening a Managed Project

The Open Project dialog when not signed in on the left, and when connected to a Workspace on the right.

Server and Workspace

When not signed into a server: the right-hand side of the dialog displays text stating that you are not connected to a server or workspace. Click the relevant tile for the desired workspace , server , or customized server . You will be prompted to sign into the chosen server, if required.
When signed in to a server: lists managed projects available in a connected server. When viewing Managed Projects, the default view shows all projects available within the server’s top level project folder and its subfolders. To view and navigate through the project folder hierarchy, select the folder view button () to access project folders and the breadcrumb path in the dialog’s Search bar.

If you are not currently signed in to your Server, do so by clicking the corresponding button for the Server in the main area of the dialog. All known on-site servers will be listed in which you will be prompted to sign in using your server credentials, unless Sign in Automatically has been enabled from your Sign In dialog. Alternatively, you can sign in to a different server using the Custom button. Remember that while it is possible to have connections to different servers (these are listed as Known Servers), you can only be actively signed in to one managed content server through the software at a time. You can check which servers you are connected to from the Data Management - Servers page of the Preferences dialog.

Name – the name of the project; the location path of the project appears below the name.
Last Modified – the date and time the project was last modified. The date and time display in accordance with your personal computer's settings. To configure each project's modification dates and times in a specific format, you can do so in your computer's system Region settings.

The Name and Last Modified columns can be sorted in ascending or descending order by clicking (and toggling) the header for each column.

Project Information – when is clicked, the right-hand side of the dialog displays additional details about the selected project, including the basic project information and for server-based Managed Projects, all project Parameters.
Browse - click to browse to and open a project through the standard Windows Open dialog.
Open – click to open the selected project. Use the drop-down to select to open the project in the Default Checkout Path or to open the project in a Custom Path. If Custom Path is selected, the standard Windows Browse For Folder dialog will open to select the folder to open the project in.

Opening a Local Project

The Local Projects of the Open Project dialog

Local Projects – lists projects stored in the current default location as specified in the System – Default Locations page of the Preferences dialog.

Name – the name of the project; the location path of the project appears below the name.
Last Modified – the date and time the project was last modified. The date and time display in accordance with your personal computer's settings. To configure each project's modification dates and times in a specific format, you can do so in your computer's system Region settings.

The Name and Last Modified columns can be sorted in ascending or descending order by clicking (and toggling) the header for each column.

Project Information – when is clicked, the right-hand side of the dialog displays additional details about the selected project, including the basic project information and for server-based Managed Projects, all project Parameters.
Browse - click to browse to and open a project through the standard Windows Open dialog.
Open – click to open the selected project.

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Open Project

Summary

Access

Options/Controls

The Recent Project of the Open Project dialog

The Open Project dialog when not signed in on the left, and when connected to a Workspace on the right.

The Local Projects of the Open Project dialog

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