ManagingProjects

• Managing Projects

The following sections describe how to create and manage projects:

• "Viewing Projects" on page 37
• "Creating a Project" on page 38
• "Finding Projects" on page 39
• "Allowing Remote Access" on page 40
• "Accessing Remote Projects" on page 41
• "Running Projects" on page 42
• "Upgrading Projects" on page 42
• "Project Configuration" on page 43

Viewing Projects
When you start FactoryStudio (See "Starting FactoryStudio" on page 5) the main page shows a list of projects. The projects presented in the list are defined according the selected Project Server (defined at the Server tab) and the selected search paths (defined with the Find Project button).

To view the meta data information about the project, Click in the lower-right corner to rotate the selected project icon showing the Project Information. See "Project Configuration" on page 43 for details about the project metadata information
A Project in FactoryStudio stores all of the configuration for a specific application. That project configuration is stored in a single file with extension tproj.
If the list is not showing any projects, it is because the system was unable to located Project files on the selected Server and Search paths. Use the "Find Projects" to search projects in the local computer, use the "Server" tab to connect to a new Project Server, or use the "Create Project" to create a new project. If any error has occurred while loading projects, a log will be created in "C:\Users\Public\Documents\TLocalSettings\".
Using the ComboBox, you select on CardView and TableView, for different views of your project list.

The Projects that show in this list are all the ones found in the Search Paths, that can be defined using the "Find Projects" command, see "Finding Projects" on page 39.
Projects located on remote computers or on cloud servers can also me managed using the Server configuration, see "Accessing Remote Projects" on page 41.
Projects retain information about the version of FactoryStudio that was used to create the project originally. Unless you upgrade the project to a newer version, the project always opens using the version with which it was created. For more information, see "Upgrading Projects" on page 42.
Creating a Project
To create a project:

• Click New Project.
• The New Project page displays.
• Enter or select the information, as needed.

  Field	Description
  Name	Enter a name for the project.
  Description	(Optional) Enter a description of the project.
  Location	Click the ... button to select or create a new folder for the project.

• You configure remote access to projects on a folder basis. Be sure to place local projects into a different folder from projects that you permit remote access to.|

  Product Family

  Depending on your FactoryStudio license, you may have options here to build applications for a specific version of FactoryStudio. If you don't have a license, only the Express family will show. Even when you have a license you may want to create Express projects to share demos and tutorials with users that don't have a license installed. Refer to "FactoryStudio Versions and Licenses" on page 191, for more information about the product families. A basic description of the product families is

• Enterprise—Complete FactoryStudio functionality
  
• HMI—Use for smaller applications and embedded systems.
  
• Express—Use only for test or demonstration purposes.
  
• OPCServer—Create a project to work as a OPC server only, providing data to other applications from the native protocol drivers
  
• You can change this setting later, if needed.|

  Product Model

  Depending on your FactoryStudio license, you may have options here to build applications for a specific product model. The product model is connected with the number of real-time communication points you will be allowed on that project Refer to "FactoryStudio Versions and Licenses" on page 191, for more information about the product model..

  
  
• Press Create Project

Finding Projects
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When accessing your local computer, FactoryStudio looks for projects in the default folder and in any folder where you have created a project. If you copy a project file to a folder, FactoryStudio does not know to look in that folder for a project. You can add that folder to the search path, so FactoryStudio knows to look in the folder.
You can also remove folders from the search path, if you no longer need those folders for FactoryStudio projects or want to reduce the list of folders.
To find projects and manage remote access:

• Click Find Project.
• The Find Project page displays with a list of the existing search paths.
• Enter or select the information, as needed.

  Field	Description
  Current Project Server	Display-only. Lists where the current project is running.
  Include Sample Projects	Selected by default. Deselect to exclude sample projects from the list.
  Include Published Projects	Selected by default. Deselect to exclude published projects from the list.
  Find	Click to navigate to a project. The folder for the project you select is automatically added to the Search Paths list and all the Projects on that folder will be presented at the list.
  Search Paths	Select the folder whose remote settings you want to change, then change the settings below.

• Click + to add a folder the search path, so that all the projects on that folder displays in this list.
  
• Select a folder, then click - to remove the selected folder from the search path, so the projects on that folder no longer displays in this list.|
  
• Click Back to return to the main window.

When adding a project, or a folder, all the projects in the selected folder are added to Project List at the main page.
This page also contains the settings to allow users on remote computers to access the projects, as described in the next section
Allowing Remote Access
Remote users can only see and access projects from the local computer that you configure for remote access. If you want to permit remote access to one or more projects, but not to other projects, be sure to place those projects in separate folders. When you configure remote access (either for project editing or the runtime), you configure it for an entire folder. All projects in a folder configured to permit remote access will be accessible to remote users. For information about accessing a remote project, see "Running Projects" on page 42.
The software installation includes a web server (TWebServer) that permits remote access between computers with FactoryStudio installed. No other configuration is needed. If you are using the Microsoft IIS web server, see "Installing services on IIS" on page 6
To find projects and manage remote access:

• Click Find Project.
• Select the folder in the Search Paths list where you want to view and modify the permissions, select the information, as needed.

  Field	Description
  Allow Remote Access	Selected by default. De-select to deny remote access to the selected folder for editing FactoryStudio projects.
  Allow Remote Run	Selected by default. De-select to deny remote access to the selected folder for running a FactoryStudio runtime.
  Virtual Path	Enter to provide access to just the selected folder. Anyone accessing your computer remotely through FactoryStudio can see all folders that are configured for remote access and that do not have a Virtual Path.

  
  
• Click Back to return to the main window.

Accessing Remote Projects
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You can access and edit projects that are configured for remote access. Projects can be on any computer or server that you can access. If you subscribe to the cloud service, you can access projects configured on it. The Find Project function is not available when accessing a remote computer.
You can also upload a project to the remote computer.
To access a project remotely:

• Click the Server tab.
• This tab lets you configure and access remote projects.
• Do one of the following:

  To access a project on a remote computer	To access a project on the cloud service
  Select the Remote option.

• Enter the IP address of the computer where the project is.
  
• If configured, enter the Virtual Path of the folder.
  
• The person who created the project may have configured the virtual path.|* Select the Cloud option.
  
• Enter your Account and Password.|
  
• Click Connect.
• If you want to upload a project, click Upload Project.
• Click the Projects tab.
• The list of projects available from the computer you accessed displays. The projects available must be in folders that are configured for remote access.
• If you did not enter a virtual path, you see all projects in folders configured for remote access, but not projects in folders that have a virtual path configured.
• If you did enter a virtual path, you see all projects in the folders configured with the virtual path you entered.
• Double-click the project you want to open.

Running Projects
You can run the project in any of the following ways:

• From the FactoryStudio main window and project list, right-click the project and select Run Project.
• When configuring the project, go to Run > Startup and click Run Startup.
• For more information, see "Running the Application" on page 169.
• Automatically using the auto-startup settings on the Server tab.

Upgrading Projects
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Projects retain information about the version of FactoryStudio that was used to create the project. Unless you upgrade the project to a newer version, the project always opens using the version it was created with.
If you now have a newer version of FactoryStudio, you can upgrade a project to use the newer version.
To upgrade a project:

• Start FactoryStudio:
• See "Starting FactoryStudio" on page 5.
• The main page displays. Any existing projects display in the lower part of the page.
• Select the project you want.
• For any project that displays a ProductVersion that is older than your current version, right-click and select Upgrade Project.
• If this option is not available, the project is already on the same version as the current version of FactoryStudio.
• The system keeps the original project and adds the original version number to the file name, so you can still open and run it with the product version with which the project was developed. The system creates a new project with the original project name, importing all the configurations the latest product release.

Project Configuration
Engineering Tools
When you click "Open Project" you open the tools for project configuration, or as we used to call, the Engineering tools.
The overview of the project configuration user interface is in "Chapter 4, Engineering Workspace" on page 45.
SQL-Centric Configuration
All the project configuration, displays drawing, graphical images, scripts, tag definitions, external devices mapping, and so on, are saved in a single embedded SQL database. That file is encrypted for security and it should be opened and editing using the Project Engineering Tools.
The project configuration is saved is a file with extension TPROJ. Using the Publish procedure, described on "Chapter 14, Project Version Control" on page 175, you can also create read-only versions of the project for runtime execution only, that will have the extension TRUN.
Multi-User, Multi-Project
The system allows many projects to be opened at the same time. If you already have an open project, just select another project in the Project Selection list and open it. When a second instance of the same project is opened, it will open as read-only.
In order to enable concurrent-users you must have a project server licensed to multiple engineers. On the license tab, in the Engineering Group Box, you have the number of concurrent engineering users which can access the selected server or local computer.
Project Information
Every project file has embedded metadata with the key project information. When using the engineering tools, that information displays at the Info-Project-Version page.
The project settings that can be user defined, such as target family and model and default options can be defined at Info-Project-Settings page on the Engineering tools
To view and change project settings, open the Project with the configuration tools and:

• Go to Info > Project -> Settings.

Project Settings
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You can view and change the project settings that you configured when you created the project.