BA and BPM projects are defined as either private or public. Only the project owner can view or edit private projects. The project owner and other users who have the correct permissions can edit and view public projects.

For information about how to share projects, see How to Share a Project with Other Users.

Shared projects have an edit mode, which determines whether you can make changes or not. You can determine the current edit mode for a project in the project information pane.

In Read-only mode, the project is open for viewing only, and some project functionality is unavailable. In Edit mode, you can make changes to the project. Only you can make changes; other users can view it, but cannot make changes.

Project roles define who has access to view and make changes to a project. There are three types of project roles: owner, editor, and viewer.

• Owner: When a user creates a project, they are defined as the owner of the project. You can also define another user as the owner of a project. The owner of a project can perform the following:

  • Edit a project

  • Deploy a project

  • Create a project snapshot

  • Share a project with other users

  • Delete a project

• Editor: An editor can make changes to a project.

  When a user with the editor role opens a project, by default it is in read mode. If no other users are editing the project, the user can begin editing it.

• Viewer: A viewer can view a project, but cannot make any changes to it.

To open a project directly from the Application Welcome page, find the required project in the project list and then click on the name of the project.

The BA Project Welcome Page is displayed by default when you open a BA project from the Application Welcome page. For more information about the BA Project Welcome Page, see Introduction to the BA Project Welcome Page.

The BPM Project Welcome Page is displayed by default when you open a BPM project from the Application Welcome page. For more information about the BPM Project Welcome Page, see Introduction to the Project Welcome Page.

When you are editing a component within a project, you can return to the Project Welcome Page by clicking the Project Home tab.

You share projects with other Oracle Business Process Composer users at the space level. Projects stored in a specific space share the same permissions. Only owners can change permissions at the project-level.

For more information about sharing projects, see How to Share a Space with Other Users or Groups

You can save changes to your project as you are editing project components. You must switch to edit mode to make changes.

1. From the Project toolbar, click the discard changes icon.
2. Click OK to confirm discarding changes to the current project.

To close a project, click Close Project in the upper right hand corner of the project home page. If you are sharing a project, a confirmation popup appears containing a Release Lock check box. Select this check box to release the lock and make the project available to edit by other project participants. Alternately, you can select the space name located at the top-right corner of the project welcome page to return to the application welcome page.

1. Go to the Project Welcome Page, Recent Activity panel, then click Snapshots to open the Snapshots dialog, as shown in Figure 3-1.

   Figure 3-1 Snapshots Dialog - Add New Snapshot

   
   Description of "Figure 3-1 Snapshots Dialog - Add New Snapshot"
2. Click New.
3. Enter a name for your snapshot, then click Create Snapshot.

1. Go to the Project Welcome Page, Recent Activity panel.
2. Click Snapshots to open the Snapshots dialog.
3. Click the name of the snapshot you want to view.

1. Open your project.
2. From the Project Welcome Page, Recent Activity panel, click Snapshots.
3. Select the snapshot you want to delete from the list, then click Delete.
4. Click Yes to confirm that you want to delete the project snapshot.

   After you delete a project snapshot, it cannot be recovered.

1. Open your project.
2. View the project snapshot you want to export.

   For more information, see How to View Contents of a Project Snapshot.

3. From the main menu, select Export, then Export Project.
4. Choose a location on your local file system and click Save.

   The exported project snapshot is saved as an .EXP file on your file system.

1. Open your project.
2. View the project snapshot you want to deploy.

   For more information, see How to View Contents of a Project Snapshot.

3. From the main menu, select Deploy Project.
4. Provide the information as described in How to Deploy a Project to Run Time.
5. Click Deploy.

1. Access the application welcome page.
2. From the main menu, select Import, then select Import Project.

   The main menu is accessible from the upper left-hand corner of the Oracle Business Process Composer user interface as shown in Figure 3-2.

   Figure 3-2 Application Welcome Page Main Menu

   
   Description of "Figure 3-2 Application Welcome Page Main Menu"
3. Select the space where you want to store your imported project.

   You must create or choose a space before you can import a project.

4. Click Browse, then select the project file you want to import.
5. Click OK to import the project into the Oracle BPM repository.

1. Find the project you want to export from the list of projects located in the project list, as shown in Figure 3-3.

   Figure 3-3 Project List - Project in List

   
   Description of "Figure 3-3 Project List - Project in List"
2. Click the Download icon (), which is located in the top right-hand corner.
3. Choose a location on your local file system and click Save.

1. Open the project or project snapshot you want to export.
2. From the main menu select Export, then choose either to export the current project or the last published project, as shown in Figure 3-4.

   Note that only the Last Published Project option is available for project snapshots.

   Figure 3-4 Project Main Menu - Export

   
   Description of "Figure 3-4 Project Main Menu - Export"
3. Choose a location on your local file system and click Save.