Managing HCL OneTest™ Server projects

You might want to become a project member, change a user role on a project, work with the project repository, and archive or unarchive projects.

About this task

Each project is associated with at least one owner. You can assign multiple owners to your project. Any user that becomes a member of a project and is assigned a role of Tester, Owner or Viewer for the project can access the project. For more information about access control for projects, see Managing access to projects.

Project owners can archive a project and choose to unarchive a project. Archiving a project does not delete any repository references that you added to the project. For details, see Archiving or unarchiving projects.

The following tasks explain how to manage projects:

Becoming a project member

As a project owner, you might want to request to be a member of another project. New users without any projects might also want to be a member of an existing project.

About this task

Project owners can add users to their public or private projects. All users can request to become a member of a public project.

Procedure

  1. To request to be a member of another project, from the project Home page search for the project that you want to join in the list of other projects and click that Project card or the Key icon Key icon. Only public projects are visible in the list of projects.
  2. Confirm your request when prompted. If you agree, the project owner is notified. The project owner sees a pending request Notification icon Pending request notification on owners project card on their Project card.

    After opening the notification, the owner can see the user that is requesting access and can accept or decline it.

    If the project owner accepts your request, you are added as a member of the project with a Viewer role. A Viewer role is the default role assigned and is restricted to specific actions. For more information about roles, see Managing access to projects.

    You then see the project in your list of projects. See the My Projects section of the Home page.

    If the project owner declines your request, follow up with the project owner.

What to do next

You can see an overview of the projects test assets, runs, and results.

Managing access to projects

As a project owner, you might want to add or remove a project member role.

About this task

You can assign access by specifying a role when you add a user to your project. For details, see Becoming a project member. You can also assign more access or remove access for a user. Roles enable users to perform tasks on project resources such as running tests and viewing test results.

Procedure

  1. Choose the role in a project based on its associated actions.
    Option Description
    Owner of a project
    • All Tester's actions
    • Update, archive, list, and view a project
    • Assign, update, delete, and list user roles for a project
    • Accept new member requests
    • Create, update, and delete a dataset classification in a project
    • Add, update, and remove an encrypted dataset from a classification
    • Update current row for a listed dataset in a project
    • Delete, list and view a report
    • Update, delete, and list a repository in a project
    • Get the test assets from a repository in a project
    • Create, update, delete and list secrets in a project
    • Create, update, delete, and list resource monitoring sources in a project
    • Get the content of a resource monitoring source in a project
    • Register, update, delete, and list resource monitoring agents
    Tester of a project
    • All Viewer's actions
    • List repositories in a project
    • Run a test and create a report
    • Stop a test while running
    • Get the test assets from a repository in a project
    • Get a list of datasets in a project
    • Get the content of a dataset
    • Update the current row for a listed dataset in a project
    • Add, update, and remove an encrypted dataset from a classification
    • Delete a report if you created the report
    Viewer of a project
    • List your own roles on a project
    • List running tests
    • List and view a report
    • List resource monitoring sources in a project
    • Get the content of a resource monitoring source in a project
    • List the resource monitoring agents
    Non-member of a project
    • Request to be a member of a project
  2. Open the project that you own. From the project details, you can see a list of project members for your project and then add or remove a member's role.
  3. Add or remove the member access by using the Menu icon Change a user role icon next to each user in the member list.

What to do next

You can add more users, create more projects, or archive projects.

Archiving or unarchiving projects

As a project owner, you also might want to archive a project when that project is no longer needed but you want to retain it for future reference. If you do want to use an archived project, you can unarchive it.

About this task

You can archive projects that are inactive. Archived projects are not visible to users or project members, but owners can show or hide their archived projects. Archived projects can be unarchived.

Procedure

  1. To archive a project, open the project configuration and click the Archive toggle switch.

    Archive a project

  2. Confirm that you want to archive the project when prompted. If you proceed, the project is archived and can be hidden in your project list. To show or hide the archive projects, select the appropriate option by using the Menu icon menu icon.

    When visible, the archived project shows as archived in the list of My Projects, for example, user1project (Archived) is shown on the Project card.

Unarchiving an archived project

  1. To unarchive a project, open an archived project and unarchive it by clicking the Archive toggle switch.

What to do next

You can create another project.

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