Projects

Learn how Visier handles version control with projects.

Overview

The majority of the work that you do in Studio will be done within a project. Projects are how Visier handles version control, allowing you to define and edit the solution separately from the current production version of the solution. Projects allow you to collaborate with other administrators to ensure that all changes are reviewed and validated before they are published to production. Any customization or configuration change that is made on your behalf by a Visier Technical Support user will be managed and tracked within a project.

When authoring or collaborating in a project, set your user language preferences to the language you are authoring in and ensure any collaborators are working in the same language as you. For more information, see Supported Languages.

Tip: To learn more, take the Visier University eLearning course: Working with projects.

The project lifecycle

Each project may have a series of versions called revisions. The owner of a project, and their collaborators, make changes and commit the changes as a revision. A particular revision of the project will then be promoted through a workflow to make a production solution.

The project lifecycle workflow includes the following states:

  • Open: The project can be edited, changes can be added, and committed as revisions.
  • Approval: The project is in review and no longer open for editing. The project can be approved or rejected for production by a collaborator.
  • Rejected: The project has been reviewed and rejected for production by a collaborator. The project must be reopened before it can be edited and resubmitted.
  • Archived: The project is no longer open for editing, but the revision and changes are maintained for viewing. The project can also now be deleted permanently.
  • Release: The project has been published to production.

For more information about transitioning projects through the project lifecycle, see Change the Project Status.

Once a project has been released to production the solution is updated. Each time you publish your changes to production, a new version of the solution is created. The existing version of the solution will be overwritten but not discarded, so you can refer to or roll back to a previous version of the solution at any time. For more information about publishing projects, see Publish Project Changes.

Note:  

  • By default, Visier Technical Support users will not be able to release a project to production. As an administrator, you're responsible for validating and publishing any changes to the solution that we make on your behalf to production. If you want Visier Support users to publish approved projects on your behalf, you can turn on the Delegated Publishing option in the global workspace by clicking Settings > Publishing on the global navigation bar.

  • If you need to rollback to a previous version of the solution, contact Visier Technical Support.

The Projects room

The Projects room is where you can find and manage the projects you have access to, as shown in the following screenshot.

The room is divided into two sections: the production project and draft projects. Under Production Project, you'll find the current production version of the solution that is available to all users. Under Draft Projects, you'll find the projects that you own and that have been shared with you.

Tip: To quickly preview a project and see the effect of the changes in your solution, hover over the project and click View Application.

To access the Projects room, click Projects on the global navigation bar.

The project home

When you open a project, you'll be taken to the project home. This is where you'll manage the project, share the project with collaborators, review changes, and promote revisions through the project lifecycle.

The following table describes the tabs in the project home.

Tab Description
Changes Manage uncommitted changes and revisions of the project.
Basic Information Change the project name, description, and more.

To access the project home when you're in a project, click the Home button  on the navigation bar.

Tip: Download the Project Summary Export to audit all published projects. The export lists all the projects that have been published to the production version, when the project was published, and who published the project.

  1. Click the More button in the upper-right corner of the project home.
  2. Click Project Summary Export.

    Result: The report is generated as an .xlsx file and automatically begins downloading.

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