Manage projects

This topic describes how to manage projects in AppViz.

Project interface

Project Areas

Area	Description
Progress Bar	The project's progress bar displays the project's completeness.
Actions	This area provides the option to: Update. This action allows you to update the applications that are affected by the project. Updating causes new drafts to be created for each of these applications, and you have the option to apply these drafts. For details, see Update a project's applications. Edit. This action allows you to edit the project. For Server Migration and Server Decommission Projects, this includes editing project tasks. For details, see Edit a project. Apply Drafts. This action allows you to apply the drafts of all the affected applications. For details, see Apply all application drafts. Plan. This action allows you to plan tasks for Application Migration or Application Lifecycle projects. For details, see Create an application migration project or Create an application lifecycle project. Discard. This action allows you to discard the project. For details, see Discard a project. This option is only available for projects which have yet to start. Close. This action allows you to close a project. For details, see Close a project. This option is only available for projects which have reached completion. Decommission. This action allows you to open a decommission project to decommission old servers. For details, see Decommission retired servers. This option is only available for server migration projects and application migration projects which are closed. Export. This action allows you to export the project content to a PDF document. You have the option of selecting which project sections to export: information, affected applications, and project tasks, including detailed Network Object information. For details, see Export project content to PDF.
Affected Applications	This area displays the applications affected by the project and change requests that were initiated for the project. These appear sorted in the following categories: Drafts. All affected applications in the draft revision status. These affected applications have been updated, but have not been applied. In this tab, you have the option to apply all the application drafts. For details, see Apply all application drafts. Open Requests. All open change requests which were initiated for the project, and their corresponding applications. The applications have been updated and applied, and their change requests are currently being processed. These applications are now in the pending revision status. Resolved. All resolved change requests which were initiated for the project, and their corresponding applications. The applications have been updated and applied, and there change requests have been resolved. These applications are now in the active revision status. Rejected. All rejected change requests which were initiated for the project, and their corresponding applications. The applications have been updated and applied, and there change requests have been rejected. These applications are now in the rejected revision status. You can view an application by clicking on the application's name, or view the change request (in FireFlow) by clicking on the change request's ID.
Project Information	Displays the following information about the project: Type. One of the following: Server Migration Project Application Migration Project Server Decommission Project Application Lifecycle Project Creator. The user that created the project. Created on. The date the project was created. Last Updated. The date the project was last updated. Status. One of the following: Initial (when the project has not yet been planned) New In Progress Complete
General Information	Displays general information that is entered by the creator or project user.
Project Tasks	Displays the project's tasks.

Start a new project

To start a project:

Go to the Projects area. For details, see Welcome to AppViz.
Click +New Project.

A menu appears.
Select the project type.

The new project form appears in the workspace.
Complete the fields as needed. For details, see:
Click Create Project.

One of the following occurs:
- For Server Migration and Server Decommission projects, the project is created and appears in the workspace.
- For Application Migration and Application Lifecycle projects, the project is created and the Plan Project dialog is displayed.
For Application Migration and Application Lifecycle projects, do one of the following:
- To start planning the project, click Start Planning.
  For details, see:
  - Create an application migration project
  - Create an application migration project
- To skip planning for now, click Not Now.
  The project appears in the workspace.

Server migration project fields

In this field...	Do this...
Project Name	Type the name of the project.
Project Description	Type a description of the project.
+ Add Task	Click this button to add a new task to the project. Each task represents a migration from one server to another.
Add tasks from file	Click this link to upload a CSV file of many tasks to the project. The headers must be the following: Existing IP, New IP, Comment
Existing Server	Do one of the following: Type the Network Object name or IP address of the existing server. Click Network Object Lookup and select the existing server using the Network Object Lookup wizard. For details, see Create an application migration project. Only single hosts (not groups or ranges) appear in the wizard.
New Server	Do one of the following: Type the Network Object name or IP address of the new server. Click Network Object Lookup and select the new server using the Network Object Lookup wizard. For details, see Create an application migration project. Only single hosts (not groups or ranges) appear in the wizard.
Comment	Type a comment for the task. This field is optional.
	Click this icon to delete a task from the project.

Application migration project fields

In this field...	Do this...
Project
Project Name	Type the name of the project.
Project Description	Optionally, type a description of the project.
Save Project	Click to create the project. You are asked whether you want to start planning now or wait until later.
Plan	Click this button to start planning.
Plan - Objects for Migrations
Applications	Click Add Applications. For details, see Network objects applications. The selected applications are listed in the left panel and all of their network objects are listed in the center panel under View and Add Network Objects.
View and Add Network Objects	In this area select the network objects to include in the migration. To filter the list, you can combine one or more of the following: In the Search box, type all or part of an object name or IP address. Press ENTER to start search. In the drop-down list, select a search match operator. To filter by network type, click one or more of the type buttons (Host, Range, and Group) to exclude them from the search. Types with available buttons are included in the search. Abstract network objects are not included in application migration projects. Select or clear the Include Any check box. To select objects, do the following: Select individual objects by clicking their check box, or select all by clicking the check box in the heading. Click Add Selected. Hover over an object and click +Add.
View Diagrams	Select a network object and click to show the server connections.
Server Migration List	List of network objects selected for migration.
	To delete a network object from the server migration list, hover over the object and click the trash icon.

Server decommission project fields

In this field...	Do this...
Project Name	Type the name of the project.
Project Description	Type a description of the project.
+ Add Task	Click this button to add a new task to the project. Each task represents the decommissioning of a single server.
Add tasks from file	Click this link to upload a CSV file of many tasks to the project. The headers must be the following: Server IP, Comment
Server IP	Do one of the following: Type the Network Object name or IP address of the server. Click Network Object Lookup and select the server using the Network Object Lookup wizard. For details, see Create an application migration project. Only single servers (not groups) appear in the wizard.
Comment	Type a comment for the task. This field is optional.
	Click this icon to delete a task from the project.

Application lifecycle project fields

In this field...	Do this...
Project Name	Type the name of the project.
Project Description	Type a description of the project.

Update a project's applications

Updating applications creates draft revisions (or edits current drafts) for specified affected applications; these drafts detail the specific changes the project requires for the application. If desired, you can then apply the application drafts for all or some of the applications.

To update applications:

View the project for which you want to update applications. For details, see Projects.
In the Actions area, click Update.

The Affected Applications page appears.

The project's affected applications appear, sorted in the following lists:
- Existing drafts to update. Applications with a current draft revision. Updating these applications will edit the draft revision of the application with the requirements for the project.
- New drafts to create. Applications which do not have a current draft revision. Updating these applications will create a draft revision of the application with the requirements for the project.
- Flows that will not be updated. Affected applications which contain flows which contain the decommissioned server. This is only relevant for decommission projects.
- Shared flows to be updated
  
  Note: Shared flows with no instances do not cause a new draft to be created.
- Applications to decommission
- Applications to clone
Select the check box next to each application you want to update.

You can view an application's affected flows by clicking .
Click Update Applications.

A new draft with the change dictated by the project is created for each selected application (or the existing draft is updated), and the Apply Drafts page appears.
Do one of the following:

To exit without applying the application drafts, click No thanks.
To apply some or all of the application drafts, do the following:

Note: AppChange will create one change request for each application.
1. Select the check box next to each application whose draft you want to apply.
2. Click Apply Selected.
  
  The Apply Drafts dialog is displayed.
3. (Optional) Change the subject of the change request that will open in FireFlow for each application by editing the Change Request Summary field.
  
  Note: You can optionally customize a default change request summary specifically for Decommission change requests. For details, see Customize interactions with AFA and FireFlow.
4. Click OK.
  
  The drafts are applied and the change requests are created in FireFlow.
  
  The project appears.
  
  Back to top

Edit a project

To edit projects:

View the project you want to edit. For details, see Projects.
In the Actions area, click Edit.

The project's details appear in an editable format.
Edit the fields as needed. For details, see:
Click Save Changes.

The changes are saved.

Apply all application drafts

You have the option to simultaneously apply the drafts of many or all a project's affected applications. Otherwise, this can be accomplished immediately after creating the drafts (as a part of updating applications) or manually, one application at a time.

Note: AppChange will create one change request for each application.

To apply all application drafts:

View the project you want to edit. For details, see Projects.
In the Actions area, click Apply Drafts.

The Apply Drafts page appears.
Select the check box next to the application drafts you want to apply.

If an application's draft includes changes other than the changes relevant to the project, a warning message appears when the application is selected.
Click Apply Selected.

The Apply Drafts dialog is displayed, with a list of the selected applications.
(Optional) Change the subject of the change request that will open in FireFlow for each application by editing the Change Request Summary field.
Click OK.

The drafts are applied, and the change requests are created in FireFlow.

Discard a project

Note: You can only discard projects which have not been started.

To discard projects:

View the project you want to edit. For details, see Projects.
In the Actions area, click Discard.

A confirmation message appears.
Click Discard.

The project is discarded.

Close a project

Note: You can only close projects which have reached completion.

To close projects:

View the project you want to edit. For details, see Projects.
In the Actions area, click Close.

The project is closed without confirmation.

Decommission retired servers

Once a Server Migration or Application Migration project is completed, you can automatically open a decommission project to decommission the retired servers.

To decommission the retired servers:

View the project you want to edit. For details, see Projects.
In the Actions area, click Decommission.

The new decommission project appears with editable fields. The servers to decommission are already added as tasks for the project.
Edit the fields as desired. For details, see Server decommission project fields.
Click Save Changes.

The project is created and appears.

Export project content to PDF

To export project content:

View the project you want to edit. For details, see Projects.
In the Actions area, click Export.

The PDF Export dialog is displayed.
Select the information to export, and click OK.

Your browser will prompt you to save or open the PDF file.