Defining a new project

Create a new project as follows:

  1. On the Project menu, click New or click the icon . The New Project window is displayed.
  2. Provide a name to identify the project.
  3. Provide a description for the project.
  4. Provide the name of the customer for whom the Insight is created.
  5. The latest installed Studio version is automatically populated into the Insight Version field.
  6. Select an ERP type. By default, the ERP types supported are Lawson 9, Lawson 10, Infor, SAP, Oracle11, Oracle 12, and PeopleSoft. But other ERPs may be added if required through the Library.
  7. The GUID number for the new Insight is automatically populated in the GUID field.
  8. Provide a name for the Insight.
  9. Provide a friendly name for the Insight.
  10. Provide the Insight Company.Insight_Type.ERP.
  11. From the ERP Connection drop-down list, select the connection to connect to the source ERP. Selecting a connection is not mandatory at this stage, but users will need to associate a connection with the project before they can add tables from the source ERP into the project. Connections can be associated at a later date by clicking Project > Properties and specifying the name of the required connection.
    Note: For first-time users, the Connections drop-down list will be blank. Users need to create a connection by clicking Add New ERP Connection which will launch a new window to create the connection or through Library > ERP Connections.
  12. The ERP version is automatically populated into the ERP Version field.
    Note: This field is applicable only for Oracle and PeopleSoft. For other ERPs, this field appears blank .
  13. Optionally, add your comments.
  14. Click Create Project. Studio will open a page for the new project.