Skip to content

General Project Settings

The General Project Settings tab provides an overview of your project, including general information, key metrics, and essential actions that can be performed on the project. This section allows you to manage and configure details such as project name, templates, and CSV delimiter, as well as perform actions like downloading or deleting the project.

General Project Settings
General Project Settings

Overview of Project Details

Upon accessing the General Project Settings, you'll see detailed project information:

  • Project Name: The current name of your project, visible across the DATAMIMIC interface, and can be edited here.
  • Project ID: A unique identifier assigned to the project upon creation.
  • Creation Date: The date and time when the project was created.
  • CSV Delimiter: Character used to separate values in project-generated CSV files, ensuring consistency when downloading data.

General Actions

General Actions
General Actions
  1. Make as Template: Create a template for other users to use as a base for new projects.
  2. Download Project: Export the project as a .tar.gz archive to store locally or transfer to other DATAMIMIC instances.
  3. Edit Project: Modify project settings, including project name and CSV delimiter.
  4. Delete Project: Permanently remove the project from the system.

Danger

Deleting a project is irreversible and will result in the permanent removal of all project data from the system.

Update Project Configuration

To edit the project configuration, select the edit icon in the General Actions section. This opens the Update Project Config dialog, where you can modify the project name and CSV delimiter.

Update Project Config
Update Project Config

Template Management

The Template Management feature allows administrators to create reusable project templates, providing a standardized setup that can streamline new project creation in DATAMIMIC.

Creating a Template

Admins can create templates to encapsulate project settings for future reuse. Here’s how:

  1. Access the Template Panel: Go to the 'Settings' section of the project to be templated.
  2. Select 'Make as Template': This initiates a new template creation process. In the dialog, specify the template name, description, and tags.
Create Template
Create Template Dialog

Note

Only users with admin privileges can create templates. Regular users can share their projects with an admin to request template creation.

Managing Templates

Once a template is created, it can be managed from the Template Store. Admins have the ability to update or delete templates as necessary.

  1. Update Template: Use the three-dot menu on the template tile and choose 'Edit' to make changes in the dialog.
Update Template
Update Template Dialog
  1. Delete Template: Select 'Delete' from the menu and confirm the deletion to remove the template permanently.

Danger

Deleting a template is irreversible. Once deleted, the template cannot be recovered.

Tip

Template Usage: Templates can be cloned by users with access, making it easy to create standardized projects.

Best Practices and Tips

  • Consistent Naming Conventions: Use clear, consistent names when renaming projects for better organization.
  • Utilize Templates: Save time by creating templates for recurring project setups.
  • Double-Check Before Deletion: Deleting a project is permanent. Confirm that you no longer need the project before proceeding.