How to Create Project and Track

Modified on Fri, 22 Mar 2024 at 09:13 AM


This is a detailed topic in our Support Portal in the Using Hopp series and assumes that you have some prior knowledge or experience using Hopp. 


This article is a walk through how to create a Project and a Track including the preparation steps needed, and finally connect them, but it will not cover all features and functionality possible.


When appropriate, there will be references to other articles, and you may want to start by reading this article for background knowledge: Manage Servers, Projects, Tracks and Engines in Portal.


Setup a Project


Preparation


Before you can create the project, you need to create an associated Project Database in SQL Server. The Database has a completely fixed content and format. To create it, you can either use script from Hopp Installation homepage Hopp Installation or you can create a copy of an existing project, if any, in SQL Server. 


Create Project


To Create a Project, you need to go to the Configuration section of the Portal. 


Click the Configuration button visible on the Project Board.




When the Configuration section is displayed, the Projects Section is default selected.


Click on the + button to create a new Project.



Give the project a name, set State to Active, and choose Default Language, then Create.


Note that languages can be created elsewhere in the Configuration section.



Click on Startup Project in Project List to open Project details.

 

On a Project, there are 4 sections possible.


Item Manager and Planning are optional modules that can apply to a Project if they are included and configured as part of your Installation.


Project details can be added afterwards. For further information, please check these articles: Project - Authorization : (hopp.tech) and Partitions : (hopp.tech).

 

Runtime


In section Runtime you provide information on how and where to run the Project.

 

State

Is the Project Runtime Active or Inactive

Mode

Runtime Mode can be either Migration or Export.
When Migration both Export and Import are run, while Export only runs the Export part.

Source Engine

In both modes, a Source engine must be specified.
Select one from the Dropdown with a list of available Source engines.

Target Engine

If the mode is Migration, a target engine must be specified.
Select one from the Dropdown with a list of available Target engines.

Server

Select the server where the Project Database is created from the Dropdown with a list of available Servers.

Database

Specify the Name of the Project Database you created in the Preparation step.

 

Note: Engines and servers are maintained elsewhere in Configuration.

 

Setup a Track

Preparation

When you create a Track, you need to attach a root folder, a Staging Database, and a Migration Database. If they don’t exist, you must create them first. 


Root folder

On the server that is to be selected as the Execution Server for the Track, there must be a Root folder with the Track number to be specified as path for the Track. If there are no available Root folders, you must create one. 


E.g. like this:

 

Migration Database


This Database must be created. It has a completely fixed content and format.


To create it, you can either use the script from Hopp Installation homepage Hopp Installation or you can create a copy of an existing project, if any, in SQL Server.

 

Staging Database


The Staging Database can be created as empty without content, as it will be built dynamically by the Source Engine, when the Source Engine is set up.


Therefore, just create an empty database.


Create Track

To create a Track, you need to go to the Configuration section of the Portal, then choose Operations > RunTime > Track, then click on + button:



Then the Add Track dialog opens.


From the Execution server drop-down select the server to run the migration and type the Track Number that corresponds to the Track Number from the Root folder.


Select the server on which you created the Migration Database from the drop-down, and the database name will be prefilled. The name should correspond to the name of the migration database you created.


The same applies to the Staging Database.



Click on Paths button to setup Migration paths.


Go to Root Folder in the bottom of the window and verify that it matches the path to the Root folder you created earlier. If not correct and click on Set Default button to apply changes to all other paths. 

 


Save the Parts dialog and then the Add Track dialog.


Now we need to connect the new Track to the new Project.


To do that, click on the 3 dots on the Track you like to connect to the Project, then select Usage.



This opens the Track usage dialog, where you select the Project you just created from the Drop-down, and then in Usage field type the name of the Track as you would like to present it as in Portal, click Publish to make it visible in Portal.


 

 

Click Save and you are finished creating a new Project and Track. 


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