Create a project

A project contains elements with which a
FactoryTalk Optix Application
 is made. You can create either a local project or a project from a remote location.
  1. In the main toolbar, select 
    Project
    .
    The Start page opens.
  2. Select
    New
    .
  3. To create a local project, select the project type: 
    • Default
      . Create a project with all configured categories and a main window in
      Project view
      .
    • OptixPanel
      . Create a project with all configured categories and a main window in
      Project view
      , in addition to:
      • A
        System
         object with a pre-configured
        FT Remote Access
         widget to request access to the FactoryTalk Remote Access server and assistance from the FactoryTalk Remote Access application.
      • A
        SettingsWidgets
         folder that contains
        Network Settings
        ,
        Device Settings
        ,
        Date & Time
        , and
        Load Application
         widgets.
      • A main window that displays and allows you to navigate the default widgets at runtime as well as place your own content on the Home page of the window.
      • Automatic language switching for widgets.
      • An enabled virtual keyboard
    To create a blank project that has no default content, in
    FactoryTalk Optix Studio Options
    , select
    Advanced mode
     and then restart
    FactoryTalk Optix Studio
     to select
    Blank
     on the Start page. See Set options.
  4. In
    Name
    , type the name of the project.
  5. In
    Location
    , type or browse to the project path.
    The default location is C:\Users\UserName\Documents\RockwellAutomation\FactoryTalk Optix\Projects. 
  6. (optional) Select
    Use version control
    .
    With version control enabled, you can back up the state of your project to a local repository and push local changes to a remote repository.
    TIP: In order to use version control, FactoryTalk Optix project names and repository names must match. Names must contain only alpha numeric characters, numerals, periods, dashes, and underscores.
  7. (optional) Select
    Encrypt secrets
     to encrypt project passwords, custom objects that have the
    Password
     DataType, and
    YAML
     files that represent the project information model.
    To enable the
    Encrypt secrets
     option, log in to
    FactoryTalk Hub
    . For more information, see Project secrets encryption.
  8. Under
    Set main window size
    , specify the width and height of the main window when you create projects:
    • Select
      Custom size
      and enter a new
      Width
       and
      Height
       for a new custom window size. The default custom window size is 400 x 400 pixels.
    • Select a pre-configured window size.
    • Select an
      OptixPanel
      size if you are creating an OptixPanel project.
  9. Select
    Create
    .
  10. (optional) To create a project from a remote location, below the project configurations at the top of the page, select
    Remote
     and then complete:
    1. Remote URL
      . Enter the URL of your remote repository supplied by your System Administrator to specify the remote project that you want to open.
    2. Location
      . Enter the folder on your local computer where you will save and commit changes before pushing them to the remote repository.
    3. Select
      Open
      .
      If you are signed in to
      FactoryTalk Optix
      , you do not have to know the
      Remote URL
       or
      Location
      .
      Create a new project
       automatically displays all of the potential repositories accessible with your GitHub account and all of the remote projects that you can open.
      Opening project from remote
       appears in the status bar and the new project opens with the same name as the remote repository.
The new project opens. If there was an existing project already open, the project opens in a new instance of
FactoryTalk Optix
.
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