Astera Data Stack
Version 9
Version 9
  • Welcome to Astera Data Stack Documentation
  • Release Notes
    • Astera 9.0 - Release Notes
  • Setting Up
    • System Requirements
    • Product Architecture
    • Installing Client and Server Applications
    • Connecting to a Astera Server using Lean Client
    • How to Connect to a Different Astera Server from the Lean Client
    • How to Set up a Server Certificate (.pfx) File in a New Environment
    • How to Build a Cluster Database and Create a Repository
    • How to Login from Lean Client
    • Licensing Model in Astera 9
    • User Roles and Access Control
    • Offline Activation of Astera Data Stack
  • Dataflows
    • Sources
      • Data Providers and File Formats Supported in Astera Data Stack
      • Setting Up Sources
      • Excel Workbook Source
      • COBOL File Source
      • Database Table Source
      • Delimited File Source
      • File System Items Source
      • Fixed Length File Source
      • Email Source
      • Report Source
      • SQL Query Source
      • XML/JSON File Source
      • PDF Form Source
    • Transformations
      • Introducing Transformations
      • Aggregate Transformation
      • Constant Value Transformation
      • Denormalize Transformation
      • Distinct Transformation
      • Expression Transformation
      • Filter Transformation
      • Join Transformation
      • List Lookup Transformation
      • Merge Transformation
      • Normalize Transformation
      • Passthru Transformation
      • Reconcile Transformation
      • Route Transformation
      • Sequence Generator
      • Sort Transformation
      • Sources as Transformations
      • Subflow Transformation
      • Switch Transformation
      • Tree Join Transformation
      • Tree Transform
      • Union Transformation
      • Data Cleanse Transformation
      • File Lookup Transformation
      • SQL Statement Lookup
      • Database Lookup
    • Destinations
      • Setting Up Destinations
      • Database Table Destination
      • Delimited File Destination
      • Excel Workbook Destination
      • Fixed Length File Destination
      • SQL Statement Destination
      • XML File Destination
    • Data Logging and Profiling
      • Creating Data Profile
      • Creating Field Profile
      • Data Quality Mode
      • Using Data Quality Rules in Astera
      • Record Level Log
    • Database Write Strategies
      • Data Driven
      • Source Diff Processor
      • Database Diff Processor
      • Dimension Loader - Database Write
    • Text Processors
      • Delimited Parser
      • Delimited Serializer
      • Language Parser
      • Fixed Length Parser
      • Fixed Length Serializer
      • XML/JSON Parser
      • XML JSON Serializer
    • Visualizations
      • Basic Plots
      • Distribution Plots
  • Workflows
    • What are Workflows?
    • Creating Workflows in Astera
    • Decision Task
    • EDI Acknowledgment Task
    • File System Task
    • File Transfer Task
    • OR Task
    • Run Dataflow Task
    • Run Program Task
    • Run SQL File Task
    • Run SQL Script Task
    • Run Workflow Task
    • Send Mail Task
    • Workflows with a Dynamic Destination Path
    • Customizing Workflows With Parameters
    • GPG-Integrated File Decryption in Astera
  • Subflows
    • Using Subflows in Astera
  • DATA MODEL
    • Creating a Data Warehousing Project
    • Data Models
      • Introducing Data Models
      • Opening a New Data Model
      • Data Modeler - UI Walkthrough
      • Reverse Engineering an Existing Database
      • Creating a Data Model from Scratch
      • General Entity Properties
      • Creating and Editing Relationships
      • Forward Engineering
      • Verifying a Data Model
    • Dimensional Modelling
      • Introducing Dimensional Models
      • Converting a Data Model to a Dimensional Model
      • Fact Entities
      • Dimension Entities
      • Date and Time Dimension
      • Verifying a Dimensional Model
    • Documentation
      • Generating Technical and Business Documentation for Data Models
      • Lineage and Impact Analysis
    • Deployment and Usage
      • Deploying a Data Model
      • Validate Metadata and Data Integrity
      • Using Astera Data Models in ETL Pipelines
      • Connecting an Astera Data Model to a Third Party Visualization Tool
  • Functions
    • Introducing Function Transformations
    • Custom Functions
    • Logical
      • Coalesce (Any value1, Any value2)
      • IsNotNull (AnyValue)
      • IsRealNumber (AnyValue)
      • IsValidSqlDate (Date)
      • IsDate (AnyValue)
      • If (Boolean)
      • If (DateTime)
      • If (Double)
      • Exists
      • If (Int64)
      • If (String)
      • IsDate (str, strformat)
      • IsInteger (AnyValue)
      • IsNullOrWhitespace (StringValue)
      • IsNullorEmpty (StringValue)
      • IsNull (AnyValue)
      • IsNumeric (AnyValue)
    • Conversion
      • GetDateComponents (DateWithOffset)
      • ParseDate (Formats, Str)
      • GetDateComponents (Date)
      • HexToInteger (Any Value)
      • ToInteger (Any value)
      • ToDecimal (Any value)
      • ToReal (Any value)
      • ToDate (String dateStr)
      • TryParseDate (String, UnknownDate)
      • ToString (Any value)
      • ToString (DateValue)
      • ToString (Any data, String format)
    • Math
      • Abs (Double)
      • Abs (Decimal)
      • Ceiling (Real)
      • Ceiling(Decimal)
      • Floor (Decimal)
      • Floor (Real)
      • Max (Decimal)
      • Max (Date)
      • Min (Decimal)
      • Min (Date)
      • Max (Real)
      • Max (Integer)
      • Min (Real)
      • Pow (BaseExponent)
      • Min (Integer)
      • RandomReal (Int)
      • Round (Real)
      • Round (Real Integer)
      • Round (Decimal Integer)
      • Round (Decimal)
    • Financial
      • DDB
      • FV
      • IPmt
      • IPmt (FV)
      • Pmt
      • Pmt (FV)
      • PPmt
      • PPmt (FV)
      • PV (FV)
      • Rate
      • Rate (FV)
      • SLN
      • SYD
    • String
      • Center (String)
      • Chr (IntAscii)
      • Asc (String)
      • AddCDATAEnvelope
      • Concatenate (String)
      • ContainsAnyChar (String)
      • Contains (String)
      • Compact (String)
      • Find (Int64)
      • EndsWith (String)
      • FindIntStart (Int32)
      • Extract (String)
      • GetFindCount (Int64)
      • FindLast (Int64)
      • GetDigits (String)
      • GetLineFeed
      • Insert (String)
      • IsAlpha
      • GetToken
      • IndexOf
      • IsBlank
      • IsLower
      • IsUpper
      • IsSubstringOf
      • Length (String)
      • LeftOf (String)
      • Left (String)
      • IsValidName
      • Mid (String)
      • PadLeft
      • Mid (String Chars)
      • LSplit (String)
      • PadRight
      • ReplaceAllSpecialCharsWithSpace
      • RemoveChars (String str, StringCharsToRemove)
      • ReplaceLast
      • RightAlign
      • Reverse
      • Right (String)
      • RSplit (String)
      • SplitStringMultipleRecords
      • SplitStringMultipleRecords (2 Separators)
      • SplitString (3 separators)
      • SplitString
      • SplitStringMultipleRecords (3 Separators)
      • Trim
      • SubString (NoOfChars)
      • StripHtml
      • Trim (Start)
      • TrimExtraMiddleSpace
      • TrimEnd
      • PascalCaseWithSpace (String str)
      • Trim (String str)
      • ToLower(String str)
      • ToProper(String str)
      • ToUpper (String str)
      • Substring (String str, Integer startAt)
      • StartsWith (String str, String value)
      • RemoveAt (String str, Integer startAt, Integer noofChars)
      • Proper (String str)
      • Repeat (String str, Integer count)
      • ReplaceAll (String str, String lookFor, String replaceWith)
      • ReplaceFirst (String str, String lookFor, String replaceWith)
      • RightOf (String str, String lookFor)
      • RemoveChars (String str, String charsToRemove)
      • SplitString (String str, String separator1, String separator2)
    • Date Time
      • AddMinutes (DateTime)
      • AddDays (DateTimeOffset)
      • AddDays (DateTime)
      • AddHours (DateTime)
      • AddSeconds (DateTime)
      • AddMonths (DateTime)
      • AddMonths (DateTimeOffset)
      • AddMinutes (DateTimeOffset)
      • AddSeconds (DateTimeOffset)
      • AddYears (DateTimeOffset)
      • AddYears (DateTime)
      • Age (DateTime)
      • Age (DateTimeOffset)
      • CharToSeconds (Str)
      • DateDifferenceDays (DateTimeOffset)
      • DateDifferenceDays (DateTime)
      • DateDifferenceHours (DateTimeOffset)
      • DateDifferenceHours (DateTime)
      • DateDifferenceMonths (DateTimeOffset)
      • DateDifferenceMonths (DateTime)
      • DatePart (DateTimeOffset)
      • DatePart (DateTime)
      • DateDifferenceYears (DateTimeOffset)
      • DateDifferenceYears (DateTime)
      • Month (DateTime)
      • Month (DateTimeOffset)
      • Now
      • Quarter (DateTime)
      • Quarter (DateTimeOffset)
      • Second (DateTime)
      • Second (DateTimeOffset)
      • SecondsToChar (String)
      • TimeToInteger (DateTime)
      • TimeToInteger (DateTimeOffset)
      • ToDate Date (DateTime)
      • ToDate DateTime (DateTime)
      • ToDateString (DateTime)
      • ToDateTimeOffset-Date (DateTimeOffset)
      • ToDate DateTime (DateTimeOffset)
      • ToDateString (DateTimeOffset)
      • Today
      • ToLocal (DateTime)
      • ToJulianDate (DateTime)
      • ToJulianDayNumber (DateTime)
      • ToTicks (Date dateTime)
      • ToTicks (DateTimeWithOffset dateTime)
      • ToUnixEpoc (Date dateTime)
      • ToUtc (Date dateTime)
      • UnixTimeStampToDateTime (Real unixTimeStamp)
      • UtcNow ()
      • Week (Date dateTime)
      • Week (DateTimeWithOffset dateTime)
      • Year (Date dateTime)
      • Year (DateTimeWithOffset dateTime)
      • DateToJulian (Date dateTime, Integer length)
      • DateTimeOffsetUtcNow ()
      • DateTimeOffsetNow ()
      • Day (DateTimeWithOffset dateTime)
      • Day (Date dateTime)
      • DayOfWeekStr (DateTimeWithOffset dateTime)
      • DayOfWeek (DateTimeWithOffset dateTime)
      • DayOfWeek (Date dateTime)
      • DateToJulian (DateTimeWithOffset dateTime, Integer length)
      • DayOfWeekStr (Date dateTime)
      • FromJulianDate (Real julianDate)
      • DayOfYear (Date dateTime)
      • DaysInMonth(Integer year, Integer month)
      • DayOfYear (DateTimeWithOffset dateTime)
      • FromUnixEpoc
      • FromJulianDayNumber (Integer julianDayNumber)
      • FromTicksUtc(Integer ticks)
      • FromTicksLocal(Integer ticks)
      • Hour (Date dateTime)
      • Hour (DateTimeWithOffset dateTime)
      • Minute (Date dateTime)
      • JulianToDate (String julianDate)
      • Minute (DateTimeWithOffset dateTime)
      • DateToIntegerYYYYMMDD (DateTimeWithOffset dateTime)
      • DateToIntegerYYYYMMDD (Date dateTime)
    • Files
      • AppendTextToFile (String filePath, String text)
      • CopyFile (String sourceFilePath, String destFilePath, Boolean overWrite)
      • CreateDateTime (String filePath)
      • DeleteFile (String filePath)
      • DirectoryExists (String filePath)
      • FileExists (String filePath)
      • FileLength (String filePath)
      • FileLineCount (String filePath)
      • GetDirectory (String filePath)
      • GetEDIFileMetaData (String filePath)
      • GetExcelWorksheets (String excelFilePath)
      • GetFileExtension (String filePath)
      • GetFileInfo (String filePath)
      • GetFileName (String filePath)
      • GetFileNameWithoutExtension (String filePath)
      • LastUpdateDateTime (String filePath)
      • MoveFile (String filePath, String newDirectory)
      • ReadFileBytes (String filePath)
      • ReadFileFirstLine (String filePath)
      • ReadFileText (String filePath)
      • ReadFileText (String filePath, String codePage)
      • WriteBytesToFile (String filePath, ByteArray bytes)
      • WriteTextToFile (String filePath, String text)
    • Date Time With Offset
      • ToDateTimeOffsetFromDateTime (dateTime String)
      • ToUtc (DateTimeWithOffset)
      • ToDateTimeOffsetFromDateTime
      • ToDateTimeOffset (String dateTimeOffsetStr)
      • ToDateTimeFromDateTimeOffset
    • GUID
      • NewGuid
    • Encoding
      • ToBytes
      • FromBytes
      • UrlEncode
      • UrlDecode
    • Regular Expressions
      • ReplaceRegEx
      • ReplaceRegEx (Integer StartAt)
    • TimeSpan
      • Minutes
      • Hours
      • Days
      • Milliseconds
    • Matching
      • Soundex
      • DoubleMetaphone
      • RefinedSoundex
  • Report Model
    • User Guide
      • Report Model Tutorial
    • Report Model Interface
      • Report Options
      • Report Browser
      • Data Regions in Report Models
      • Region Properties Panel
      • Pattern Properties
      • Field Properties Panel
    • Use Cases
      • Applying Pattern to Line
      • Auto Creating Data Regions and Fields
      • Auto Parsing
      • Connecting to Cloud Storage
      • Creating Multi Column Data Regions
      • Defining Region End Type as Specific Text and Regular Expression
      • Defining the Start Position of Data Fields
      • Floating Patterns and Floating Fields
      • How To Work With PDF Scaling Factor in a Report Model
      • Line Count
      • Pattern Count
      • Pattern is a Regular Expression
      • Using Comma Separated Values to Define Start Position
    • Auto Generate Layout (Beta)
      • Setting Up AGL in Astera
      • UI Walkthrough Auto Generation of Layout, Fields and Table
      • Using Auto Generation Layout, Auto Create Fields, and Auto Create Table (Beta)
    • Exporting Options
      • Exporting a Report Model
      • Exporting Report Model to A Dataflow
    • Miscellaneous
      • Importing Monarch Models
      • Microsoft Word and Rich Text Format Support
      • Working With Problematic PDF Files
  • API Flows
    • API Consumption
      • Consume
        • REST Connection
        • Making API Calls with the REST Client Object in Astera
        • REST API Browser
        • Method Operations
        • Pagination
      • Authorize
        • Open APIs - Configuration Details
        • Authorizing Facebook APIs in Astera
        • Authorizing Astera's Server APIs
        • Authorizing Avaza APIs in Astera
        • Authorizing Square API in Astera
        • Authorizing ActiveCampaign API in Astera
        • Authorizing QuickBooks’ API in Astera
        • Accessing Astera's Server APIs Through a Third Party Tool
        • Astera's Server API Documentation
  • Project Management
    • Project Management
      • Deployment
      • Server Monitoring and Job Management
      • Connecting to Source Control
      • Astera Project and Project Explorer
    • Job Scheduling
      • Scheduling Jobs on the Server
      • Job Monitor
  • Use Cases
    • End-to-End Use Cases
      • Data Integration
        • Using Astera Data Stack to Create and Orchestrate an ETL Process for Partner Onboarding
      • Data Warehousing
        • Building a Data Warehouse - A Step By Step Approach
      • Data Extraction
        • Reusing The Extraction Template for Similar Layout Files
  • Connectors
    • Setting Up IBM DB2/iSeries Connectivity in Astera
    • Connecting to SAP HANA Database
    • Connecting to MariaDB Database
    • Connecting to Salesforce Database
    • Connecting to Salesforce - Legacy Database
    • Connecting to Vertica Database
    • Connecting to Snowflake Database
    • Connecting to Amazon Redshift Database
    • Connecting to Amazon Aurora Database
    • Connecting to Google Cloud SQL in Astera
    • Connecting to MySQL Database
    • Connecting to PostgreSQL in Astera
    • Connecting to Netezza Database
    • Connecting to Oracle Database
    • Connecting to Microsoft Azure Databases
    • Connecting to Amazon RDS Databases
  • Miscellaneous
    • Using Dynamic Layout Template Mapping in Astera
    • Synonym Dictionary File
    • SmartMatch Feature
    • Role Based Access Control in Astera
    • Updating Your License in Astera
    • Using Output Variables in Astera
    • Connection Vault
    • Safe Mode
    • Using the Data Source Browser in Astera
    • Pushdown Mode
    • Cloud Deployment
      • Deploying Astera on Microsoft Azure Cloud
      • Deploying Astera on Oracle Cloud
      • Deploying Astera on Amazon Web Services
    • Context Information
  • Best Practices
    • Overview of Cardinality in Data Modeling
    • Cardinality Errors FAQs
    • Astera Best Practices - Dataflows
Powered by GitBook

© Copyright 2025, Astera Software

On this page
  • Steps to Create a New Project
  • Project Explorer Options
  • Steps to Add New Item or Add New Folder to a Project
  • Steps to Add Existing Items or Add Existing Folder to a Project
  1. Project Management
  2. Project Management

Astera Project and Project Explorer

PreviousConnecting to Source ControlNextJob Scheduling

Last updated 1 year ago

The purpose of creating a project is to organize your Astera work items in files and folders. This is particularly helpful when one is dealing with a large project which consists of numerous flows. It also helps in implementing a use case in a more effective way and makes the process of deployment easier.

In this article, we will learn how to create a new Integration Project and use some of the options available in the Project Explorer panel.

Steps to Create a New Project

  1. To create a new project, go to the menu bar and click on the following options: Project > New > Integration Project.

There are 3 different kinds of projects you can create by either clicking on its name or pressing the given shortcut keys to the right.

  • Integration Project: Creates an empty project that does not contain any pre-defined folders. It is ideal to use when you want to develop an integration project from scratch.

  • REST Client Project: Creates a project with two dedicated folders for importing REST APIs and adding shared connections.

  1. Next, navigate to the folder where you want to save your project, name your project, and click Save. In this example, we are saving our project with the name SampleProject.cprj.

  1. You can view your project in the Project Explorer panel, as shown below.

Project Explorer Options

There are several options in the Project Explorer panel such as:

  • Close Project: Closes a currently open project.

  • Build Archive (.Car) for the Project: Creates an archive (.Car) file.

  • Verify Project: Verifies design time errors of the project (such as missing fields, syntax errors in the expressions, etc.).

Note: It does not verify the runtime errors.

  • Refresh Project: Refreshes and synchronizes changes within the project.

  • Replace parameter values for all the distinct parameters: Replace all the distinct directory paths and the database connection information used in the project with new values provided.

  • Replace parameters info for all distinct and consolidated parameters: Replace all the distinct and consolidated directory paths and the database connection information used in the project with new values provided (this option removes the repeats and shows consolidated parameters).

  • Add Project to Source Control: This enables Source Control to keep track of new changes and save all previous commits in case the user wants to revert to the last saved version.

  • Automatically re-build lineage when project is loaded or modified: Represents connections among different files such as dataflows, subflows, etc. in the project graphically.

Steps to Add New Item or Add New Folder to a Project

  1. Right-click on the project name inside the Project Explorer, and from the context menu, select Add New Item.

  1. Choose the type of item from the available options, provide an appropriate name for the item, and click Add. In this example, we are adding a new dataflow with the name SampleDataflow.Df.

  1. The new item, SampleDataflow.Df is now a part of your project.

  1. Similarly, to add a new folder, right-click on the project name inside the Project Explorer, and click Add New Folder.

  1. The new folder is now a part of your project. You can rename the folder by right-clicking on Folder and selecting Rename.

Steps to Add Existing Items or Add Existing Folder to a Project

  1. Right-click on the project name in the Project Explorer and click Add Existing Items or Add Existing Folder, depending on what you want to add. We will see how to Add Existing Items first.

  1. Locate the item/folder you want to add to the project in the local directory, select it, and click Open. In this case, we are adding Sample_Dataflow2.Df_ to our project.

  1. The item, SampleDataflow2.Df is now a part of your project.

  1. You can try the Add Existing Folder option by following the same steps mentioned above if you wish to add an existing folder instead of an existing item to the Project.

To conclude, this is how you can create and manage a project in Astera using the tools provided in the Project Explorer panel.

: Allows users to create a data warehousing project.

Data Warehousing Project