Code Insight 2025 R2 User Guide

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Code Insight empowers organizations to take control of and manage their use of open source software (OSS) and third-party components. It helps development, legal, and security teams use automation to create a formal OSS strategy that balances business benefits and risk management.

The Code Insight User Guide is intended for anyone who uses Code Insight for scanning, analyzing, and reviewing project codebases.

This guide describes how to use Code Insight to realize these benefits. It includes the following sections.

Topic	Content
Getting Started	Instructions and background information for creating a Code Insight project, uploading a codebase to the project, and running an initial scan on the project codebase.
Analyzing Scan Results in a Project	Instructions and background information for using the Analysis Workbench to analyze (that is, audit) the results of codebase scans.
Reviewing Project Inventory	Instructions and background information for reviewing and finalizing the inventory of open-source and third-party components for the product represented by the project.
Common Operations During Analysis and Review	Instructions for performing Code Insight user operations available during both the scan analysis and the inventory review processes.
Accessing Projects in Code Insight	Instructions for conducting projects searches, opening projects, and managing the list of projects in Code Insight.
Configuring Project Settings	Instructions for defining properties and the work-flow behavior for a Code Insight project.
Managing Code Insight Projects	Instructions for performing various functions that manage a Code Insight project, such a rescanning, branching, copying, renaming, or deleting a project (and more).
Exporting and Importing Project Data	Details and instructions for exporting data from a Code Insight project and importing exported project data to a project.
Configuring Source Code Management	Background information and instructions for using the Source Code Management (SCM) facility in Code Insight to synchronize a codebase from a repository on a remote server to a project on the Scan Server.
Exploring and Customizing the Code Insight Data Library	Instructions for searching the Code Insight Data Library and for creating custom components, versions, licenses, and Automated Analysis detection rules currently not available in the library.
Monitoring and Managing Across All Projects and Servers	Instructions for performing various functions that monitor and manage Code Insight projects and servers at a global level within your Code Insight instance.
Performing Common Administrative Tasks	Instructions for performing administrative tasks frequently needed.
Code Insight User Roles and Permissions	Reference to the various user roles and permissions available in Code Insight to control access to Code Insight functionality.
Automated Analysis	Reference to the various development ecosystems that the Code Insight Automated Analysis facility automatically parses during codebase scans to identify open-source and third-party components in the code.
Performing Remote Scans	Overview about portable Code Insight scan agents that perform scans on directly on remote codebases at their remote server locations.
Pages and Panels	Reference to field descriptions on the pages, windows, and dialogs used in the Code Insight user interface.