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To use this feature, the user logged into the source Controller must have the ops_promotion_admin role, or be granted permission to the Promote command and execute permission to one or more promotion targets. The Promotion Read Permission Required Universal Controller system property specifies whether or not the ops_promotion_admin role additionally requires Read permission, on the source Universal Controller, for any record type being promoted. Also, the user ID and password specified for the Promotion Target must be for a valid user on the target Controller with the ops_promotion_admin or ops_promotion_accept_bundle role. The Promotion Accept Bundle Create/Update Permission Required Universal Controller system property specifies whether the ops_promotion_admin role additionally requires Create (or Update) permission, on the target Universal Controller, for any record type being promoted. |
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For every record in a bundle being promoted, and every record being promoted individually, the following associated data is always included in the promotion.
- If you promote a workflow, all of the tasks in the workflow are also promoted.
- If you promote a task (including a workflow), all variables, virtual resource dependencies, actions, notes, etc. are included in the promotion.
- If you promote an application, its associated start, stop, and query tasks are included in the promotion.
- If you promote a calendar, its associated custom days are included in the promotion.
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If you promote a trigger whose Forecast field has been checked so that the Controller calculates the date and time when this trigger will be satisfied for the next number of days, the Forecast field will not be checked for that trigger on the target system. |
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Step 1 | From the Lifecycle Management navigation pane, select Bundles. The Bundles list displays. | ||||||
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Step 2 | Locate the Bundle that you want to promote and either:
The Promote Bundle pop-up dialog displays.
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Step 3 | If the selected Bundle record specifies a Default Promotion Target, the name of that Target displays in the Promotion Target field. You can change, or select, the Promotion Target by selecting any Target from the drop-down list. | ||||||
Step 4 | The default login User and Password, or Personal Access Token is provided from the selected Promotion Target record. If you want to override the defaults, click Override Credentials. From the Authentication Method dropdown menu, select Basic to override using a username and password or select Access Token to override using a personal access token. If the promotion contains new or modified Universal Templates, click Allow Universal Template Changes; otherwise, the promotion will not succeed. See Diagnosing Promotion Failures for details. | ||||||
Step 6 | If you want to schedule the promotion of the bundle at a later time, click Schedule. | ||||||
Step 7 | Click Submit.
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You can create a promotion schedule for a Bundle so that it will automatically be promoted at a specified date and time.
Step 1 | From the Bundles & Promotion navigation pane, select Bundles. The Bundles list displays. | ||||||
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Step 2 | Locate the Bundle that you want to promote and either:
The Promote Bundle pop-up dialog displays. | ||||||
Step 3 | The default login ID and password, or personal access token is provided from the Promotion Target record, if specified. If you want to override the default, click Override Credentials. From the Authentication Method dropdown menu, select Basic to override using a username and password or select Access Token to override using a personal access token. | ||||||
Step 4 | If the promotion contains new or modified Universal Templates, click Allow Universal Template Changes; otherwise, the promotion will not succeed. See Diagnosing Promotion Failures for details. | ||||||
Step 5 | Click Schedule. Additional fields display on the Promote Bundle pop-up dialog that let you create a promotion schedule. | ||||||
Step 6 | Select a Date and Time when you want the bundle to be promoted. | ||||||
| If you want to schedule the promotion using the current Bundle records, select Create Snapshot. When you submit the schedule, the current Bundle records are collected immediately and promoted at the scheduled time. Any changes to Bundle records between the time that the promotion was scheduled and the time that the promotion was performed are not promoted. | ||||||
Step 8 | If you want to send a System Notification on the success and/or failure of the promotion, select one of the following from the System Notification drop-down list:
If you do not want to send a System Notification, select – None --.
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Step 9 | Click Submit. A record of the promotion schedule is listed in the Promotion Schedules list. |
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You can only create a Promotion Schedule for a Bundle of records, not one or more individual records. |
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Step 1 | Display the records list for the type of record that you want to promote. |
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Step 2 | Select the record(s) that you want to promote.
The Promote dialog displays, prompting you to select the Promotion Target from a drop-down list. Select the target.
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Step 4 | The default login ID and password, or personal access token is provided from the Promotion Target record. If you want to override the default, click Override Credentials. From the Authentication Method dropdown menu, select Basic to override using a username and password or select Access Token to override using a personal access token. |
Step 5 | Select Exclude on Existence if you want to specify record types in the promotion payload that will not be updated if they exist on the target payload. You can:
The Bundle Exclude On Existence Picker Default Universal Controller system property specifies which record types, if any, will be selected by default in the drop-down list. |
Step 6 | Select Follow References if you want to dynamically include records that are referenced by these records. (See Records Promoted When Follow References is Selected or Not Selected.) |
Step 7 | If the promotion contains new or modified Universal Templates, click Allow Universal Template Changes; otherwise, the promotion will not succeed. See Diagnosing Promotion Failures for details. |
Step 8 | Click Submit. The Controller logs in to the target machine specified in the URI field of the Promotion Target Record and copies the selected records to the target machine. |
This process creates audit records on the source and target machines. On the target machine, the Controller also creates a Promotion History record.
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The following conditions apply for the promotion of Universal Tasks and Universal Templates:
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Universal Template | For any Universal Task included in a promotion, its corresponding Universal Template automatically will be included in the promotion. |
Universal Template Changes | In order to promote a new Universal Template or a Universal Template change, the promotion must be performed with the Allow Universal Template Changes field enabled on the Promote Bundle... dialog or the Promote... dialog; otherwise, the promotion will fail. See Diagnosing Promotion Failuress for details. |
Universal Template Changes | Universal Template changes will be listed under under Non-Restorable Items in the Promotion History Report. |
Change Restrictions | All Restrictions on Universal Template Changes apply to any change(s) being applied on a target system with a promotion. |
Promotion Failure | Any promotion that includes a Universal Task and/or a Universal Template will fail if the target system is not Universal Controller 6.4.0.0 or later. |
Promotion Restore | Any promotion that includes Universal Template changes cannot be restored using the Restore Unchanged or Restore All operations of Promotion History.
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Follow References | If the Follow References field is enabled for a promotion, the following references are followed for Universal Templates: Agent Cluster (or Broadcast Cluster), Credentials, and Credential Field Type (if a default value has been defined). See Records Promoted When Follow References is Selected or Not Selected. |
Follow References | If the Follow References field is enabled for a promotion, the following references are followed for Universal Tasks: Agent Cluster (or Broadcast Cluster), Credentials, and any fields that match a Universal Template Credential Field Type, in additional to the references inherited by all Task Types. See Records Promoted When Follow References is Selected or Not Selected. |
Child Audit | For any promoted Universal Template change, a child audit captures the Universal Template Properties, Fields, and Field Choices in the Before, After, and Difference fields. |
Child Audit | For any promoted Universal Task, a child audit captures the Before, After, and Difference fields based on the original, incoming, and combination of original and incoming Universal Templates, respectively. |
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On the source machine, each time you promote a record or a Bundle, the Controller creates a single audit record for that event. If you promoted a Bundle, the audit description is PROMOTE BUNDLE; if you promoted a single record or multiple records, the audit description is PROMOTE.
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For detailed information on audit record, see Audits.