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There are four methods of preparing a Bundle for promotion. Each method involves creating a Bundle and selecting records to be included in the Bundle.
- Select individual records to include in a Bundle.
- Automatically create a Bundle, including all records of specified record types created or updated on or after a specified date, by 63579697by Creating a Bundle for Promotion by Date.
- Automatically create a Bundle, including all records of specified record types that are members of one or more specified Business Services, by 63579697by Creating a Bundle for Promotion by Business Services.
- Configure the Promote By Business Service Membership section of a Bundle to dynamically include all records belonging to one or more business services at the time of promotion.
For each method, you can manually add additional records to a Bundle after it has been created.
Any records explicitly added to a Bundle can be removed from the Bundle after it has been created. However, if the Promote By Business Service Membership feature is configured for a Bundle, all records that qualify based on Business Service membership at the time of promotion will be included.
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Step 1 | From the Bundles & Promotion navigation pane, select Bundles. The Bundles list displays. |
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Step 2 | Enter / select Details for a new Bundle, using the field descriptions below as a guide.
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Step 3 | Click a |
Step 4 | Open the Bundle and begin adding records to the Bundle. |
Step 5 | Click the |
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Step 1 | From the Bundles & Promotion navigation pane, select Bundles. The Bundles list displays. | |||||
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Step 2 | Click the Create By Date button at the top of the list. The Create By Date pop-up displays. | |||||
Step 3 | The Types To Include drop-down list pre-selects all record types (by highlighting them in blue). Use Ctrl+click to de-select any record type for records that you do not want in the Bundle.
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Step 4 | The Updated On Or After field specifies the current date, by default. You can change the date manually or by clicking the Calendar icon. All records created or updated on or after the date that you specify will be included in the bundle. | |||||
Step 5 | Enter a Name and, optionally, select one more Business Services that this Bundle will be a member of. Then click the Submit button. If any records qualified for inclusion in the Bundle, the Bundle is created, saved to the database, and the Bundle Details display below the list. However, if no records qualified according to the specified date, the Bundle is not saved. | |||||
Step 6 | You then can open the Bundle and enter / select additional Details for the Bundle, using the field descriptions below as a guide.
To display more of the Details fields on the screen, you can temporarily hide the list. | |||||
Step 7 | As desired, you also can add any additional records to (or remove any included records from) the Bundle. | |||||
Step 8 | Click the |
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The following Bundle Details is for an existing Bundle. See the field descriptions, below, for a description of all fields that display in the Bundle Details.
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Reports
Report promotion is introduced in Universal Controller 7.4.0.0. However, if Follow References = false or Promotion Follow Report References = false for a promotion, any report required by a promoted task must already be available on the target system.
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If you choose to use List Import/Export for sharing reports between systems:
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- If a report is found, the incoming report id will be remapped to the appropriate target system report id.
- If a report is not found, the promotion will fail with the following message:
Unable to find mapping on target system for ops_report reference id report-id. {meta-data}.
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Widgets
Widget promotion is introduced in Universal Controller 7.4.0.0. However, if Follow References = false for a promotion, any widget required by a promoted dashboard must already be available on the target system.
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If you choose to use List Import/Export for sharing widgets between systems:
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If a dashboard contains a reference to a specific widget by id, the promotion payload will include widget meta data to allow for proper validation and potential remapping of the widget reference on the target system.
The meta data includes:
- Widget id
- Widget name
- Widget type
If a widget by the same id and type exists on the target system, no UUID mapping is required and the promotion can proceed without issue.
If a widget by the same id and type does not exist on the target system, UUID mapping is required before the promotion can proceed.
Using the widget metadata, the Controller will attempt to find a widget on the target system with the same name and same type.
- If a widget is found, the incoming widget id will be remapped to the appropriate target system widget id.
- If a widget is not found, the promotion will fail with the following message:
Unable to find mapping on target system forops_widgetreference id widget-id. {meta-data}.