Promoting Bundles and Records to a Target
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.
Overview
Promoting a Bundle means copying all of the records in a Bundle from a source Controller to a target Controller.
You also can promote one or more individual records without bundling them.
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.
Note
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.
Promoting a Bundle
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. |
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. Note The promotion process creates audit records on the source and target machine. On the target machine, the Controller also creates a Promotion History record. For details, see Promotion History and the Restore Option. |
Scheduling a Bundle Promotion
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. |
Step 7 | 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 --. Note Promotions without a specified Schedule will run immediately. Real-time notifications will be displayed in the Console, rather than through System Notifications. |
Step 9 | Click Submit. A record of the promotion schedule is listed in the Promotion Schedules list. |