Creating a Change Management Package
Many organizations do not grant developers write access to the
user acceptance test and production environments. Access to these
environments is strictly controlled and granted only to administrators,
production control personnel, or automated change management processes.
Only developers know which changes are ready to be moved into
the test environment. The Change Management Export facility presents
developers with a graphical view of the resources they manage and
allows them to build a change management package. This package is
then loaded into another environment by production control personnel
or automated processes.
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Procedure: How to Create a Change Management Extract Package
Only
members of the BUE Managers group have access to the Change Management
feature, which is available on the Resources tree as a node that contains
two subfolders: Import and Export.
The steps required to create
a Change Management Package are:
-
Create a Scenario. Utilizing the Change Management
Export facility, an authorized user will create a scenario by selecting
the resources to be exported. A scenario is a description of all
the resources that will be exported into a Change Management Export
Package.
-
Export a Scenario. After a scenario is created,
a user can export this scenario into a Change Management Export
Package. This Change Management Export Package is placed in the ibi\WebFOCUS_BUE82\WebFOCUS\cm\export
directory in two formats: a zip file and a folder, which contains
the expanded contents of the zip file.
The zip file or the exported folder is then copied to the
target environment and placed in the ibi\WebFOCUS_BUE82\WebFOCUS\cm\import
directory. For convenience the CM zip file can be downloaded from
the BUE using a web browser and similarly uploaded to the target
BUE where its content can then be imported and accessed.
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Procedure: How to Access the Change Management Export Facility to Create a Scenario
-
In the Resources tree, expand the Change
Management node.
-
Right-click Export and click New Scenario,
as shown in the following image.
-
You will then be prompted to enter the scenario name.
The Scenario Creation dialog box appears, as shown in the
following image.
Selecting Resources
- You can select resources
by dragging content from the Resources tree to the right pane. You
can also right-click the content you want to move and select Select
With Subtree or Select Folder Only.
-
Select With Subtree selects that folder
and all subfolders.
-
Select Folder Only selects the specific
folder, with no content. Typically, this is done to move rules on
the folder.
- If a private resource is selected, the With Private Content
check box is automatically selected and cannot be cleared.
- If a published folder is selected, you can include private content
within that folder by selecting the With Private Content check box
for that resource. This will export ALL of the private content in
that folder and its subfolders, including user My Content folders,
even if you do not have the privileges necessary to view that private content.
Note:
- If private content is selected, it will only be imported if
the owner of that private content already exists in the target environment.
- If a subfolder is selected, its parent folder must exist in
the target system.
Now that resources are selected,
click Save to save the scenario.
-
Click Export to create a Change
Package based on the saved scenario file. You can do this from within
the interface or by right-clicking the scenario file item in the
Resources tree.
-
From the Resources tree, refresh the Export node under
Change Management. If you do not see the zip file, refresh the Export
node again. You can now download the zip file, so that it can be
moved to the target system, as shown in the following image.
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Procedure: How to Import a Change Management Package
Only
members of the BUE Managers group can import Change Packages.
This
procedure assumes that a change management zip package has been
previously created on another system, the Manager is signed in to
the target BUE environment, and the CM zip file is available to
the Manager.
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In the Resources tree, expand the Change Management node,
then expand the Import node.
-
Right-click the package that you just uploaded and click Import.
The Import Package dialog box appears, as shown in the
following image.
-
Select one of the following options:
Add New Resource Only (do not replace). This option
will only add new resources to the target environment. For newly
created items, the Created On and Last Modified On fields will be
updated with the time at which they were imported. To view the Created
On and Last Modified On fields, right-click an item and click Properties.
If
an item already exists in the target environment but is also part
of the change management export package, the target resource will
be left alone and the Last Modified On field will not be updated.
Add New and Update Existing Resources. This
option will add new resources to the target environment if they
do not exist and update existing resources if they already exist.
For newly created items, the Created On and Last Modified On fields will
be updated with the time at which they were imported. For updated
items, the Created On value for the target will be retained, but
the Last Modified On field will be updated with the time at which
it was imported.
The other options on this panel are not used
in BUE and can be ignored.
-
Click OK.