Promote Configuration - Revision history

Shefali DK at 13:02, 13 December 2021

2021-12-13T13:02:13Z

Shefali DK: Replaced content with " = Promote Configurations = '''Related Topics: '''Self Serve Tools"

2021-12-13T13:01:12Z

Replaced content with " = Promote Configurations = '''Related Topics: '''Self Serve Tools"

Shefali DK at 13:52, 5 December 2021

2021-12-05T13:52:33Z

Sdk at 11:03, 24 May 2021

2021-05-24T11:03:15Z

Sdk at 11:01, 24 May 2021

2021-05-24T11:01:54Z

WikiSysop at 06:44, 6 January 2021

2021-01-06T06:44:42Z

IDT-4 at 17:32, 1 August 2020

2020-08-01T17:32:51Z

IDT-4 at 17:30, 1 August 2020

2020-08-01T17:30:51Z

IDT-4 at 17:16, 1 August 2020

2020-08-01T17:16:32Z

Show changes

WikiSysop at 12:28, 23 March 2020

2020-03-23T12:28:56Z

@@ Line 1: / Line 1: @@
 &nbsp;
 = Promote Configurations =
-&nbsp;
+Refer Promote Configurations (P2P) Tool under Self-Serve Tools.
 &nbsp;
 '''Related Topics: '''[[Self-Serve_Tools|Self Serve Tools]]

@@ Line 1: / Line 1: @@
+&nbsp;
 = Promote Configurations =
 &nbsp;
@@ Line 133: / Line 8: @@
 &nbsp;
-'''Related Topics:'''[[Agreement_Management|Agreement_Management]] |&nbsp;[http://int-wiki.cloudapp.net:8085/ICMHelp7.12/index.php?title=Association_Management Association Management]&nbsp;|&nbsp;[http://int-wiki.cloudapp.net:8085/ICMHelp7.12/index.php?title=Compliance_Management Compliance Management]&nbsp;|&nbsp;[http://int-wiki.cloudapp.net:8085/ICMHelp7.12/index.php?title=Template_Management Template Management]&nbsp;|&nbsp;[http://int-wiki.cloudapp.net:8085/ICMHelp7.12/index.php?title=Clause_Management Clause Management]&nbsp;|&nbsp;[http://int-wiki.cloudapp.net:8085/ICMHelp7.12/index.php?title=Configuration Configuration]&nbsp;|&nbsp;[http://int-wiki.cloudapp.net:8085/ICMHelp7.12/index.php?title=Reports Reports]&nbsp;|&nbsp;[http://int-wiki.cloudapp.net:8085/ICMHelp7.12/index.php?title=Localizing_ICM Localizing ICM]
+'''Related Topics: '''[[Self-Serve_Tools|Self Serve Tools]]

@@ Line 19: / Line 19: @@
 Here is an overview of the P2P process:
 <div class="image-green-border">[[File:P2P 1.png|720px|P2P 1]]</div>
 == Accessing P2P tool ==
 To access the P2P tool:&nbsp;
-.&nbsp;'''Click '''''Home >&nbsp;''''Configuration'''''<b>tile. The ''Configuration'' page opens.</b>
+.&nbsp;'''Click the&nbsp;'''"Configure" navigation menu on the top.&nbsp;'''&nbsp;'''
 == Creating a P2P Request ==

@@ Line 1: / Line 1: @@
@@ Line 12: / Line 13: @@
 *Better user interface to provide support to P2P and DevOps teams
-With the 7.12 release, changes have been made in ICI&nbsp;to support the P2P engine. This functionality, provided to Administrators, can promote ICM configurations/modifications that are made to ICI&nbsp;configurations in pre-production environments to production environments. This tool provides support for contract types, contract type attributes, clauses and templates (along with the documents), notification templates, rules, masterdata, users, user groups and security groups. The Icertis search sync is also supported by the tool.
+With the 7.12 release, changes have been made in ICI&nbsp;to support the P2P engine. This functionality, provided to Administrators, can promote ICI&nbsp;configurations/modifications that are made to ICI&nbsp;configurations in pre-production environments to production environments. This tool provides support for contract types, contract type attributes, clauses and templates (along with the documents), notification templates, rules, masterdata, users, user groups and security groups. The Icertis search sync is also supported by the tool.
 '''Note:''' UI changes on contract type, rule set, notification template are not included. Customers using ICI&nbsp;version before 7.12 need to upgrade for this capability.

@@ Line 1: / Line 1: @@
 = Promote Configurations =
-The Promote to Production (P2P) process of the ICM platform helps to move ICM Configuration from source (Config/UAT) environment to target (production) environment. P2P process enables to selectively move ICM configuration. The Promote Configuration Tool or P2P is designed to accomplish just that.
+The Promote to Production (P2P) process of the ICI&nbsp;platform helps to move ICI&nbsp;Configuration from source (Config/UAT) environment to target (production) environment. P2P process enables to selectively move ICI&nbsp;configuration. The Promote Configuration Tool or P2P is designed to accomplish just that.
 With the 7.11 release, the Promote to Production (P2P) tool to enable users with the following enhancements:
@@ Line 11: / Line 12: @@
 *Better user interface to provide support to P2P and DevOps teams
-With the 7.12 release, changes have been made in ICM to support the P2P engine. This functionality, provided to Administrators, can promote ICM configurations/modifications that are made to ICM configurations in pre-production environments to production environments. This tool provides support for contract types, contract type attributes, clauses and templates (along with the documents), notification templates, rules, masterdata, users, user groups and security groups. The Icertis search sync is also supported by the tool.
+With the 7.12 release, changes have been made in ICI&nbsp;to support the P2P engine. This functionality, provided to Administrators, can promote ICM configurations/modifications that are made to ICI&nbsp;configurations in pre-production environments to production environments. This tool provides support for contract types, contract type attributes, clauses and templates (along with the documents), notification templates, rules, masterdata, users, user groups and security groups. The Icertis search sync is also supported by the tool.
-'''Note:''' UI changes on contract type, rule set, notification template are not included. Customers using ICM version before 7.12 need to upgrade for this capability.
+'''Note:''' UI changes on contract type, rule set, notification template are not included. Customers using ICI&nbsp;version before 7.12 need to upgrade for this capability.
 Here is an overview of the P2P process:

@@ Line 1: / Line 1: @@
 = Promote Configurations =
@@ Line 83: / Line 82: @@
 .&nbsp;'''Click '''the arrow key to move the selected rule to the S''elected Master Data'' column.
 .&nbsp;'''Select&nbsp;'''the seed data from the&nbsp;''Available Core Seed Data''&nbsp;column.
@@ Line 130: / Line 127: @@
 &nbsp;
-&nbsp;
+'''Related Topics:'''[[Agreement_Management]] |&nbsp;[http://int-wiki.cloudapp.net:8085/ICMHelp7.12/index.php?title=Association_Management Association Management]&nbsp;|&nbsp;[http://int-wiki.cloudapp.net:8085/ICMHelp7.12/index.php?title=Compliance_Management Compliance Management]&nbsp;|&nbsp;[http://int-wiki.cloudapp.net:8085/ICMHelp7.12/index.php?title=Template_Management Template Management]&nbsp;|&nbsp;[http://int-wiki.cloudapp.net:8085/ICMHelp7.12/index.php?title=Clause_Management Clause Management]&nbsp;|&nbsp;[http://int-wiki.cloudapp.net:8085/ICMHelp7.12/index.php?title=Configuration Configuration]&nbsp;|&nbsp;[http://int-wiki.cloudapp.net:8085/ICMHelp7.12/index.php?title=Reports Reports]&nbsp;|&nbsp;[http://int-wiki.cloudapp.net:8085/ICMHelp7.12/index.php?title=Localizing_ICM Localizing ICM]

@@ Line 1: / Line 1: @@
-= Promote Configuration =
 The Promote to Production (P2P) process of the ICM platform helps to move ICM Configuration from source (Config/UAT) environment to target (production) environment. P2P process enables to selectively move ICM configuration. The Promote Configuration Tool or P2P is designed to accomplish just that.
@@ Line 16: / Line 17: @@
 Here is an overview of the P2P process:
+<div class="image-green-border">[[File:P2P 1.png|720px|P2P 1]]</div>
 == Accessing P2P tool ==
 To access the P2P tool:&nbsp;
-.&nbsp;'''Click '''''Home >&nbsp;''''Configuration'' tile. The ''Configuration'' page opens.
+.&nbsp;'''Click '''''Home >&nbsp;''''Configuration'''''<b>tile. The ''Configuration'' page opens.</b>
-−
-.&nbsp;'''Click '''the ''Promote'' ''Configurations'' tile. The ''Promote Configuration'' page opens.
-−
-The ''Promote Configurations ''displays the current status of PToP requests and their status.
-−
-'''Note: '''Users cannot edit a request that is in ''Completed'' state.
 == Creating a P2P Request ==
@@ Line 34: / Line 31: @@
 .&nbsp;'''Click'''&nbsp;''Configurations > Promote Configurations > Create Request''. The&nbsp;''Create P2P Request''&nbsp;page opens.
+<div class="image-green-border">[[File:P2P 3.png|720px|P2P 3]]</div>
 .&nbsp;'''Enter'''&nbsp;a&nbsp;''Request Name''. For example,&nbsp;''Procurement''.
@@ Line 58: / Line 55: @@
 .&nbsp;'''Click '''the right arrow to move the selected contract type and attribute to ''the Selected Contract Types'' and ''Attributes Of Selected Contract Type'' columns respectively.
+<div class="image-green-border">[[File:P2P 4.png|720px|P2P 4]]</div>
 .&nbsp;'''Click'''&nbsp;''Next''. The&nbsp;''Templates and Clauses&nbsp;tab'' opens.
@@ Line 68: / Line 65: @@
 .&nbsp;'''Click '''the arrow key to move the selected clause to the S''elected Clauses'' column.
+<div class="image-green-border">[[File:P2P 5.png|720px|P2P 5]]</div>
 .&nbsp;'''Click '''''Next. ''The&nbsp;''Rules'' tab opens.
@@ Line 74: / Line 71: @@
 .&nbsp;'''Click '''the arrow key to move the selected rule to the S''elected Rule Set Information'' column.
+<div class="image-green-border">[[File:P2P 6.png|720px|P2P 6]]</div>
 .&nbsp;'''Click '''''Next''. The&nbsp;''Notifications ''tab opens.
@@ Line 80: / Line 77: @@
 .&nbsp;'''Click '''the arrow key to move the selected template to the S''elected Notification Templates'' column.
+<div class="image-green-border">[[File:P2P 7.png|720px|P2P 7]]</div>
 .&nbsp;'''Click'''&nbsp;''Next''.&nbsp;The&nbsp;''Master Data & Core Seed Data''&nbsp;tab opens.
 <div class="note-box">'''''Note''''':&nbsp;Users can use the ''P2P tool&nbsp;Master Data''&nbsp;tab for the faster transition of Master Data to production than the Bulk utility tool option.</div>
@@ Line 92: / Line 89: @@
 .&nbsp;'''Click '''the arrow key to move the selected master data to the S''elected Core Seed Data ''column.
+<div class="image-green-border">[[File:P2P 8.png|720px|P2P 8]]</div>
 .&nbsp;'''Click '''''Next. ''The&nbsp;''Users & User groups''&nbsp;tab opens.
@@ Line 102: / Line 99: @@
 . '''Click '''the arrow key to move the selected user to the S''elected User Groups'' column.
+<div class="image-green-border">[[File:P2P 9.png|720px|P2P 9]]</div>
 . '''Click'''''&nbsp;Next'' if any or no user or user group is selected.&nbsp;The&nbsp;''Security Groups''&nbsp;tab opens.
@@ Line 112: / Line 109: @@
 .'''Click '''the arrow key to move the selected KPI to the S''elected SaveSearchKPIs'' column. For example, ''Product Authorization''.
+<div class="image-green-border">[[File:P2P 10.png|720px|P2P 10]]</div>
 . '''Click'''&nbsp;''Next''. The''&nbsp;Verify''&nbsp;tab opens.
 . '''Verify''' details of the contract types, attributes, templates, clauses, rule set information, notification templates, master data, core seed data, user and user groups, save search KPI and security groups that you have selected.
+<div class="image-green-border">[[File:P2P 11.png|720px|P2P 11]]</div>
 . '''Click&nbsp;'''''Create''.&nbsp;The&nbsp;''Please Confirm''&nbsp;window opens indicating that downtime is required for this request.
@@ Line 126: / Line 123: @@
 . On completion of the P2P request, the&nbsp;status&nbsp;changes to&nbsp;''Completed''.
-<div class="note-box">'''Note''':&nbsp;Users cannot edit a request that is in&nbsp;''Completed''&nbsp;state.</div>
+<div class="note-box">'''Note''':&nbsp;Users cannot edit a request that is in&nbsp;''Completed''&nbsp;state.</div> <div class="image-green-border">[[File:P2P 12.png|720px|P2P 12]]</div>

← Older revision		Revision as of 12:28, 23 March 2020
Line 56:		Line 56:

	16. '''Select '''a Rule from the ''Available Rule Set Information'' columns. For example, ''ICMRelatedIContractAgreement''.		16. '''Select '''a Rule from the ''Available Rule Set Information'' columns. For example, ''ICMRelatedIContractAgreement''.
		+
		+	17. '''Click '''''Next. ''The ''Notification Templates ''tab opens.
		+
		+	18. '''Select '''the notification template from the ''Available Notification Template'' columns.
		+
		+	19. '''Click '''''Next. ''The ''Master Data And Core Seed Data'' tab opens.
		+	<div class="note-box">'''Note: '''Users can use the PToP tool ''Master Data'' tab for the faster transition of Master Data to production than the Bulk utility tool option.</div>
		+	20. '''Select '''the masterdata from the ''Available Masterdata ''columns.
		+
		+	21. '''Select '''the seed data from the ''Available Core Seed Data'' columns.
		+
		+	22. '''Click '''''Next''. The ''Users And User Groups'' tab opens.
		+
		+	23.'''Select '''the users from the ''Available Users'' columns.
		+
		+	24. '''Select''' the user group from the ''Available User Groups'' columns.
		+
		+	25. '''Click '''''Next. ''The ''Security Groups'' tab opens.
		+
		+	26. '''Select '''the security group from the ''Available Security Groups'' columns.
		+
		+	27. '''Select '''the KPI from the ''Available KPI’s'' columns.
		+
		+	28. '''Click '''''Next''. The ''Verify ''tab opens.
		+
		+	29. '''Click '''''Create. ''The ''Please Confirm'' window opens indicating that downtime is required for this request.
		+
		+	'''Note: '''The PToP tool verifies all the information entered by the user before creating a PToP request.
		+
		+	30.'''Click '''''Yes.'' The ''Information ''window opens indicating that the PToP request created successfully.
		+
		+	31. '''Click '''''Ok. ''The PToP request ''Status'' changes to ''ADDED''
		+
		+	After completion of the PToP request, the ''Status'' changes to ''Completed''.
		+
		+