Self-Serve Tools - Revision history

WikiSysop at 14:30, 14 December 2022

2022-12-14T14:30:54Z

WikiSysop at 09:46, 12 December 2022

2022-12-12T09:46:34Z

IDT-1 at 10:26, 9 June 2022

2022-06-09T10:26:27Z

WikiSysop at 13:19, 12 May 2022

2022-05-12T13:19:19Z

WikiSysop at 13:17, 12 May 2022

2022-05-12T13:17:30Z

WikiSysop at 13:16, 12 May 2022

2022-05-12T13:16:47Z

WikiSysop at 13:15, 12 May 2022

2022-05-12T13:15:36Z

WikiSysop at 13:08, 12 May 2022

2022-05-12T13:08:34Z

WikiSysop at 12:48, 12 May 2022

2022-05-12T12:48:12Z

Shefali DK at 13:06, 20 December 2021

2021-12-20T13:06:50Z

@@ Line 8: / Line 8: @@
 *Search Sync Tool
 *Translations Editor Tool
 *Configurations Key Editor Tool
 *Promote to Production (P2P) Tool

@@ Line 51: / Line 51: @@
 &nbsp;
 &nbsp;
@@ Line 243: / Line 205: @@
 ***SysId
 <div class="note-box">'''Note''':&nbsp;<br/> Users can apply the fix automatically by clicking “Apply Fix”. This removes all the existing validation errors and ensures that the errors which are marked as auto fix get fixed automatically.&nbsp;<br/> This button appears only if at least one of the errors can be auto fixed, that is, at least one error displays the value “Yes” in the Auto Fix column.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''To Resume P2P Request:'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Click '''the View Details eye icon for the P2P request which you want to resume.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The “View&nbsp;Request” page is displayed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-P2P-View-Request-Purple.png|920px|8.0-P2P-View-Request-Purple.png]]</div> <div class="image-green-border"><br/> If there are any errors encountered when creating the P2P Request, users can resume the P2P Request creation from the step where it failed by clicking “Resume” which will appear at that time.</div> <div class="image-green-border">You can edit with "Edit" or "Validate".</div>
 == Import Solution Tool ==
@@ Line 264: / Line 225: @@
 **Users & User Groups
+&nbsp;
 === Prerequisites for Import Solution to be implemented ===
@@ Line 285: / Line 246: @@
 The Source and Target instances need to be mapped in the Import Solution engine database. To do this, please reach out to the database team.
+&nbsp;
 === Using the Import Solution tool ===

@@ Line 284: / Line 284: @@
 The Source and Target instances need to be mapped in the Import Solution engine database. To do this, please reach out to the database team.
@@ Line 308: / Line 309: @@
 &nbsp;
-'''Related Topics:&nbsp;'''[[Agreement_Management|Agreement Management]] |&nbsp;[[Association_Management|Association Management]]&nbsp;|&nbsp;[[Compliance_Management|Compliance Management]]&nbsp;|&nbsp;[[Template_Management|Template Management]]&nbsp;|&nbsp;[[Clause_Management|Clause Management]]&nbsp;|&nbsp;[[Configuration|Configuration]]&nbsp;|&nbsp;[[Reports|Reports]]&nbsp;|&nbsp;[[Localizing_ICI|Localizing ICI]]&nbsp;|
+'''Related Topics:&nbsp;'''[[Agreements|Agreement Management]] |&nbsp;[[Associations|Association Management]]&nbsp;|&nbsp;[[Compliances|Compliance Management]]&nbsp;|&nbsp;[[Templates|Template Management]]&nbsp;|&nbsp;[[Clauses|Clause Management]]&nbsp;|&nbsp;[[Configure|Configuration]]&nbsp;|&nbsp;[[Reports|Reports]]&nbsp;|&nbsp;[[Localizing_ICI|Localizing ICI]]&nbsp;|

@@ Line 284: / Line 284: @@
 The Source and Target instances need to be mapped in the Import Solution engine database. To do this, please reach out to the database team.
 === Using the Import Solution tool ===
@@ Line 290: / Line 291: @@
 .&nbsp;&nbsp;Click the “Admin” tile > “Admin Task”.<br/> 2.&nbsp;&nbsp;Click “Import Solution”. The “Import Solution” page opens.
-<div class="image-green-border">[[File:Import2.png|280px]]</div>
+<div class="image-green-border">[[File:Import2.png|280px|Import2.png]]</div>
 .&nbsp; Click “Create” on the Import Solution tool page. The “Create Import Configuration Request” page opens.
-<div class="image-green-border">[[File:Import3.png|720px]]</div>
+<div class="image-green-border">[[File:Import3.png|720px|Import3.png]]</div>
 .&nbsp;&nbsp;Fill all required fields and click “Next”.
-<div class="image-green-border">[[File:Import4.png|720px]]</div>
+<div class="image-green-border">[[File:Import4.png|720px|Import4.png]]</div>
 .&nbsp;&nbsp;Select and fill all necessary information across all the relevant tabs.
 <div class="image-green-border">[[File:Import5.png|720px]]</div>
-.&nbsp;&nbsp;Verify all information within the “Verify” tab.<br/> 7.&nbsp;&nbsp;Click “Create”. The request to import the specified configuration will be created, and a confirmation message is displayed on the “Import Solution Request Progress” drawer.
+.&nbsp;&nbsp;Verify all information within the “Verify” tab.
-<div class="image-green-border">[[File:Import6.png|720px]]</div>
+<div class="image-green-border">[[File:Import5.png|720px|Import5.png]]</div>
 &nbsp;

@@ Line 263: / Line 263: @@
 **Seeded Masterdata entity instances
 **Users & User Groups
@@ Line 275: / Line 276: @@
 .&nbsp; This configuration key can be used for the Source to communicate with the Import Solution engine – “Core.Tools.P2P.P2PDBConnectionString”. The value for this key should be the DB connection string of the Import Solution engine.
 <div class="note-box">'''Note:''' For releases before 8.1, please reach out to the database team.</div>
 ==== Target instance setup ====

@@ Line 264: / Line 264: @@
 **Users & User Groups
-==== &nbsp; ====
+=== Prerequisites for Import Solution to be implemented ===
 ==== Source instance setup ====
@@ Line 272: / Line 271: @@
 .&nbsp;&nbsp;Register and publish preconfigured import solutions, therefore availing source instances for utilization.<br/> 2.&nbsp;&nbsp;Set up records for below seeded Masterdata contract types:
-[[File:Import1.PNG|720px]]
+[[File:Import1.PNG|720px|Import1.PNG]]
 .&nbsp; This configuration key can be used for the Source to communicate with the Import Solution engine – “Core.Tools.P2P.P2PDBConnectionString”. The value for this key should be the DB connection string of the Import Solution engine.
 <div class="note-box">'''Note:''' For releases before 8.1, please reach out to the database team.</div>
-==== &nbsp; ====
+&nbsp;
 ==== Target instance setup ====

@@ Line 11: / Line 11: @@
 *Configurations Key Editor Tool
 *Promote to Production (P2P) Tool
 <div class="image-caption">&nbsp;</div> <div class="image-caption">'''<span style="color:#008000;">Prerequisites</span>'''</div>
 *The ICI application, version 7.11 and above
@@ Line 48: / Line 49: @@
 Refer to Translation Editor in [[Admin_Task|Admin Task]] page for more details
 == ICI Health Check Tool ==
@@ Line 114: / Line 116: @@
 &nbsp;
+&nbsp;
 == Promote Configurations (P2P) Tool ==
@@ Line 151: / Line 153: @@
 '''Note: '''Users cannot edit a request that is in the&nbsp;''Completed'' state.
 <div class="image-green-border">&nbsp;</div>
 === <span style="color:#008000;">''Creating a P2P Request''</span> ===

@@ Line 151: / Line 151: @@
 '''Note: '''Users cannot edit a request that is in the&nbsp;''Completed'' state.
 <div class="image-green-border">&nbsp;</div>
 === <span style="color:#008000;">''Creating a P2P Request''</span> ===
@@ Line 184: / Line 185: @@
 <div class="image-green-border">16.&nbsp;'''Select'''&nbsp;a clause from the''&nbsp;''"Available Clauses"&nbsp;columns.</div>
 .&nbsp;'''Click '''the arrow key to move the selected clause to the "Selected Clauses" column.
-<div class="image-green-border">18.&nbsp;'''Click '''"Next"''. ''The "Rules" tab opens.</div> <div class="image-green-border">[[File:8.0-P2P-4tab-Purple.png|420px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">19. '''Select''' the "Contract Type" from the drop-down.</div>
+<div class="image-green-border">18.&nbsp;'''Click '''"Next"''. ''The "Rules" tab opens.</div> <div class="image-green-border">[[File:8.0-P2P-4tab-Purple.png|420px|8.0-P2P-4tab-Purple.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">19. '''Select''' the "Contract Type" from the drop-down.</div>
 .&nbsp;'''Select'''&nbsp;the Rules that appear.
 .&nbsp;'''Click '''"Next". The "Notifications" tab opens.
-<div class="image-green-border">[[File:8.0-P2P-5tab-Purple.png|920px]]</div>
+<div class="image-green-border">[[File:8.0-P2P-5tab-Purple.png|920px|8.0-P2P-5tab-Purple.png]]</div>
 .&nbsp;'''Select&nbsp;'''the notifications from the grid.
 .&nbsp;'''Click'''&nbsp;"Next".&nbsp;The "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> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-P2P-6tab-Purple.png|820px]]</div>
+<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> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-P2P-6tab-Purple.png|820px|8.0-P2P-6tab-Purple.png]]</div>
 .&nbsp;'''Click '''the arrow key to move the selected rule to the "Selected Master Data" column.
@@ Line 198: / Line 199: @@
 .&nbsp;'''Click '''the arrow key to move the selected master data to the "Selected Core Seed Data"''&nbsp;''column.
-<div class="image-green-border">28.&nbsp;'''Click "'''Next"''. ''The "Users & User groups"&nbsp;tab opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-P2P-7tab-Purple.png|920px]]</div>
+<div class="image-green-border">28.&nbsp;'''Click "'''Next"''. ''The "Users & User groups"&nbsp;tab opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-P2P-7tab-Purple.png|920px|8.0-P2P-7tab-Purple.png]]</div>
 .&nbsp;'''Select'''&nbsp;the users on&nbsp;the "Select Users"&nbsp;pane.&nbsp;
 .&nbsp;'''Click '''"Selected Users" from the top right of the pane&nbsp;to view the list of users that have been selected.
-<div class="image-green-border">[[File:8.0-P2P-7.2tab-Purple.png|920px]]</div>
+<div class="image-green-border">[[File:8.0-P2P-7.2tab-Purple.png|920px|8.0-P2P-7.2tab-Purple.png]]</div>
 . '''Click '''"Filter Users"&nbsp;to view the list of users by an attribute or click "Add Another Attribute"''&nbsp;''to filter users by additional attributes. For example, Email ID, Phone Number.&nbsp;
-<div class="image-green-border">34. '''Click '''the&nbsp;trash icon'''&nbsp;'''to remove an added user attribute.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-P2P-7.1tab-Purple.png|920px]]</div>
+<div class="image-green-border">34. '''Click '''the&nbsp;trash icon'''&nbsp;'''to remove an added user attribute.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-P2P-7.1tab-Purple.png|920px|8.0-P2P-7.1tab-Purple.png]]</div>
 . '''Click'''''&nbsp;''"Next" if any or no user or user group is selected.&nbsp;The "Security Groups"&nbsp;tab opens.
-<div class="image-green-border">[[File:8.0-P2P-8tab-Purple.png|920px]]</div>
+<div class="image-green-border">[[File:8.0-P2P-8tab-Purple.png|920px|8.0-P2P-8tab-Purple.png]]</div>
 . '''Select&nbsp;'''the security group from the "Available Security Groups"&nbsp;columns.
@@ Line 215: / Line 216: @@
 .&nbsp;'''Click '''the arrow key to move the selected KPI to the "Selected SaveSearchKPIs" column.&nbsp;
 <div class="image-green-border">40. '''Click'''&nbsp;"Next". The''&nbsp;''"Verify"&nbsp;tab opens.</div>
-. '''Verify''' details of the contract types, attributes, templates, clauses, ruleset information, notification templates, transactional master data, core seed data, user and user groups, save search KPI, and security groups that you have selected.
+. '''Verify''' details of the contract types, attributes, templates, clauses, ruleset information, notification templates, transactional master data, core seed data, user and user groups, save search KPI, and security groups that you have selected. You can expand all categories by Expand/Collapse ALL icon at the top right or can expand the individual category or tab information with arrows provided in the far right of each category.
-<div class="image-green-border">[[File:8.0-P2P-9tab-Purple.png|920px]]</div>
+<div class="image-green-border">[[File:8.0-P2P-9tab-Purple.png|920px|8.0-P2P-9tab-Purple.png]]</div>
 . '''Click '''"Create".&nbsp;The confirmation&nbsp;window opens indicating that downtime is required for this request.
 <div class="image-green-border">&nbsp;</div> <div class="note-box">'''''Note''''':&nbsp;The P2P tool verifies all the information entered by the user before creating a P2P request.</div>
@@ Line 224: / Line 225: @@
 On completion of the P2P request, the&nbsp;status&nbsp;changes to "Completed".
-<div class="note-box">'''Note''':&nbsp;Users cannot edit a request that is in&nbsp;''Completed''&nbsp;state.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The Status column on Promote Configurations index page displays the InProgress percentage (calculated on the basis of weightage provided to each step). Once the task is complete, the status changes to Completed.</div> <div class="image-green-border"><br/> To view error details:</div> <div class="image-green-border">1. '''Navigate '''to Promote Configuration page from "Configure" > "Promote Configurations" > "Promote Configurations". The Promote Configuration index page listing all Requests created appears.</div> <div class="image-green-border"><br/> 2. '''Click '''the three dots in the "View" column on the far right.&nbsp;&nbsp;</div> <div class="image-green-border">[[File:8.0-P2P-Index-Page-Purple.png|920px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The drawer displaying the “Request Error Details” and “Manual Work Pending” tabs are&nbsp;displayed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">During validation, all errors that are auto-fixable will be fixed, and the result will be displayed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">In case of any persisting errors, the details are displayed in the “Request Error Details” tab.</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">&nbsp;</div> <div class="image-green-border">The Status column on Promote Configurations index page displays the InProgress percentage (calculated on the basis of weightage provided to each step). Once the task is complete, the status changes to Completed.</div> <div class="image-green-border"><br/> To view error details:</div> <div class="image-green-border">1. '''Navigate '''to Promote Configuration page from "Configure" > "Promote Configurations" > "Promote Configurations". The Promote Configuration index page listing all Requests created appears.</div> <div class="image-green-border"><br/> 2. '''Click '''the three dots in the "View" column on the far right.&nbsp;&nbsp;</div> <div class="image-green-border">[[File:8.0-P2P-Index-Page-Purple.png|920px|8.0-P2P-Index-Page-Purple.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The drawer displaying the “Request Error Details” and “Manual Work Pending” tabs are&nbsp;displayed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">During validation, all errors that are auto-fixable will be fixed, and the result will be displayed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">In case of any persisting errors, the details are displayed in the “Request Error Details” tab.</div>
 *Request Error Details: This tab contains multiple columns providing more information about the P2P Request.&nbsp;
 **Warning: Displays if an error or warning is encountered when creating the P2P request.
@@ Line 233: / Line 234: @@
 **Auto-Fix: Indicates if the error encountered when creating the P2P request can be fixed automatically.&nbsp;
 **Manual Step Actions: Displays the list of actions that users need to perform manually to fix the errors when creating the P2P Request.&nbsp;
-<div class="image-green-border">[[File:8.0-P2P-Index-Page-Error-Purple.png|920px]]</div>
+<div class="image-green-border">[[File:8.0-P2P-Index-Page-Error-Purple.png|920px|8.0-P2P-Index-Page-Error-Purple.png]]</div>
 *Manual Work Pending: Displays the actions that must be taken manually after P2P request is completed.&nbsp;
 **Action: Displays the list of actions users must perform to fix the errors encountered when the P2P request is completed. For example, “Publish Required”, “Cache flush required” and so on.&nbsp;
@@ Line 240: / Line 241: @@
 ***Entity Value
 ***SysId
-<div class="note-box">'''Note''':&nbsp;<br/> Users can apply the fix automatically by clicking “Apply Fix”. This removes all the existing validation errors and ensures that the errors which are marked as auto fix get fixed automatically.&nbsp;<br/> This button appears only if at least one of the errors can be auto fixed, that is, at least one error displays the value “Yes” in the Auto Fix column.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''To Resume P2P Request:'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Click '''the View Details eye icon for the P2P request which you want to resume.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The “View&nbsp;Request” page is displayed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-P2P-View-Request-Purple.png|920px]]</div> <div class="image-green-border"><br/> If there are any errors encountered when creating the P2P Request, users can resume the P2P Request creation from the step where it failed by clicking “Resume” which will appear at that time.</div> <div class="image-green-border">You can edit with "Edit" or "Validate".</div>
+<div class="note-box">'''Note''':&nbsp;<br/> Users can apply the fix automatically by clicking “Apply Fix”. This removes all the existing validation errors and ensures that the errors which are marked as auto fix get fixed automatically.&nbsp;<br/> This button appears only if at least one of the errors can be auto fixed, that is, at least one error displays the value “Yes” in the Auto Fix column.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''To Resume P2P Request:'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Click '''the View Details eye icon for the P2P request which you want to resume.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The “View&nbsp;Request” page is displayed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-P2P-View-Request-Purple.png|920px|8.0-P2P-View-Request-Purple.png]]</div> <div class="image-green-border"><br/> If there are any errors encountered when creating the P2P Request, users can resume the P2P Request creation from the step where it failed by clicking “Resume” which will appear at that time.</div> <div class="image-green-border">You can edit with "Edit" or "Validate".</div>
 &nbsp;