After you import a solution, you promote the associated snapshots into
your environment. Promoting the snapshots places the contents of the solution,
including all reports, notifications, process apps, and auxiliary table data,
Important: You must promote the snapshots before you modify and
deploy them. Promoting maintains data that is necessary for some operations
such as maintaining internal IDs and priming
Request Center with
sample data. Deploying first could cause compatibility problems later on.
Important: If you are upgrading
from a previous version and you want to preserve modifications you have made to
existing process apps, see the
Serena Service Manager On-Premise
for steps to preserve your changes before you promote new versions of the
process apps. Promoting the new snapshots overlays any existing modifications
that you have made to your existing workflows.
Note the following information about promoting the snapshots:
- If you import multiple solutions, you can promote each set of process
apps in any order. For example, you can promote the
Serena Request Center
process apps before or after you promote the
Serena Service Manager process apps.
- You can promote the process apps for a given solution in any order,
except for the
Serena Request Center
You must promote the
apps in a specific order, because the Starter Pack and Service Request process
apps contain unique references to one another. This ensures that the proper
forms in the Starter Pack process app are available for use in each of the
services. Promote the
apps in the following order:
- SRC - Starter Pack Forms – IT
- SRC - Service Request
- SRC - Starter Pack Forms – IT (promote again)
- SRC – Knowledge Management
- It is recommended that you promote all of the process apps for a
given solution, except for the SSM - Integrations process app. You should only
promote the SSM - Integrations process app if you are using
Serena Asset Manager
or the Asset Discovery Adapter.
Tip: Other than the SSM - Integrations process app, if you
do not plan to use a particular process app, it is recommended that you still
promote it (you do not need to make it available to your users). Each process
app references other process apps and you will encounter reference errors in
when you attempt to modify the process apps if you do not promote them all.
- If you encounter any problems with promoting the snapshots, refer to
The following sections describe the promotion steps for the snapshots in
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