Working with Promotion Profiles

1. On the Process Apps tab, select a process app.
2. In the Profiles sub-tab, click Create.
3. On the Source page, select the source environment for the new profile.
4. On the Destination page, select the environment to which you want to promote.
5. On the Entities page, select one or more applications that you want to promote. Use the following options to manage configuration data and entities:
   • Include entity data

     Select this check box to include data such as projects, notifications, and reports and more as part of the promotion. You can manage selections for application-specific entities in the tabs that appear on the Entities page. For more information about configuration entities and their promotion options, see About Configuration Entities.

   • Merge conflicts

     Select or clear this check box to manage conflicts between entities. If you are promoting process apps included with a solution, such as Serena Service Manager, select the Merge conflicts check box to ensure that specific entities, such as roles and roles assignments, are automatically merged if they exist in the target environment but not in the process app you are promoting. If the Merge conflicts check box is cleared, some entities are deleted from the target environment when the process app is promoted. For more information, see Merging Conflicts.

6. If there are application or orchestration endpoints that need mapping, on the Mappings page, perform the following steps:
   1. Select an endpoint that does not have a destination.
   2. Click the Edit icon.
   3. From the list, select a destination endpoint or click Create a new endpoint, and then provide connection information for the new endpoint.
   4. Repeat these steps for each endpoint as necessary.
7. The Summary page displays the settings that you have designated for the promotion profile.

   • In the Summary section, click the Source Environment, Destination Environment, Entities or Mappings values to make changes before you create the promotion profile.

   • In the Settings section, change the following settings, if necessary:
     • Verify endpoints

       Before starting the promotion, confirm that each endpoint URI can be accessed.

     • Stop promote

       End the promotion if an error occurs or if there is a warning.

       Important: When you promote the Global Process App or any process app containing the Global Application, set the Stop Promotion option to on any warning. If you inadvertently promote the wrong Global Process App or Global Application, the promotion will stop and give you an opportunity to confirm whether you are promoting the process app snapshot to the correct environment.
     • Send e-mail notification

       Send e-mail to the addresses that you specify with the status of the promotion under the conditions you choose.

   • In the General section, enter a Name and Description for the new promotion profile.
8. When you are satisfied with all of your choices, click Create.

Delete a promotion profile when you no longer need to use the profile.

1. On the Process Apps tab, select a process app.
2. In the Profiles sub-tab, select a profile.
3. Click the Delete icon.
4. In the confirmation dialog box, click Delete.

You can change the configuration entities that you want to promote, the mappings for endpoints, and other settings in a promotion profile.

1. On the Process Apps tab, select a process app.
2. In the Profiles sub-tab, select a profile.
3. Click the Update icon.
4. Follow the same steps you used to create the profile, and make any necessary changes.

You can promote a process app or snapshot using a promotion profile from the Profiles sub-tab or by selecting a profile in the Using profile drop-down list that appears in the promote dialog box.

1. On the Process Apps tab, select a process app.
2. In the Profiles sub-tab, select a profile.
3. Click the Promote icon.