Working with Process Apps → Promoting Process Apps → About Configuration Entities
Promotion optionally transfers configuration data or entities to an environment. Configuration data includes notifications, reports, selections for User-type fields, and more.
The following tables show the entities that you can promote with process apps. The scope indicates where the data is contained. The entities that are marked Global are database-specific and apply to all process apps. Application-specific entities are tied to the workflows or projects in an application.
|Projects||Application-specific||All, Selected, or None|
|Notifications||Global and application-specific||All, Selected, or None|
|SLA Definitions||Application-specific||All, Selected, or None|
|Notification Rules||Global and application-specific||All, Referenced, or None|
|Reports||Global and application-specific||All, Selected, or None|
|Auxiliary Table Data||Global and application-specific||All, Selected, or None|
|Transition Group Restrictions||Application-specific||All or None|
|Work Center||Application-specific||All, Selected, or None|
|Mailboxes||Global and application-specific||All or None|
|User Field Selections||Global and application-specific||All or None|
|E-mail Templates||Global||All or None|
|Scheduler Jobs||Global and application-specific||All or None|
|Groups||Global||All, Selected, or None|
|Notifications (associated with global auxiliary tables)||Global||All, Selected, or None|
|Notification Rules||Global||All, Referenced, or None|
|Reports (associated with global auxiliary tables)||Global||All, Selected, or None|
|Folders||Global||All, Selected, or None|
|Users||Global||All, Selected, or None|
|Auxiliary Table Data||Global||All, Selected, or None|
|Teams||Global||All, Selected, or None|
|Resources||Global||All, Selected, or None|
|Mailboxes||Global||All or None|
|User Field Selections (for global auxiliary tables)||Global||All or None|
|E-Mail Templates||Global||All or None|
|Scheduler Jobs||Global||All or None|
|Application Groups||Application-specific||Automatically promoted|
|Scripts||Global and application-specific||Automatically promoted|
|Web services||Global||Automatically promoted|
|Default Strings and translations for predefined locales||Application-specific||Automatically promoted|
|Report filters||Application-specific||Automatically promoted|
|External Communication Rules||Application-specific||Automatically promoted|
|Custom themes||Global||Automatically promoted|
|User settings||Global||Automatically promoted|
If Merge Conflicts is selected, the rule name and initial state in the snapshot are compared to those found in the target environment during the promotion. If the rule name or initial state in the snapshot match the name or initial state of a rule in the target environment, the rule in the snapshot is ignored. If a matching rule name or initial state is not found, the new rule is added to the target environment.
|Template Type||Included with Global Process App During Promotion?||Included with Process Apps During Promotion?||Usage Area|
|E-mail submission replies||No.||Yes. Included for mailboxes in the current process app.||Mailboxes|
|Anonymous e-mail submission replies||No.||Yes. Included for mailboxes in the current process app.||Mailboxes|
|Notification templates||Yes. Included for notifications created against auxiliary tables in the global process app.||Yes. Included for notifications created against primary and auxiliary tables in the current process app.||Notifications|
|Scheduled reports||Yes. Included for scheduled reports created against auxiliary tables in the global process app.||Yes. Included for scheduled reports created against primary and auxiliary tables in the current process app.||Scheduled report notifications|
|Registration and password changes||Yes. All self-registration and password change templates in the database are included.||No.||Self-registration, password change requests.|
|User e-mail templates||Yes. All browser e-mail templates in the database are included.||No.||Used in the send e-mail action from items in the browser.|
|View sharing alerts||Yes. All e-mail templates for sharing views in the database are included.||No.||Sharing views in Work Center.|
|Folder sharing alerts||Yes. All e-mail templates for sharing folders in the database are included.||No.||Sharing folders in Work Center.|
|External communication templates||Yes. All browser e-mail templates used for external communication in the database are included.||No.||Used in the send e-mail action from items in the browser when sending messages to non-SBM users.|
When you promote mailboxes, unique mailboxes are created in the target environment. Existing mailboxes in the target environment are not deleted unless they are replaced by mailboxes with the same name (if the Merge Conflicts check box is not selected).
Application groups are a bundle of applications that come with a solution, such as Release Control, or that are created by an administrator for use with Work Center.
Application groups are included in each snapshot for referenced applications. For example, if an application group contains Application A, Application B, and Application C, snapshots created each of these applications contain the references for all three applications.
When you promote a snapshot that contains an application group, each application referenced in the group should exist in the environment you are promoting to. Applications that are not in the environment are not listed as part of the application group in Application Administrator or Work Center. If you promote the missing applications, the references in the application group are resolved.
Shared views (dashboard, activity, calendar, backlog, and Kanban) and public feeds added to those shared views can be promoted with the applications they reference. This can include:
The shared view owner must exist in both environments.
In addition, when you create a snapshot of a process app that belongs to an application group, any feeds from other process apps in that application group are included in the snapshot. Feeds created in the global context (All) are included as well.
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