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Implement Configuration

You implement a configuration to make your deployed software fully functional. Implementation executes on the target system, applying the variables, resources, and operations that are defined in the configuration.

Note: You can only implement configurations with a status of Build completed, Validated, Validation error, Implementation stopped, or Implementation error.

Follow these steps:

  1. Click the Configurations tab and locate the configuration you want to implement.
  2. Click the Actions drop-down list to the right of the configuration, and select Implement.

    Note: If the target deployment resources associated with this configuration changed after the product was deployed, a warning dialog appears. This dialog displays the changed deployment resources for you to confirm that you want to continue.

    The Implement Configuration dialog opens. This dialog contains information about the current status, and a table of numbered operation steps containing the following columns:

    Select

    Contains a check box for each step that you can click to select this step to perform an action against. The actions are listed immediately above this column. Use this column to select multiple steps.

    After selecting check boxes in this column, you can perform the following actions against multiple steps:

    Set Automatic

    Changes the mode of selected manual steps so that they are automatically performed by CA CSM as soon as they are released and all prerequisites have been satisfied.

    Note: You cannot change the mode of external steps; they cannot be performed automatically by CA CSM.

    Set Manual

    Changes the mode of selected automatic steps so that they become manual steps that you must perform outside of CA CSM.

    Release

    Releases selected steps. The steps become eligible for execution when all of their prerequisite steps are complete.

    Bypass

    Skips these steps. When you click Release All, these steps are not released. If these steps are prerequisites for other steps, those prerequisite steps are satisfied and will be executed when they are released.

    Confirm

    For manual or external steps, confirms to CA CSM that the steps have been completed successfully, and satisfies any prerequisites defined in other steps within the implementation.

    Note: Before confirming a step, click the icon in the Text column to review the details about the processing associated with this step and verify that these steps have been manually performed.

    Step

    Contains a linked description of the operation to be performed in this step. Clicking the link opens a separate dialog that provides information about the actions associated with this step.

    Mode

    Indicates if this step will be performed by CA CSM or you.

    Auto

    An automatic step is a step that CA CSM performs automatically. This designation is either predefined by the product you are configuring, or may be set by you.

    Note: You can change the mode of automatic steps so that they are not performed by CA CSM. Then perform them manually outside of CA CSM.

    Manual

    A manual step is a step that CA CSM expects you to perform manually. This designation is either predefined by the product you are configuring, or may be set by you.

    Note: You can change the mode of manual steps so that they are automatically performed by CA CSM.

    External

    An external step is a step that you must perform manually outside of CA CSM, and this designation is predefined by the product you are configuring.

    Note: You cannot change the mode of external steps; they cannot be performed automatically by CA CSM.

    Status

    Indicates the status of the step.

    Held

    This step will not execute until you release it, and all of its prerequisites have completed.

    Waiting on Prereqs

    This step is waiting for prerequisites to complete.

    Ready

    The step is not executing, but is eligible to be executed. No prerequisites exist, and it will execute as soon as the SCS address space becomes available.

    Executing

    This step is currently being executed by CA CSM.

    Awaiting Confirmation

    This is an external or manual step that you must perform manually, external to CA CSM. Explicitly confirm that the described operation has been completed successfully. Doing so completes the operation for CA CSM and causes any of the prerequisites defined in other steps within the implementation to be satisfied.

    Confirmed

    This is an external or manual step that was performed manually outside of CA CSM and was confirmed as completed.

    Completed

    This step was performed by CA CSM and is completed.

    Failed

    This step was supposed to be performed by CA CSM but failed.

    Text

    Contains an icon that you can click to see details about the processing associated with this step. If this is a manual step, you can use this information to perform the step manually.

    Prereqs

    Contains an icon if this step has prerequisites. Hold the mouse over the icon to see details about the prerequisites.

    Actions

    Contains a drop-down list for each step that lets you perform the following actions:

    Set Automatic

    Changes the mode of a manual step so that it is automatically performed by CA CSM as soon as it is released and all prerequisites have been satisfied.

    Note: You cannot change the mode of external steps; they cannot be performed automatically by CA CSM.

    Set Manual

    Changes the mode of an automatic step so that it becomes a manual step that you must perform outside of CA CSM.

    Release

    Releases this step, which makes it eligible for execution when all of its prerequisite steps are complete.

    Bypass

    Skips this step. When you click Release All, this step is not released. If this step is a prerequisite for other steps, those prerequisite steps are satisfied and will be executed when they are released.

    Confirm

    For manual or external steps, confirms to CA CSM that the step has been completed successfully, and satisfies any prerequisites defined in other steps within the implementation.

    Note: Before confirming a step, click the icon in the Text column to review the details about the processing associated with this step and verify that these steps have been manually performed.

  3. Do one of the following:

    Note: While an implementation is in progress, you can perform other work. You can click Hide to exit the dialog and view the status of the implementation task later from the Tasks tab.

  4. Use the following buttons near the top of the dialog to control the implementation process:
    Release All

    Releases all steps so that they can execute. However, steps will not execute if they have prerequisite steps that have not completed.

    Note: Processing continues until the implementation is complete, fails, or has been manually stopped.

    Release Next

    Releases only the next step so that it can execute. However, the step will not execute if it has prerequisite steps that have not completed.

    Note: If you click this button, continue to click it to release subsequent steps.

    Stop

    Stops the implementation process. If you click Stop, this run of the implementation is stopped, and no non-executing steps will be started. You can start another run of the implementation from the Configurations tab by selecting the configuration and clicking Implement.

    Refresh

    Updates the status that appears on this dialog as necessary. Although the display is updated automatically, this button lets you update manually.

  5. (Optional) You can also use the following buttons near the bottom of the dialog:
    Hide

    Closes the Implement Configuration dialog without stopping the implementation process. The process continues in the background and can be accessed from the Tasks tab.

    Export

    Lets you export the details of this implementation to a TXT file or data set.

    The implementation process is started and continues until it has successfully completed, is stopped manually, or fails.

    When the implementation is completed, a message appears confirming that the implementation succeeded or failed.