Defining Lifecycle Processes › Define a Promote Process

Define a Promote Process

The Promote Properties dialog lets you define a promote process. The setting of the options on this dialog determine the choices the user can make when executing the promote process:

• If the option is not selected on the Promote Properties dialog, the option is not selected on the promote process dialog. The user executing the promote process can decide to select the option.
• If the option is selected on the Promote Properties dialog, the option is selected by default on the promote process dialog. When the promote process is executed the option is enforced and the user cannot override it.

Follow these steps:

1. Click the Lifecycles tab of the Administrator application, and expand the state in which you want to define the process.

   The Processes folder is listed in the workspace.

2. Right-click the Processes folder, and select New, Promote Process from the shortcut menu.

   The Promote Properties dialog appears.

3. Name the process and specify a destination state.
4. Specify the options that you want to be available to users on the process execution dialog:

   Enforce Package Bind

   Forces all the packages belonging to a bound package group to be promoted together; otherwise, an error occurs.

   Enforce Package Merge

   Prohibits packages from being promoted to the next state if they are associated with branch versions. If you enforce that packages must be merged, the latest change for the package must be on the trunk, not on a branch. If the promote process is in a state with no view, or if that state's view is the same as the one in the Promote To state, this option is not enforced.

   Verify Package Dependency

   Disallows promotion of packages that depend upon other packages. Dependency is based on versions in the view. In the current state, a package with a higher item-version cannot be promoted without also promoting the packages with the lower item-versions in the current view, unless the lower item-versions exist in the view of the Promote To state. If the promote process is in a state that shares the same view as the one in the Promote To state, this option is not enforced.

   Note: The lower item-version causes a dependency error only when it is on the trunk.

   The process is defined.

5. Click Apply.

   Saves the process definition, but does not close the dialog.

6. Click the Access tab and set access for the process. Click OK.

   The promote process is added to the state and the process name appears in the Processes menu and in the title bar of the process execution dialog.