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Export - Create Release

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The export function creates the release package that will be moved across the various SSP environments. In order to include all required elements in a release, the export function includes information about related items. For example, when a form contains a subform, that subform is shown as a related item to the just selected form.
 

Create Release

A new release is created in the development environment. This release is given a name and saved. Within a release, multiple elements can be included. It is possible to modify a release at a later date and create new exports based on a release definition. The import properties are part of the release definition.
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Choosing export elements

Element Columns

Per element the following information is shown:

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When searching for an element, these details are shown in the results below; For example for Forms:
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Selecting elements

The Release Manager starts with a screen showing 4 empty columns: Forms, Processes, Datastore parameters and Web Services. At the top of each column, a search box is available. This search box can be used to select elements in the following ways:

By Name
By last update date

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Adding a form

After a condition has been set through the button “Add element”, the forms matching the search criteria will be shown in the list of forms.

Behind each form that is selected, there is a menu button 'fsd.
When for example 2 datastore parameters & 1 process are used in this form, these Datastore parameters are added to the 'Parameters' column, and the process into the 'Processes' column.

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To see the related items, click on the button 'Show Relations':

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Relations are highlighted with a different background color.

Any item can be removed from the package, with the 'Delete'-button:

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The option to load relations is not available for Web Services.

 

Remove all

At the top of every column there is a button clip0562. After pressing this button, the list beneath will be cleared.

Load relations

Forms

When clicking on the button load relations or load all relations, the following objects are added to the export release:

Datastore parameters used within list fields of form
Web-Services used within list fields of form (not NCALC)
Processes linked to the form(s)
Non-Dynamic Subforms used within the form
oElements mentioned above linked to the subform
oSubforms used with subforms…. (unlimited amount of nested forms)

Process

When clicking on the button load relations or load all relations, the following objects are added to the export release:

Fields used within action step forms of the process
oDatastore parameters used within list fields of action step
External Forms used within action steps of the process
oDatastore parameters used within list fields of the form
oWeb-Services used within list fields of form (not NCALC)
oSubforms used within these forms
Datastore parameters used within any of the subforms
Subforms used with subforms…. (unlimited amount of nested forms)
(SSP Internal) Webservices used in steps of the type “webservice call”
(SSP Internal) Webservices defined on general settings of the process
(SSP Internal) Webservices defined as source for a wait step
Sub-Processes used in the process
oAll elements mentioned above linked to the subprocess.

Import properties
 
The import properties menu item allows you to configure how elements will be imported in the target environment. The following properties can be changed:
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Forms
oOverwrite Category Name and Topic Name
The new reference will be used during import.
oAlways import
This option allows to enforce the adding of the element at import, instead of checking for replace options.
Process
oAlways import
This option allows to enforce the adding of the element at import, instead of checking for replace options.
Datastore parameter
oOverwrite Category
Same as with forms
oInclude Data
Option to set if data should be included in the export
oAlways import
This option allows to enforce the adding of the element at import, instead of checking for replace options.
WebService
oAlways import
This option allows to enforce the adding of the element at import, instead of checking for replace options.

Information stored with elements in release export

Forms

The following information will be stored within the release when a form is exported:

Form definition (XML file)
References to Person attributes
oIn Default answers
oIn Section conditions
oIn Dynamic List filters
References to datastore parameters for lists
oPer referred datastore parameter field structure
References to webservices for lists
oPer referred webservice field structure
References to ticketing custom fields
oIn process field mapping
CSS Classes used in form field definitions
Topics and Categories linked to forms
Roles containing specific access rights for a form

Processes

Process definition (XML file)
References to datastore parameters for lists in action steps
oPer referred datastore parameter field structure
References to (SSP Internal) webservices in webservice type steps
oPer referred webservice field structure
References to (SSP Internal) webservices in general settings of process
oPer referred webservice field structure
References to webservices in wait steps
oPer referred webservice field structure
References to Forms used within actions steps of the process
oDatastore parameters used within list fields of form
oWeb-Services used within list fields of form (not NCALC)
oSubforms used within these forms
Datastore parameters used within any of the subforms
Subforms used with subforms…. (unlimited amount of nested forms)
Sub-Processes used in the process
oAll elements mentioned above linked to the subprocess.
References to fixed groups as actor
References to fixed persons as actor
References to ticketing custom fields
oIn Update Ticket steps
References to global mail templates
References to person attributes
oIn variables initial values
oIn Variable definition steps
oIn action steps default answers
References to layouts
Roles containing specific access rights

Datastore parameters

Datastore parameter definition (XML file)
Data contained in datastore parameter
Used connection string
Roles containing specific access rights

Web Services

Web Service definition (XML file)
Used connection string