System Administration

Create a CTS Package and Build Archive

A package is the record and configuration created on the CTS pages in the Stewardship Tier. An archive is built from a package and is the actual item(s) and configurations moved via the CTS process.

The CTS Configuration for Stewardship Tier WebApps is included by default and must not be updated on the CTS Configure pages.

The CTS Configuration for custom WebApps must be created before objects can be moved via the CTS process. Refer to Set a Baseline Configuration for a Custom WebApp.

To create a CTS package and build an archive for a delivered WebApp:

1. Log in to the Stewardship Tier source instance.
2. Select Admin > CTS > Build in the Navigation pane.
3. Click Add.

   View the field descriptions for the CTS Build page

4. Enter a unique name for the CTS package in the DESCRIPTION field.

   NOTE: Since the CTS process for all applications on the system is managed within the System Administration Component, it is recommended to include the name of the component (for example, Collect) in the description to easily identify the application(s) relevant to the contents of an archive once it is created. As a best practice, create one package per component.

5. Click Save; the Vertical View displays.
6. Verify the Include Objects check box is checked.

   NOTE: If checked, objects added on the CTS Configure (SQL Object Registrations) page are included in the package.

7. Click the Show Hidden Items check box to check it.

   NOTE: If checked, CTS items defined as “hidden” (CTS > Configuration > Shippable Items > Vertical View) are visible in the packing list.

8. Enter additional documentation in the Comments field, for example, a description of what the package contains.
9. Select a value from the Trace Level list box. The default value is Warning. Values are:
   • Debug — A detailed message displays to provide data about the process.
   • Message — An information message displays to mark a landmark in the code.
   • Warning — A message displays to inform the user that a problem could surface.
   • Error — An error message displays while the process is executing; processing can continue.

   NOTE: The Trace Level indicates the amount or level of detail of information that is provided in the log (which is accessed by clicking the Log icon on the CTS Build page's Horizontal View) if an error occurs when building the packing list and the archive. The order of details provided is Error, Warning, Message and Debug, where Error provides the least amount of information and Debug provides the greatest amount of information.

10. Click Save.
11. Click Items on the Horizontal View to specify the item(s) to include in the package.
12. Click Add. If no records exist, the page automatically opens in add mode.

    View the field descriptions for the CTS Items page

13. Select an item to include in the package from the CTS CONFIG ITEM ID list box.

    NOTE: To move the wave initially, select Console – Wave from this list box, then select the wave’s key on the CTS Item Keys page.

    NOTE: The CTS CONFIG ITEM ID list box displays every item available to be moved via the CTS process for every component.

    NOTE: Items in this list box display with the following names:

    • DataGarage refers to Collect objects
    • DSW refers to Transform objects
    • DataDialysis refers to Data Quality objects
    • DSPCommon refers to Common objects
    • CranSoft refers to Stewardship Tier objects

    Use the following table to add the pre-defined items from the CTS CONFIG ITEM ID list box to the CTS package for each application.

    NOTE: The transport of SQL Inline Table-Valued functions is not supported.

    NOTE: Follow the order in which the applications are listed in this table when adding applications and items.

    Application	Items to add to the CTS package
    Common	DSPCommon — dspCommon System Type DSPCommon — Common System Type Table DSPCommon — Common System Type Group DSPCommon — Common System Type Table Index DSPCommon — Schedule DSPCommon — Common Automation Instructions DSPCommon — Common Automation Instruction Task DSPCommon — Common Automation Instruction Task Group DSPCommon — Common Automation Engine Action
    Collect	DataGarage — Collect Target DataGarage — Collect – Target Source DataGarage — Target Source Table DataGarage — Target Source Table Rule DataGarage — Target Source Table Index
    Console	Console — Field Group Console — Metric Group Console — Process Area Console — Object Console — Target Console — Source Console — Wave Console — Wave Process Area Console — Wave Process Area Object Console — Wave Process Area Object Target Console — Wave Process Area Object Target Source Console — Execution Stage Console — Complex Rule Console — Simple Rule Console — Rule Condition Console — Target Lookup Table
    Map	cMap — Wave Process Area Object cMap — Value Mapping Check Table cMap — Wave Process Area Object Target
    Assemble	CranPort Packages
    Automate	InterfaceServer — File Operation InterfaceServer — Interface InterfaceServer — Logical Path
    Mass Maintenance (dspCompose™)	dspCompose — Team dspCompose — OrgUnits dspCompose — Roles dspCompose — dspCompose Template
    Data Quality (dspMonitor™)	DataDialysis — Group DataDialysis — Object DataDialysis — Report Repository DataDialysis — Report DataDialysis — Filter
    Integrate	Integrate — Integrate Category Integrate — Integrate Template Integrate — Integrate Process Integrate — Integrate Process Template Connection
    Transform	DSW — Object DSW — Target DSW — Target Report DSW — Target Rule DSW — Target Export DSW — Target Data Services Report DSW — Target Data Services Rule DSW — Target Source DSW — Target Source Report DSW — Target Source Rule
    Master Data Management (dspConduct)	dspConduct — 1.Category dspConduct — 2.Business Processes dspConduct — 3.Scenarios dspConduct — 4.Roles dspConduct — 5.Tasks dspConduct — 6.Org Units dspConduct — 7.Positions dspConduct — Org Unit Groups dspConduct — Workflow Defaults
    Stewardship Tier (Platform)	CranSoft — Archive CranSoft — Audit CranSoft — Catalog CranSoft — Color CranSoft — CTS Configuration CranSoft — Data CranSoft — Data Source CranSoft — Database Type CranSoft — Dictionary CranSoft — File CranSoft — Folder CranSoft — Group CranSoft — Image CranSoft — Language CranSoft — Layout CranSoft — Menu CranSoft — Message Types CranSoft — Page CranSoft — Page Column Property CranSoft — Page Event CranSoft — Plugin CranSoft — Queue CranSoft — Search CranSoft — Security Definition CranSoft — Security Role CranSoft — SQL Object CranSoft — SQL Script CranSoft — Stop Word List CranSoft — Style CranSoft — Translation CranSoft — WebApp

14. Update the Include check box if the default value is not applicable.

    NOTE: If checked, the relevant item is included when the packing list is built. If unchecked, the item is ignored when the packing list is built. Default value is enabled.

15. Click Save; the Vertical view displays.

    View the field descriptions for the CTS Items page's Vertical View

16. Update the Purge check box if the default value is not applicable.

    NOTE: If checked, any child items related to the item that had Purge enabled are deleted when the archive is installed.

17. Click Save.
18. Add additional items from the CTS CONFIG ITEM ID list box or click Cancel to configure keys for the items.
19. Click the Keys icon for the CTS CONFIG ITEM ID.

    NOTE: All required keys for the item display. Multiple keys may display, depending on the type of item included in the package. The keys required for each item are set in the CTS Configuration.

20. Click Edit for the key.

    View the field descriptions for the CTS Item Keys page

21. Select the specific item from the VALUE combo box.
22. Click Save.

    NOTE: Each specific item included in the package has to be added individually to the CTS Items page. There is no process to add all items to a CTS package.

23. Click Build in the Navigation pane.
24. Click the Build Packing List icon to create a list of items and dependencies to include in the package; a confirmation message displays.
25. Click OK.
26. Click Log to view any messages or errors.

Continue with Add Attributes (optional) or Review Packing List to Exclude Specific Items.