The Configuration can be selected and included in the component list required for creating configuration packages. The selected Configuration overwrites, or gets inserted, in the destination environment. Overwrite only occurs if the Replace in Destination checkbox is selected for the component. If the component does not exist in the destination environment, the configuration package will always insert the component into the destination environment.
The following sub-nodes are displayed under the Configuration node:
- Designs
- Log Views
- Mobile Log Views
- Customize Email Subject
- Customize Email Content
- Custom Templates (Custom Prints and Reports)
- User Mode Navigator
- Stamps
- Portal Landing Page
Designs
Displays the configuration for the design components available for selection. The grouping, by headers, are as follows:
- Business Processes
- Configurable Module: <CM name>
- Planning Manager
- Portfolio Manager
- Resource Manager
- Shell Manager
- Space Manager
The following columns are displayed:
- Name
- ID
- Level
- Replace in Destination
Log Views
Displays the log views available for selection. The grouping, by headers, are as follows:
- Business Processes
See Creating BP Log Views in Admin Mode (BP Log Views and Configuration Package) for more information.
- Document Manager Log Views
See Setting up the Document Manager (Document Log Views and Configuration Package) for more information.
The following columns are displayed:
- Name
- ID
- Level
- Replace in Destination
Mobile Log Views
Displays the log views available for selection, for the Unifier mobile application. The following columns are displayed:
- Name
- ID
- Level
- Replace in Destination
Customize Email Subject
Displays the email subjects available for selection. The following columns are displayed:
- Name
- ID
- Level
- Replace in Destination
Customize Email Content
Displays the email contents available for selection. The grouping, by headers, are as follows:
- Business Processes
- Configurable Module: <CM name>
- Planning Manager
- Portfolio Manager
- Resource Manager
- Shell Manager
- Space Manager
The following columns are displayed:
- Name
- ID
- Level
- Replace in Destination
Custom Templates
Displays the Custom Templates available for selection. The grouping, by headers, are as follows:
- Custom Email
- Custom Print
- Custom Report
Note: The system does not display the application type and external type of reports.
The following columns are displayed:
- Name
- Key
- Description
- Replace in Destination
User Mode Navigator
Displays the active and inactive user mode navigator available for selection. The following columns are displayed:
- Name
- Type
- Status
- Replace in Destination
Stamps
Displays the stamps available for selection. The following columns are displayed:
- Name
- Description
- Replace in Destination
All of the sub-nodes logs are sorted by default on the "Name" column and you can sort on any of the other columns.
Portal Landing Page
Displays the active or inactive portal landing page setup available for selection. The following columns are displayed:
- Name
- Status
- Replace in Destination
Note: To include in the configuration package, you must include all image files and hyperlinks.
Additional Information
Portfolio Manager
As a part of Project Portfolio Manager (PPM) configuration, the "Display monthly breakdown of Actuals" option is included for the Configuration Package.
If the check box for the "Display monthly breakdown of Actuals" option is selected when the PPM configuration is being included in the Configuration Package, then upon import to the destination environment, the user will see the checkbox checked.
The Actuals source curve values displayed in the source environment (in the Derived curve properties) will be seen in the destination environment as well, when the CashFlow is packaged as part of the Configuration Package.