Updating Shells - Setup Node, Gates

You can update shells with Active or Inactive Gates setups. The Update Shells process runs in the background. Depending on the number of records and shells you are updating, it can take a considerable amount of time to complete. The process is complete when the End Date column in the Update History window shows the complete date.

Important Information About Updating Gates (Project Phase Gates) Setups:

The Gates setup update will completely overwrite any existing Gates setup, or will be added if it did not previously exist.
Previously scheduled Gates runs are overwritten by the new Gates setup. If the pushed setup is Active, new scheduled Gates runs are scheduled according to the schedule in the new setup.
Both Inactive and Active Gates setups can be pushed in the update.
After the update, the Gates setup reflects the status of the template.
After the update, the Current Phase in the Gates setup is reset to the First Phase.
After the update, the Gates shells will not run the scheduled refresh if the shell is On-Hold. Gates scheduling will resume automatically when the shell becomes Active.
If you have permission to create Gates setups, you can update Gates setups using Update Shell, even if you do not have permission to access the individual shells.
The phase conditions that have been completed already will reset to incomplete, by the system.
Users and groups specified in the Email Notification field are added if they do not exist.
Newly-created groups are empty.
Any conditions that had been previously checked to be ignored will not be checked again, and the information about the user who had checked the ignore option will be lost.
If the Ignore check box has been used for any of the phase completion conditions, the project will not be set to where it was in the Phase Gates progress prior to the template update.
Note: Post update, the next time that the system picks up the scheduled runs, the status of the gate phases may vary depending on the setup.

To update Gates setups using Update Shells

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, click Templates > [shell type] > [shell instance].
In the shell template, click Setup and select Gates.
Select a Gates setup.
Click Update Shells and select one of the following:
- Shells: You can use this option to select one or more shells to update. When the update window opens, it lists all shells in the project. You can use Find to isolate the shells you want to update. The find window contains data elements from the Find form that was designed. When you have isolated the shells to update, click the Update button and select either Selected Shell(s) or All Filtered Shells.
- All Shells: You can use this option to update all shells of that shell type.
- History: You can view the update history from past updates or cancel a request before the update begins.
An Alert window opens letting you know that you are about to push changes to the selected shells; there is no undo for the update.
Click Yes if you want to proceed with the update, or No to cancel.

Conditions for Creating Gates setup Configuration Package

The first time that you export the Gates setup, you must include the data sources for the query condition used in the Gates setup.

For subsequent exports, ensure that the design which uses the Data Element that is specifically used in the setup is present in the Production Published package. As long as this condition is met, the package creation will be successful. If this condition is not met, then the latest design will have to be included in the package.

Gates Components in the Configuration Package

The system includes the following components of Gates in the Configuration Package (.zip file):

Gates Component	Field / Option
Log	Name
Log	Status
Gates / General tab	Name
Gates / General tab	Description
Gates / General tab	Status
Gates / Settings tab	Phase name
Gates / Settings tab / Phase Gate Configuration Note: If the option of Start Date and Planned Completion dates are from Schedule sheet, then only the dates will get copied over. The Master schedule sheet will not get copied over.)	All options
Gates / Settings tab / Gate Condition Elements	All Gate Condition Elements. The corresponding Data type selected for the gate condition should also be included in the Configuration Package.
Gates / Settings tab / Gate Conditions	All query conditions set up within the Gate condition
Gates / Settings tab	Advance to next Project ….option
Gates / Settings tab / Additional Information block	All options including Users and Groups
Gates / Settings tab	Reevaluate conditions on every Gates Run option
Gates / Schedule tab	All options including the users and groups set for email notifications.

Last Published Thursday, December 14, 2023