1. Financial Services Cloud Configurations Guide
  2. Understanding Configuration Lifecycle
  3. Closing Config ID

Closing Config ID

After you finish a set of configurations for a customer in Non-production tenancy and is ready for further testing in Pre-production tenancy, close the Config ID so that all the configurations done using the Config ID are moved to the Pre-production tenancy.
Closing a Config ID bundles all the configuration changes that you have made using that Config ID, and the closed Config ID is available in the queue for Configuration Movement.

Note:

Configurations are moved from Non-production tenancy to Pre-production tenancy in the order in which the corresponding Config IDs are closed.
Before trying to close a Config ID, consider the following conditions:
  • Close the Config ID only if it is used to perform any configurations. If you have not done any configurations using a Config ID, you cannot close it. In this case, delete the Config ID instead.
  • If any of the configurations done using a Config ID is in In Progress status, you will not be able to close the corresponding Config ID. Once the configuration is promoted from In Progress to Active status, you can close the corresponding Config ID.
  • Do not attempt to close the Config ID while it is Active for the current login session. Switch to another Config ID and close it.
To close a Config ID, perform the following procedure:
  1. From Menu, select Configuration, Configuration Control, and then Config ID Manager. The page lists all Config IDs that are Open and those that are Closed, but not yet moved to other tenancies.
  2. Select Action against the Config ID you want to close and select Close. A confirmation message appears.

    Note:

    You cannot re-open a closed Config ID. Proceed with Close action only if you are sure that the configurations are ready for movement.
  3. Select Yes in the confirmation message. The page briefly displays a message informing the Config ID has been closed.
Once a Config ID is closed, the configuration changes within it are queued up for movement to Pre-Production tenancy, and the Config ID cannot be further used to save any configurations.