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Table of Contents

Disclaimer

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  • Folder Write → parent folder Write

  • Folder Delete → parent folder Delete

Files

Folder Actions

Action

Right(s)

Description

All Files

Only Admins

Show all files without security

Create Root Folder

Only Admins

Create a first level folder

Move to Root

Only Admins

Move a subfolder to root

Create Subfolder

Create

Create a subfolder

Edit Folder

Folder Write or Admins

Edit folder to rename and change permissions

Edit Folder / Security

ChPer or Admins

Edit folder to change permissions

Delete Folder

Folder Delete or Admins

Delete a folder

Migrate to SAP

Only Admins

For SAP migrate document to universe folder

File Actions

Action

Right(s)

Description

Edit

Read

Edit a file properties

Open

Write + be the user that made the Check Out

Open a file on the related server

Check Out

Write

Check Out a file in your workspace for editing

Check In

Write

Check In a file and create new version

Publish

Publish

Publish a file

Publications

Read

See the versions published in the different environments

Destinations (View)

Read

See and Edit destinations

Destinations (Edit)

PubProp

Change the destinations for Check Out and Publish

Change Proc Status

Write *

Reprocess a file

More / Properties

Write

See the file metadata

More / Compare

Read

Compare the 2 latest versions

More / Delete

Delete

Put a file in the recycle bin

More / Get

Write

Get a file in your workspace for viewing

More / Undo Checkout

Write

Cancel the checkout and remove the file lock

Manage Content: Files

The files section is where you manage all your files, both in the WIP repository as well as access files via the Application Protocol Interface (API) integrated to your product-based files and repositories.

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  • The publication type provides two options for publishing your file, Should you have the rights to publish you will be presented with this options

    • Immediate: Publishes the file to the selected environment(s) immediatelyForApproval

    • Scheduled: Publishes the file to the selected environment(s) at the scheduled time

    • For Approval: Does not publish the file but sends a request to the administrator/Release manager users to publish the file. Note that is you have only “publish for approval” right on one of the selected environments then you will only be able to publish for approval, not immediately.

Publication Environment -Immediate

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  • Clicking on the select publication environment will bring up all the possible environments the user is able to publish into.

  • You can select one or multiple environments to publish into at the same time

  • Selecting an environment will bring up the environment checklist as well as the complexity analysis view for the environment

Publication Environment -Scheduled

  • Click on the select publication type and select as scheduled

  • It will bring up all the possible environments the user is able to publish into.

  • You can select one or multiple environments to publish into at the same time

  • Selecting an environment will bring up the environment checklist as well as the complexity analysis view for the environment

  • Select the Business Unit add comments and click on Publish

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Publication Environment -For Approval

  • Click on the select publication type and select as For Approval

  • It will bring up all the possible environments the user is able to publish into.

  • You can select one or multiple environments to publish into at the same time

  • Selecting an environment will bring up the environment checklist as well as the complexity analysis view for the environment

  • Select the Business Unit add comments and click on Publish

  • Go to to Dashboard , select the business unit and check the task appears.

NOTE: As admin user is also a release manager, he will also be allowed to follow the steps above and approve the Pending publication

Approve or Reject the Publication

Approve the Publication

  • Login as User having release manager role to the selected Business unit.

  • Go to to Dashboard , select the business unit and check the task created above should appear under section Pending publication.

  • Click on the hyperlink, verify the details displayed are correct and click on publish

  • NOTE2: If a user is part of the Business unit but not the release manager, he will be able to view his pending publications for the selected Business unit

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Reject the Publication

  • Login as User having release manager role to the selected Business unit.

  • Go to to Dashboard , select the business unit and check the task created above should appear under section Pending publication.

  • Click on the green cross button for cancel publication.

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Reload Automatically Once Published

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