Promote objects

Use the Promote operation to move objects from their current stage to another stage higher up the Global Stage Lifecycle (GSL).

Note: This functionality is not available for external requests.

Overview

Promoting moves objects upwards through the Global Stage Lifecycle (GSL).

Tip: You can set up email notifications to alert users when a promotion occurs.

Promote rules:

  • You must have a privilege on the stage to which you are promoting.

  • Item revisions and Dimensions CM requests in an off-normal lifecycle state cannot be promoted.

If an associated deployment area for the project or stream has the Deploy by Default option set, the deployment occurs automatically upon promotion, and you don't need the Deploy privilege. If there are other deployment areas associated with the project or stream, you can also deploy to those areas if you have the necessary privilege.

You can promote through more than one stage in the GSL in the same operation.

Promotion can also take place when actioning items, Dimensions CM requests, or baselines if the next lifecycle state has been associated with a deployment stage in the GSL. If there are any default areas associated with the project/stream for that stage, the item files will also be automatically deployed to those areas.

Bypassing stages in the Global Stage Lifecycle:

If you have the appropriate privileges on the source and target stages, you can bypass the promotion or demotion to all of the intermediate stages. For example, you might promote from DEV straight to PRE-PROD, bypassing the SIT and QA intermediate stages.

Note: Items are promoted to all intermediate stages so that they can be deployed manually to areas defined for those stages at a later time.

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Promote items

Promote item revisions to move them to a higher stage in the Global Stage Lifecycle, and optionally, have the item files deployed to the associated areas.

To promote item revisions, you need the following privileges:

ITEM_PROMOTE_NEXTSTAGE Promote an item to the next stage in the GSL.
ITEM_PROMOTE_ANYSTAGE Promote an item to any stage in the GSL.
ITEM_DEPLOY Deploy promoted items to a non-default area (the privilege for the area to which you want to deploy).

To promote item revisions:

  1. Open the Promote wizard in your Dimensions CM client:

    Web client In the My Current Project tab or Items tab, select one or more Dimensions CM item revisions. Then click Promote in the toolbar.
    Desktop client In an Items list, select one or more items. Then select Item > Promote in the menu bar.
  2. In the Promote wizard, specify the following options:

    Option Description
    Next Stage Select the next stage to which you want to promote the items.
    Reason for Promotion (Optional) Provide a reason for promoting these items.
  3. Click Next.

  4. (Optional) On the Deploy to Areas page, select the scheduling options:

    • If you want the deployments to be queued immediately, leave as soon as possible selected.

    • To schedule the deployments for a particular time, select at specified time, and then select a date and time.

    • Under Area(s) for Deployment, select the areas to which you want to deploy.

      You can select areas other than the default ones, or clear any default areas, only if you have the necessary privileges.

  5. Click Next.

  6. On the Summary page, review the actions to be carried out and click Finish.

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Promote Dimensions CM requests

Promote Dimensions CM requests to move their related item revisions to a higher stage in the Global Stage Lifecycle, and optionally, have the related item files deployed to the associated areas. Promoting a request promotes item revisions related in response to the request, and optionally, any child requests.

This method of promotion enables you to group the item revisions that belong to a particular change and promote those items together.

Any refactoring changes related to the request will also be deployed.

To promote requests, you need the following privileges:

REQUEST_PROMOTE_NEXTSTAGE Promote a request to the next stage in the GSL.
REQUEST_PROMOTE_ANYSTAGE Promote a request to any stage in the GSL.
REQUEST_DEPLOY Deploy promoted requests to a non-default area (the privilege for the area to which you want to deploy).

To promote requests:

  1. Open the Promote wizard in your Dimensions CM client:

    Web client In the My Current Project tab or Requests tab, select one or more Dimensions CM requests. Then click Promote in the toolbar.
    Desktop client Select one or more Dimensions CM requests. Then select Request > Promote in the menu bar.
  2. In the Promote wizard, specify the following options:

    Option Description
    Promote child requests

    Select this option to also promote any related child requests.

    This option is displayed only if you have selected a request.

    If this option is selected, child requests related as Dependent and related to the current project will be included.

    Next Stage Select the next stage to which you want to promote the requests.
    Reason for Promotion (Optional) Provide a reason for promoting these requests.
  3. Click Next.

  4. (Optional) On the Deploy to Areas page, select the scheduling options:

    • If you want the deployments to be queued immediately, select as soon as possible.

    • To schedule the deployments for a particular time, select at specified time, and then select a date and time.

    • Under Area(s) for Deployment, select the areas to which you want to deploy.

      You can select areas other than the default ones, or clear any default areas, only if you have the necessary privileges.

  5. Click Next.

  6. On the Summary page, review the details and click Finish.

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Promote baselines

Promote baselines to move their item revisions to a higher stage in the Global Stage Lifecycle, and optionally, have the item files deployed to the associated areas. This method of promotion enables you to group the item revisions that belong to a particular project/stream or design part and promote them in one operation.

Note: Refactoring changes may not be deployed. We recommend that you deploy refactoring changes using Dimensions CM requests.

To promote baselines, you need the following privileges:

BASELINE_PROMOTE_NEXTSTAGE Promote a baseline to the next stage in the GSL.
BASELINE_PROMOTE_ANYSTAGE Promote a baseline to any stage in the GSL.
BASELINE_DEPLOY Deploy promoted baselines to a non-default area (the privilege for the area to which you want to deploy).

To promote baselines:

  1. Open the Promote wizard in your Dimensions CM client:

    Web client In the My Current Project tab or Baselines tab, select one or more baselines. Then click Promote in the toolbar.
    Desktop client

    In a content window, select one or more baselines. Then select Baseline > Promote in the menu bar.

    OR

    In the My Current Project window, expand the subprojects node, right-click a baseline, and select Promote.

  2. In the Promote wizard, specify the following options:

    Option Description
    Next Stage Select the next stage to which you want to promote the items.
    Reason for Promotion (Optional) Provide a reason for promoting these items.
  3. Click Next.

  4. (Optional) On the Deploy to Areas page, select the scheduling options:

    • If you want the deployments to be queued immediately, select as soon as possible.

    • To schedule the deployments for a particular time, select at specified time, and then select a date and time.

    • Under Area(s) for Deployment, select the areas to which you want to deploy.

      You can select areas other than the default ones, or clear any default areas, only if you have the necessary privileges.

  5. Click Next.

  6. On the Summary page, review the details and click Finish.

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See also: