Configuring a Workflow with an Environment Refresh

For this example Development and Test are two PPM Servers.

To create a workflow environment refresh:

  1. From the Workbench shortcut bar, select Configuration > Workflows.

    The Workflow Workbench window opens and the Workflow Step Resources window opens.

  2. In the Workflow Workbench window, click New Workflow.

    A Workflow window opens.

  3. In the Workflow window, fill in the required information.

  4. In the Workflow window, select the Layout tab.

  5. Go to the Workflow Step Resources window and expand the Executions folder.

  6. Select a Deployment Management execution step, and then drag it onto the Layout tab of the Workflow window.

    The Workflow Step window opens.

  7. In the Workflow Step window, complete the required fields:

    1. Type Development in the Source Environment field.

    2. Type Test in the Dest Environment field.

    3. Click Apply, and then click OK until you exit the Workflow Step window.

  8. From the Workflow Step Resources window, drag another Deployment Management execution step onto the Layout tab of the Workflow window.

    The Workflow Step window opens.

  9. In the Workflow Step window, complete the required fields.

    1. Type Test in the Source Environment field.

    2. Type Development in the Dest Environment field.

    3. Click Apply, and then click OK until you exit the Workflow Step window.

  10. Add a transition from the first Deployment Management execution step to the second Deployment Management execution step.

    1. Right-click the first workflow step, and then select Add Transition on the shortcut menu. The Step Transitions window opens.

    2. Select the transition definition in the Define Transition window, and then complete the information in the Step Transitions window.

  11. Add a Close step. From the Workflow Step Resources window, drag a Deployment Management Close step onto the Layout tab. (For information on adding a close step, see Adding Close Step .

    The Workflow Step window opens.

  12. In the Workflow Step window, complete the required fields.

  13. Add a transition from the second Deployment Management execution step to the Deployment Management Close step.

    The Step Transitions window opens.

  14. Complete the information in the Step Transitions window, and then save and close the workflow.

    For information on adding transitions, see Configuring Transitions for Workflow Steps.