Document 662248.

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E1: OMW: How to Transfer Objects from Production (PD) to Prototype (PY) then to
Development (DV) (Doc ID 662248.1)

In this Document

Goal
Solution
References

APPLIES TO:

JD Edwards EnterpriseOne Tools - Version S23 and later

Information in this document applies to any platform.

GOAL

How can I copy the object specifications from my Production (PD) path code to my Prototype (PY) path code
and then to Development (DV) path code?

SOLUTION

The following steps shows an example of how Central Object specifications of an object can be transferred from
PD to PY and then to DV using existing Project Statuses that are available in the Object Management
Configuration application (P98230). This example is for UBE and UBE version objects. A similar method can be
applied for other object types.

Settings in Object Management Configuration(P98230)

To transfer objects from PD to PY and then to DV using the standard activity rules that are already defined in
P98230, will require to enable these rules for the user. Basically, these steps will change the "User/Role" field
from "Admin" to a valid User ID or Role or *PUBLIC for the existing activity rules.

1. Run P98230 - Object Management Configuration (OMC)

2. In OMC application, choose Constants. Set the "Initial Project Status for all new projects" to 11. Save the
Constants settings.

3. In OMC application, choose Activity Rules. Select the root status 11. For the grid row where To Project
Status is 40-Production Development, change "User/Role" from "Admin" to a User ID or Role that is allowed to
Advanced Project Status from 11 to 40 in OMW. In this example, the keyword *PUBLIC is used. Click OK to save
settings.

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Active User/Role To Project Status Description

1 *PUBLIC 40 Production Development

4. In OMC application, choose Activity Rules. Select status 40 to 40. For the grid rows where Object Type is UBE
and UBEVER, change the "User/Role" from "Admin" to a User ID or Role that is allowed to perform Get/Check-
Out/Check-In actions in OMW for the 40-Production Development Project Status. In this example the keyword
"*PUBLIC" is used. Click OK to Save.

Active User/Role Object Type Description From To Location Allowed

Location Action
1 *PUBLIC UBE OL Batch LOCAL PD900 04 Check-In
Application

1 *PUBLIC UBE OL Batch PD900 LOCAL 05 Check-

Application Out / Get

1 *PUBLIC UBEVER OL Batch LOCAL PD900 04 Check-In

Version

1 *PUBLIC UBEVER OL Batch PD900 LOCAL 05 Check-

Version Out / Get

5. In OMC application, choose Activity Rules. Select status 40 to 41. For the grid rows where Object Type is UBE
and UBEVER, change the "User/Role" from "Admin" to a User ID or Role that is allowed to perform Transfer or
Delete actions in OMW when project status advances from 40 (PD) to 41 (PY). In this example the keyword
"*PUBLIC" is used for the "03-Transfer or Delete" action. Click OK to Save.

Active User/Role Object From To Release Allowed Mandatory

Type Location Location Token Action Flag

1 *PUBLIC UBE PD900 PY900 1 03 1

1 *PUBLIC UBEVER PD900 PY900 1 03 1

6. In OMC application, choose Activity Rules, highlight on the root status 40 and click the Select
button. Change User/Role from "Admin" to a User ID/Role/*PUBLIC for the 11, 40 and 41 statuses. In this
example *PUBLIC is used. Click OK to save.

Active User/Role To Project Status Description

1 *PUBLIC 11 New Project Pending

Review

1 *PUBLIC 40 Production Development

1 *PUBLIC 41 Xfer Production to

Prototype

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7. In OMC application, choose Activity Rules. Select status 41 to 42. For the grid rows where Object Type is UBE
and UBEVER, change the "User/Role" from "Admin" to a User ID or Role that is allowed to perform Transfer or
Delete actions in OMW when project status advances from 41 (PY) to 42 (DV). In this example the keyword
"*PUBLIC" is used for the "03-Transfer or Delete" action. Click OK to Save.

Active User/Role Object From To Release Allowed Mandatory

Type Location Location Token Action Flag

1 *PUBLIC UBE PY900 DV900 0 03 1

1 *PUBLIC UBEVER PY900 DV900 0 03 1

8. In OMC application, choose Activity Rules, highlight on the root status 41 and click the Select button. Change
User/Role from "Admin" to a User ID/Role/*PUBLIC for the 40, 41 and 42 statuses. In this example *PUBLIC is
used. Click OK to save.

Active User/Role To Project Status Description

1 *PUBLIC 40 Production Development

1 *PUBLIC 41 Xfer Production to

Prototype
1 *PUBLIC 42 Xfer Prototype to
Develoment

Transfer Objects in Object Management Workbench

1. Go to OMW application (P98220), add a new project. The initial project status should be 11.

2. Advance the project to 40 Status (Production Development)

3. Add the objects (e.g. UBE Template and its Versions) into the project.

4. Check-out the objects.

5. Check-in the objects.

6. Advance the project from Status 40 to 41. The object specifications is now copied from Production path code
to the Prototype path code.

7. Advance the project from Status 41 to 42. The object specifications is now copied from Prototype path code
to the Development path code.

As the default P98230 activity rules are set up for a ADMIN role, the above steps shows how to change the
ADMIN role to *PUBLIC role or another valid user or role in the system so that the user can promote objects
from PD to PY and then to DV path code. Another method is also available which allows you to use the
default standard transfer activity rules in the system directly, is to add a Role "ADMIN" in the User Profile
application (P0092). Next, in Work with Role Relationships application (P95921), assign the Role ADMIN to

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the sign-on user who will be working in OMW. You will need to re-login to the fat client in order for this
change to take effect.

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REFERENCES

NOTE:1556649.1 - E1: OMW: Standard Promotion Life Cycles in Object Management Workbench (P98220)
Didn't find what you are looking for?

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