Instructions to Promote/Migrate EXTOL Projects from Studio to Server

Cleo Clarify Admin Console

Step by Step Instructions to Promote/Migrate EXTOL Projects from Studio to Server

In the steps below we will review the process to promote EXTOL projects from the Cleo Clarify Studio to the Cleo Clarify Server.

These steps would be ideal once the Clarify user has tested and validated the EXTOL Projects/Packages/Objects in EXTOL Studio. Below are the testing scenarios for inbound/outbound EDI processes in the Local Studio Console:



Note:It is advisable to use global variables in each of the objects where there a file location is referenced. The locations of some objects might not exist in the exact spots on the EXTOL Server. An ideal situation would be where the EXTOL Studio is on a Windows machine while the EXTOL Server is on a Linux based machine.

Tag Projects for Production

Before Cleo Clarify Projects are promoted to the Production Server, the projects will need to be tagged. Cleo Clarify users can review Step by Step Instructions to Create Tags for Projects in SVN Repository

Create a Production Workspace

The best practice for this would be to create a new workspace for the Production projects.
File > Switch Workspace > Other

Cleo Clarify Switch to new workspace

A dialog box will appear that will allow the directory and name of the workspace to be changed.

Cleo Clarify Workspace Launcher

Once created the Clarify user will have an empty workspace. This is where creating tags comes in handy because the Clarify user can create a tag for a specific time when projects were Production ready.

Check out from the SVN Repository

After the new workspace has been created, the Clarify user will want to click on the SVN Repository section at the top right of the Clarify studio.

Cleo Clarify SVN Repository Banner

Next the Clarify user will right-click on the project they would like to check out.

Click on Check Out

Cleo Clarify Check out Producion Tagged Projects

A progress box will appear and then the Clarify user’s workspace will be populated with the Production ready projects.

Cleo Clarify Check out SVN project progress bar

After the projects have been checked out, Cleo Clarify users will see the projects in the Clarify Workbench Project Explorer.

Cleo Clarify Check out SVN project progress bar

Creating the Production Server

NOTE: This step is only required if Cleo Clarify user has not identified the Production Server in Cleo Clarify Studio.

First the Clarify user will need to click on Admin Console at the top right of the Clarify Studio.

Cleo Clarify Admin Console

Next the Clarify user will click on the New Server button at the top next to the Server Environment dropdown.

Cleo Clarify Create New Server Button

A Create New Server box will appear. This is where the Clarify user enters the name and Server info.
Click OK when finished.

Cleo Clarify Create New Server Dialog

Connecting to the Production Server

Once the Clarify Server is created the Clarify user can select the Production server in the Server Environment dropdown.

Cleo Clarify Server Dropdown Menu

A server login box will appear when the Production server is selected. Enter the username and password and click OK.

Cleo Clarify Server Login Screen

Deploying Projects on Production Server

When connected to the Production server, the Clarify user can deploy their projects up on the server by highlighting the projects and clicking the Deploy Project near the top.

Cleo Clarify Server Deploy project button

A progress box will appear next.

Cleo Clarify Server Deploy project progress status

Once deployed the projects will appear in the Server Projects section as not installed.

To install them click the Install all deployed project(s) button at the top

Cleo Clarify Server Install all deployed projects

An Installing Projects box will appear.

Cleo Clarify Server Installing Projects status bar

Once installed the Server Project section will look like this.

Cleo Clarify Server installed projects



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