ÃÛ¶¹ÊÓƵ

DocumentationWorkfrontWorkfront Guide

Create or edit an environment promotion package

Last update: Tue Oct 08 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Admin

You must create a package in the environment that you want to copy objects from. For example, if you are configuring a project in your Custom Refresh Sandbox environment and promoting it to your Production environment, you must create the package in your Custom Refresh Sandbox environment.

IMPORTANT
If your Custom Refresh Sandbox is refreshed while you are configuring object for environment promotion, that configuration will be lost in the refresh. We recommend that you do not refresh your Custom Refresh Sandbox unless all outstanding environment promotion objects and packages have been successfully promoted.

Access requirements

You must have the following:

ÃÛ¶¹ÊÓƵ Workfront plan
Prime or Ultimate (New plans only)
ÃÛ¶¹ÊÓƵ Workfront licenses
Standard
Access level configurations
You must be a Workfront administrator.

For more detail about the information in this table, see Access requirements in Workfront documentation.

Create a package

  1. Go to the environment that you want to create the package in. This is the environment that you are copying objects from.

  2. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon .

  3. Select System in the left navigation, then select Environment Promotion.

  4. Click Create Package.

    The New Promotion Package page opens.

  5. In the Package name field, enter a name for the package.

  6. In the Description field, enter a description for this package.

  7. To add an object to the package, in the left navigation, select the type of object you want to add.

  8. Select one or more objects from the list that appears, or type the name in the search bar and select the object when it appears in the list. You can select more than one object in the list.

    The list includes up to 500 objects of the object type selected. To locate an object not on the list, use the search bar.

  9. Click Add (X Objects) to add the selected objects to the package.

    note info
    INFO
    Example
    If you have selected three projects to add to the project, the button says Add 3 Projects.

    The objects that you have added appears in the Package Contents area on the right of the page.

  10. To add another type of object, repeat steps 7-9.

  11. (Optional) To remove an object from the package, hover over the object in the Package Contents area, then click the X next to the object.

  12. After you have added all of the desired objects to the package, click Save and Close to save the package without assembling it.

    Or

    Click Save and Assemble to save and assemble the package.

    note note
    NOTE
    • The Save and Close and Save and Assemble buttons are available if a package has both a name with five or more characters and at least one object added to it.
    • You cannot assemble a package that is in an installable status such as Testing or Active.

Edit or assemble an existing package

A package must be in DRAFT status to be edited.

  1. Go to the environment that you want to edit the package in. This is the environmentwhere the package was originally created.

  2. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon .

  3. Select System in the left navigation, then select Environment Promotion.

  4. Select the package from the displayed list.

  5. (Conditional) To see disabled packages, enable the Show retired packages option.

  6. (Optional) To view the contents, including all objects and their sub-objects, click the drop-down arrow next to the object type in the Contents section.

  7. (Optional) To view previous installations and installation attempts of this package, click Deployments.

  8. (Optional) To edit the package, click Edit Package at the upper-right of the screen.
    A package must be in DRAFT status to be edited. To move the package to DRAFT status, in the Status field, select Draft. You can then continue editing the package.

  9. To install the package, click Install at the upper-right of the screen.

    For instructions on installing a package, see Install an environment promotion package.

recommendation-more-help
5f00cc6b-2202-40d6-bcd0-3ee0c2316b43