Promotion and Package Promotion

Records are modified in the Staging environment and then moved to Production using the promotion process. Promotion can be handled automatically or manually, depending on system configuration.

A package is a group of records from linked repositories. If a repository is designated as package-dependent, none of its records will be promoted to Production if any of the records in the package have severe validation errors. If a repository is not designated as package-dependent, its valid records will be promoted to Production even if the packages containing them are deemed invalid.

The package promotion process has several steps:

  1. Creation of temporary saved sets for each repository in the package.
  2. Validation of the records in the temporary saved sets for each repository.
  3. Revision of the temporary saved sets based on package promotion rules (for example, remove any records belonging to packages that have validation errors).
  4. Promotion of the records in the temporary saved sets for each repository.
  5. Removal of the temporary saved sets (to reduce clutter).

The validation and promotion operations are visible in the Job Monitor as individual jobs. The Scheduled Import Jobs shows the overall package promotion progress.