Creating Bulk Change Sets

Creating Bulk Change Sets

To create a Bulk Change Set, perform the following steps:

1. In the header, go to Operations > System > Bulk Change Sets.
2. In the Bulk Change Sets panel, click the New button.
3. Enter information in the following fields:
   • Change Set Name—The name of the Bulk Change Set.
   Important
   The Change Set Name field must be unique in the environment.
   • Deletions—Enter any Configuration Object that is to be deleted with the Bulk Change Set. If there are deletions, perform the following actions. Otherwise, move on to the next step.
     1. Click the Add button. The New Deletion Item panel appears to the right.
     2. Click the Browse button. A list of Configuration Objects appears to the right.
     3. Objects that appear in the list are determined by the currently selected category. Click the drop-down menu at the top of the panel to change the category type.
     4. You can use the Quick Filter or Tenant Filter field to find specific objects. Click the checkbox beside an object to add the object to the Deletions list.
     5. The name of the object appears in the New Deletion Item panel. Click the OK button to add it to the Deletions list.
     6. Repeat the steps in this list to add more objects to the Deletions list.
   • Additions—Enter any Configuration Object that is to be added with the Bulk Change Set. If there are additions, perform the following actions. Otherwise, move on to the next step.
     1. Click the Add button. A new panel appears to the right.
     2. Click the Browse button. A list of Configuration Objects appears to the right.
     3. Select an object type in the Type drop-down menu.
     4. Click the Browse button to select an object to use as a template. A panel opens to the right. Click the checkbox beside an object to select it.
     Important
     When an object is used as a template, all aspects of the template object are used for the Addition objects, including connections and permissions.
     5. Click the Next button.
     6. In the Number to Create field, enter the number of objects to create with the template. The value must be an integer between 1 and 100
     7. In the CSV File field, perform the following actions:
        • Click the Choose File button to select a CSV file from which to acquire the new data.
        • In the window that opens, navigate to the location in which the CSV file is stored. Select the CSV file to use.
        Important
        The following is an example of an acceptable format for contents that are stored in the CSV file:
        
        employeeid, folderid, tenantdbid, state, lastname, firstname, password, username, skilllevels
        bulkuser1,105,1, CFGEnabled, Tamblyn, Ericm, password, bulkuser1, "{skilldbid:102, level:10},{skilldbid:106, level:6}"
        
        bulkuser2,106,2, CFGEnabled, Tamblyn, Ericm, password, bulkuser1, "{skilldbid:102, level:10},{skilldbid:107, level:7}"
        • Click the Open button.
     8. Click the Finish button.
   • Updates—Enter any update that is to be performed on Configuration Objects with the Bulk Change Set. If there are updates, perform the following actions. Otherwise, move on to the next step.
     1. Click the Add button. The New Update Item panel appears to the right.
     2. Click the Browse button. A list of Configuration Objects appears to the right.
     3. Objects that appear in the list are determined by the currently selected category. Click the drop-down menu at the top of the panel to change the category type.
     4. You can use the Quick Filter or Tenant Filter field to find specific objects. Click the check box beside an object to add it to the Updates list.
     5. The name of the object appears in the New Update Item panel. Click the OK button to add it to the Update list.
     6. Repeat the steps in this list to add more objects to the Update list.
4. In the Bulk Change Set creation panel, you can reorder the objects within the Deletions, Additions, or Updates lists.

Note: Bulk Change Set actions are executed in the following order : Deletions, Additions, and then Updates.

5. Click the Save button to save the Bulk Change Set.
Important
This action does not execute the Bulk Change Set. To execute the Bulk Change set, follow the instructions for executing a Bulk Change Set.