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Copy file name to clipboardExpand all lines: modules/common-workflows/pages/workflow-content-lifecycle-management.adoc
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@@ -7,7 +7,7 @@ It is also useful if you need to apply updates during a limited maintenance wind
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== Use case
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== Use Case
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Content lifecycle management allows you to select software channels as sources, adjust them as required for your environment, and thoroughly test them before installing onto your production clients.
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You can use CLM to manage your software channels from development, through testing, and rolling the changes out to your clients.
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== Step-by-step workflow instructions
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== Step-by-step Workflow Instructions
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.Procedure: Create a new CLM project
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.Procedure: Create a new CLM Project
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[role=peocedure]
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. In the {productname} {webui}, navigate to menu:Content Lifecycle[Projects], and click btn:[Create Project].
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Type a name, label, and description for your project, and click btn:[Create].
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. In the {productname} {webui}, navigate to menu:Content Lifecycle[Projects] section, and click btn:[Create Project].
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image::clm_new_project.png[scaledwidth=80%]
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Type a name, label, and description for your project, and click btn:[Create].
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. In the [guimenu]``Sources`` section, click btn:[Attach/Detach Sources].
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Select the source type, and select a base channel for your project.
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The available child channels for the selected base channel are displayed, including information on whether the channel is mandatory or recommended.
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Check the child channels you require, and click btn:[Save] to return to the project page.
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image::clm_add_sources.png[scaledwidth=80%]
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Select the source type, and select a base channel for your project.
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The available child channels for the selected base channel are displayed, including information on whether the channel is mandatory or recommended.
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Check the child channels you require, and click btn:[Save] to return to the project page.
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. Leave the [guimenu]``Filters`` section blank for now, we will not be using them in this example.
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You can add filters later on if you need to.
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. In the [guimenu]``Environment Lifecycle`` section, create three environments: ``production``, ``testing``, and ``development``.
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Click btn:[Add Environment] and complete the name and label for each.
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For the ``production`` environment, leave the [guimenu]``Insert before`` field blank.
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For the ``testing`` environment, in the [guimenu]``Insert before`` field, select ``production``.
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For the ``development`` environment, in the [guimenu]``Insert before field, select ``testing``.
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. In the [guimenu]``Environment Lifecycle`` section, create three environments: ``production``, ``testing``, and ``development``. Click btn:[Add Environment] and complete the name and label for each.
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image::clm_environments.png[scaledwidth=80%]
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. Click btn:[Build] to build version 1 of your project:
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For the ``production`` environment, leave the [guimenu]``Insert before`` field blank.
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image::clm_build_1.png[scaledwidth=80%]
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For the ``testing`` environment, in the [guimenu]``Insert before`` field, select ``production``.
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For the ``development`` environment, in the [guimenu]``Insert before`` field, select ``testing``.
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. Click btn:[Build] to build version 1 of your project:
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.Procedure: Assign clients
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.Procedure: Assign Clients
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[role=procedure]
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. Navigate to menu:Systems[System List], select the client to assign, and go to the menu:Software[Software Channels] tab.
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. In the [guimenu]``Base Channel`` section, select the CLM project and environment you want to assign the client to.
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For example, if you want this client to receive updates from your CLM only when packages are in the ``production`` environment, assign the base channel ``<CLM_Project_Name>-production-<Channel_Name>``.
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Alternatively, you could use this client as a way to test if your CLM packages are working as expected before you promote them to ``development``, so you assign the base channel ``<CLM_Project_Name>-testing-<Channel_Name>``.
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image::clm_assign.png[scaledwidth=80%]
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For example, if you want this client to receive updates from your CLM only when packages are in the ``production`` environment, assign the base channel ``<CLM_Project_Name>-production-<Channel_Name>``.
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Alternatively, you could use this client as a way to test if your CLM packages are working as expected before you promote them to ``development``, so you assign the base channel ``<CLM_Project_Name>-testing-<Channel_Name>``.
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. Click btn:[Next] to assign the client.
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.Procedure: Promote Environments
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[role=procedure]
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. In the {productname} {webui}, navigate to menu:Content Lifecycle[Projects], and select the project you want to work with.
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. In the [guimenu]``Environment Lifecycle`` section, locate the environment to promote to its successor, and click btn:[Promote].
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You can monitor build progress in the [guimenu]``Environment Lifecycle`` section.
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image::clm_promote.png[scaledwidth=80%]
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== Related topics
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== Related Topics
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* For more information about CLM, including information about how to use filters, see xref:administration:content-lifecycle.adoc[].
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* For CLM examples, see xref:administration:content-lifecycle-examples.adoc[].
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