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titleCM Tool First Release

This is first official release of the Aptify Configuration Migration (CM) Tool. If you have any questions or problems using the tool please contact Aptify Technical Support. Your feedback is appreciated!

The purpose of this topic is to describe methods of describes using the Metadata tab on the Configuration Management (CM) Tool Packer form interface to manage the data metadata to be added or removed from the packing list a pack.

Adding

...

Metadata

    1. To add metadata for an entity to the packing list, in the left column, find the desired
  • metadata category in the grid in the first part, and select
    1. entity by using the Search box or by scrolling through the find the appropriate metadata.
    2. Select the entity that includes the metadata you want to include in your pack.
      • Once an entity is selected, the right-column displays the metadata records included in that entity.
      • Selecting the check box in the top-left corner of the grid selects all the metadata records listed.
    3. Select the check boxes for the desired metadata records in the
  • tab for this metadata category in the second part
    1. right-column. The selected metadata records are added to the Tree View.
      • The Search fields in each
  • part
      • column can be used to find a specific
  • metadata category
      • entity or metadata record, respectively.
  • Whenever a user adds any
      • When you add metadata its children are automatically added.

Removing

...

Metadata

    • To remove metadata from the packing list, find the desired
  • metadata category
    • entity in the
  • grid in the first part
    • left column, and do one of the following:
      • To remove
  • the
      • all metadata records for an entire
  • metadata category
      • entity from the packing list, clear the check box for this
  • metadata category
      • entity in the
  • grid in the first part
      • left column. All the metadata records are removed and its related record list tab is removed from
  • the second part
      • right column.
      • To remove a particular metadata record from the packing list, clear the check box for this metadata record in the
  • second part
      • right column.
  • The
    • The Search
  • fields
    •  fields in each
  • part
    • column can be used to find a specific
  • metadata category
    • entity or metadata record, respectively.
      • Whenever
  • a user removes any
      • removing metadata, its children are automatically removed.
      • When metadata is removed, it's
  • linking with
      • links to other entities or metadata is also removed.

Selecting All Listed Metadata Records

Things to keep in mind when selecting all listed metadata records:

    • Only the metadata records list in the
  • second part
    • right column has a select all check box. You cannot select all entities in the left column at once, you must select them individually.
    • Selecting this check box
  • in one
    • from the top-left corner of the
  • tabs
    • right column selects all of the metadata records listed in that tab.
    • The metadata records grid is disabled and cannot be used to perform any additional actions until the addition of all of the records is completed.
    • If a user searches for an entity, selects this check box, and performs another search before the entities grid is enabled, the search functions properly but the entities grid is disabled until the process is completed.
    • If this check box is cleared, the metadata records grid is disabled until the removal of all of the records is completed.
    • Use of the select all option is recommended only for filtered data.