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Working with version management and promotion management best practices BO 4.1

Hi Experts


I wondered if anybody knows if there is a document or something about best practices to work with the version management and promotion management in BO 4.1?

Our Environment includes two servers. The first one is our development and test server. The second server is our prod system.

Now on the dev server we have basically two folders called dev and test. We control access to them with a right system based on the folder structure.

My question now is how you would work in this scenario (third server is not an option). Main target is to have as few reports as possible. Therefore we try to work with the version management system and only have one version of each report in the dev folder of the cms. But this is where problems start. Sometimes the newest version is not the version we want to publish to the test folder or even prod server.

How would you publish the report to the other folder? Make a copy of the concerned report (transport to the same system via promotion management is not possible). Also how would you use the version management in regards to the folder structure? Only use version management in dev folder and export reports to test folder (out of vms control) or also use vms in test folder and how would that work?

Further more I’d be interested in learning best practices with promotion management. I found out that the promotion of a report that doesn’t exist in prod doesn’t make any problems. But as soon as an older version already exists there is only partial success and the prod folder gets renamed to “test”.

Any suggestions on how to handle these problems?

Thank you and regards


Former Member replied

Whenver you promote, it should keep the same folder structure as source system.

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