Creating a promotion rule

The following procedure describes how to create Promotion rules which enable you to define the promotion environments (the source and the target Control-M environments) and the transfers that are applied to job definitions when promoting jobs from one environment to another.

Before you begin

Ensure that Workload Change Manager is activated.

To create a Promotion rule:

1. From the Tools domain, in the Planning area, click Promotion Rules.

   The Promotion Rules tab appears.

2. To add a promotion rule, click .

   The New Promotion Rule appears in the left pane and details are populated in the right pane.

3. (optional) From the right pane, in the Description field, add a description for your promotion rule.
4. In the Source field, click to add the environment where want to move the folder from.

   The Add Environment window appears.

   NOTE: The source environment definition is used to automatically identify which environment a folder belongs when performing promotion.

   If you have already defined a source environment, from the drop-down list, select the environment where you want to move the folder from and continue with step 6.

5. From the Add Environment window do the following:
   1. In the Environment Name field, type the logical name of the source environment that you want to move the folder from.
   2. In the Control-M Server field, from the drop-down list, select the Control-M Server of your environment.

      NOTE: If you do not want to select a particular Control-M Server select All.

   3. To filter the folders that you want to promote, in the Folder name field, from the drop-down list, select either the Starts with or Ends with and type the characters you want to start/end with.

      NOTE: Leave blank if you do not want to filter your folders.

   4. Click Add.
6. In the Target field, click to add the environment you want to move the folder to.

   The Add environment window appears.

   NOTE: If you have already defined a target environment, from the drop-down list, select the environment where you want to move the folder to.

7. From the Add environment window do the following:
   1. In the Environment Name field, type the logical name of the target environment that you want to move the folder to.
   2. In the Enterprise Manager field from the drop-down list, select one of the following:
      • Local: Defines an environment in the same Control-M/EM.
      • Remote: Defines an environment as a different Control-M/EM.
   3. (Remote Only) Complete the Remote environment parameters and click Test Connection.

   NOTE: When you click Test Connection, Control-M attempts to connect to the naming server with the supplied host and port.

   1. In the Control-M Server field, from the drop-down list, select the Control-M server of your target environment.

   NOTE: If you do not want to select a particular Control-M Server select All.

   1. In the Folder name field, from the drop-down list, select either Starts with or Ends with and type the character you want to start/end with.

   NOTE: Leave blank if you do not want to change the Folder Name.

   1. Click Add.

   NOTE: The promotion rule name is automatically generated.

8. To add modification settings, see Adding modification settings.

   NOTE: You must set up one transformation rule.

   The Promotion Rule is now set up. You can now promote folders, as described in Promotion.

   NOTE: Once you have created and saved the Promotion Rule you can edit the rule. If you want to change a promotion environment, see Editing a promotion environment.