{"id":47494,"date":"2019-06-17T03:27:26","date_gmt":"2019-06-17T10:27:26","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/?p=47494"},"modified":"2019-09-24T21:51:45","modified_gmt":"2019-09-25T04:51:45","slug":"how-to-promote-records-into-a-library-project","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/47494\/how-to-promote-records-into-a-library-project\/","title":{"rendered":"How to Promote record(s) into a Library Project"},"content":{"rendered":"<p><!-- Start ScreenSteps Content --><\/p>\n<div class=\"LessonContent\">\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Overview<\/h3>\n<div class=\"StepInstructions\">\n<p><strong>Promote<\/strong> <strong>record(s) to<\/strong> <strong>Library<\/strong> <strong>Project<\/strong> feature enables you to promote <i>TopTeam<\/i> record(s) from current Project into a <i>Library<\/i> Project so that they can be reused in another Projects.<\/p>\n<p><strong>Library Project<\/strong>: Any <i>Public<\/i> Project where record(s) are available for <i>Reuse<\/i>.<\/p>\n<p><strong>Current Project<\/strong>: A Project from where the selected record(s) are promoted to a <i>Library<\/i> Project.<\/p>\n<p><strong>NOTE: <\/strong><\/p>\n<ul>\n<li><i><strong><span style=\"color: #000000;\">Current <\/span><\/strong><\/i><strong><span style=\"color: #000000;\">and<i> Library<\/i> Projects are considered as <i>Destination<\/i> and<i> Source<\/i> Projects respectively.<\/span><\/strong><\/li>\n<li><strong><span style=\"color: #000000;\">Once a record is promoted to a <i>Library<\/i> Project, it becomes destination reuse record in the current Project. Whenever any changes are made in the promoted record in <i>Library<\/i> Project, they are synchronized into the current record.<\/span><\/strong><\/li>\n<\/ul>\n<p>This article describes various methods by which you can invoke the <strong>Promote to Library Project<\/strong> wizard and the <span style=\"color: #000000;\">steps for promoting records to a <i>Library<\/i> Project.<\/span><\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Who should read this?<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li>Project Admin<\/li>\n<li>TopTeam Users<\/li>\n<li>TopTeam Administrators<\/li>\n<li>IT Support<\/li>\n<li>System Administrators<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Prerequisites<\/h3>\n<div class=\"StepInstructions\">\n<p>You need different permissions in <strong>Library Project <\/strong>and current records\u2019 project for promoting records.<br \/>\nRefer to the article <a href=\"http:\/\/www.technosolutions.com\/kb\/48148\/permissions-required-to-promote-records-in-library-project\/\" target=\"_blank\" rel=\"noopener\">Permissions required to promote records in Library Project<\/a>.<\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">1. Various methods to open Promote to Library Project wizard<\/h3>\n<div class=\"StepInstructions\">\n<p>1. From <i>Repository Explorer<\/i><br \/>\n2. From <i>Detail Editor<\/i> of a record<br \/>\n3. From <i>OneView Document<\/i><br \/>\n4. From any <i>Tree\/List<\/i> editors<br \/>\n5. From <i>Requirements Tree\/List<\/i><\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Method 1: From Repository Explorer<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/09\/media_1533121394666-1.png\" alt=\"media_1533121394666-1.png\" width=\"800\" height=\"749\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Method 2: From Detail Editor of a record<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/09\/media_1533121616896.png\" alt=\"media_1533121616896.png\" width=\"800\" height=\"352\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Method 3: From OneView Document<\/h3>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 3.1. From Document Map<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/09\/media_1533122262214.png\" alt=\"media_1533122262214.png\" width=\"749\" height=\"632\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 3.2. From More drop-down menu of a record<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/09\/media_1533124340712.png\" alt=\"media_1533124340712.png\" width=\"800\" height=\"416\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Method 4: From any Tree\/List editors<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/09\/media_1533124739324.png\" alt=\"media_1533124739324.png\" width=\"800\" height=\"361\" \/><\/div>\n<div class=\"StepInstructions\">\n<p><strong>NOTE: Similar actions can also be performed in any List editor.<\/strong><\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Method 5: From Requirements Tree\/List<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/09\/media_1533126122820.png\" alt=\"media_1533126122820.png\" width=\"800\" height=\"474\" \/><\/div>\n<div class=\"StepInstructions\">\n<p><strong>NOTE: The <i>Promote to Library Project<\/i> option is NOT available in <i>Requirements Document View<\/i>.<\/strong><\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Promote to Library Project wizard opens<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/09\/media_1533538151771.png\" alt=\"media_1533538151771.png\" width=\"758\" height=\"532\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">2. Promoting selected record(s) into a Library Project<\/h3>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 2.1. Select the record(s), open Promote to Library Project wizard and click Next<\/h3>\n<div class=\"StepInstructions\">\n<p><strong><span style=\"color: #000000;\">Refer to the section above for opening <i>Promote Records to Library Project<\/i> wizard.<\/span><\/strong><\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 2.2. Specify a Library (any Public) Project to promote the selected record(s) from the current Project<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/09\/media_1533196925537.png\" alt=\"media_1533196925537.png\" width=\"798\" height=\"581\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 2.3. Choose an option if you want to promote child record(s) of the selected record(s)<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/09\/media_1533204335699.png\" alt=\"media_1533204335699.png\" width=\"758\" height=\"568\" \/><\/div>\n<div class=\"StepInstructions\">\n<p><strong>NOTE: This page will display only if the selected record(s) have child record(s).<\/strong><\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 2.4. Choose an option to synchronize between the records being promoted to library and current Project<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/09\/media_1533205231967.png\" alt=\"media_1533205231967.png\" width=\"758\" height=\"567\" \/><\/div>\n<div class=\"StepInstructions\">\n<p><strong>NOTE: <\/strong><\/p>\n<ul>\n<li><strong>Choose <i>Automatic Update<\/i> option if you want the destination (current Project) records to update automatically whenever their source records are updated in the <i>Library<\/i> Project.<\/strong><\/li>\n<\/ul>\n<ul>\n<li><strong>Choose <i>Manual Update<\/i> option if you want the destination records to be updated manually by you.<\/strong><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 2.5. View details in Action Log and click Finish<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/09\/media_1533276578699.png\" alt=\"media_1533276578699.png\" width=\"758\" height=\"575\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 2.6. Pop-up showing status of the promoted records display<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/09\/media_1533276804341.png\" alt=\"media_1533276804341.png\" width=\"777\" height=\"195\" \/><\/div>\n<div class=\"StepInstructions\">\n<p><strong>NOTE: If an error occurs while promoting a record from the selected records, it automatically shifts to the next record and starts promoting the remaining records.<\/strong><\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 2.7. Promoted records display in the Library Project<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/09\/media_1533277501204.png\" alt=\"media_1533277501204.png\" width=\"644\" height=\"458\" \/><\/div>\n<div class=\"StepInstructions\">\n<p><strong>Limitations:<\/strong><\/p>\n<ol>\n<li><span style=\"color: #000000;\">A record which is already a reused record (either <i>Source<\/i> or <i>Destination<\/i>) cannot be promoted i.e. only non-reused records can be promoted.<\/span><\/li>\n<li><span style=\"color: #000000;\">A record from a <i>OneView<\/i> <i>Document <\/i>can be promoted only in <i>OneView Document<\/i>. Records at Project level (NOT in <i>OneView Document<\/i>) can be promoted at Project level.<\/span><\/li>\n<li><i><span style=\"color: #000000;\">Requirements<\/span><\/i><span style=\"color: #000000;\"> from <i>Requirements Document<\/i> can be promoted to either <i>Requirements Documents<\/i> or any <i>OneView Document<\/i>.<\/span><\/li>\n<li><span style=\"color: #000000;\">If your database version is 11.4, you cannot promote parent records whose child records are destination records.<\/span><\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Related Articles<\/h3>\n<div class=\"StepInstructions\">\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/48604\/converting-a-project-into-library-project\/\" target=\"_blank\" rel=\"noopener\">Converting a Project into Library Project<\/a><\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepInstructions\">\n<p>Revised: September 24th, 2019<\/p>\n<\/div>\n<\/div>\n<\/div>\n<p><!-- End ScreenSteps Content --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview Promote record(s) to Library Project feature enables you to promote TopTeam record(s) from current Project into a Library Project so that they can be reused in another Projects. Library Project: Any Public Project where record(s) are available for Reuse. Current Project: A Project from where the selected record(s) are promoted to a Library Project. NOTE: Current and Library Projects are considered as Destination and Source Projects respectively. Once a record is promoted to a Library Project, it becomes destination reuse record in the current Project. Whenever any changes are made in the promoted record in Library Project, they are <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[32],"tags":[350,349,351],"class_list":["post-47494","post","type-post","status-publish","format-standard","hentry","category-project-administration","tag-library","tag-library-project","tag-promote"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-cm2","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/47494","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=47494"}],"version-history":[{"count":3,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/47494\/revisions"}],"predecessor-version":[{"id":48623,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/47494\/revisions\/48623"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=47494"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=47494"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=47494"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}