23ESS_Managing Object Definitions

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    Module 23: Managing ObjectDefinitions

    Essentials (Siebel 7.7)

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    Module Objectives

    After completing this module you will be able to: Explain the role of projects Manage object definitions using Check Out and Check In Lock projects locally

    Why you need to know:

    Checking projects in and out are critical tasks that enablemultiple developers to work together on a configuration effort

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    Projects

    Are named sets of object definitions in a repositoryo Only one version of a project exists in a repository at a time

    Are a mechanism to organize object definitions so that a singledeveloper can exclusively work on them as a group

    Accounts Screen

    Account (SSE)

    ScreenApplets

    Views

    Account List Applet

    Account EntryApplet

    Managers Account List View

    Account Profile View

    Account List View

    All Account List View

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    Projects Continued

    A standard Siebel application is delivered with a large number of

    existing projects New projects can be created by:

    o Selecting the Project object type, ando Creating a new record in the Object List Editor

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    Assigning Object Definitions to Projects

    Every object definition must belong to one, and only one, projecto A Siebel-supplied projecto A user-created project

    A top-level object definition has a Project propertyo Child object definitions belong to the parent project

    Child object definitionshave no Project

    property

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    Viewing Object Definitions byProject

    View object definitions in a project using the Project drop-down

    listo Displays the object types for which there are object definitions in the

    selected projecto Select **All Projects** at the top of the list to see all projects

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    Repositories

    Master copy of repository resides on server databaseo Stores tested object definitions for complete developer team

    Each developer has copy of the repository on local developer(client) workstationo Developers perform all editing on their local repository

    ServerMachine DeveloperWorkstation

    DeveloperWorkstation

    DeveloperWorkstation

    Master Local

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    Copying Projects

    Object definitions in one or more projects can be copied:o From the server to the local developer repository (Get, Check Out)o From the local developer repository to the server (Check In)

    Overwrites the version in the destination repository

    Server Local

    Project

    Get, Check Out

    Check In

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    Getting Projects

    Click Get to populate a newly-initialized local database with a

    copy of all projects in the server repository Click Get to refresh a read-only project in a local repository

    o Need object definitions modified by other developers to update yourlocal copy

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    Check Out

    Use Check Out to modify object definitions in a project

    Check Out:o Copies all object definitions in project on server to local database

    Local copy of project is overwritten by server version

    o Locks project on server repository Prevents other developers from modifying that project

    o Locks the project in the local repository

    Permits developer to make changes to object definitions in that project

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    Check Out Continued

    Click Check Out to copy projects from the server to the local

    repository

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    Check In

    Use Check In when object definitions in the project have been

    edited and tested Check In:

    o Copies object definitions from local repository to server repositoryo Replaces versions of checked out object definitions with new

    versions and unlocks projects Can also check in object definitions in newly created projects

    o Releases locks on both server and local copies of project Maintain Lock leaves project locked for further local modification by

    current developer

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    Check In Continued

    Click Check In to copy projects from the local to the server

    repository

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    Project Differences

    Use Project Differences to view details of changes made to

    checked-out projects prior to checking them ino Detect mistakes or omissions before changes are committed to

    server repository

    Invoke using Diff button in Check In window

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    Canceling Check Out

    Discards changes made to checked-out project if:

    o Changes are no longer requiredo Local project has become corrupted

    To cancel check out of a project:o Check out the project from the server again

    Replaces modified object definitions in local repository with originalversion from server repository

    Repeating check out is permitted for person who last checked outproject

    o Then check in the project to unlock the project on both the local andserver repositories

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    Undo Check Out

    Use Undo Check Out to release lock on a project on the server

    without checking in edited object definitionso Makes the original project available to another developero Can be followed by Get project to restore original object definitions

    in local database Alternate way to cancel check out

    Undo Check Out:o Releases lock on servero Retains lock on local database

    Developer can continue to modify object definitions but will not be ableto check them in to the server

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    Locking Projects

    You can directly lock and unlock projects

    in the current repository (local or server)

    Select Tools > Lock Project

    or click to setLocked property

    directly

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    Locking Projects Locally

    Consider when:

    o Prototyping your ideas without preventing other developers fromchecking out the project

    o Intending to discard (rather than save) your work

    Allows developer to make and test modifications locally Prevents developer from checking them in to server repository

    ServerMachine DeveloperWorkstation

    DeveloperWorkstation

    DeveloperWorkstation

    Master Local

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    Locking Projects on the Server

    Prevents developer from undoing the changes and restoring the

    original definitions Allows other developers to get object definitions in an incomplete,

    inconsistent, and untested state Siebel Systems recommends that developers never directly lock

    projects on the server

    Always use Check Out and modify the object definitions locally

    ServerMachine DeveloperWorkstation

    DeveloperWorkstation

    DeveloperWorkstation

    Master Local

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    Summary

    This module showed you how to: Explain the role of projects Manage object definitions using Check Out and Check In Lock projects locally

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    Lab

    In the lab you will:

    o Explore how projects work in Siebel Toolso Check out a project from the server