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    BMC Release Process Management 5.0

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    In the context of BMC Release Process Management, a procedure is a reusable group of sequential steps. Some steps are repeated over and over in multiple requests. To simplify the process of creating requests, you can combine the repeated steps into a procedure and then add the procedure to appropriate requests. A request can contain single steps, single and multiple procedures, or single steps and one or more procedures. After you create a procedure, you can reorder the steps of the procedure.

    This topic consists of the following sections:

    Reusable and conditional procedures

    You can create a reusable procedure and assign it to multiple requests, or you can create an individual procedure for a single request. Reusable procedures can be added only to requests with the same application assigned as the procedure. Individual procedures can be copied to other requests only if you create a request template from the original request or if you clone the original request.

    Conditional procedures are procedures that are executed only when a preset condition is met during the execution of the request. You can set conditions that depend on the properties, runtime phases, environments, or the environment type used in the step or the whole request.

    Notes

    • To manage access to a procedure, you can use the status of objects. All new procedures have the Draft state as their status by default. For more information, see Using status of objects.
    • You can add packages to steps of the procedure.

    To create a reusable procedure

    1. Go to Environments > Metadata > Manage Procedures.
    2. On the right, click Create Procedure.
    3. In the Name box, enter a name for the procedure.
    4. (Optional) In the Description box, enter a short description for the procedure.
    5. In the Applications list, select the application to which you want to assign the procedure.
    6. Click Create Procedure.

    To add steps to a reusable procedure

    1. Go to Environments > Metadata > Manage Procedures.
    2. In the Procedures list, click the appropriate procedure.
    3. In the Steps section, click New Step.

    4. In the New Step dialog box, enter the necessary step details as described in the Managing steps topic.

      Note

      When you create a reusable procedure, you cannot schedule steps.

    5. (Optional) To add another step to the procedure, click Add Step and Continue.
    6. Click Add Step and Close.
      New steps are added to the procedure.
    7. (Optional) To reorder the steps in the procedure, click Reorder Steps, drag the steps as needed to change their order, and then click Done Reordering.

    To edit a reusable procedure

    1. Go to Environments > Metadata > Manage Procedures.
    2. In the Procedures list, click the appropriate procedure.
      The procedure information page opens.

    3. Make the necessary changes.

    4. (Optional) To reorder the steps in the procedure, click Reorder Steps, drag the steps as needed to change their order, and then click Done Reordering.

    5. Click Update.

    To add a reusable procedure to a request

    1. On the Requests tab, select the appropriate request from the list or create a new request.
    2. In the Steps section, click Add Procedure.

    3. In the list of available procedures, click Add next to the appropriate procedure.

    To create an individual procedure for a single request

    1. On the Requests tab, select the appropriate request from the list or create a new request .
    2. In the Steps section, click Add Procedure.
    3. In the Add Procedure dialog box, click Add New Procedure.
      A new procedure appears in the Steps section.

    4. Edit the procedure name and add a description if needed.

    5. To add steps to the individual procedure, click add serial procedure step.

      For more indormation, see To add steps to a procedure in a request.

    To add steps to a procedure in a request 

    1. On the Requests tab, select the appropriate request or create a new request.

    2. In the Steps list, next to the appropriate procedure, click add serial procedure step.

      Note

      If you add new steps to the reusable procedure assigned to the request, these steps are added only inside this request and they are not added to the original procedure from Environments > Metadata > Manage Procedures.

      You can add step to a procedure if the request is in Planned, Created, or Hold state.

    3. In the New Step dialog box, enter the necessary step details as described in the Managing steps topic.
    4. (Optional) To add another step to the procedure, click Add Step and Continue.
    5. Click Add Step and Close.

    To reorder a procedure within a request

    1. On the Requests tab, click the appropriate request.
    2. In the Steps section, click Reorder Steps.
    3. To change the order, drag the procedure as needed.
    4. Click Done Reordering.

    To reorder steps within a procedure

    1. On the Requests tab, select the appropriate request.
    2. In the Steps section, click Reorder Steps.
    3. Click the required procedure.
    4. In the procedure block, drag steps as needed to change their order.
    5. Click Done Reordering.

    To create a conditional procedure

    1. On the Requests tab, select the appropriate request.
    2. Next to the procedure, click Conditional Procedure Execution .
    3. In the Edit Execution Condition dialog box, set the appropriate option:

      • NEW IN 5.0.05 Step Status
        1. In the Step list, select the required step.
        2. In the Step Status list, select the appropriate status. The step status can be Problem or Complete.
        3. To remove any conditions that you set earlier, select the Remove Condition check box.
      • Property Value
        1. In the Step list, select the required step.
        2. In the Property list, select the required property.
        3. In the Required Value box, enter the required value.
        4. To remove any conditions that you set earlier, select the Remove Condition check box.
      • Runtime Phase
        Runtime phase is used in a manual step to specify whether a procedure must be run.
        1. In the Step list, select the required step.
        2. In the Runtime Phase list, select the runtime phase.
        3. To remove any conditions that you set earlier, select the Remove Condition check box.
      • Environment(s)
        • In the Environment(s) list, select one or more environments by holding Ctrl.
        • To remove any conditions that you set earlier, select the Remove Condition check box.
      • Environment Type(s)
        • In the Environment Type(s) list, select one or more environment types by holding Ctrl.
        • To remove any conditions that you set earlier, select the Remove Condition check box.

      Note

      NEW IN 5.0.05 You can now search and select multiple entries for the Environment(s) and Environment Type(s) options. The dialog box appears as follows:

    4. Click Save.

      Notes

      The Conditional Procedure Execution icon changes depending on the conditional procedure applied to the step:

      • No conditional procedure is applied to the step.
      • The applied conditional procedure matches the values for the current step or request.
      • The applied conditional procedure does not match the values for the current step or request.

      For conditional procedures applied to a step or a request, hover over the Conditional Procedure Execution icon to see the applied conditions and their type.

    Related topic

    Managing requests

    Managing steps

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