Developing a Package

Learn about the steps of developing packages.

Packages can be created purely for documentation purposes, or in order to deploy a configuration on a different system.

Developing a package involves several steps:

Configuring the application

Configuration items are configured in Aurea.CRM. Before you can add items to a package in CRM.cockpit, you therefore need to make the desired changes to the application in the corresponding areas. Once you have configured the items in the Aurea.CRM and CRM.designer databases, they can be added to processes in the package.

Creating a Package

Select File > New from the menu to create a new package, if necessary, see Creating a New Package .

Click on Description and enter a description for the package describing its functionality for future reference, see Description . The package description does not need to go into specifics; add descriptions to individual configuration items to explain their specific functionality.

Editing the Package

Processes need to be added to the package, and configuration items from the Aurea.CRM and CRM.designer databases are assigned to these processes. Click on Processes in the icon bar and click on New in the header to add a new process to the package, see Processes .

Edit the process by adding items, see Editing a Process . If you add an item to a process that references other configuration items, these items are normally also included in the process, see Items in a Process .

Note: You can prevent related items from being included in the package for an item by enabling the item's check box and clicking on Do not include all dependencies (see Adding Items to a Process ), or in the options (see Options ).

An overview of all the items included in a process is displayed in the process overview.

In general, this step of the process is not a linear one. Changes may be made to items in the Aurea.CRM database, or new configuration items may be added after the package is created. Synchronize your package with the database to display the items that have changed since the last synchronization, see Synchronizing Packages .

Creating Documentation

Once your package is complete, you can output documentation that includes information on all the items and processes in your package, see Documentation . The descriptions you entered for the elements in the package are also included in the documentation. You can determine what information to include in your documentation.

Transport Management

To deploy the package on another system, the package needs to be exported from the development system and imported on the production system, see Importing and Exporting Packages .