Preparing a role patch

Role level patches are used to migrate all the pages, data sources and other UI components associated with a role from one instance of the CloudIO platform to another.

Note: Role migration does not impact underlying db objects.

To prepare a role patch,

1. On the upper right corner of the CloudIO homepage, click . The Navigation page is displayed.

2. Under Administration, click Manage Roles. The Manage Roles page is displayed.

3. On the required role, click .The edit page is displayed.

4. If required, assign one or more of the following components to the role through the respective tabs/sections:

• Datasources

• Java Snippets

• HTML Requests

• HTML Templates

• Workflow Nodes

• Workflow Definitions

• Users

• Pages

5. On the upper right corner, from the Actions list, select Prepare Patch. A confirmation box is displayed.

6. Click Yes. The processing for your patch preparation request will be initialized.

7. Click Okay. The required role patch is prepared. OR To view the details of the patch status, click Go to patches screen and click Download. The list of patches that available for downloading is displayed.