# 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.

{% hint style="info" %}
**Note**: Role migration does not impact underlying db objects.
{% endhint %}

To prepare a role patch,

1. On the upper right corner of the CloudIO homepage, click ![](https://1117313960-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LzMJAXNyRSI4WE3Jt4z%2F-M-mcOhZsp5ySNX8xlW5%2F-M-mqQrhvyhl1QdlDK3f%2FNavigationMenu.png?alt=media\&token=137cfe8b-62de-45ca-a442-bc7ac65f96c3) . The **Navigation** page is displayed.

![](https://1117313960-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LzMJAXNyRSI4WE3Jt4z%2F-M-n4R1ovKf7uWY7UHut%2F-M-nn3fQAk52BGEJLA3m%2FNavigation%20page_Manage%20Roles.png?alt=media\&token=23461f05-23b4-4158-b410-8282afdce35a)

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

![](https://1117313960-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LzMJAXNyRSI4WE3Jt4z%2F-M-n4R1ovKf7uWY7UHut%2F-M-nriGyVqWFWzvFq-f4%2FManage%20Roles%20Page.png?alt=media\&token=0468abe5-6922-4fa4-a64d-5d67ce3ce27e)

 3\. On the required role, click ![](https://1117313960-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LzMJAXNyRSI4WE3Jt4z%2F-M-n4R1ovKf7uWY7UHut%2F-M-nw_oOUqs7qZm9iLXe%2FEdit%20datasources.png?alt=media\&token=50a206a1-690f-4388-afc4-87f4e098155b) .The edit page is displayed.

![](https://1117313960-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LzMJAXNyRSI4WE3Jt4z%2F-M2Cy0uitGNRp6ACvWFx%2F-M2D-LMBIaiW2Nyk67fv%2FEdit%20roles.png?alt=media\&token=a21b4cb2-f936-4ca2-82a6-08a8a6e046e4)

 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.

![](https://1117313960-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LzMJAXNyRSI4WE3Jt4z%2F-M-n4R1ovKf7uWY7UHut%2F-M-oAm8ebcripNz9l5RN%2FPrepare%20Role%20Patch.png?alt=media\&token=c53d6c39-3e9e-443a-b710-6a46b8df32a4)

 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.

![](https://1117313960-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LzMJAXNyRSI4WE3Jt4z%2F-M-n4R1ovKf7uWY7UHut%2F-M-n5h83689T2EqQTwtS%2FPatch%20Uploads_Downloads.png?alt=media\&token=7609296f-184c-47b1-af2c-d959ab4550c7)

![](https://1117313960-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LzMJAXNyRSI4WE3Jt4z%2F-M-n4R1ovKf7uWY7UHut%2F-M-n7f9eVRMk99es5Wja%2FDownload.png?alt=media\&token=ff0eed93-72af-4f83-a0a0-71d07dea54f5)