Packaging and Deploying an Organization Model

This topic describes the procedure to package and deploy an organization model.

When modeling business processes you need to associate users with tasks that need to be performed. These users may belong to different departments within your organization at various levels of hierarchy and each of them plays a different role in performing the tasks. Defining an organization structure makes it easier to know who performs what task within a business process. You need to deploy the organization model on a production machine when you want to use it in a business process. Deploying an organization model on a production machine comprises the following - creating an application package (CAP)/configuring the package properties for creating an application package, installing a package on destination production server, publishing an application in a Process Platform organization and assigning teams to Cordys users on the production machine.

1. From the Workspace Documents (Explorer) view, expand the <project> where the <organization model> that you want to deploy is available.
2. Right click the <organization model> and select Validate. The organization model is validated. Ensure that there are no validation errors.
3. Right-click the <project> where your <organization model> is available and select Package Properties to set the properties of your application. In the General tab, set Package for to Staging. The properties for your application package are set.
   Note: You must set the Package for option to Staging only if your organizational structure is very dynamic and requires frequent change. Otherwise, you need not set this option.
4. Right-click the <project> where your <organization model> is available and select Package to package your application. For further details on package settings, refer to Setting Properties of an Application Package.
5. Deploy the application package that was created in the previous step. The application package containing the organization model is installed on the target or production machine (on which Process Platform is installed).

   Note: If the deployed application is a Staging package, then you need to do the following:

   1. Open CUSP > My Applications, click (Applications Manager). The Applications Manager window appears (with Explorer view) displaying the application that you installed.
   2. Create a Solution, click and select Project List. The Project window appears displaying the installed project or application.
   3. Select the project or application that you deployed and click Add to current solution. The selected project or application is added to the current solution.
   4. Right-click the <project> which has the <organization model> that you deployed is available and select Publish to Organization. The organization model is published to run time. Ensure that there are no errors.
6. On CUSP > My Applications, click (User Manager). The User Manager window appears.
7. In the User Manager window, select the Users - Teams view from the drop-down list. The Users - Teams view appears displaying a list of deployed users and teams (i.e. run time organization units).
8. From the Users pane, select a <User> and in the Teams pane, right-click the required <Team> and select Assign to selected User(s) The Add Teams window appears displaying the list of teams and roles assigned to the selected user.
9. Assign teams to users. Teams are assigned to users.
   
   The desired organization model is deployed on a production machine.