- Changing System Options

The Change Management System Options enable you to configure the location of data to be shared across environments, the format of change numbers and the default user security options.

Open the Change Management Console .
Click Administration and then click the System tab.
In the System Options group, configure:
1. By default, the Path for Shared Data appears.
2. In the Path for CM Exports, define the path to export the CM objects. The export folder/directory needs to exist (with read/write permission set appropriately) before you confirm the configuration. It should be empty at this point. PROIV recommend to use this folder exclusively as CM exports repository.
3. On the Transfer Status Export
4. The ‘Change Format’ input allows you to define an (optional) format for Change Control ids by means of a simple pattern match.
You can click the Utilities if you want to disable Change Management for the current project, or import data from other environments.
You can click the Import if you want to import PROIV Objects from environments not controlled by CM. Click here to learn more about the Import utility.
You can amend the location of data to be shared across environments in the Path for Shared Data field. The read-only Region information appears in the Region Id fields.
You can set the format of the change numbers in the Change Format field. Use 'X' for any character, 'A' for alpha, 'N' for numeric or 'F' for free format text.
If you are using SQL Server with Change Management, the Database Connection section appears. Click here to view a screenshot. This is used to provide SQL Server support for the SSO which is used for the Export and Import processes. The settings here do not impact on how PROIV and CM access databases generally. The following fields are unchanged (except for position on the screen):

Region Id
Change Format
Import
Disable CM
Default User Security Options
The Path for Shared Data field as been removed.

Field Descriptions displayed when Change Management is used with SQL Server

Item	Description
Database Connection	This section provides the support for the CM Release Process. It uses PROIV Export Files to transfer changed objects between regions, and in the SQL Server implementation. The fields in the Database Connection section on this screen are required for this to work successfully.
JDBC Driver	The JDBC SQL Server driver class name. A250 - Mandatory
Connection URL	The connection URL comprises: jdbc:sqlserver: - the SQL Server name //’your hostname’ - the host machine name \’your instance’ - the instance of the database :1433 – the port number. 1433 is the default, and this element is mandatory for JDBC access. ;databaseName=’your database’ – the database name. This is optional. ;selectMethod=cursor – recommended Microsoft JDBC setting A250 - Mandatory
User Name	Enter the user name to access the SQL Server database. A32 - Mandatory
Password	Enter the password to access the SQL Server database. The password appears with asterisks. A32 – Non-Mandatory
Test Connection	Click to test the connection to the SQL Server database. A message box appears with the results of the test. If the connection fails, the reason is included. The failure reason can be generated by the database or by Java.

In Default User Security Options, you can set up the security options using the following table as a guide:

Option	Role
	Y: the user is a Change Management Administrator. N: the user cannot access the Administration console.
	Y: the user can maintain releases. N: the user cannot access the Release Management console.
	Y: the user can approve or unapprove releases. N: the user cannot approve or unapprove releases.
	Y: the user can export releases. N: the user cannot export releases.
	Y: the user can import releases. N: the user cannot import releases.
	Y: the user can maintain changes. N: the user cannot maintain changes.
	Y: the user can approve or unapprove changes. N: the user cannot approve or unapprove changes.
	Y: the user can book out items. N: the user cannot use the Book Out options.
	Y: the user can book in objects. N: the user cannot use the Book In options.
	Y: the user can book in objects for other users. N: the user cannot book in objects for other users.
	Y: the user can restore old versions. N: the user cannot restore old versions.

Click Exit to save the changes and close the Administration Console.

The security options are only defaults for new users - changing the settings does not affect existing users.

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Topic ID: 550033