Xogging Project Type and Project Category values

Products

Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction

Is there an easy way to move Project Type and Project Category values from one environment to another instead of manually recreating them in the second environment?

Environment

Release: All
Component: Clarity Studio

Resolution

This can be accomplished using XOG. See the detailed XOGs below.

Project Type XOG

To XOG out the lookup associated to the Project Type values, the following XML can be used:

<?xml version="1.0" encoding="UTF-8"?>

<NikuDataBus xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../xsd/nikuxog_read.xsd">

<Header version="8.0" action="read" objectType="contentPack" externalSource="NIKU">
</Header>
<LookupQuery>

<Filter name="code" criteria="EQUALS">OBJ_IDEA_PROJECT_TYPE</Filter>
</LookupQuery>
</NikuDataBus>

Project Category XOG

The lookup used for the Project Category field is a little more complicated.

The Project Category field uses a parameterized lookup that then references a static lookup. There is no need to modify or move the parameterized lookup from one environment to another. However, both the static lookup that is referenced by this parameterized lookup as well as the lookup mappings have to be xogged from one environment to the other.

Static Lookup

To move over the values of the static lookup, the following XOG read can be used:

<?xml version="1.0" encoding="UTF-8"?>

<NikuDataBus xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../xsd/nikuxog_read.xsd">

<Header version="8.0" action="read" objectType="contentPack" externalSource="NIKU">
</Header>
<LookupQuery>

<Filter name="code" criteria="EQUALS">OBJ_IDEA_PROJECT_CATEGORY</Filter>
</LookupQuery>
</NikuDataBus>

Lookup Mappings

For the Lookup Mappings (found under Home - Lookup Mapping), the following XML can be used:

<?xml version="1.0" encoding="UTF-8"?>

<NikuDataBus xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../xsd/nikuxog_read.xsd">

<Header version="8.0" action="read" objectType="customObjectInstance" externalSource="NIKU"/>
<CustomObjectInstanceQuery>
<Filter name="objectCode" criteria="EQUALS">cop_idea_prj_map</Filter>
<Filter name="instanceCode" criteria="OR">MAP0003,MAP0005,MAP0007</Filter>
</CustomObjectInstanceQuery>
</NikuDataBus>

Note: The "instanceCode" filter needs to include the ID's of the Lookup Mappings. This filter parameter cannot be left out nor left blank.