Publishing branches
Many settings that you change require that you publish the branch before they take effect. This makes it possible to work on the configuration in a branch anytime, and then publish when you are done.
Note
You should only publish branches outside of open hours. When you publish, all ongoing operations in the branch are reset which means that all queues are emptied and all users are logged out.
Examples of configuration that needs to be published:
Changes to unit types
Changes to surfaces
Changes to branches and services
Examples of configuration that take effect as soon as you save:
Changes to user roles and access rights
Changes to notifications
Changes to schedules in Service Scheduler
Changes to appointment configuration
You can publish branches in Business Configuration > Branches.
Publish branches
Go to Business Configuration > Branches.
Select the branches that you want to publish.
Click Validate to make sure that no required configuration is missing before you publish.
Click Publish selected to publish the branch or branches. In the warning that appears, click Publish to confirm.
The branch will change status to “Publishing...”. If the branch was published successfully, you will see a green check mark in the Config Status column.
After publishing, the branch is reset which means that all queues are emptied and all visits are ended or deleted.
Schedule publishing of branches
You can schedule branches to be published later. This makes it possible to change all the required configuration during daytime and then schedule the publish to happen after business hours.
The following applies to scheduling:
Local branch time is used, so if you have branches in different time zones, they will be published at different occasions.
The configuration that is deployed is the one that exists in the central server at the point when the publishing occurs.
Schedule branches to be published
Go to Business Configuration > Branches.
In the list of branches, select the branches you want to schedule for publishing.
Click Schedule publish.
Optionally, enter a name for the schedule. This makes it easier to identify the schedule later.
Enter the date and time.
Click Schedule to schedule the publishing.
All upcoming scheduled items can be seen above the list of branches. You can also see the schedules where the publishing occurred during the past 24 hours. By clicking on a scheduled item, the branch list is filtered on the branches included in the schedule.
Reschedule the publishing of branches
Find the schedule above the list of branches and click Actions
> Update schedule.Change the time and date or edit the name.
Save.
Delete schedule
Find the schedule above the list of branches and click Actions
> Delete.
Add or remove branches from schedule
Find the branch in the branch list and click Action
in the rightmost column.Select Add branch to schedule or Remove branch from schedule.
Config statuses when publishing
In the list of branches, the Config status column shows the status related to the publishing process. It can show any of the statuses in the table below.
Config status | Description |
|---|---|
OK | The publish process is completed and was successful. |
Publish failed | The publish process is completed, but it was not successful. The reported publish error message is shown as a tooltip, when hovering over the icon. |
Validation needed | The configuration has been changed and the branch needs to be validated before it can be published. |
Publish needed | The branch configuration has been updated, but not yet published. |
Branch disabled | The branch is disabled, so it cannot be published. |
Publishing... | The configuration is published, but the Queue Agent has not yet retrieved it. The Queue Agent may be offline. |
Validation error | If validation fails for the selected branch when saving, the Config status column will show validation error. To fix this, you need to update the branch and save it. |
Validating... | Validation process is in progress. |