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Tip

Role required: admin

The SimpleOne system allows exporting and importing configuration packs to keep unrelated instances synchronized

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Concept


In briefshort, the VCS configuration pack provides version control in SimpleOne. Version control system allows:

  • monitoring changes, tracking who updated the record and when 
  • restoring record versions
  • transferring record versions created when updating or developing applications between unrelated instances.

VCS records provide a way conception can be defined as an ability to transfer data from one instance to another , in an automatic or semi-automatic way. It is intended for application version control. Configuration packs help to automate transfer data and configurations from one instance to another, lessen the manual effort. The key point is configurations transfer, for not to reiterate it more and more on every instance, you can just import a configuration pack. So, this technology really is to make it easy and automate a migration update from one instance to another.

Application configurations are stored in configuration packs which are represented as a .SOP file containing a set of the application version records. In an OOB supply, the SimpleOne platform contains only the Simple application, but administrators (users with the admin role) can create their own Applications if needed.

Tip

There can be more than one local pack in the system, but the changes made by a single source can be written only in one localpack at every moment. You can choose the preferable localpack using the Preferences menu at the right. Please refer to the Interface#AdminPreferences article for the details.

Initially, the configuration pack should be assembled on the source instance (the instance containing source data) within the local pack related to the specific application. After that, the local pack can be exported to the configuration pack as a .SOP file.

. You can just import a configuration pack in order to avoid recreation of changes on every instance.This technology ensures easy update migration between instances.

For example, your team has created a new application on the development instance. Instead of copying scripts and recreating all elements one by one manually, they assemble a configuration pack and import it to the production instance. While importing this pack into the target instance, the system checks changes for possible collisions. This way, you can make sure that these changes work fine.

Configuration pack flow


Good practice is to develop new applications and implement changes into existing ones on a separate instance. This will lessen mistakes and risks for everyday processes on the production instance. Therefore, VCS records should be collected into one local pack within the relevant application.

The configuration management involves two main processes:

  • Export – collecting VCS records into a local pack on Instance #1, the result of which is a Local Pack in the Completed state and a .SOP file.
  • Import – uploading and deployment of the previously prepared configuration pack on Instance #2.

To learn more about version control in SimpleOne and more, see the following articles:

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Local packs 
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local pack


Local packs allow the development of application configurations on a separate instance, exporting it as a .SOP file, and implementing changes to the production instance. This approach minimizes the risks of mistakes, errors, and conflicts, which may affect the production instance during application development.

Note

All

Note

Please note: all system configuration activities should be performed within a detached separate local pack (do . Do not use the default local pack for these needs).

Using configuration packs allows deploying this configuration on other instances, or, if needed, rollback versions of the specified record or some local pack as a whole to the previous state.

Technically, the configuration pack is the set of the saved records of the Local pack is a record in the VCS Local Pack (sys_vcs_local_pack) table compiling relevant records from the VCS Record (sys_vcs_record) table. Every record of this table contains table. This allows associating VCS records with a particular pack and exporting them as a complete set.

Note
  • Only users with the admin role can create and read VCS Local Pack records. 
  • Admin users can edit the NameIs DefaultDescriptionState fields. 
  • They can also delete VCS Local Pack records that have empty VCS records or no VCS records at all. 

Every single version is an atomic state of versioned tables (those ones which have the Is VCS Enabled checkbox selected). All records in this table contain JSON formatted changes and other attributes described below.

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{"value": "Report Item", "policy": "Open", "sys_id": 159653803414986194, "column_id": 156941403909472422, "record_id": 159653803414985080, "language_id": 156628684306541141, "application_id": 155931135900000002, "sys_created_at": "2020-08-04 10:47:14", "sys_created_by": 155931135900000001, "sys_updated_at": "2020-08-04 10:47:14", "sys_updated_by": 155931135900000001}

The configuration pack transfer between instances can be also called "import". On the picture below, you can find the cross-instance configuration versions import flow:

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Record versions

After any transaction (create/update/delete) for the versioned table object, the record is created in the VCS Record (sys_vcs_record) table corresponding to the object state after the transaction. The record version contains the information described below.

VCS Record form fields

FieldDescriptionRecordAn ID of the source record processed by the transaction.Table name

The table name for the target record.

Note

Please note that only system names for tables are used in this field, not titles.

Right: sys_vcs_record.

Wrong: VCS record.

Record document

This ID stores table name and target record ID for which the current record is created. For example:

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Is CurrentThis attribute is responsible for current version relevance. When its value is equal to TRUE, then the version corresponds to the target record state relevant for now.JSON CopyThe record version data in JSON format as an associative array. This array stores the target record object relevant state after the transaction.Action

Transaction type. Available options:

  • Create
  • Update
  • Delete
Local packReference to the local pack containing this record version.Retrieved packReference to the configuration pack containing this record version.Restored byThe ID of the record version from which the current version has been restored.Platform versionThe solution platform version used for version creating.ApplicationA related application containing the target record.

Application configurations are stored in configuration packs represented as a .SOP file. Administrators can create their own applications if needed.

Tip

There can be more than one local pack in the system, but the changes made by a single source can be written only in one local pack selected in the Admin Preferences menu at the right. That is, if the selected local pack is Default 3, all changes will be stored in the Default 3 pack.

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All record versions in a local pack are displayed in the VCS Record related list.

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Info

In the Admin Preferences menu, select the local pack on which you are working. This local pack will be saved as preferred: if you switch between applications, this pack will be selected automatically. If the preferred local pack has a state other than In Progress, the local pack will switch to the default one.

VCS Local Pack form fields

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VCS local pack form fields
VCS local pack form fields

FieldMandatoryDescription
NameYName of the local pack.
Is DefaultNSelect this checkbox to set the local pack as default. When moving versions from other local packs, selected VCS records will be moved to this default pack.
StateY
Is Strong Overwrite

If this attribute value is equal to TRUE, then this version will take precedence over the existing version when the import process will go on.

Record PolicyThe current record protection policy after the transaction is over.

Local packs

Technically, a local pack is a record in the VCS Local Pack (sys_vcs_local_pack) table related to versions of the related records in a VCS Record (sys_vcs_record) table. Every single version is an atomic state of versioned tables (those ones which have the is_VCS_enabled attribute turned ON). All record versions in the local pack are displayed on a related list on a local pack form.

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To create a local pack, please complete the steps below:

  1. Navigate to Configuration Pack → Local Packs.
  2. Click New and fill in the fields.
  3. Click Save or Save and Exit to apply changes.

VCS Local Pack form fields

State Progress
FieldDescription
Origin IDThis ID is assigned to the local pack after creating it on a source instance.
IDThis ID is assigned to the local pack after importing.
Is DefaultThis attribute defines that this local pack will be set as default for any user changing the application to the one specified in the Application field.
ApplicationSpecify an application of which record changes are stored in this local pack.
NameLocal pack name.
DescriptionLocal pack description.

Local pack state. Available options:

  • In
  • progress
  • Completed
  • Ignored
  • Rollback Previewed
  • Rollbacked.
Application
Completed atThe date and time when the local pack state changed to Completed.
Completed byReference to the user who has set the state to Completed.

Version restoring

A non-actual version (the is_current attribute value is equal to FALSE) can be restored if needed. To perform this, please complete the steps below:

  1. Navigate to Configuration Pack → Records.
  2. Find the record to be recovered. You can use list search for search criteria narrowing, or a Condition Builder.
  3. Click on a desirable record to navigate into it.
  4. Click Restore Version.

After that, a new VCS record is created in the current local pack; the Restored by field value of this record is equal to the ID of the version used for restoring.

Tip

You can add a versions list to the versioned table form as a related list. After that, all previous versions of the current record are displayed on the record form.

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Default local pack

Default local pack is a local pack named "Default 1" created automatically after creating a new application. It is not recommended to use this local pack to store versions for the purpose of further import to other instances; create separate packs for these tasks.

If a version has been created in a default local pack erroneously, then you can move it to the required local pack. For this, please complete the steps below:

  1. Navigate to Configuration Pack → Records.
  2. Find the record to recover. You can use list search for search criteria narrowing, or a Condition Builder.
  3. Click on a desirable record to navigate into it.
  4. Click the magnifier icon on the left of the Local Pack field and choose the required local pack.
  5. Click Save or Save and Exit to apply changes.

Local Pack Exporting

After you are done with record versions collection within the task implementing, you need to export the changes for further import to other instances. For this, please complete the steps below:

  1. Navigate to Configuration Pack → Local Packs.
  2. Find the local pack to export. You can use list search for search criteria narrowing, or a Condition Builder.
  3. Click on a desirable local pack to navigate into it.
  4. Change the state value to Completed.
  5. Click Export Local Pack link.

As a result, 

Tip

Recommendations:

  1. It is a good practice to give a relevant name to the local pack after exporting, for example:
    1. Good - "New Incident States.sop"
    2. Bad - "some task.sop", or leaving the name generated by system, like this: 2020-08-06_08-47-19_159654161718816631.sop
  2. Also, it is recommended to download your local pack straight away after the job is done; otherwise, the versions stored in it may go out of date.

Merging Local Packs

Two local packs can be merged in one if necessary. For this, please complete the steps below:

  1. Navigate to Configuration Packs → Local Packs.
  2. Choose local packs you need to merge selecting the appropriate checkboxes and click the Merge button;
  3. Fill in the name and description of the consequent local pack.
  4. Wait until local packs are merged;
  5. As a result, a new local pack is created referenced with the last versions of the VCS Record (sys_vcs_record) for every record;
  6. Resulting local pack transits into the In Progress state.
  7. The original local packs are removed;
  8. If any versions were referenced to original local packs and didn't get into the resulting one, then this reference is reset.
Tip

Team Development

In SimpleOne, you can perform your parallel development on multiple instances. For now, team development is represented an an operation approach and is handled by two engines:

  1. Configuration packs;
  2. Merging.

In brief, in order to facilitate the team development process, you need to perform the steps below:

  1. Every team member does his work part; it is written down on the instance in the configuration pack;
  2. When the development is over, these configuration packs must be exported onto the main one and merged;
  3. After merging, work on collisions if there are some, and after that, the final configuration pack will be the result of the team development.

Local Pack Importing

To deliver an exported local pack on a target instance, the import procedure should proceed. What is implemented within this procedure:

  • The transactions stored in configuration pack (a local pack that was exported) are applied on a target instance.
  • A local pack copy created on a target instance.

To import a local pack, please complete the steps below:

  1. Navigate to Configuration Pack → Retrieved Packs.
  2. Click New to create a new configuration pack and fill in the fields.
  3. Attach previously exported .SOP file to this configuration pack.
  4. Click Save or Save and Exit to apply changes.

VCS retrieved pack form fields

FieldDescriptionNameRetrieved Pack name, taken from the SOP file attached.State

State of the current configuration pack imported. Available options:

  • New
  • Previewed
  • Loaded
  • Committed
Remote IDID of the local pack exported.Remote ApplicationApplication specified in the local pack exporting.ApplicationSpecify the application within which the pack should be imported.InsertedThe number of records in this pack with the Action attribute value equal to Insert.UpdatedThe number of records in this pack with the Action attribute value equal to Update.DeletedThe number of records in this pack with the Action attribute value equal to Delete.WarningThe number of the Preview Log records with the State equal to Warning.SkippedThe number of the Preview Log records with the State equal to Skipped.CollisionsThe number of the Preview Log records with the State equal to Collisions.TotalTotal records number.DescriptionRetrieved Pack description, taken from the SOP file attached.Loaded atThe date and time when the configuration pack import has been finished (the state has been changed to Loaded).Committed atThe date and time when the configuration pack was applied (the state has been changed to Committed)
NApplication to which this local pack relates and which records contains. One local pack cannot contain records belonging to different applications.
DescriptionNLocal pack description.


Tip

If there is no need in assembling a separate local pack for export, all record versions will be compiled into the default local pack. The default pack can also contain VCS records moved from developing local pack (for example, created by mistake).

VCS Records
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VCS records
VCS records


Configuration packs are also used to monitor changes in particular records.

After any transaction (create/update/delete) for the versioned table object, the record is created in the VCS Records (sys_vcs_record) table corresponding to the object state after the transaction. The record version contains the information described below.

Note
  • VCS records cannot be created, updated, or deleted manually. These records are created automatically by the system. Only users with the admin role can read them.
  • Admin can also edit the Local Pack and Is Strong Overwrite fields. 


Tip

Please note that removing does not mean 'deletion': removed records are stored in the default local pack.

If a local pack includes unwanted VCS records, move them to the default pack by completing the following steps:

  1. Navigate to Configuration → Local Packs.
  2. Open the VCS Local Pack containing the VCS record you need to remove.
  3. Scroll down to the Related Lists area and open the VCS Record tab.
  4. Select record or records to be removed by selecting the checkboxes and click Move to Default.
  5. These records will be removed to the default local pack of the same application.

As a result:

  • Selected record versions are removed to the default pack.
  • Record versions with the same Record IDas the selected ones are removed to the default pack.
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default local pack
default local pack

VCS record removal is not available in default local packs.

Info

Default local pack is a local pack with theIs Default checkbox selected. 



VCS Record form fields

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VCS record form fields
VCS record form fields

FieldDescription
Table Name

System name of the target record table.

RecordUnique ID of the source record processed by the transaction.
Document Record

Target table ID and target record ID for which the current record is created. For example:

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JSON Copy

This field stores target record attributes in JSON format as an associative massive.

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{"value": "Report Item", "policy": "Open", "sys_id": 159653803414986194, "column_id": 156941403909472422, "record_id": 159653803414985080, "language_id": 156628684306541141, "application_id": 155931135900000002, "sys_created_at": "2020-08-04 10:47:14", "sys_created_by": 155931135900000001, "sys_updated_at": "2020-08-04 10:47:14", "sys_updated_by": 155931135900000001}


Is CurrentThis checkbox is a marker for relevant version records. When selected, the version corresponds to the target record relevant for now, in other words, it is the most up-to-date version.
Created byAuthor of the changes.
Created atDate and time of record creation.
Local PackLocal pack to which this record is related.
Retrieved PackRetrieved pack to which this record is related.
Restored byUnique ID of the version record from which the current record was restored.
Action

Transaction type

The import process includes three phases:

  1. Preview
  2. Import
  3. Apply

Preview

During this phase, the import engine checks for the possible conflicts before the pack is imported. To preview the configuration pack, please complete the steps below:

  1. Navigate to Configuration Pack → Retrieved Packs.
  2. Find the configuration pack to preview (it should not be previewed before, so the state should be equal to New).
  3. Click on it to navigate into it.
  4. Click the Preview Local Pack link.

As a result:

  1. The VCS Preview Log records are created and displayed at the related list appropriate for this configuration pack.
  2. The configuration pack state changes to Previewed.

VCS Preview Log fields description

The table name for the target record.

FieldDescription
Local PackReference to the local pack containing this preview log record.
Retrieved packReference to the configuration pack containing this preview log record.
Record Document

Table Name

Note

Please note that only system names for tables are used in this field, not titles.

RecordThis ID stores table name and target record ID for which the current record is created.Platform VersionThe solution platform version used when the record created.JSON CopyThe record version data in JSON format as an associative array. This array stores the target record object relevant state after the transaction.Error TextThe error text displayed in case of collision (the preview log record state is equal to Warning or Skipped or Collision).State

The preview log record state. Available options:

  • Good
  • Allowed
  • Warning
  • Skipped
  • Collision
ActionThe type of transaction created the version object

. Available options:

  • Create
  • Update
  • Delete
infoRecord Policy

If the record with action = Update is absent on target instance, then it is imported with the action = Insert (the new record is created instead of updating the existing one).

Current record protection policy after the transaction is over. Possible options:

  • Open
  • Changed
  • Protected
Record Policy
Is Strong OverwriteThis attribute determines the priority of the imported version When selected, the current record will be written over the existing oneversion with the Protected policy.

Restoring VCS

RecordThe related version record created after configuration pack importing.ApplicationThe application within of which the preview has been executed.

Import

After the configuration pack has been previewed, preview log records have been analyzed and possible collisions have been solved, you can proceed with further configuration pack importing. For this, please complete the steps below:

  1. Navigate to Configuration Pack → Retrieved Packs.
  2. Find the previously previewed configuration pack (the state should be equal to Previewed).
  3. Click the Import Local Pack button.

As a result:

  • VCS records are created on the target instance with the attributes as listed below:
    • Is Current = FALSE
    • Not related to any local pack in the system.
  • The retrieved pack state changes to Loaded.
  • The date and time of this operation are displayed at the Loaded at field.

Apply

The final import phase is an applying. For this, please complete the steps below:

  1. Navigate to Configuration Pack → Retrieved Packs.
  2. Find the previously imported configuration pack (the state should be equal to Loaded).
  3. Click Apply Local Pack.

As a result:

  • A local pack record on a target instance is created.
  • All versions created on the previous stage are copied onto this local pack.
  • The is_current attribute value for these records changes to TRUE.
  • The retrieved pack state changes to Committed.
  • The date and time of this operation are displayed at the Committed at field.

Политика/Policy

Значение Policy определяет возможность изменения записи. После создания записи в версионируемой таблице, ее Policy и Record policy ее версии принимают значение Open

После первого обновления записи, значения ее Policy и Record policy ее версии меняются на Changed.

Записи в статусе Open и Changed могут свободно редактироваться. При импорте версии с Record Policy = Open, при условии что целевая запись на инстансе редактировалась (Policy = Changed) будет возникать коллизия "Don't update, record is changed".

Еще одно допустимое значение Policy - Protected. Записи с данным значением политики не могут быть изменены или удалены.

Records


All the record versions – both previous and current – are stored in the VCS Record table. Current versions have the Is Current checkbox selected.

If you need to restore one of the record previous versions, complete the steps below:

  1. Open the record which version you need to restore.
  2. Scroll down to the Related Lists area and open the VCS Records tab.
  3. Open the record version you need to restore.
  4. Click Restore Version.
Info

Another way to restore a record version is the following:

  1. Navigate to Configuration → VCS Records.
  2. Find the record to be recovered. You can use list search boxes or the Condition Builder.
  3. Open the record you need.
  4. Click Restore Version.


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After that, a new VCS record is associated with the current local pack. It will be displayed in the VCS Records related list.

Info

Some forms may not display the VCS Records related list by default. You can add it to the versioned table form as a related list. After that, all versions (previous and current) of the current record are displayed on the record form.

To add the VCS Record related list, perform the following steps:

  1. Open a record for which you need to add the related table.
  2. In the hamburger menuImage Added, select Configure → Related List → Layout.
  3. Move the VCS Record->Document Record element from the Available box to the Selected box.
  4. Click Save to apply changes.

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Protection Policy
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protection policy


The Protection Policy attribute is responsible for data protection purposes. After creating a record in the versioned table, the Protection Policy for this record is Open. Once the record is updated, the Protection Policy becomes Changed. These values are transferred to the Record Policy field in the related VCS record, that is, the record version has the same Policy as the record itself.

Admin can update only the Local Pack and Is Strong Overwrite fields of records with any protection policy.

During the importing process, the records possible to overwrite can be updated. Both record policy values set in the system and in the configuration pack are taken into account. All possible policy combinations are described in the table below.

Source record Protection PolicyTarget record Protection PolicyResult
Protected

ProtectedSuccess
OpenSuccess
ChangedSuccess
Changed

ProtectedFailed. Use Strong Overwrite to proceed.
OpenSuccess
ChangedSuccess
Open

ProtectedFailed. Use Strong Overwrite to proceed.
OpenSuccess
ChangedFailed. Use Strong Overwrite to proceed.

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