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The Configuration Manager allows an institution to configure system settings in one Temenos Infinity system (i.e. a source system) and then transfer those settings to another Temenos Infinity system (i.e. a target system). Transferring settings from one environment to another in just a few clicks saves time and prevents errors from occurring when trying to rebuild configurations from scratch.

The Configuration Manager process is bi-directional, meaning that settings can be sent from a test system into a production system and can also be sent from a production system back into a test system. In order for this to work, the source system and the target system must be on the same Temenos Infinity release. The process that gathers configuration information from the source system is called an Export. The process that adds configurations to the target system is called an Import. Both the Export and Import are accessed through System Management.

Most of the configurable items available in System Management can be imported and exported through Configuration Manager. An item is a piece of Temenos functionality that is available for export. When selected for export, these items have related items that must also be exported in order for the selected item to function properly in the target environment. For example, if a workflow model is selected to export, all of its screens and associations (panels, fields, lookups, rule sets) are also included in the export.

Please see the Relationship Mapping section of this topic for a complete list of available items to import/export and their related items.

The Configuration Manager topic includes the following information to assist administrators in using Configuration Manger:

• System Requirements
• Configuration Manager in the Workplace
• User/Security Group Permissions
• Configuring an Export
  • Export Components
  • Adding Export Items
  • Removing Export Items
  • Generating the Export
  • Relationship Mapping
    • Rule Items
• Configuring an Import
  • Uploading Import Items
  • Running the Import Process on the Server
  • Viewing Package Contents
  • Deleting Import Items
  • Identifying Imported items
  • Import and Rollback Processing Stages
• Troubleshooting
  • Unique Names/Values that cause an Import to Fail
  • Issue #1: Source and Target Versions
  • Issue #2: Source GUIDs not matching
  • Issue #3: Functionality has a Rule that no longer exists in the Rule Application
  • Issue #4: Custom Field Deleted from Target Environment

System Requirements

In order for an institution to use the Configuration Manager feature, the following requirements must be met:

• Temenos Infinity release 14.00.00 or higher.
• Source and Target environments both on the same Temenos Infinity release.    
• "Access data sources across domains” Internet Explorer security setting set to “Enable” on all machines using Configuration Manager.

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Configuration Manager in the Workplace

The following is an example of how an institution can use Configuration Manager to transfer system settings from one environment to another environment.

Lois Uses Configuration Manager to Transfer Test Settings to a Production Environment

Lois is a manager at Quahog Financial. The financial institution has recently installed Temenos Infinity release 15.05 in their test environment. Lois has been eagerly configuring the new system to suit her institution’s business needs. Once she is done configuring and testing release 15.05, her IT resource loads the same release in production.

Lois is now dreading the thought of having to reconfigure her new production system to match her test system, until she remembers that she can use Configuration Manager to transfer her settings in a few simple clicks.

She decides to begin by transferring one of her Standard Workflow Models.

On her test system, Lois browses to System Management > Configurations > Export Configurations and clicks .

She selects Origination >  Loan Workflow Models from the Item Type drop-down and finds the   in the list of Available  workflow models. She uses the arrows on the screen to move the model to the Assigned list and then clicks .

The Standard Auto Loan Workflow Model appears on the Export Configurations page along with all of the associated functionality items such as Screens, Panels, Fields, and Rule Sets. She clicks  and is prompted to save the Configurations file.

She saves the Configuration file on her local machine then logs in to the production system to upload the export package. Lois browses to System Management > Configurations > Import Configurations and clicks .

In the Upload a Package window, Lois clicks Browse to browse to the location of the file to import and provides a description of the file so its purpose is clear. She clicks  and the package is added to the Awaiting Import list.

Next, Lois notifies her IT resource, Peter, to run the import process on the production Temenos Infinity web/app server. Peter waits until the close of business that night to run the import process and informs Lois the next morning that the Standard Auto Loan Workflow Modelhas been successfully loaded into production.

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User/Security Group Permissions

In order to configure and run an Import or Export, permissions must be granted for each user or security group. To assign permissions for Configuration Manager:

• Navigate to System Management > Users or System Management > Groups > Security Groups.
• Create a new user or group, or select an existing user or group and click
• Within the Permissions tab, navigate to the System Management category and set the following permissions to Change:
  • Configuration Export
  • Configuration Import
• When finished, click .

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Configuring an Export

The Export Configurations page can be accessed from System Management > Configurations > Export Configurations to provide system administrators with the ability to configure the items for export through Configuration Manager.

This page displays information about the Export items added to Configuration Manger within the following columns:

Column	Description
Item Name	Displays the name of the Export Item.
Messages	Displays any informational messages related to the item.

From the Export Configurations page, system administrators can perform the following actions:

Button	Description
	Click this button to add a new item to the export.
	Click this button to remove an item from the export. Required items cannot be removed.
	Click this button when finished adding items to export. This generates the export package.
Filter	Use this box to filter items in the list for export. Any text can be entered to narrow down the items displayed on the page.

This section provides an overview of the following information to assist system administrators in configuring items for export using Configuration Manager:

• Export Components
• Adding Export Items
• Removing Export Items
• Generating an Export
• Relationship Mapping
  • Rule Items

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Export Components

The following components are defined for each Export Item added to Configuration Manager:

Component	Description
Item Type	Displays a drop-down list of all available Temenos functionality that can be exported from the source environment. Any item specific to a Temenos Infinity module (Collection, Loan Origination, Account Origination, Service, or Recovery) is only displayed if that module is active.
Available Box	Displays the items available to add to the export package. Assign export items to the package by selecting the desired item(s) from the list and moving to the Assigned box using the arrows that display. This list changes depending on the Item Type selected.
Assigned Box	Displays the items that have been assigned for export.

Adding Export Items

Removing Export Items

Generating an Export

Back to Export Configurations ^

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Relationship Mapping

The following table outlines each Item Type available when configuring an export and the related items that get configured in the package.

Related Items are defined as the components of the Item that are necessary to include in the package so the Item can function as intended in the target environment. With some items, only the relationship to the related item is included in the package. For example, the relationship between the Users assigned to an Area are included in the package. The actual Users and all of their Related Items are not included in the package with the Area, unless the Users Item Type is selected for export. For this reason it is important that the databases in the source and target environments are in sync so the correct and required Users exist prior to starting Configuration Manager work.

Item Type	Database Table	Related Item - Database	Related Temenos Item
Address Book > Companies	tblCompany	tblCompanyTypeMapping	The general settings, Contacts, and Documents configured for the Company in System Management > Address Book > Companies.
Address Book > Contacts	tblContacts	tblCompany	The general settings configured for the Contact in System Management > Address Book > Contacts.
Custom Fields	Core.CustomField	tblLookupType	The settings configured for the Custom Field in System Management > Custom Fields. While Calculated Fields defined in System Management > Custom Fields are available for import and export and may be included as related items in export packages, they may cause errors, or the calculations may be incorrect upon import into the target environment.
Dashboards	tblDashboard	tblDashboardDetail tblCategoryMapping tblDashboardGroup tblDashboardUser	The general settings, Design, Assigned Categories, Assigned Users, and Assigned Groups configured for the Dashboard in Dashboards on the Ribbon. This includes any extra details that the Workflow Queue Detail, View, and Charting web part types store in the WebPartParameter field in tblDashboardDetail records.
Exports	tblInterfaceProfile	tblInterfaceSubType tblInterfaceField tblInterfaceBaseType tblInterfaceQueue tblRuleGroup	The General settings, File Details or Optical Export Details, Fields, Schedule, and Criteria configured for the Export in System Management > Exports.
Field Configurations	tblLookupType		The Lookup Values configured for the Lookup in System Management > Field Configurations.
Groups > Security Groups	tblGroup	tblGLGroup tblGLUser tblQueueGroup tblChargeOffTransactionCodeGroup Lending.QueueGroup Core.ScreenGroup Lending.AccountRestrictionGroup Lending.ApplicationSourceGroup Core.TaskQueueGroup tblDashboardGroup tblViewGroup tblWorkflowGroup tblReportGroup tblUserGroup tblAreaGroup tblTaskQueueGroup	The general settings, Permissions, Assigned Users, Assigned Screens, Assigned Workflows, Assigned Dashboards, Assigned Views, Assigned Reports, and Assigned Areas and Lending Settings configured for the Security Group in System Management > Groups > Security Groups.
Origination > Account Application Types	Lending.SubProduct	Lending.SubProductAssignedLookups Lending.SubProductCreditReportAttribute Lending.SubProductCrossSellRuleElement Lending.SubProductDefaultRuleElement Lending.SubProductFeeRuleElement Lending.SubProductStipulationRuleElement Lending.DecisionModel Lending.ValidationModel Lending.SubProductLOALimitRuleElement Lending.SubProductLoanTermsAdjustmentRuleElement Lending.Workflow Lending.Screen Lending.Product Lending.Category	The general settings, Credit Bureaus, Table Entries, assigned Stipulations, assigned Sales Script, assigned Default Values, assigned Fees, and Workspace Summary configured for the Account Application Types in System Management > Origination > Account > Account Application Types.
Origination > Account Products	Lending.AccountProduct	Lending.AccountProductAssignedLookups Lending.AccountProductScreen Lending.AccountProductFeeRuleElement Lending.PricingModel	The general settings, assigned sales script, assigned screen, table entries, and fee rules configured for the Account Product in System Management > Origination > Account > Account Products.
Origination > Account Workflow Models	Lending.Workflow	Lending.SubProduct Lending.WorkflowScreen Lending.WorkflowScreenFlow Lending.WorkflowRuleElement	The general settings, Edit Screens, assigned Screens, and Workflow Screens configured for the Workflow Model in System Management > Origination > Account > Account Workflow Models.
Origination > Applicant Types	Lending.ApplicantType	Lending.SubProductAssignedLookups	The general settings configured for each applicant type in System Management > Origination > Applicant Types. When applicant types are imported with Configuration Manager, they are imported with all configured attributes including the sort order. This could result in multiple applicant types having the same value for sort order after the applicant type is imported into the target environment. After importing a package including applicant types, it is recommended to update the sort order from the Applicant Types page in System Management.
Origination > Cross-sell Products	Lending.CrossSell	Lending.SubProduct tblLookup	The general settings and Sales Script configured for the Cross-Sell Product in System Management > Origination > Cross-sell Products.
Origination > Custom Fields	Core.CustomField	tblLookupType	The values configured for the Lookup in System Management > Origination > Field Configurations.
Origination > Decision Models	Lending.DecisionModel	Lending.DecisionModelStages Lending.SubProduct	The general settings and Stages configured for the Decision Model in System Management > Origination > Decision Models.
Origination > Editability > Actions	Lending.ApplicationEditAction	Lending.ApplicationEditAction	The Editability Actions configured in System Management > Origination > Editability.
Origination > Editability > Fields and Collection Members	Lending.ApplicationEditField	Lending.ApplicationEditField	The Editability Fields configured in System Management > Origination > Editability.
Origination > Email Templates	Lending.EmailTemplate	Lending.EmailTemplateType	The general settings and Details configured for the Email Template in System Management > Origination > Email Templates. System-generated Email Templates are not available for export.
Origination > Event Processing	Core.EventPair	Core.DelayedEvent Core.DelayedEventPair Core.EventPairAction Core.EventPairEvent Core.EventPairRuleElement Core.EventType Core.EventPairEventConfig Lending.Workflow Core.Screen	The general settings, including any time delay configurations, as well as the Event(s), Action(s), and Rules configured for the Event process in System Management > Origination > Event Processing.
Origination > GL Voucher	Lending.GLVoucher	Lending.GLVoucher	The settings configured for the GL Voucher in Lending.GLVoucher.
Origination > Hyperlinks	tblHyperlink	tblAreaHyperlink	The general settings configured for the hyperlink in System Management > Hyperlinks.
Origination > Loan Application Types	Lending.SubProduct	Lending.Category Lending.Product Lending.RiskModel Lending.PricingModel Lending.DecisionModel tblLookup Lending.WorkflowRuleSet Lending.Screen Lending.SubProductAssignedLookups Lending.SubProductCreditReportAttribute Lending.SubProductCrossSellRuleElement Lending.SubProductDefaultRuleElement Lending.SubProductFeeRuleElement Lending.SubProductLOALimitRuleElement Lending.SubProductLoanTermsAdjustmentRuleElement Lending.SubProductStipulationRuleElement Lending.ValidationModel	The general settings, Credit Bureaus, Table Entries, Assigned Cross-sell Products, Assigned Stipulations, Assigned Sales Script, Assigned LOA Limits, Assigned Default Values, Assigned Fees, Rates, Real Estate, and Workspace Summary configured for the Loan Application Types in System Management > Origination > Loan > Loan Application Types.
Origination > Loan Covenants	Lending.LoanCovenant	Lending.LoanCovenantPlaceHolder	The name, description, and placeholder values configured for the loan covenant in System Management > Origination > Loan > Loan Covenants
Origination > Loan Workflow Models	Lending.Workflow	Lending.WorkflowScreen Lending.WorkflowScreenFlow Lending.SubProduct	The general settings, Edit Screens, Assigned Screens, and Workflow Screens configured for the Workflow Model in System Management > Origination > Loan > Loan Workflow Models.
Origination > Pricing Models	Lending.PricingModel	Lending.PricingModelRuleElement Lending.BaseRate	The general settings and assigned business rules configured for the Pricing Model in System Management > Origination > Pricing Models.
Origination > Promotion	Lending.Promotion	Lending.PromotionApplicationType Lending.PromotionOffer Lending.SubProduct	The general settings, including all loan application types assigned to the promotion, the sales script and/or virtual capture sales script configured, as well as any offers imported for the promotion in System Management > Origination > Promotions.
Origination > Queues	Lending.Queue	Lending.QueueGroup Lending.QueueUser	The general settings, Assigned Users, Assigned Groups, and notifications configured for the Queue in System Management > Origination > Queues.
Origination > Risk Models	Lending.RiskModel	Lending.RiskModelRuleElement	The general settings and Assigned Business Rules configured for the Risk Model in System Management > Origination > Loan > Risk Models.
Origination > Risk Models > Risk Tier	Lending.RiskTier		The general settings configured for the Risk Tier in System Management > Origination > Loan > Risk Models.
Origination > Screens	Core.Screen	tblAreaScreen Core.ScreenGroup Core.ScreenUser Core.ScreenRuleElement Core.ScreenItem Core.ScreenType Core.ScreenPanelEditScreen Core.ScreenPanel Core.ScreenInteraction Core.Screen Lending.WorkflowScreen Lending.WorkflowScreenFlow	The general settings, Panels, Buttons, Rules, Workflow Models, Interactions, Assigned Users, and Assigned Groups configured for the Lending Screen in System Management > Origination > Screens.
Origination > Validation Models	Lending.ValidationModel	Lending.SubProduct Lending.ValidationModelRuleElement	The general settings and Assigned Validation Rules configured for the Validation Model in System Management > Origination > Validation Models.
Origination > Vendor Management	Lending.Vendor	Lending.VendorChannel Lending.VendorType Lending.Address Lending.Phone tblLookup	The general settings, channels, and any assigned instances and application types configured for the Vendor in System Management > Origination > Loan > Vendor Management.
Origination > Virtual Capture > Blacklist IP Addresses	Core.BlackListedIPAddress		The blacklisted IP addresses recorded within System Management > Origination > Virtual Capture > Blacklist IP Addresses.
Origination > Virtual Capture > Cross Sells	Lending.WebOriginationCrossSell	Core.SettingsDocument                 Lending.CrossSell	The general settings configured for the cross-sell in System Management > Origination > Virtual Capture > Cross-Sells.
Origination > Virtual Capture > Product Selections - Account	Lending.WebOriginationProduct	Core.Document Lending.AccountProduct Lending.SubProduct Lending.Workflow	The settings configured for each account product in System Management > Origination > Virtual Capture > Virtual Products, including the general settings, and assigned instances.
Origination > Virtual Capture > Product Selections - Loan	Lending.WebOriginationProduct	Core.Document Lending.SubProduct Lending.Workflow	The settings configured for each loan product in System Management > Origination > Virtual Capture > Virtual Products, including the general settings, and assigned instances.
Origination > Virtual Capture > Screens	Core.Screen	Lending.WorkflowScreen                 Lending.WorkflowScreenFlow                 Core.ScreenGroup                 Core.ScreenUser                 Core.ScreenRuleElement                 Core.ScreenItem                 Core.ScreenType             Core.ScreenPanel Core.ScreenInteraction Core.ScreenPanelProperty            tblAreaScreen                 Core.SolutionMap	The general settings, Panels, Rules, Workflow Models, Interactions, Assigned Users, and Assigned Groups configured for the screen in System Management > Origination > Virtual Capture > Virtual Capture Screens.
Origination > Virtual Capture > Settings	Lending.WebOriginationInstance	tblLookup Lending.EmailTemplate Core.SettingsDocument Lending.WebOriginationInstanceSubProduct Lending.Promotion Lending.WebOriginationInstanceProduct Lending.WebOriginationInstanceCrossSell Lending.WebOriginationInstanceVendor	The General, Messaging, Branding, Product, Account Application Type, Device Parameter, Login, and Cross-Sell settings for the instance.
Origination > Virtual Capture > Workflow Models	Lending.Workflow	Lending.SubProduct Lending.WorkflowScreen Lending.WorkflowScreenFlow Lending.WebOriginationProduct	The general settings configured for the workflow in System Management > Origination > Virtual Capture > Virtual Capture Workflow Models.
Lookup	tblLookup	tblLookupType Lending.VendorType tblCompanyTypeMapping Lending.ApplicationSourceGroup Lending.ApplicationSourceUser Lending.AccountRestrictionUser Lending.AccountRestrictionGroup	The Lookup Values configured for the Lookup in System Management > Lookups.
Reports	tblReport	tblReportGroup tblCategoryMapping tblUserReport tblReportRuleGroup tblReportField File	The Define settings, Fields, Criteria, Schedule, Assigned Users, Assigned Groups, and Assigned Categories configured for the Report in Reports on the Ribbon.
Users	tblUser	tblTaskQueueUser tblGLUser Lending.QueueUser Core.ScreenUser Lending.ApplicationSourceUser Lending.AccountRestrictionUser tblOrgUser tblViewUser tblUserFunction tblWorkflowUser tblUserReport tblUserPerfGroup Core.TaskQueueUser tblDashboardUser tblUserGroup tblCategoryMapping tblAreaUser	The User Information, Company Information, Personal Information, Collection Settings, Assigned Security Groups, Permissions, Assigned Collections Screens, Assigned Lending Screens, Assigned Workflows, Assigned Dashboards, Assigned Views, Assigned Reports, Assigned Areas, Assigned Categories, and Restrictions and Lending Settings configured for the User in System Management > Users. User Credentials (Credentials tab in System Management > Users) are not included in export packages.
Views	tblView	tblCategoryMapping tblViewGroup tblViewField tblView tblRuleGroup	The general settings, Fields, Criteria, Assigned Users, Assigned Groups, Assigned Categories, and Charts configured for the View in Views on the Ribbon. Advanced views are not included in export packages.
Workday Schedules	Core.WorkdaySchedule	Core.WorkdayScheduleCalendar	The Schedule settings and Days configured for the Workday Schedule in System Management > Workday Schedules.

Rule Items

All rules associated with an Item are always included in the package because they are necessary for the Item to function in the target environment. Once imported into the target environment, they automatically function as they did in the source.

Additionally, all Categories in the Rule Application are included in Configuration Manager. Administrators can configure an export to include individual rules by choosing the Rules > Origination > Category and assigning the desired rule(s) to the export configuration.

Back to Export Configurations ^

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Configuring an Import

The Import Configurations page can be accessed from System Management > Configurations > Import Configurations to provide system administrators with the ability to upload the items for import through Configuration Manager.

This page displays information about each Import package within the following columns:

Column	Description
Package Number	Displays the next sequential number for all uploaded packages.
Description	Displays the description entered when the package was uploaded.
Is Complete	Displays a  when the package has been imported. This column is blank when the package has not been imported.
Completed Date	Displays the date that the import was completed.
Completed By	Displays the name of the user who completed the import.
Uploaded Date	Displays the date that the Import package was uploaded.
Uploaded By	Displays the name of the user who uploaded the Import package.

From the Import Configurations page, system administrators can perform the following actions:

Button	Description
	Click this button to add a new package for import.
	Click this button to view the items included in the package.
	Click this button to remove an import from the list.
Filter Box	Use this box to filter the imports in the list by description. Any text can be entered to narrow down the items displayed on the page.

The default view of the Import Configurations page is Awaiting Import, which lists all of the packages that have yet to be imported. When first using the Configuration Manager feature, this list is empty. To change the view, click the View drop-down. Select All to show all packages or Import Complete to view package imports that have been completed.

Uploading Import Items

Running the Import Process on the Server

Viewing Package Contents

Deleting Import Items

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Identifying Imported Items

Because an import can happen at any time and may be bi-directional, it is important to record and track in the database where items came from. A Source Globally Unique Identifier field (Source GUID) is added to all database tables that are capable of copying data, so a source is easily identifiable. After taking a copy of the source database and restoring it in the target environment, all items have matching Source GUIDs. Any changes made in the source and exported to the target find the matching Source GUID and overwrite that item in the target environment. This overwrites the existing configuration of that item in the target environment.

For example, a workflow originally called “Charge Off” in both the source and target environments is renamed to “Charged Off Status” in the source environment. When imported into the target environment, it overwrites the “Charge Off” workflow to “Charged Off Status,” as it has the same Source GUID.

Deleting an item in one environment and creating a new item with the same name to replace it does not work since a unique Source GUID is created in the database, which will cause an issue with the import.

For more information on Source GUIDs, please see the Unique Names/Values That Cause an Import to Fail section of this topic.

Imported items can also be identified by the system User Id (-10) and a date and time of creation of the export package. Normally when changes are made in Temenos Infinity, the User Id of the person who made the change is recorded.

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Import and Rollback Processing Stages

The following table outlines the stages of processing that occur during an import into the target environment and the rollbacks that can occur at each stage.

Stage of Import	Title of Stage	Details
1	Initialization Processing	Upon launching Server Manager and selecting the package to import on the Configuration Management screen, the following actions are performed:                 Delete contents of [SharePath]\Configuration.                 Retrieve zip file from database and extract to SharePath. Package version is verified. Package is read into memory. If all of these actions are successful, the import continues to stage 2. If an action fails, the import rolls back and a failure message is returned in the log displayed on the Configuration Management screen in Server Manager.
2	Initial Rule Application Operations	For each rule application included in the package, the import performs the following actions: Load source rule application into memory. Check out and load target rule application into memory. Copy rules included in package. If all of these actions are successful, the import continues to stage 3. If an action fails, the import rolls back and a failure message is returned in the log displayed on the Configuration Management screen in Server Manager.
3	Backup Items Based on the Operations That Need to be Completed	For items included in the package, the import performs the following actions: Create database snapshot. Backup items from SharePath to [SharePath]\Configuration. If all of these actions are successful, the import continues to stage 4. If an action fails, the import rolls back and a failure message is returned in the log displayed on the Configuration Management screen in Server Manager.
4	Database Operations	The import performs the following actions:                 Database script processing                 Gather updated references (Lookup IDs, etc.) If all of these actions are successful, the import continues to stage 5. If an action fails, the import rolls back and a failure message is returned in the log displayed on the Configuration Management screen in Server Manager.
5	Custom Field Operations	The import performs the following actions:                 Check out and load target rule application into memory, if not already loaded.                 Create custom fields. If all of these actions are successful, the import continues to stage 6. If an action fails, the import rolls back and a failure message is returned in the log displayed on the Configuration Management screen in Server Manager. The custom fields’ database column name and Core.CustomField Source GUID are not rolled back in the event of a failure; these items remain in the target environment.
6	Secondary Rule Application Operations	For each rule application included in the package, the import performs the following actions:                 Sync lookups in the target rule application                 Process each rule that was added in stage 2 to ensure the lookup values are correctly updated with their new IDs. If all of these actions are successful, the import continues to stage 7. If an action fails, the import rolls back and a failure message is returned in the log displayed on the Configuration Management screen in Server Manager.
7	Import Files	The import performs the following actions: Update file names. Update tblLetter with updated file name. If all of these actions are successful, the import continues to stage 8. If an action fails, the import rolls back and a failure message is returned in the log displayed on the Configuration Management screen in Server Manager.
8	Import Cleanup/Commit/Finalization	The import performs the following actions: Validate and save updated copies of rule apps. Set Core.ConfigImportHistory record as IsImportCompleted = True. Delete contents of [SharePath]\Configuration. Delete snapshot. If all eight stages are successful, an import success message is returned in the log displayed on the Configuration Management screen in Server Manager. If an action fails, an import failure message is returned in the log.

The following actions are performed during each import rollback:

• If a database update has occurred, the database is restored from the snapshot.
• If letter processing has occurred, the letters are restored from the backup.
• The contents of [SharePath]\Configuration are deleted.
• The snapshot is deleted.

If all of these actions are successful, a rollback success message is returned in the log displayed on the Configuration Management screen in Server Manager. If an action fails, rollback processing is aborted and a failure message is returned in the log.

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Troubleshooting

The following section provides system administrators assistance in troubleshooting some common issues that can result in import failure:

• Unique Names/Values that cause an Import to Fail
• Issue #1: Source and Target Versions
• Issue #2: Source GUIDs not matching
• Issue #3: Functionality has a Rule that no longer exists in the Rule Application

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Unique Names/Values That Cause an Import to Fail

If any of the below fields are sent from the source system to the target system with the same name but a different Source GUID in the target database, the import will fail.

For example, if the source (test) and target (production) environments are identical, and an item is deleted from test then rebuilt with the exact same information, a new database record is created with a different Source GUID. There are no problems exporting the item, but when importing it, the import fails because there is an item with the same name and a different Source GUID.

If the import fails for this reason, an error similar to the following is received in the log:

To resolve this error, change the name of the item in the source environment prior to importing into the target environment.

If Configuring this Item	This Value Must be Unique	Path to Temenos Functionality
Account Application Type	Name	System Management > Origination > Account > Account Application Types
Account Product	Name	System Management > Origination > Account > Account Products
Account Workflow Model	Name	System Management > Origination > Account > Account Workflow Models
Applicant Type	Code	System Management > Origination > Applicant Types
Branch	Branch Code	System Management > Branches
Company	Company Name Company Code	System Management > Address Book > Companies
Cross-Sell Products	Name	System Management > Origination > Cross-sell Products
Dashboard	Dashboard Name	Ribbon > Dashboards Icon
Group	Group Name	System Management > Groups > Security Groups
Loan Application Type	Name	System Management > Origination > Loan > Loan Application Types
Loan Category	Name	System Management > Categories
Loan Pricing Model	Name	System Management > Origination > Loan > Pricing Models
Loan Risk Model	Name	System Management > Origination > Loan > Risk Models
Loan Risk Tier	Name	System Management > Origination > Loan > Risk Models
Loan Workflow Model	Name	System Management > Origination > Loan > Loan Workflow Models
Lookup Type	Lookup Type	System Management > Field Configurations > System LookupsSystem Management > Origination > Field Configurations
Meta Data	Field Label	System Management > Screens
Origination Decision Model	Name	System Management > Origination > Decision Models
Origination Email Template	Subject	System Management > Origination > Email Templates
Origination Queue	Name	System Management > Origination > Queues
Origination Screen	Screen Name	System Management > Origination >Screens
Report	Report Name	Ribbon > Reports Icon
User	Username	System Management > Users
View	View Name	Ribbon > Views Icon
Workday Schedule	Schedule Name	System Management > Workday Schedules

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Issue #1: Source and Target Versions

A common cause of import failure is the source and target environments being on different Temenos Infinity releases.

Resolution: To correct this issue, a backup of the target (production) environment needs to be restored in the source (test) environment. The source environment then needs to be reconfigured and the export needs to be re-run.

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Issue #2: Source GUIDs Not Matching

Another common cause of import failure is Source GUIDs (unique identifiers of each item in the database) not matching between environments.

Example: For example, when a database backup is taken from production and restored to test, the Source GUIDs are identical because the database is the same in both environments. If a custom field was then deleted from the test environment and recreated in the test environment and exported to production, the import would fail because the Source GUID for that custom field is now different, because it was assigned a new one during the recreation.

Resolution: To prevent this issue, ensure Configuration Manager users are not deleting and re-creating items that previously existed in the database backup.

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Issue #3: Functionality Has Rule that No Longer Exists in Rule App

A cause of failure is if a functionality item has been selected to export that has an assigned rule that no longer exists in the rule app.

Example: For example, a workflow is configured with a rule that has been deleted. An error, stating the item (workflow) needs to be resaved, is received when trying to add the workflow to the export, preventing the export package from being created.

Resolution: To correct this issue, open and resave the functionality item in Temenos Infinity, such as the workflow in the above example. The functionality item needs to be resaved to remove the reference to the rule that no longer exists. Be aware of other pieces of configurations in the entity that have rules associated with them that could have been deleted.

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