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AutoRABIT, Inc.

Environment Provisioning

AutoRABIT Environment Provisioning allows users to create Sandbox templates that covers most of the manual activities part of Sandbox provisioning like disable validation rules , enable history tracking, anonymous Apex etc., and run these templates across Sandboxes to automatically perform the activities. This will be extended further in our forthcoming releases as well.

To create a new Template

In order to create a new template, you are required to follow the below steps:

  1. Go to Environment Provisioning in the AutoRABIT homepage.
  2. The summary page of Environment Provisioning gets displayed. You can find list of templates created along with necessary details.
  3. Next click on Create New Template button at the top right corner of the page.

  1. In the succeeding page, do the following:

    1. Enter a Template Name and a short Description in their respective field.
    2. Select different rules for which you want to create a template.
    3. Then, click the Save button. You can find you newly created template in the Environment Provisioning history page.
    4. You need to upload XML file for the respective rules selected.The messageFile uploaded successfully” is displayed once file gets uploaded.

 

Understanding the Summary Page of Environment Provisioning

  1. You have various options to perform in the template such as:
    1. Run: allows to run the process immediately.
    2. Log: to view the log report.
    3. Delete: to delete the template, if you no longer require it.
    4. Edit: Allows the user to edit the details of the template.
    5. View History: You can view the summary report with this option.

Run 

Run option allows you to run the template for a particular Salesforce org.

  1. Click Run option. A pop page will appear.

  1. Select a Salesforce org from the drop down list.
  2. Enter the mail id(s) in the Notify Me box to get notified via mail.
  3. Check Enable History Tracking on Objects if you want to run the template with this rule. Note: This will overwrite all other rules which you have opted during creation of a new template process.
  4. Lastly, click on Run button.

 

Log 

Log option allows you to view the log report.

 

View History

To view the summary report, click on View History option. A new page gets displayed.

  1. You can view the last modified date and time along with selected Salesforce org in the left panel of the screen.
  2. To view the log report, click on Log icon. The reports gets generated on the right side of  the page (see sample image above)
  3. Clicking on Result icon will show the result as given below:

  1. Re-run option allows you to run the process once again.
  2. Info option allows you to view the input file which you have uploaded in the initial stage for template creation.

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