Creating promotion scopes

In the Promotion Scopes application, create promotion scopes that map CI classifications to actual CI classifications.

About this task

Complete the following steps to create promotion scopes.

Procedure

  1. In the Promotion Scopes application, click New Promotion Scope.
  2. In the Mapped Actual CI Classification, specify the actual CI classification from which to start the promotion.
  3. In the CI Promotion Scope field, specify the top-level functional CI classification to which you want to map the actual CI data.
  4. Save the promotion scope.
  5. In the Mapped Classifications table, click New Row to specify more classification mappings for the promotion scope.
  6. To view information about relationship rules for a mapping, expand the row, click View CI Relationship Rules, and select one of the following options:
    • Select Rules To Child Classifications to view relationship rules between the current CI classification and child classifications. The resulting list displays classifications of CIs that can be created when promotion processes the relationships of actual CIs whose classification maps to the Parent Classification.
    • Select Rules From Parent Classifications to view relationship rules between parent classifications and the current CI classification. It shows how CIs with the Child Classification can get created. If the list is empty, CIs with the Child Classification cannot possibly be created with this promotion scope. The results include only relationship rules with other CI classifications in the promotion scope.
  7. To create relationship rules for classifications in the mapping, complete the following steps:
    1. In the Mapped Classifications table, expand the mapping row for which you want to create relationship rules.
    2. In the Mapping Details section, click Create CI Relationship Rules.

      The Relationship Rules table lists rules that you might want to create for the CI Classification. The rules are based on the existing relationship rules between the Actual CI classification that is displayed and other Actual CI classifications in the promotion scope.

      The table does not list relationship rules that already exist for the CI Classification or rules that would cause existing CI relationships to be invalid.

    3. In the Relationship Rules table on the Create Relationship Rules For CI Classification window, select the rule or rules that you want to create.
    4. Click OK.
  8. Save the promotion scope.
  9. To validate the promotion scope, select Validate from the More Actions menu. If an error message is displayed to indicate that one or more CI classifications are unreachable, review the promotion scope to determine whether the CI classifications are needed. If the CI classifications are needed, create any relationship rules that are missing for the classes in the promotion scope or add any missing classifications to the scope.


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