Blueprint Workflow

  1. Create a Blueprint.
  2. Save the Blueprint to the named .bp file (File>Save As).
  3. Manage your system definitions:
    • System Objects:
      • Business Objects
      • Fields
      • Forms
      • Grids
    • Business Object data
    • CSM Items (example: Dashboards, Saved Searches, etc.)
    • Blueprint tools/functionality
  4. Periodically save your changes.
  5. Periodically scan the Blueprint for potential errors.
  6. View the changes the Blueprint will make to your system definitions.
  7. Publish the Blueprint.
    Tip: Consider publishing your Blueprint to a test system before publishing to your live system.

    Blueprint Workflow