After you submit a plan, the plan document is a draft document
that may require additional input before it is ready to be submitted
to the Change Administrator. In the plan document, you specify how
the moves are carried out, when the plan is submitted to the Administration
Process, and when you want the Administration Process to execute the
plan. When the Domino® Change
Manager moves databases, it creates groups of database move sequences,
called demand sets. You can choose whether to move the demand sets
one at a time or all at the same time.
About this task
Each plan can have an associated approval profile that
lists the names of persons or groups who must approve the plan document.
If there is no approval profile, you can list the names of approvers
in the plan document. If you assign a group as an approver, any one
of the group members can approve the plan.
The Resource Balancing
plan document is a dynamic document that provides the current status
of the plan and keeps a history of plan modifications, including the
author and date of each modification.
Whether you make any
changes to the plan document, it must be moved to its next state,
which is the prepared state. In its draft state the plan can be edited
by its author.
Procedure
- From the Domino Administrator,
click the tab.
- Open the Domino Change
Control view, and then select the view.
- Select the draft plan to move to the prepared state and
then click Edit.
- In the Basics section, complete these fields:
Table 1. Basics fields
| Field |
Action |
| Name |
Enter a unique name for the plan. |
| Categories |
Select a category or enter a new category name. |
| Description |
Enter a description of the plan. |
- Under Execution options, choose
one:
- Sequential -- To execute each demand set (database move sequence)
one at a time.
- Concurrent -- To move all demand sets at the same time.
- In the field Activate Plan, choose
one:
- Only between specified start and stop periods -- and specify
a time during which the request can be sent to the Administration
Process.
- Anytime after specified start -- and specify a time after
which the request can be sent to the Administration Process.
- Anytime before specified end -- and specify a time by which
the request must be sent to the Administration Process.
- At any time (after approval) -- to submit the request to the
Administration Process any time after the plan is approved.
- Under Requesters and Authors, the
plan automatically displays the name of the person who submitted the
plan. However, you can edit either field if, for example, you submitted
the plan for someone else but you do not want to remain as the requester
or the only author.
- Click the Approval tab, and complete
one or both of these fields:
Table 2. Approval fields
| Field |
Action |
| Approval profile |
Do one:
- Click Choose Profile and select the approval
profile from the list.
- Click Clear Profile to remove the assigned
profile.
|
| Require approval from |
Enter the names of users or groups to add to
the approval list. |
- Click the Notifications tab. This
tab lists, by role, those who will be notified at each stage of the
plan. Add or remove the selection of any role as needed. Check Others,
and then select from the list to add users to the notification list.
- Optional: Click the Variables tab. The default
variable is Execution time, and the value is unspecified. To specify
an execution time at which the Administration Process executes the
plan, you must edit the variable.
- Click the Constraints tab to view
and edit the constraints that will apply to the moves executed by
this plan. By default, no constraints are assigned automatically.
- Referenced constraints -- Lists the constraints that apply
to this plan. Click Edit to add or remove one
of the constraints.
- Ad-hoc constraints -- Click New to
create a new constraint.
- When you finish changing the draft plan, click Apply.
- Click Change Control to promote
this plan from draft state to prepared state, and then click OK.