Team Site Branch Creation

Development Guide

Steps to create a new branch in Team Site:

To create a new branch for any country (For Example: Turkey) in Team Site, first we
need to insert the record inside the table CMR_Admin.Content_Business_Unit in
the database.
To insert the record inside the CMR_Admin.Content_Business_Unit table follow below
mentioned steps:
[A] By using Toad database tool:
To insert the record by using Toad database tool, follow below mentioned steps:

Step 1: Login in Toad database tool by using valid credentials.

Step 2: Now, select the Schema browser.
Step 3: Navigate the Synonyms tab.
Step 4: Now, select CMR_Admin.Content_Business_Unit table.
Step 5: Select Data tab and then click (Insert Record) + symbol to insert the
new record in database.

Step 6: Now, enter the following information:

BUSINESS_UNIT - No Spaces, All CAPS (like: TURKEY_INTL)
DESCRIPTION - Name of business unit (generally name of branch in Team Site)
CONTENT_LOCATION - Leave blank
Step 7: Now, select Commit option to save the new record in database.

OR

[B] By using other database tools:

By using other database tool, we need to follow below mentioned steps:
Step 1: Login in the tool by using valid credential.
Step 2: Now, select the Schema from the list of schemas populated.
Step 3: Now, select CMR_Admin.Content_Business_Unit table.
Step 4: Insert the records with below information:

BUSINESS_UNIT - No Spaces, All CAPS (Like: TURKEY_INTL)

DESCRIPTION - Name of business unit (generally name of branch in Team Site)
CONTENT_LOCATION - Leave blank
Step 5: Now, select Commit option (if required) to save the new record in
database.
The database has been updated now we have to create a new branch for
Turkey_Intl in Teamsite.

Create a New Branch in Team site:

After creating the records by using any database tool, we need to create a
Turkey_Intl branch in Team Site.
To create Turkey_Intl branch in Team Site, we need to follow below mentioned
steps:
Step 1: Login in Team Site by using valid credential.
Step 2: Navigate to below mentioned path (with view as CCPro and NOT as
CCStd).
//jhas106/default/main/International
Step 3: Click on New Branch link.

Step 4: We will get the below screen:

Step 4: Now, enter following information:

Name Turkey_Intl
Description -Turkey_Intl Branch
Owner - Leave as is
Locking - "Submit"
Based On - Intitial (basing which edition to create the branch)
Users and Roles - Select Inherit from Parent
Private - Leave unchecked
As per below screenshot:

Step 5: Now, click on Save button to create Turkey branch.

Step 6: Now, select newly created branch (Turkey_Intl). Then, select Workareas
under the same branch and click over the New Workarea link.

Step 7: Fill in the following fields as:

Name -Turkey_IntlWA
Description Turkey_Intl Workarea
Sharing - Set to Group
Owner - Leave as is
Groups Initially can be left blank or group can be selected like:
phibred\iw_INTL_Turkey_contributors_a
Based On - Leave as Initial
Private - Select Restrict access to this workarea

Step 8: Click on Save button.

Update the configuration files:

We have multiple branches in Team Site: International Branch, MyPioneer Branch,
Pioneer Branch, O2O and Public Branch.
If we are creating a new branch under the International Branch, MyPioneer Branch,
Pioneer Branch then we need to update the four configuration files as below:
Branch Name

Path for Configuration File

International Branch

\\jhas106\c$\iw-home\custom\international\config

MyPioneer Branch

\\jhas106\c$\iw-home\custom\myPioneer\config

Pioneer Branch

\\jhas106\c$\iw-home\custom\pioneer\config

At each of the above branch we need to update below configuration files:

branchlist.cfg
businessUnit.cfg
grouplist.cfg
groups.cfg
If we are creating a new branch under O2O Branch or Public Branch then we need to
update below two files as well:
o2o_reviewlist.cfg
public_reviewlist.cfg
Note: Turkey_Intl is referenced under the International branch so we need to
update the configuration files only in the International Branch.
Navigate the below International Branch path:
\\jhas106\c$\iw-home\custom\international\config

Update the branchlist.cfg file:

Step 1: Open the branchlist.cfg file by using Notepad++ editor:

Step 2: Enter the name of the branch i.e. Turkey_Intl , end of the file as below:

Step 3: Save the file.

Update the businessUnit.cfg file:
Step 1: Open the businessUnit.cfg file:

Step 2: Copy the below line from the file:

<branchname selected=Thailand businessunit=INTL_THAIL/>

Step 3: Paste it end of the file as per below screen:

Step 4: Now, modify this piece of code as below:

<branchname selected=Turkey_Intl businessunit=INTL_TRKEY/>
Step 5: Save the file.
Update the grouplist.cfg file:
Step 1: Open the grouplist.cfg file with notepad++:

Step 2: Copy below piece of code from the file:

<branchname selected=Australia_Intl>
<group name=Australia Authors
value=phibred\iw_INTL_Australia_contributors_a>
</branchname>

Step 4: Paste the code at International Section of the file, and modify it as
below:
<branchname selected=Turkey_Intl>
<group name=Turkey Authors
value=phibred\iw_INTL_Turkey_contributors_a>
</branchname>

Step 5: Save the file.

Update the groups.cfg file:
Step 1: Open groups.cfg file with notepad++

Step 2: Copy below piece of code from the file:

Australia_Intl:phibred\Iw_INTL_Australia_contributors_a

Step 3: Paste the piece of code at below location of the file:

Step 4: Modify the code as per below:

Turkey_Intl:phibred\Iw_INTL_Turkey_contributors_a

Step 5: Save the file.

Update the nightlyEditions.bat file
The functionality of Nightly edition batch file is automatically insert the records for
any Team Site branch contents automatically in night time (as this files executes
automatically and insert the records in the database automatically for those
branches, which it is contains), so for all newly created branches we need to
modify/update nightlyEditions.bat file by enter the valid entries for newly created
branch.
To update the nightlyEditions.bat accordingly we need to follow below steps:
Step 1: Navigate the below path by using Windows Explorer:
\\jhas106\c$\iw-home\custom\bin\

Step 2: Now, open the nightlyEditons.bat file by using notepad++ editor:

Step 3: Copy the below line from the file:

C:\iw-home\bin\iwpublish g Y:\default\mail\International\Australia_Intl
Staging NIGHTLY EDITIONS >> c:\iw-temp\nightlyEditions.log

Step 4: Paste the above line and modify it as per below:

C:\iw-home\bin\iwpublish g Y:\default\mail\International\Turkey_Intl
Staging NIGHTLY EDITIONS >> c:\iw-temp\nightlyEditions.log

Step 5: Save the file.

Update pioneerGlobalFunctions.js file:
Add code to the .js file for the given branch to add the business unit to the
Control/Site field for templated content.
Note: We only modify this file when we create a new branch under the branch
MyPioneer.
To update pioneerGlobalFunctions.js file we need to follow below steps:
Step 1: Navigate the below path by using Window Explorer:
\\jhas106\c$\iw-home\httpd\iw\js\

Step 2: Now, open the pioneerGlobalFunctions.js with notepad++

Modify the configuration files:

We need to modify the below configuration files:
submit.cfg - **Add the branch so that the IW_USERS_A group has access to the
staging area of the branch.
Note: Only update this file when we will create any branch inside the MyPioneer
branch.
templating.cfg - Make sure the branch has access to the templates by checking
metadata-rules.cfg - Make sure the branch has proper tagging fields set up for
binary content in.
To modify these files we need to follows below steps:
Navigate the below path:
\\jhas106\c$\iw-home\local\config\

Modify the submit.cfg file:

(Modify only when you have created the branch inside the MyPioneer branch.)
Modify the templating.cfg file:
Step 1: Open templating.cfg file

Step 2: Copy the below piece of code:

<branch vpath-regex="default/main/International/Thailand(.*)"/>

Step 3: Paste and modify the line as per below:

<branch vpath-regex="default/main/International/Turkey_Intl(.*)"/>

Step 4: Save the file.

Note: templating.cfg file provide form templates features (Simple Content, List Of
Links forms etc) for the branch present in Team Site.

Modify metadata-rules.cfg file

To modify metadata-rules.cfg file follow below steps:
Step 1: Open metadata-rules.cfg file.

Step 2: Copy the below piece of code from the file:

<cond vpath-regex="^.*?/default/main/International/Australia_Intl">
<rule name="Pioneer_International" />
</cond>
Step 3: Paste and modify the code as per below:
<cond vpath-regex="^.*?/default/main/International/Turkey_Intl">

<rule name="Pioneer_International" />

</cond>

Step 4: Save the file.

Configure the workflow submission features with Turkey_Intl branch
To configure the workflow form submission feature with Turkey branch we need to
follow below steps:
Step 1:Navigate the below path:
\\jhas106\c$\iw-home\local\config\wft\

Step 2: Open the available_templates.cfg file.

Step 3: Copy the below piece of code from the file:

<template_file name='Hungary Dev/Tr Deployment'

path='International/Hungary/Hungary_Dev_Submit.wft'>
<command_list>
<command value='submit' />
<command value='tt_data' />
<command value='tt_deletedcr' />
<command value='all' include='no' />
</command_list>
<role_list>
<role value='all' include='yes' allusers='yes'/>
</role_list>
<branch_list>
<branch value='/default/main/International/Hungary' include='yes'/>
</branch_list>
</template_file>
<template_file name='Hungary Production Deployment'
path='International/Hungary/Hungary_Prod_Submit.wft'>
<command_list>
<command value='submit' />
<command value='tt_data' />
<command value='tt_deletedcr' />
<command value='all' include='no' />
</command_list>
<role_list>
<role value='all' include='yes' allusers='yes'/>
</role_list>
<branch_list>
<branch value='/default/main/International/Hungary' include='yes'/>
</branch_list>
</template_file>
Step 3: Paste and modify the piece of code as per below:
<template_file name='Turkey Dev/Tr Deployment'
path='International/Turkey_Intl/Turkey_Intl_Dev_Submit.wft'>
<command_list>
<command value='submit' />
<command value='tt_data' />
<command value='tt_deletedcr' />
<command value='all' include='no' />
</command_list>
<role_list>
<role value='all' include='yes' allusers='yes'/>
</role_list>

<branch_list>
<branch value='/default/main/International/Turkey_Intl' include='yes'/>
</branch_list>
</template_file>
<template_file name='Turkey Production Deployment'
path='International/Turkey_Intl/Turkey_Intl_Prod_Submit.wft'>
<command_list>
<command value='submit' />
<command value='tt_data' />
<command value='tt_deletedcr' />
<command value='all' include='no' />
</command_list>
<role_list>
<role value='all' include='yes' allusers='yes'/>
</role_list>
<branch_list>
<branch value='/default/main/International/Turkey_Intl' include='yes'/>
</branch_list>
</template_file>
Step 4: Save the file.
Creating the Workflow Templates for Turkey_Intl
To create the workflow template we need to follow below mentioned steps:
Step 1: Navigate the below path:
\\jhas106\c$\iw-home\local\config\wft\International

Step 2: Create a new folder with name Turkey_Intl.

Step 3: Now, open the Australia_Intl folder and copy all the files and paste inside
the Turkey_Intl folder.

Step 4: Rename Australia_Intl_Dev_Submit.wft and

Australia_Intl_Prod_Submit.wft files as Turkey_Intl_Dev_Submit.wft and
Turkey_Intl_Prod_Submit.wft

Step 5: Now, open Turkey_Intl_Dev_Submit.wft file and modify it.

Search Australia_Intl and replace it with Turkey_Intl within entire file.
my $deploy_ipl = TeamSite::Config::iwgethome() .
"/local/config/wft/International/Australia_Intl/wft_opendeploy_dev.ipl";
my $deploy_command = "$iwperl $deploy_ipl";

my $deploy_ipl = TeamSite::Config::iwgethome() .
"/local/config/wft/International/Turkey_Intl/wft_opendeploy_dev.ipl";
my $deploy_command = "$iwperl $deploy_ipl";
Step 6: After making all of the changes, save the file.
Modify Turkey_Intl_Prod_Submit.wft
Open Turkey_Intl_Dev_Submit.wft file.
Search and replace all Australia_Intl to Turkey_Intl (Modify the file with reference
to Turkey_Intl)
Note: Replace Australia_Intl to Turkey_Intl one by one instead of Replace All.

Modify deploy_iwmailbody_dev.tpl :
Open the deploy_iwmailbody_dev.tpl file.
Modify below piece of code with reference to Turkey:
$portal = "http://wwwtx.pioneer.com/home/site/Australia";
Modify this code as:
$portal = "http://wwwtx.pioneer.com/web/site/Turkey";
By using similar way modify all the files correspondence to Turkey_Intl .
Modify wft_opendeploy.cfg file:
To modify wft_opendeploy.cfg file need to follow below steps:
Step 1: Navigate the below path:
\\jhas106\c$\iw-home\local\config\wft\International

Step 2: Open the wft_opendeploy.cfg file.

Step 3: Copy the below piece of code from the file:

branchName=/default/main/International/Australia_Intl/WORKAREA/Austral
ia_IntlWA,dst=C:\cmroot\International\Australia_Intl,useNode=jhdxws01
Step 4: Paste the code and modify it as below (refer the below screenshot):
branchName=/default/main/International/Turkey_Intl/WORKAREA/Turkey_In
tlWA,dst=C:\cmroot\International\Turkey_Intl,useNode=jhdxws01

Step 5: Save the file.

Workflow emails display correctly:
To display the correct e mail after submission any form by using any workflow we
need to follow below steps:
Step 1: Navigate the below path (By using Window Explorer):
\\JHAS106\c$\iw-home\local\config\wft\solutions\

Step 2: Open deploy_iwmailbody.tpl file.

Step 3: Copy below piece of code from the file:

elsif ($branch eq "Australia_Intl") {
$portal = "http://www.pioneer.com/Australia";
$image = "http://teamsite.phibred.com/iwicons/solutions/portals/pioneer.gif";
Step 4: Paste and modify the code as below:
elsif ($branch eq "Turkey_Intl") {
$portal = "http://www.pioneer.com/Turkey";
$image = "http://teamsite.phibred.com/iwicons/solutions/portals/pioneer.gif";
Step 5: Save the file.
Add Templatdata,Styles and XSLT folders to Turkey_Intl branch in Team
Site:
To add Template data, Styles and XSLT folders inside the Turkey_Intl branch in
Team Site we need to follow below steps:
Step 1: Navigate the below path:
\\phibred.com\jh\IM_Ent_Srvcs\Web Services\TeamSite\

Step 2: Here we can found these (Template data, Styles and XSLT) folders, copy all
the folders.
Step 3: Now navigate the below path (to access Team Site branch) by using window
explorer:
\\jhas106\default\main\International\Turkey_Intl\WORKAREA\Turkey_IntlWA
Step 4: Paste all of the folders (Template data, Styles and XSLT) inside this path.
Step 5: Go into Team Site and do a Masters submit Workflow of the copied folders.
Add any users to TeamSite:
To add any users to Team Site need to follow below steps:
Step 1: Login with Team Site by using valid credentials.
Step 2: Navigate the Administrations tab.

Step 3: We will get the below screen:

Step 4: Click over the Manage Users link.

Step 5: Now, click on Add Users link to add the new user.

Step 6: We will get the below screen:

Step 7: Now enter the name of the user or click on Search button to find the user
and then click on Ok button, new user has been added now.

Add new IW group to branch

To add any users to Team Site need to follow below steps:
Step 1: Login with Team Site by using valid credentials.
Step 2: Navigate the Administrations tab.

Step 3: We will get the below screen:

Step 4: Click over the Manage Groups link.

Step 5: Now click over the New Group link.

Step 6: We will get the below screen:

Step 7: Enter the name of the group and Click on Ok button.

Now new User group has been added to Turkey_Intl branch.

Add publishers to branch under Team Site branch:
To add the publishers to Turkey_Intl branch need to follow below steps:
Step 1: Login with Team Site by using valid credentials.
Step 2: Navigate the Administrations tab.

Step 3: We will get the below screen:

Step 4: Click over the Manage Roles link.

Step 5: Now click on New Role link.

Step 6: We will get below screen:

Step 7: Enter the name of the Publisher and click on Next button.