Load and activate editions in generated product

Before you begin

  • Set Product Design Mode to Designer or above.

About this task

Editions are loaded from the product template into a generated product. Loading editions is a two step process:
  1. Preload editions – Editions are loaded, but are not yet used in policy transactions.
  2. Activate editions – Editions are active and are used in policy transactions.
    • In a production server, you cannot activate preloaded editions if there are issues requiring attention in the product template.
    • In a development or test server, you can choose to activate preloaded editions even if the product template contains issues requiring attention. You can control this with the APDBlockInvalidEditionsInDev script parameter.

After loading editions, you activate the editions to make them active in the generated product. The rules take effect immediately after activation. Rules in the new editions may cause validation issues to appear or disappear from open policy transactions. Validation issues can even appear or disappear from quoted policy transactions.

Procedure

  1. Generate the product code if:
    • If this is the very first time the product is created
    • If you made structural changes in an edition
    Generating product code require that you set Product Design Mode to Developer.
  2. If you generated the product code in the previous step, recompile and restart PolicyCenter.
    1. Export the template for the visualized product.
      1. In PolicyCenter, go to the Administration > Product Management screen.
      2. Select the product on the APD Managed tab.
      3. On the Details tab, select Export Template.
        The product template is saved to your computer.
    2. Log in to PolicyCenter where you want to load editions for this product.
      This can be the same PolicyCenter from which you exported the template, or another PolicyCenter instance that has the generated product.
    3. In the Installed Editions tab, load the template.
      1. In PolicyCenter, go to the Administration > Product Management screen.
      2. Select the product on the APD Managed tab.
      3. Select the Installed Editions tab.
        In a non-production server, this tab is visible only for generated products.
      4. Click Preload Editions to preload the editions in the template.
        Preloading editions removes any previously existing preloaded editions. New editions are not merged with the existing ones.
      5. Click Activate.
        When you activate editions, previously active editions are removed.
        In a non-production server, the behavior of the Activate button is based on the APDBlockInvalidEditionsInDev script parameter.
        • When false, the Activate button is enabled, even when there are preloaded editions containing issues. A list of invalid rules is displayed in the Installed Editions tab. This is the default value.
        • When true, the Activate button is disabled, and you cannot activate editions with issues. Fix the issues and re-import the product template.
        In a production server, the Activate button is disabled if there are issues in the product template. Fix the issues and re-import the product template.
        The editions are active and are used in policy transactions.