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Version: 2.4

ConfigType

ConfigType is a business-friendly packaging catalog that lets you organize tSM configuration into clear, navigable sections (for example: Ordering, Ordering.SDWAN, Ticketing.CustomerTicket, Integrations.SAP). It helps teams quickly find what belongs together, understand who owns it, and scope admin operations (filtering, auditing, backup/restore selections, studio navigation) to a specific area.

ConfigType is intended to group any mix of configuration assets—forms, processes, registers, listings, notifications, widgets, scripts, and other configuration types—under a single “package-like” node.


Why it matters

  • Organization & discoverability — quickly find all assets for a domain/product area.
  • Scoped operations — filter, audit, compare, export/restore only what belongs to a given area.
  • Lifecycle control — validity windows and tags can help manage configuration over time.
  • Clear ownership — make responsibility explicit at the package level (team ownership, stewards, approvals).

How ConfigType is used by configuration entities

All configuration entities in tSM contain a property:

  • configType (String) — holds the ConfigType code.

This makes ConfigType the common “routing key” for:

  • UI navigation (grouping and filtering)
  • audit views (“who owns what”)
  • packaging scope (“what belongs to this area”)

Hierarchical codes

ConfigType code is hierarchical by design.

Rule

A child ConfigType code MUST include the full code of all its parents as a prefix.

  • A parent–child relationship is valid only if: child.code = parent.code + "." + <segment> (or the configured delimiter), and the child explicitly references that parent (see parent field below).

Examples

  • cap.ordering

    • cap.ordering.catalog

    • cap.ordering.forms

    • cap.ordering.processes

    • cap.ordering.sdwan

      • cap.ordering.sdwan.catalog
      • cap.ordering.sdwan.forms
      • cap.ordering.sdwan.processes

This rule ensures that:

  • the hierarchy is readable from the code itself,
  • filtering by prefix is reliable (everything under cap.ordering.* is “Ordering”).

Typical uses

  • Separate configuration areas by business domain or product line (e.g., cap.ticketing.*, cap.ordering.*, cap.ordering.sdwan.*).
  • Power admin tooling selections (e.g., “restore only cap.ordering.* and cap.ticketing.*”).
  • Navigate large installations in tSM Studio and admin UI by a stable taxonomy.

Reference

ConfigType (attributes)

FieldTypeRequiredRead-onlyDescription / Notes
idUUIDIdentifier (not intended for end-user display).
codeStringYesUnique ASCII code (no spaces). Used in references, filters, and tooling. Must be hierarchical (includes parent codes).
nameStringYesHuman-readable name shown in admin UI.
descriptionStringLonger help text / tool-tip.
parentStringOptional hierarchical parent ConfigType.code. Used to build trees.
validityFrom/ToDateActive window for this config group.
validBoolYesComputed from validity; not stored.
syncMethodEnumYesDeclares how configs under this type are promoted between environments (see below).
ownerTeamStringYesOwner team responsible for the package and its contents.
stewardsListOptional list of responsible individuals/roles for day-to-day curation.
approversListOptional list of approvers used by governance workflows.
configMapFree-form metadata for admin tooling; keep it lightweight.
dataTagsListLabels for dashboards/filters (e.g., core, pilot, external).
localizationDataObjectTranslations for name / description.
auditInfoObjectStandard audit metadata.

syncMethod semantics

  • MANUAL — default; admins export/import explicitly.
  • NONE — environments diverge intentionally; no cross-env sync.
  • COMPARE — changes originate in test/UAT; promotion uses diff & apply workflows.
  • SYSTEM — platform-critical configs; typically updated with application releases.

End-to-end example: Ordering vs SD-WAN-specific configuration

This example shows how to keep generic Ordering assets under Ordering packages, while placing SD-WAN-specific assets into a dedicated sub-package under Ordering.

ConfigType tree (packages)

CodeNameParentOwner teamPurpose
cap.orderingOrderingOrdering TeamRoot for ordering capability configuration.
cap.ordering.catalogOrdering / Catalogcap.orderingOrdering TeamShared catalog patterns, generic offerings/templates.
cap.ordering.formsOrdering / Formscap.orderingOrdering TeamGeneric ordering forms and reusable fragments.
cap.ordering.processesOrdering / Processescap.orderingOrdering TeamGeneric order lifecycle processes (validation, submission, cancellation).
cap.ordering.sdwanOrdering / SD-WANcap.orderingSD-WAN Solution TeamSD-WAN-specific ordering configuration.
cap.ordering.sdwan.catalogOrdering / SD-WAN / Catalogcap.ordering.sdwanSD-WAN Solution TeamSD-WAN product catalog records and SD-WAN-specific attributes.
cap.ordering.sdwan.formsOrdering / SD-WAN / Formscap.ordering.sdwanSD-WAN Solution TeamSD-WAN-specific order capture wizards/forms.
cap.ordering.sdwan.processesOrdering / SD-WAN / Processescap.ordering.sdwanSD-WAN Solution TeamSD-WAN-specific orchestration steps in ordering processes.

How configuration entities are assigned

All relevant entities store configType as the code of the owning package:

Entity typeExample itemconfigTypeNotes
Catalog record“Generic Broadband Offer Template”cap.ordering.catalogReused across products.
Form“Generic Order Header”cap.ordering.formsBase order form used widely.
Process“Order Submit (Generic)”cap.ordering.processesShared ordering lifecycle.
Catalog record“SD-WAN Offer”cap.ordering.sdwan.catalogSD-WAN-specific commercial and technical attributes.
Form / wizard“SD-WAN Site Setup Wizard”cap.ordering.sdwan.formsSD-WAN-specific fields, validations, and UI steps.
Process“SD-WAN Provisioning Orchestration”cap.ordering.sdwan.processesProduct-specific flow pieces integrated into ordering.
Script / rule“SD-WAN Eligibility Check”cap.ordering.sdwan.processes (or cap.ordering.sdwan)Kept with the domain where it is primarily maintained.
Register“SD-WAN Device Models”cap.ordering.sdwan.catalogProduct-specific reference data for catalog and ordering.

This structure keeps:

  • Ordering fundamentals centralized under cap.ordering.*
  • SD-WAN specifics isolated under cap.ordering.sdwan.*, with clear ownership and a clean navigation scope

Renaming and stability

ConfigType codes are used in references, filters, and tooling; changing them can break references and selections. Because all configuration entities store the owning package code in their configType property, renaming a ConfigType can have a large impact across all configuration that belongs to it (and all descendants, if renamed). The system will attempt to re-link affected configuration items, but renames should be performed very carefully, with full awareness of the scope of impacted assets.