As of January 2018, some significant upgrades have been made to the way multiple users collaborate on profile management. See the Overview of Updates section for a list of the new features.
This article outlines how Tealium iQ handles concurrent working users, and describes common scenarios that arise when collaborating on profile management.
Concurrent user functionality underwent a upgrade in January 2018 to introduce the following new features:
The following features have not changed, and continue to operate as before:
When multiple users are logged on to a profile, each will see the concurrent users icon () next to the profile name in Tealium iQ. Clicking it will open the Concurrent Users modal window that shows all other logged-in users working on that profile. This window displays each user's email address, active profile version, and status indicating if there are pending changes.
Use this window to send messages to other users to coordinate collaboration.
When another concurrent user saves changes to the profile, you will be prompted to integrate those changes into your working environment. The options available to you at that point are dependent on whether you have any unsaved changes of your own.
The following scenarios assume that before any changes are made, everyone is working on the latest published version of a profile.
Scenario: You do not have any unsaved changes when a concurrent user saves changes.
Result: Since you don't have unsaved changes, you'll be prompted to load the new version of the profile. The profile will reload with the newest changes.
Scenario: You have unsaved changes when a concurrent user saves changes and you choose the option Merge the new version into your current work.
Result: You'll be prompted to merge the changes into your own, so that your next save will include both sets of changes. For more information, see: Merging Versions.
Scenario: You have unsaved changes when a concurrent user saves changes and you choose the option Continue working and save later.
Result: The next time you save, you'll be prompted to merge the newer changes into your version, or create a separate profile version altogether. For more information, see: Merging Versions.
Scenario: With the Lock Profile setting enabled, you have not made changes when a concurrent user starts making changes.
Result: You will be notified that another user has begun making changes and you will be prevented from saving until the concurrent user's changes are either saved or discarded. For more information, see: Publish Configuration.
Scenario: You visit the Save/Publish screen to find that you cannot save your changes immediately.
Result: To prevent accidental overwrites of each other's changes, Tealium iQ now prevents concurrent users from saving changes to a profile within one minute of each other. The countdown timer indicates that another user has saved less than a minute ago, and once it completes, other users will be able to save changes as well.
If you choose to merge changes into the profile you're currently working on, you'll be prompted with the Merge Changes window. This shows all the elements that have been added, changed, or removed, and allows you to review the details of changes before choosing to accept them.
For more information, see: Merging Versions.