Deployments

deployments_tab.png

 

Deployments are the grouping of one or more Deployment Tasks that are generated as part of a Release.

 

Users who are assigned the Change Process of Release are provided access to the Release, Deployments and Deployment Tasks sub-menu options within Change. These Users can oversee the Release process and also action Deployment Tasks, as required.

 

The Deployments screen provides Users with a complete list of Deployments created within Releases and allows the Manager to update Deployment information, such as Deployment Priority, Group and Attachments, as required.

 

By default the List View includes the Deployment Title and number of Tasks associated with Deployment.

 

The filter view includes the options of  Active and All Deployments. The list can be re-sorted by clicking on a column header and the number of Deployments displayed per batch, can be altered using the Display pop-up option.

deployments_list.png

 

Within this screen, Users can search Deployments and output information in PDF and Excel format.

Deployment Details

To view information regarding a Deployment:

  1. Select Change>Deployments

  2. Click on the Deployment# link

  3. Click Edit

    deployment_details.png

    The following information is displayed:

    Deployment Fields

    Description

    Name

    By default the Deployment Name combines the Release Name and name of the Deployment Target, be that a specific Customer, Org. Unit or Everyone.

     

    If warranted, edit the Name as required.

    Release

    Shows the name of the Release associated with the Deployment.

    Group

    Show the Group of Technicians assigned to action the Deployment Tasks.

    Deploy Status

    Shows the Release Workflow State assigned as the "Deployment" State, that is the stage of the Workflow when the Deployment Tasks move from Pending to Open, allowing the Technician to work on the Task.

    For Deployments controlled by Change Management, this is the State defined in the Release that RFCs are created to control the Deployment.

    Priority

    Shows the assigned Priority of the Release, which will correspond to the target timeframes for the SLAs associated with the Release via the RFCs. Adjust as required.

    Status

    This shows assigned State of the Deployment Tasks. The options are Pending, Open and Closed-Resolved.

    Control RFC

    The Change Request number associated with the Deployment is displayed as a link and allows the User to view the RFC by clicking the link.

    Description

    Shows the  information entered that describes the goal of the Release. Adjust, if required.

  4. Upload any attachments, if relevant

  5. Click Save to record changes or Delete to remove the Deployment and erase all related Deployment Tasks.

 

Attachments

The Attachments tab allows the Manager to upload any relevant files, but also provides access to any Media Files that are associated with Deployments.

 

To add Attachments to a Deployment, within the Deployment's Details tab:

  1. Click Edit

  2. Select the Attachment tab

  3. Click New
    deployments_attachments.png

  4. Browse and select a file

  5. Enter a Description, if required

  6. Click inline_upload.png.

 

History

The History tab records all changes and updates for the Deployment, relative to the assigned Workflow State.  To view a historical entry within the Deployment Details tab:

  1. Select the History tab
    deployment_history.png

  2. Click on the identification number hyperlink to display the entry details.

  3. Click Cancel
    The expanded window is closed.

 

Deployment Tasks

The Tasks tab lists all Deployment activities related to a Deployment. The User can add and remove Tasks within this tab, when the Deployment is not assigned a State that is configured as a Deployment Active State. They can also update the assigned Technician and Status, when the Tasks are in a Deployment Active State, of multiple Tasks by using the Bulk button.

 

To add Tasks to a Deployment group:

  1. Go to Change >Deployments

  2. Select the Deployment # link
    The Deployment must not be in a Deployment Active State.

  3. Move to the Tasks tab

    deployment_add.png

  4. Click add.png
    The Item options are displayed for adding Tasks.

    deploy_add.png

  5. Tick the relevant Deployment targets in the list, for Customer or Org. Unit Deployments

  6. Click add_cart.png
    The selections are added to the Deployment

  7. Click Create

  8. Select Done.

 

To remove Tasks from a Deployment group:

  1. Go to Change >Deployments

  2. Select the Deployment # link
    The Deployment must not be in a Deployment Active State.

  3. Move to the Tasks tab

    deployment_tasks_tab.png

  4. Check the boxes of the Tasks to be removed

  5. Click remove.png.

 

To bulk update the Technician or Status:

  1. Go to Change >Deployments

  2. Select the Deployment # link
    The Deployment must not be in a Deployment Active State.

  3. Move to the Tasks tab

  4. Check the boxes of the Tasks to be updated

    deploy_select.png

  5. Select bulk.png
    The screen defaults to an Update screen, providing access to Technician and/or Status drop-down options.

  6. Make the required change
    For Status updates, the options will be Open and Closed-Resolved. If all Tasks are Open, the only option displayed will be Closed-Resolved. If the Tasks have a mix of the two States, then Closed-Resolved and Open will be listed as Status options.
     
    deploy_update_bulk.png

  7. Click Save.

 

To review examples of Release and Deployments, refer to Release Management Applied.