Release Details Tab

The Release Manager defines all elements related to the Release within the Details Tab.

 

After entering the initial information about the Release, the Manager also uses the Details Tab to move the Release through the Workflow States. Each stage of the Workflow can be assigned to different Managers, so by moving the Release through the Workflow States, the User is also potentially reassigning control of the Release.

 

Also, within the Workflow, States may be defined as Approval or Deployment States. When the Workflow moves into an Approval State, the accept and reject options are visible. The Manager selects the appropriate option and the system automatically moves the Release to the pre-configured State of the Workflow relative to the option selected.

 

If the Workflow is configured as a Deployment State, when the Release is moved into this State, the Deployment Tasks created within the Release can be actioned by the assigned Technicians. However, if the "Control Deployment via RFC" is enabled, when the Release moves into a Deployment State, RFCs are automatically created for the Deployment, and when the RFCs hit the Deploy State configured within the Details tab of the Release, the Deployment Tasks become active and allow Technicians to action the Tasks. The Change Manager can view all Deployment Tasks related to the RFC within the RFC Summary screen and when all Tasks are moved to Closed-Resolved the Change Manager can close the related RFC.

 

When all Deployment Tasks are completed, the Deployment is automatically closed by the system and the Release Manager can close the Release within the Details Tab, by moving the Release Workflow to the Exit State.

 

To create a Release:

  1. Go to Change>Releases

  2. Click New

    new_release_1.png

  3. Complete the following information:

    Release Fields

    Description

    Name

    Enter a Name that reflects the objective of the Release.

    Priority

    Set the Priority, which will correspond to the target timeframes for the SLAs associated with the Release via the RFCs.

    Team

    Select the Release Team who will oversee all part of the Release.

    Workflow

    Set the Workflow that includes the relevant stages to manage the Release.

    The Release Manager moves the Release through the stages of the Workflow, relevant to the events being undertaken and completed.

    Status

    This is set to the Default Entry State of the selected Workflow.

    Next Action

    Based on the assigned Workflow, select the next Workflow State for the Release, as required by the next Release activity.

     

    Some States are Approval States, when the Release moves to an Approval State the Approve approve.png and Reject reject.png options are visible. The Release Manager selects the appropriate option and the system automatically moves the Release to the pre-configured next State, relative to the option applied.

    Manager

    From the drop-down list of Managers assigned to the default Entry Point of the assigned Release Workflow, select the Release Manager to manage the project when it is initially created.

    The User defined here, is the Manager who can edit the Release after it is saved and then move it to the next State.

    RFC Control

    If the "Control Deployments via RFC" option is enabled in Admin>Setp>Privileges>Requests, this field will be displayed.

    Select Yes if the Deployment is to be routed through Change Management, to enable the scheduling of Deployment Tasks. Select the RFC Workflow to manage the Change Request associated with the Deployment, and set the default Open State or Deployment State for the Tasks (i.e., when the RFC moves into this stage of the Change Workflow the associated Deployment Tasks move Pending to Open allowing the Technician to work on the Task.)

    Description

    Enter information that describes the goal of the Release.

  4. Click Save
    Move to the Types tab to associate the Item Types with the Release, for Items being upgraded, replaced and installed from new.

    new_release.png 

 

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 during the Release and Deployment creation process.

 

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

  1. Click Edit to display the Attachment tab New button

  2. Click New
    release_attachements.png

  3. Browse and select a file

  4. Enter a Description, if required

  5. Click inline_upload.png.

 

Impact

The Deployment Tasks filter view of the Impact Tab displays the number of Deployment Tasks per Status associated with the Release. While the Change Requests view shows all RFCs, and their current Workflow State, associated with the Release using the Analysis Tab and also listed in the Related tab.

release_impact.png
 

History

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

  1. Select the History tab
    release_history.png

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

  3. Click Cancel.
    The expanded window is closed.