Release Management CMS Extension. Version 0.90

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1 Release Management CMS Extensin Versin 0.90

2 Release Management Extensin Playbk 2014 CrwnPeak Technlgy, Inc. All rights reserved. N part f this dcument may be reprduced r transmitted in any frm r by any means, electrnic r mechanical, including phtcpy, recrding, r any infrmatin strage and retrieval system, withut permissin frm CrwnPeak Technlgy. Dcument Histry Authr/Editr Date Reasn fr Change Versin Fahd Shaaban 8/28/2014 Draft 0.90 CrwnPeak Technlgy 2

3 Release Management Extensin Playbk Table f Cntents Release Management CMS Extensin... 1 Dcument Histry... 2 Release Management CMS Extensin Overview... 4 Benefits f Release Management... 4 Cnfiguring Release Management... 5 Setup and Installatin... 5 Cnfiguring Release Management fr a Site... 5 Using Release Management... 6 Create a Release... 6 Submit Release fr Review... 6 Deply Release... 6 Release Details... 6 Ntes and Additinal Infrmatin... 6 Implementatin Guidelines... 6 Playbk Ntes... 6 CrwnPeak Technlgy 3

4 Release Management Extensin Playbk Release Management CMS Extensin Overview The CrwnPeak CMS prvides rbust wrkflw and publishing cnfiguratin ptins, allwing cntent and CMS assets t be deplyed in any frmat, and t any destinatin. The native deplyment behavir in the CMS is applied at the asset level. This is dne by selecting a single asset, and applying a deply actin frm the Wrkflw menu n the selected asset. Currently this capability cannt be applied t multiple assets, and as such, there is n direct way f deplying multiple assets in the CMS. The nly native methd f ding s is by using the admin Rute functin which allws admins t change the wrkflw state f any asset, and by applying the change t ther assets using the Als Applies T capability. This dcument describes the Release Management CMS extensin which extends the native capabilities f the CrwnPeak CMS, allwing admins t define and create bundles f assets t be deplyed tgether in a batch prcess. CrwnPeak subscribers shuld cnsider leveraging this CMS extensin t take advantage f the fllwing capabilities: Bundle assets fr deplyment purpses based n varius criteria Release the bundled assets upn review and apprval Prvide audit reprts f bundled assets and deplyment details Benefits f Release Management The Release Management Extensin extends the native deplyment capabilities f the CrwnPeak CMS with the fllwing: Ability t bundle r grup site assets int a Release Asset selectin is dne by any cmbinatin f the fllwing: Wrkflw state Asset flder Manual asset selectin Basic release assets are cnfigured as fllws: They are submitted fr review and apprval prir t deplyment They prvide a detailed reprt f what assets are bundled in the release They als prvide an audit lg f when the bundled assets were deplyed Custm r advanced Release cnfiguratins can be made based n custmer business requirements CrwnPeak Technlgy 4

5 Release Management Extensin Playbk Cnfiguring Release Management The Release Management extensin can be cnfigured t supprt many business prcesses. Befre starting the cnfiguratin, it is beneficial t slidify the scpe f the cnfiguratin. Use this list t determine hw the custmer is ging t use Release Management in their instance. Des the custmer want t deply multiple assets simultaneusly? What criteria shuld be used fr bundling f assets in a release? Are assets gruped tgether based n their wrkflw state? Fr example, deply all Stage assets t Live. Are assets gruped tgether based n their flder? Fr example, deply all press releases lcated in the Press Releases flder. Are assets gruped tgether via manual selectin? Or a cmbinatin f the abve? Will releases require review and apprval prir t deplyment? Any ther business requirements that may impact the scpe and implementatin f the CMS Extensin? Once the Business Prcess is understd, cnfiguring Release Management is dne as fllws: Setup and Installatin Release Management, like ther CMS Extensins, is a cllectin f best practices, library methds, templates, mdels, assets with a dedicated Wrkflw cnfiguratin that tgether prvide the verall framewrk necessary t enable the management f Releases in the CMS. The framewrk is typically setup and installed by CrwnPeak Supprt and Expert Services. Once the necessary underlying framewrk is setup and cnfigured, the next step is cnfiguring Release Management fr each site requiring the capabilities. Release Management enjys its wn dedicated Release Wrkflw which determines the lifecycle f Releases. The fllwing is the default wrkflw cnfiguratin. Cnfiguring Release Management fr a Site Release Management is easily added t a site by simply placing the _Releases flder in the rt f the site. The _Releases flder cntains a cnfiguratin file, which prvides the fllwing cnfiguratin ptins: Supprted wrkflw states Wrkflw state relatinships: what state can be deplyed t what ther state(s)? Is individual file selectin supprted? Is file selectin by flder supprted? CrwnPeak Technlgy 5

6 Release Management Extensin Playbk Using Release Management Release Management adheres t CrwnPeak authring and cntent management best practices. Defining and creating a new Release is accmplished by using the Release mdel fund in the _Releases flder. Create a Release T create a release: 1. Select New > Release 2. Define the release by prviding a unique release name and descriptin. 3. Select the bundled assets; by Wrkflw state, by Flder, r by individual asset selectin. Submit Release fr Review Once the assets are added and the release is fully defined, the release can be Saved, and submitted fr review. Deply Release Based n the cnfiguratin, admins can be ntified t review the submitted release, and nce apprved, the release can then be deplyed. Release Details At anytime, a detailed reprt f selected assets can be viewed by simply Previewing the Release Asset. Ntes and Additinal Infrmatin Mre infrmatin can be fund in widgets Implementatin Guidelines In general, the default installatin f Release Management can be cmpleted in abut 4 hurs. The effrt required fr further custmizatin f Release Management will depend n the business requirements. Playbk Ntes CrwnPeak Technlgy 6

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