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Environment & Release Management  May 2008
Safe Harbor Statement ,[object Object],[object Object],[object Object],[object Object]
Agenda ,[object Object]
Refreshable Sandbox Environment: The Technology Development Training Testing
Environment Capability  Sandbox Sandbox with Data ,[object Object],[object Object],[object Object],[object Object],[object Object],Sandbox Config Only ,[object Object]
Single Click  Force.com Sandbox
Move Your Apps’ Configuration and Code from Sandbox to Production Multiple Sandbox Environments Production Deployment Develop Test Train Version Control IDE CVS
Refreshable Sandbox Environment: The Process ,[object Object],[object Object],4.   User Testing in Full UAT Sandbox ,[object Object],Source Control One-Click Refresh CVS
Environment Architecture - Example
Environment Architecture – Example
Environment Considerations Environment Considerations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Traditional SDLC Process *  Dates to be determined after completion of BRD FRD Sign-Off <xx/xx> IT Analysis  <xx/xx> Execute Commit <xx/xx> TARGET  In-Production Date <xx/xx> Concept Commit <xx/xx> Sign-Off Use Case <xx/xx> FRD Complete<xx/xx> Bus. Case Suite Complete <xx/xx> *  Business  Acceptance Test Sign-Off *  UAT &  Readiness  Review (Business & IT) User Enablement Engagement <xx/xx> Traditional SDLC process is primarily driven by IT, with input and sign-off from the business Analyze Design Develop Test Train & Deploy Sample SDLC 1 Business Case Suite Completed 2 Project Plan and Roadmap defined 3 Inter-Program coordination points & dependencies identified 4 Business and IT resources, requirements and efforts coordinated 5 Value Case Updated 6 Global x-functional team in place 7 Quantitative & qualitative metrics defined
On-Demand supports existing SDLC processes, but allows for flexibility to deploy more quickly  Business Responsibilities Daily Changes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],IT Responsibilities Monthly Changes ,[object Object],[object Object],[object Object],[object Object],[object Object]
Release Definitions For consistent implementation and support, investment requests should be categorized as immediate, minor or major based on level of effort Release Type Activities Examples Level Of Effort Immediate Release ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Minor (Monthly) Release ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Major Release ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Release Definitions Security Reviews Many Few Simple Difficult Level of Effort Source: Faulkner 2006 Immediate Releases Minor Releases Major Releases ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Release Management Scope ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Deployment Options - Comparison Tables 1. Security & Visibility    = major release / high impact    = within release cycle    =  frequent updates Items Pre Production  Data Integration ApplicationPackage Meta Data API Calls Third Party Tools (Snapshot) Mercury Script Manual Security Settings   Organization Wide Defaults   Sharing Rules   User records   Profile settings  new only    partial   Field Level Security   Role Hierarchy   Territory Hierarchy   Folder Permission  partial  new only   Public Groups    Queues   Page Layout to Profile Assignment  Mobile Administration  Post Production Sandbox Refresh             
Deployment Options - Comparison Tables 2. Business Rules Automation    = major release / high impact    = within release cycle    =  frequent updates Items Pre Production  Data Integration ApplicationPackage Meta Data API Calls Third Party Tools (Snapshot) Mercury Script Manual Worflow Rules  new only   Workflow Alerts  new only   Workflow Outbound Messages  new only   Workflow Tasks  new only   Approval Processes   Assignment Rules   Validation Rules   Territory Rules    Case Escalations  new only   Post Production Sandbox Refresh         
Deployment Options - Comparison Tables 3. Standard Configuration / i. Data Model    = major release / high impact    = within release cycle    =  frequent updates *** : Frequent updates for picklist values only. Items Pre Production  Data Integration ApplicationPackage Meta Data API Calls Third Party Tools (Snapshot) Mercury Script Manual Custom Object Definitions  new only     Custom Object Properties   Custom Field Definitions  new only  new only    Picklist Values  new only  new only    Field Dependencies  w/   edits  Validation Formulas   Audit Trail  w/   edits  Record Types   Object Processes   Translation Workbench  new only  w/   edits  *** Post Production Sandbox Refresh          
Deployment Options - Comparison Tables 3. Standard Configuration / ii. User Interface    = major release / high impact    = within release cycle    =  frequent updates Items Pre Production  Data Integration ApplicationPackage Meta Data API Calls Third Party Tools (Snapshot) Mercury Script Manual Home Page Components  new only  w/   edits  Tab Names & Labels   Page Layouts  Properties  Field Assignments  Related List Assignments  Custom Links Assignments  S-Controls Assignments  Custom Applications  new only   Custom Tabs  new only   Custom Buttons / Links  new only   Custom Report Types  new only   Search Layouts   Post Production Sandbox Refresh             
Deployment Options - Comparison Tables 4. Customization    = major release / high impact    = within release cycle    =  frequent updates Items Pre Production  Data Integration ApplicationPackage Meta Data API Calls Third Party Tools (Snapshot) Mercury Script Manual Apex Triggers  new only    Apex Classes / Scripts  new only    S-Controls   new only    Code Ref to Record Id’s   Email Services   Visual Force (pre-release only)  new only    Post Production Sandbox Refresh      
Deployment Options - Comparison Tables 5. Application Administration    = major release / high impact    = within release cycle    =  frequent updates *** : Only for Sandbox Full Copy. Items Pre Production  Data Integration ApplicationPackage Meta Data API Calls Third Party Tools (Snapshot) Mercury Script Manual Reports    Dashboards    Letterhead Templates    Email Templates     Mail Merge Templates   w/   edits  Documents (e.g. images, links)    w/   edits  Product Catalog    Post Production Sandbox Refresh       ***  ***
Estimated Level of Effort – Comparison Table Deployment Options Dev QA/UAT Prod Training Activities Data  Integration Data Load  + 0-8hrs Automated Automated Data  Load  + 0-8hrs ,[object Object],Application Package 1-5 minutes per item 1-5  minutes per item 1-5  minutes  per item 1-5  minutes  per item ,[object Object],[object Object],Meta Data  API Calls n/a 1-5  minutes  per item 1-5  minutes  per item 1-5  minutes  per item ,[object Object],Third Party Tools /Snapshot n/a Automated  + 0-8hrs Automated  + 0-8hrs Automated  + 0-8hrs ,[object Object],[object Object],Mercury Script n/a Automated + 0-8hrs Automated  + 0-8hrs Automated  + 0-8hrs ,[object Object],[object Object],Manual Entry 5-20 minutes per item 5-20 minutes per item 5-20  minutes  per item 5-20  minutes  per item ,[object Object],[object Object],Sandbox Refresh (Post Production Only) 15min to 12hrs*** 15min to 12hrs*** 15min to 12hrs*** 15min to 12hrs*** ,[object Object],[object Object]
Release Management Roadmap - Example ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Key Activities:  -   Release manager applies package or run script to Prod. - Release manager coordinates data migration and integration items. - Release manager completes manual tasks. - Release manager run Snapshot Diff to ensure that all configuration are included. - Additional validation via Mercury Testing Tool can be added. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Step 1 Step 2 Step 3 Development Cycle  Quality Assurance Cycle Deployment Cycle
What’s available in the Metadata API? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Other Enhancements to our MetaData API are planned for the future as well

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Environment & Release Management

  • 1. Environment & Release Management May 2008
  • 2.
  • 3.
  • 4. Refreshable Sandbox Environment: The Technology Development Training Testing
  • 5.
  • 6. Single Click Force.com Sandbox
  • 7. Move Your Apps’ Configuration and Code from Sandbox to Production Multiple Sandbox Environments Production Deployment Develop Test Train Version Control IDE CVS
  • 8.
  • 11.
  • 12. Traditional SDLC Process * Dates to be determined after completion of BRD FRD Sign-Off <xx/xx> IT Analysis <xx/xx> Execute Commit <xx/xx> TARGET In-Production Date <xx/xx> Concept Commit <xx/xx> Sign-Off Use Case <xx/xx> FRD Complete<xx/xx> Bus. Case Suite Complete <xx/xx> * Business Acceptance Test Sign-Off * UAT & Readiness Review (Business & IT) User Enablement Engagement <xx/xx> Traditional SDLC process is primarily driven by IT, with input and sign-off from the business Analyze Design Develop Test Train & Deploy Sample SDLC 1 Business Case Suite Completed 2 Project Plan and Roadmap defined 3 Inter-Program coordination points & dependencies identified 4 Business and IT resources, requirements and efforts coordinated 5 Value Case Updated 6 Global x-functional team in place 7 Quantitative & qualitative metrics defined
  • 13.
  • 14.
  • 15.
  • 16.
  • 17. Deployment Options - Comparison Tables 1. Security & Visibility  = major release / high impact  = within release cycle  = frequent updates Items Pre Production Data Integration ApplicationPackage Meta Data API Calls Third Party Tools (Snapshot) Mercury Script Manual Security Settings   Organization Wide Defaults   Sharing Rules   User records   Profile settings  new only  partial   Field Level Security   Role Hierarchy   Territory Hierarchy   Folder Permission  partial  new only   Public Groups    Queues   Page Layout to Profile Assignment  Mobile Administration  Post Production Sandbox Refresh             
  • 18. Deployment Options - Comparison Tables 2. Business Rules Automation  = major release / high impact  = within release cycle  = frequent updates Items Pre Production Data Integration ApplicationPackage Meta Data API Calls Third Party Tools (Snapshot) Mercury Script Manual Worflow Rules  new only   Workflow Alerts  new only   Workflow Outbound Messages  new only   Workflow Tasks  new only   Approval Processes   Assignment Rules   Validation Rules   Territory Rules    Case Escalations  new only   Post Production Sandbox Refresh         
  • 19. Deployment Options - Comparison Tables 3. Standard Configuration / i. Data Model  = major release / high impact  = within release cycle  = frequent updates *** : Frequent updates for picklist values only. Items Pre Production Data Integration ApplicationPackage Meta Data API Calls Third Party Tools (Snapshot) Mercury Script Manual Custom Object Definitions  new only     Custom Object Properties   Custom Field Definitions  new only  new only    Picklist Values  new only  new only    Field Dependencies  w/ edits  Validation Formulas   Audit Trail  w/ edits  Record Types   Object Processes   Translation Workbench  new only  w/ edits  *** Post Production Sandbox Refresh          
  • 20. Deployment Options - Comparison Tables 3. Standard Configuration / ii. User Interface  = major release / high impact  = within release cycle  = frequent updates Items Pre Production Data Integration ApplicationPackage Meta Data API Calls Third Party Tools (Snapshot) Mercury Script Manual Home Page Components  new only  w/ edits  Tab Names & Labels   Page Layouts  Properties  Field Assignments  Related List Assignments  Custom Links Assignments  S-Controls Assignments  Custom Applications  new only   Custom Tabs  new only   Custom Buttons / Links  new only   Custom Report Types  new only   Search Layouts   Post Production Sandbox Refresh             
  • 21. Deployment Options - Comparison Tables 4. Customization  = major release / high impact  = within release cycle  = frequent updates Items Pre Production Data Integration ApplicationPackage Meta Data API Calls Third Party Tools (Snapshot) Mercury Script Manual Apex Triggers  new only    Apex Classes / Scripts  new only    S-Controls   new only    Code Ref to Record Id’s   Email Services   Visual Force (pre-release only)  new only    Post Production Sandbox Refresh      
  • 22. Deployment Options - Comparison Tables 5. Application Administration  = major release / high impact  = within release cycle  = frequent updates *** : Only for Sandbox Full Copy. Items Pre Production Data Integration ApplicationPackage Meta Data API Calls Third Party Tools (Snapshot) Mercury Script Manual Reports    Dashboards    Letterhead Templates    Email Templates     Mail Merge Templates   w/ edits  Documents (e.g. images, links)    w/ edits  Product Catalog    Post Production Sandbox Refresh       ***  ***
  • 23.
  • 24.
  • 25.