Smartstaff
2,460
edits
Changes
m
======'''<u>Notes:</u>======'''
# To view projects that have been exported and their status, follow these steps on the source environment (example testExample: the testing instance):. # Go to '''Menu Icon ''' > '''T2P ''' (located under the “System Process” section) > '''Export ''' tab# Click the '''Export History ''' button located top left (looks like a curving arrow with clock hands inside)
no edit summary
The '''Test to Production (T2P)''' feature allows the tracking and promotion of configuration changes on a project-by-project basis. This allows teams to independently implement changes within a project and later promote those changes to another SmartSimple environment. For example, you can move changes from a dedicated development environment to a production environment.
* This feature is only available to clients with dedicated environments.
* Configuration changes are promoted based on individual objects. For example, if two projects modify the same object (such as a report), both sets of changes to the object will be promoted when either project involving that object is promoted.
After this feature has been configured, you can start logging changes for a specific project by following these steps:
# Go to '''User Menu ''' > '''Personal Settings ''' > ''' Other ''' tab > Under “T2P Project Assignment”, select the desired project to track changes against.# Click '''Save'''. An orange header will appear at the top of the screen that indicates that any changes to the system are being logged against the selected project.# Make desired configuration changes. Click the ''' Pause ''' button in the header if you want to pause tracking changes.
===Exporting Changes to Another Environment===
To export your changes to another environment, follow these steps:
# Go to '''Menu Icon ''' > T2P (located under the “System Process” section) > '''Export ''' tab# Select the project to promote under '''Projects'''.# Check the desired export setting under '''Export Name'''.
# Review changes logged against project.
# (Optional) To include any other changes, check the desired rows under “Changes Not Logged Against This Project” and click the '''Move Non-Project Changes to Current Project ''' button.# Click '''Export ''' when finished.
To set up feature permissions for T2P, follow these steps:
# Go to '''Global Settings ''' > '''Security ''' tab > '''System Feature Permissions ''' > '''Features ''' tab.
# Under the “Test to Production (T2P) - Access” section, select which roles are allowed to choose a project under their personal settings and log configuration changes against a project.
# Under the “Test to Production (T2P) - Manager” section, select which roles are allowed to import and export the configuration changes from the '''Menu Icon'''.# Click '''Save'''.
Export settings allow you to'' transfer'' configuration changes from the current environment to another environment. For example, you could move changes from the test environment to production.
# Go to '''Global Settings ''' > '''System ''' tab > '''T2P Export Settings ''' on the source environment (Example: test the testing instance).# Click '''New T2P Export Settings ''' (looks like a plus sign).# Fill in relevant fields and click '''Save'''.
# Generate a key pair and then copy the public key. The public key will be used when setting up the import settings.
# Toggle on '''Activate ''' when you're ready to begin promoting configuration changes between SmartSimple environments.
===Configuring Import Settings===
Import settings allow you to ''apply '' configuration changes to the current environment from another environment (Example: Apply changes sent from test to production).
# Go to '''Global Settings ''' > '''System ''' tab > '''T2P Import Settings ''' on the target environment (Example: the production instance).# Click the '''New T2P Import Setting ''' button (looks like a plus sign).
# Fill in relevant fields and click Save.
# For '''Public Key ''' click the edit button (looks like a pencil) and paste key generated in the esport export settings.# Toggle on '''Activate ''' when you're ready to begin applying configuration changes made on another SmartSimple environment.
===Creating a New Project to Record Changes===
# Go to '''Global Settings ''' > ''' System ''' tab > ''' T2P Projects'''.# Click the '''New Project ''' button (looks like a plus sign)# Fill in relevant fields and click '''Save'''.# For '''Assigned Users''', select which users will be allowed to add configuration changes to this project.# When you're ready to begin tracking configuration changes, switch the '''Status ''' to "In Progress". This makes the project available to be selected from the user’s personal settings.
===Viewing the Export History===
===Viewing the Import History===
To view projects that have been Imported and their status, follow these steps on the Target target environment (example Example: the productioninstance):
# Go to '''Menu Icon ''' > '''T2P ''' (located under the “System Process” section) > ''' Import ''' tab# Click the '''View ''' button (looks like and eye) to see the contents of the package that were imported.
# (Optionally) if desired you may check any row to delete that import log.
