T2P (Test to Production)

Overview

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.

Notes:

• 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.
• Some data will not be promoted when T2P is run. This includes the "Last Modified Date" for custom fields, details about the last and next run for autoloaders and scheduled exports, as well as associated organization IDs in signup pages and autoloader configurations.
• This article pertains to the online version of T2P, not the desktop tool.

Logging Changes Against a Project

After this feature has been configured, you can start logging changes for a specific project by following these steps:

1. Go to User Menu > Personal Settings > Other tab > Under “T2P Project Assignment”, select the desired project to track changes against.
2. 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.
3. 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:

1. Go to Menu Icon > T2P (located under the “System Process” section) > Export tab
2. Select the project to promote under Projects.
3. Check the desired export setting under Export Name.
4. Review changes logged against project.
5. (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.
6. Click Export when finished.

Configuration

Configuring Feature Permissions

To set up feature permissions for T2P, follow these steps:

1. Go to Global Settings > Security tab > System Feature Permissions > Features tab.
2. 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.
3. Under the “Test to Production (T2P) - Manager” section, select which roles are allowed to import and export the configuration changes from the Menu Icon.
4. Click Save.

Configuring Export Settings

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.

1. Go to Global Settings > System tab > T2P Export Settings on the source environment (Example: the testing instance).
2. Click New T2P Export Settings (looks like a plus sign).
3. Fill in relevant fields and click Save.
4. Generate a key pair and then copy the public key. The public key will be used when setting up the import settings.
5. 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).

1. Go to Global Settings > System tab > T2P Import Settings on the target environment (Example: the production instance).
2. Click the New T2P Import Setting button (looks like a plus sign).
3. Fill in relevant fields and click Save.
4. For Public Key click the edit button (looks like a pencil) and paste key generated in the export settings.
5. Toggle on Activate when you're ready to begin applying configuration changes made on another SmartSimple environment.

Creating a New Project to Record Changes

1. Go to Global Settings > System tab > T2P Projects.
2. Click the New Project button (looks like a plus sign)
3. Fill in relevant fields and click Save.
4. For Assigned Users, select which users will be allowed to add configuration changes to this project.
5. 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

To view projects that have been exported and their status, follow these steps on the source environment (Example: the testing instance).

1. Go to Menu Icon > T2P (located under the “System Process” section) > Export tab
2. Click the Export History button located top left (looks like a curving arrow with clock hands inside)

Viewing the Import History

To view projects that have been Imported and their status, follow these steps on the target environment (Example: the production instance):

1. Go to Menu Icon > T2P (located under the “System Process” section) > Import tab
2. Click the View button (looks like and eye) to see the contents of the package that were imported.
3. (Optionally) if desired you may check any row to delete that import log.