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aras.comCopyright © 2013 Aras. All Rights Reserved.
DOMOREA C E 2 0 1 3
aras.comCopyright © 2013 Aras. All Rights Reserved.
A C E 2 0 1 3
Deploying Solution
Enhancements to Production
Learn about Best Practices for deploying
changes, extensions, or new solutions
from development to production
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 3
Agenda
 Deployment Challenges
 Getting Started
 Environment
 Planning
 Terminology
 Our Approach
 Tools that you need
 Walk through some example deployment scenarios
 Common Pitfalls
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 4
Deployment Challenges
 How do you insure accurate deployments?
 How do you avoid regressions?
 How to manage parallel development?
 How do you keep environments in sync?
 How do you plan deployments?
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 5
Scenarios for Today
 Moving enhancements to a
production environment
 Parallel or multi-resource
development of a solution
Dev
Test
Production
Dev
GETTING STARTED
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 7
Getting Started
 Establish your environment
 Establish your starting point or baseline
 Establish a source control plan
 Plan your deployment strategy
 Establish a validation plan
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 8
The Development Environment
 3 Environments minimum
 Development
 This is where you work
 Test/QA/Staging
 Imports are tested here
 User validation is conducted here
 Should always reflect your
baseline to start
 Production
 This is your baseline
Dev
Test
Production
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 9
Terminology
 Deployment Package
 Complete set of all development changes
 Must be fully applied for proper deployment
 Typically contains full AML definitions
 Depends on a pre-defined Baseline
 Patch
 Subset of development changes
 Provides for quick and pointed updates
 Can eliminate the need for a merge
 May contain AML snippets vs. full definition
 Must be applied in a particular order
 Baseline
 A simple snapshot of system functionality
 Defines a starting point for development
 Doesn’t typically change during a development cycle
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 10
Importance of Baselines
 Provides a solid foundation for
the development / deployment
process
 New environments can be built
using the baseline as a starting
point
 Eliminates the issue of a ‘Moving
Target’
 Critical for accurate deployments
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 11
Development
Development
Example Baseline
Standard
Aras
Innovator
Development
New Baseline
(Phase 2 Production System)
Target
(Phase 1 Production System)
New Baseline
(Phase 1 Production System)
Merge
Point
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 12
Source Control Plan
 Establish a system for how and where deployment
packages will be stored
 Source control
 File server
 Establish a naming convention for these packages
 Establish where the baseline will be stored
 Think about the sequence in which features will be
deployed
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 13
Plan your deployment
 Determine how your solution will be deployed
 All at once
 Separate deployments
 Deployment strategy can help define packaging
 Establish a validation plan
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 14
Validation plan
 Defines how you will test for accuracy
 Define Test Strategy which includes:
 Use Cases/Test Cases
 Test Data
 Test Environment
 How do we know when we are done?
 Don’t underestimate this !
OUR APPROACH
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 16
Development &
Packaging
Development Process
Plan Develop Build Deploy Test Rollout
Project Plans
Deployment Plans
Test & Validation strategy
Baseline Established
Export Packages
Build Cleanup scripts
Package Code Tree Changes
Build Custom DLLs
Run cleanup scripts
Merge activities
Import packages
Deploy CodeTree Changes
Deploy Custom DLLs
Execute validation plan
Run test scripts
Repeat deployment
steps in production
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 17
Deployment Process
Single Developer Solution
Export
Package(s)
Compare
to Baseline
Create
Deployment
Package(s)
Import into
Test
Merge
Conflicts
Plan Develop Build Test RolloutDeploy
Plan
Develop
Build
Test
Rollout
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 18
Deployment Process
Multiple Developer Solution
Export
Package(s)
Compare
to Baseline
Create
Deployment
Package(s)
Import into
Test
Merge
Conflicts
Plan Develop Build Test RolloutDeploy
Plan
Develop
Build
Test
Rollout
Merge Development and
Baseline
This is a 3 way Compare and Merge
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 19
Exporting Packages
 Done using the Aras Export tool
 Use the same version of the Import/Export tools to
establish the baseline and export your development
 Use Tools like the Aras Customization report to
assist with packaging
 Usually best to export entire packages to help with
the merge process
 Export the same packages from development and
baseline
Export
Package(s)
Compare
to Baseline
Create
Deployment
Package(s)
Import
into Test
Merge
Conflicts
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 20
Comparing Baselines
 Requires a good XML compare utility
 You need to understand AML and the significance of
changes
 Don’t ignore differences..
 Make sure that you understand the reason for the diff.
 Use a 3 way compare tool when multiple
developers are involved
Compare to
Baseline
Export
Packages
Create
Deployment
Package(s)
Import
into Test
Merge
Conflicts
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 21
Merging Conflicts
 The focus is CONFLICT Resolution
 A difference is not necessarily a conflict
 A conflict could be:
 An AML element that differs from the baseline
 AML elements that wont produce the same result
 The Aras Import tool will merge changes that are not
conflicted
Merge
Conflicts
Export
Packages
Create
Deployment
Package(s)
Import
into Test
Compare
to Baseline
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 22
Creating a Deployment Package
 May require some scripts for pre-processing
 Deleting items
 Versionable items
 Should be a full and complete package in most cases
 There are some cases for delta files and patches
 Name package in accordance with your plan
 Store the package in the defined location
 Notify the team
Create
Deployment
Package
Export
Packages
Merge
Conflicts
Import
into Test
Compare
to Baseline
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 23
Importing into Test
 Target system MUST be equivalent to the baseline
 Execute any pre-processing scripts
 Import the deployment package using the Aras Import
Tool
 Move on and execute your validation plan
 When Issues are Identified:
 Fix them in Development and repeat
 Patching test is OK but you should repeat the whole process to
simulate the deployment process
Import into
Test
Export
Packages
Merge
Conflicts
Create
Deployment
Package
Compare
to Baseline
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 24
Synchronizing Environments
Dev 1
Dev 2
Test
Prod
Check
In / Out
Source
Control RefreshBuilds /
Patches
TOOLS THAT YOU NEED
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 26
Tools – Source Control
 GIT
 CVS
 SourceSafe
 Subversion
 File System
 Etc.
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 27
Tools -XML Diff / Merge
 Beyond Compare
 Altova DiffDog
 KDiff3
 Etc.
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 28
Tools – Aras
 Import / Export
 Move solution items between environments via AML
 Console Upgrade
 Command line version of Import / Export Tools
 Nash
 Apply AML directly to the Innovator Server
 AML Studio
 Similar to Nash, but with intellisense. Community Solution
EXAMPLES
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 30
Example – Simple Change
Single Developer
Add new field to existing Part Form:
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 31
Deployment Process
Single Developer Solution
Export
Package(s)
Compare
to Baseline
Create
Deployment
Package(s)
Import into
Test
Merge
Conflicts
Plan Develop Build Test RolloutDeploy
Plan
Develop
Build
Test
Rollout
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 32
Compare AML
Baseline vs Development
Baseline Development
BeyondCompare
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 33
Deploy
Import Tool Nash / AML Studio
Test / Production
OR
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 34
Verify
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 35
Example 2 - A two developer Scenario
Developer 2 - Change Label, Name of field
Developer 1 – Adds ‘Weight’ field
Two Developers working
in parallel make changes
to the same Form.
Changes are made in
separate environments
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 36
Deployment Process
Multiple Developer Solution
Export
Package(s)
Create
Deployment
Package(s)
Import into
Test
Plan Develop Build Test RolloutDeploy
Plan
Develop
Build
Test
Rollout
Merge Development and
Baseline
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 37
Development & Baseline Compare
First Difference
Baseline Developer 1 Developer 2
KDiff3
Developer2 has modified
the label and name
Developer 1 has not
changed the baseline here
This is a DIFFERENCE but
not a CONFLICT
No Merge Required!
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 38
Development & Baseline Compare
Second Difference
Baseline Developer 1 Developer 2
KDiff3
Developer 1 has added the
Weight field to the form
Developer 2 has not
changed the baseline here
This is a DIFFERENCE but
not a CONFLICT
No Merge Required!
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 39
Deploy
Import Tool Nash / AML Studio
Test / Production
OR
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 40
Verify
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 41
Example of a conflict
Baseline Developer 1 Developer 2
KDiff3
Developer2 has modified
the label and name
Developer1 has also modified
the label and name
This is a CONFLICT
Merge Required!
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 42
Handling Special Cases
 Special cases include:
 Handling Deletes
 Edit properties or relationships from items in other packages
 You can execute custom AML during the import process
 Place AML files in a folder with any name
 ‘Fixes’ for folder name is best practice
 Files are processed by name in alphabetical order
 Fixes are executed at the end of the import process
 Pre-Processing can be done by using multiple packages
 Copy snippets of AML during Diff Analysis
as a starting point
 Patches can be created by editing the exported AML
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 43
Common Pitfalls
 Manual changes directly in Test or Production
 Lack of source control
 Deferring deployment planning too late in the project
 Insufficient Team Communication
 Waiting too long to synchronize environments
 Too many manual deployment steps
 Failure to adjust baseline if changed during project
aras.comCopyright © 2013 Aras. All Rights Reserved.
A C E 2 0 1 3
Questions?

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Deploying Solution Enhancements to Production

  • 1. aras.comCopyright © 2013 Aras. All Rights Reserved. DOMOREA C E 2 0 1 3
  • 2. aras.comCopyright © 2013 Aras. All Rights Reserved. A C E 2 0 1 3 Deploying Solution Enhancements to Production Learn about Best Practices for deploying changes, extensions, or new solutions from development to production
  • 3. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 3 Agenda  Deployment Challenges  Getting Started  Environment  Planning  Terminology  Our Approach  Tools that you need  Walk through some example deployment scenarios  Common Pitfalls
  • 4. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 4 Deployment Challenges  How do you insure accurate deployments?  How do you avoid regressions?  How to manage parallel development?  How do you keep environments in sync?  How do you plan deployments?
  • 5. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 5 Scenarios for Today  Moving enhancements to a production environment  Parallel or multi-resource development of a solution Dev Test Production Dev
  • 7. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 7 Getting Started  Establish your environment  Establish your starting point or baseline  Establish a source control plan  Plan your deployment strategy  Establish a validation plan
  • 8. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 8 The Development Environment  3 Environments minimum  Development  This is where you work  Test/QA/Staging  Imports are tested here  User validation is conducted here  Should always reflect your baseline to start  Production  This is your baseline Dev Test Production
  • 9. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 9 Terminology  Deployment Package  Complete set of all development changes  Must be fully applied for proper deployment  Typically contains full AML definitions  Depends on a pre-defined Baseline  Patch  Subset of development changes  Provides for quick and pointed updates  Can eliminate the need for a merge  May contain AML snippets vs. full definition  Must be applied in a particular order  Baseline  A simple snapshot of system functionality  Defines a starting point for development  Doesn’t typically change during a development cycle
  • 10. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 10 Importance of Baselines  Provides a solid foundation for the development / deployment process  New environments can be built using the baseline as a starting point  Eliminates the issue of a ‘Moving Target’  Critical for accurate deployments
  • 11. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 11 Development Development Example Baseline Standard Aras Innovator Development New Baseline (Phase 2 Production System) Target (Phase 1 Production System) New Baseline (Phase 1 Production System) Merge Point
  • 12. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 12 Source Control Plan  Establish a system for how and where deployment packages will be stored  Source control  File server  Establish a naming convention for these packages  Establish where the baseline will be stored  Think about the sequence in which features will be deployed
  • 13. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 13 Plan your deployment  Determine how your solution will be deployed  All at once  Separate deployments  Deployment strategy can help define packaging  Establish a validation plan
  • 14. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 14 Validation plan  Defines how you will test for accuracy  Define Test Strategy which includes:  Use Cases/Test Cases  Test Data  Test Environment  How do we know when we are done?  Don’t underestimate this !
  • 16. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 16 Development & Packaging Development Process Plan Develop Build Deploy Test Rollout Project Plans Deployment Plans Test & Validation strategy Baseline Established Export Packages Build Cleanup scripts Package Code Tree Changes Build Custom DLLs Run cleanup scripts Merge activities Import packages Deploy CodeTree Changes Deploy Custom DLLs Execute validation plan Run test scripts Repeat deployment steps in production
  • 17. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 17 Deployment Process Single Developer Solution Export Package(s) Compare to Baseline Create Deployment Package(s) Import into Test Merge Conflicts Plan Develop Build Test RolloutDeploy Plan Develop Build Test Rollout
  • 18. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 18 Deployment Process Multiple Developer Solution Export Package(s) Compare to Baseline Create Deployment Package(s) Import into Test Merge Conflicts Plan Develop Build Test RolloutDeploy Plan Develop Build Test Rollout Merge Development and Baseline This is a 3 way Compare and Merge
  • 19. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 19 Exporting Packages  Done using the Aras Export tool  Use the same version of the Import/Export tools to establish the baseline and export your development  Use Tools like the Aras Customization report to assist with packaging  Usually best to export entire packages to help with the merge process  Export the same packages from development and baseline Export Package(s) Compare to Baseline Create Deployment Package(s) Import into Test Merge Conflicts
  • 20. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 20 Comparing Baselines  Requires a good XML compare utility  You need to understand AML and the significance of changes  Don’t ignore differences..  Make sure that you understand the reason for the diff.  Use a 3 way compare tool when multiple developers are involved Compare to Baseline Export Packages Create Deployment Package(s) Import into Test Merge Conflicts
  • 21. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 21 Merging Conflicts  The focus is CONFLICT Resolution  A difference is not necessarily a conflict  A conflict could be:  An AML element that differs from the baseline  AML elements that wont produce the same result  The Aras Import tool will merge changes that are not conflicted Merge Conflicts Export Packages Create Deployment Package(s) Import into Test Compare to Baseline
  • 22. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 22 Creating a Deployment Package  May require some scripts for pre-processing  Deleting items  Versionable items  Should be a full and complete package in most cases  There are some cases for delta files and patches  Name package in accordance with your plan  Store the package in the defined location  Notify the team Create Deployment Package Export Packages Merge Conflicts Import into Test Compare to Baseline
  • 23. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 23 Importing into Test  Target system MUST be equivalent to the baseline  Execute any pre-processing scripts  Import the deployment package using the Aras Import Tool  Move on and execute your validation plan  When Issues are Identified:  Fix them in Development and repeat  Patching test is OK but you should repeat the whole process to simulate the deployment process Import into Test Export Packages Merge Conflicts Create Deployment Package Compare to Baseline
  • 24. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 24 Synchronizing Environments Dev 1 Dev 2 Test Prod Check In / Out Source Control RefreshBuilds / Patches
  • 26. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 26 Tools – Source Control  GIT  CVS  SourceSafe  Subversion  File System  Etc.
  • 27. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 27 Tools -XML Diff / Merge  Beyond Compare  Altova DiffDog  KDiff3  Etc.
  • 28. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 28 Tools – Aras  Import / Export  Move solution items between environments via AML  Console Upgrade  Command line version of Import / Export Tools  Nash  Apply AML directly to the Innovator Server  AML Studio  Similar to Nash, but with intellisense. Community Solution
  • 30. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 30 Example – Simple Change Single Developer Add new field to existing Part Form:
  • 31. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 31 Deployment Process Single Developer Solution Export Package(s) Compare to Baseline Create Deployment Package(s) Import into Test Merge Conflicts Plan Develop Build Test RolloutDeploy Plan Develop Build Test Rollout
  • 32. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 32 Compare AML Baseline vs Development Baseline Development BeyondCompare
  • 33. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 33 Deploy Import Tool Nash / AML Studio Test / Production OR
  • 34. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 34 Verify
  • 35. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 35 Example 2 - A two developer Scenario Developer 2 - Change Label, Name of field Developer 1 – Adds ‘Weight’ field Two Developers working in parallel make changes to the same Form. Changes are made in separate environments
  • 36. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 36 Deployment Process Multiple Developer Solution Export Package(s) Create Deployment Package(s) Import into Test Plan Develop Build Test RolloutDeploy Plan Develop Build Test Rollout Merge Development and Baseline
  • 37. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 37 Development & Baseline Compare First Difference Baseline Developer 1 Developer 2 KDiff3 Developer2 has modified the label and name Developer 1 has not changed the baseline here This is a DIFFERENCE but not a CONFLICT No Merge Required!
  • 38. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 38 Development & Baseline Compare Second Difference Baseline Developer 1 Developer 2 KDiff3 Developer 1 has added the Weight field to the form Developer 2 has not changed the baseline here This is a DIFFERENCE but not a CONFLICT No Merge Required!
  • 39. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 39 Deploy Import Tool Nash / AML Studio Test / Production OR
  • 40. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 40 Verify
  • 41. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 41 Example of a conflict Baseline Developer 1 Developer 2 KDiff3 Developer2 has modified the label and name Developer1 has also modified the label and name This is a CONFLICT Merge Required!
  • 42. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 42 Handling Special Cases  Special cases include:  Handling Deletes  Edit properties or relationships from items in other packages  You can execute custom AML during the import process  Place AML files in a folder with any name  ‘Fixes’ for folder name is best practice  Files are processed by name in alphabetical order  Fixes are executed at the end of the import process  Pre-Processing can be done by using multiple packages  Copy snippets of AML during Diff Analysis as a starting point  Patches can be created by editing the exported AML
  • 43. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 43 Common Pitfalls  Manual changes directly in Test or Production  Lack of source control  Deferring deployment planning too late in the project  Insufficient Team Communication  Waiting too long to synchronize environments  Too many manual deployment steps  Failure to adjust baseline if changed during project
  • 44. aras.comCopyright © 2013 Aras. All Rights Reserved. A C E 2 0 1 3 Questions?

Editor's Notes

  1. OLD AGENDA:Overview of the “Problem” (scenarios)Why do we care about thisDiscuss common deployment challengesSimple -Moving from dev to prodMore complex - Parallel developmentOur ApproachRecommended environment picture of Dev/Test/ProdKeeping them in syncFlow chart of the processFull import vs deltaWhy it is importantOther considerations (see Russ’ slide)TerminologyBaseline, reversible, equivalency, patches/deltaTools that you needShare best practices for managing large, complex deploymentsWalk through some example deployment scenarios
  2. Talking Points:1. [Accurate Deployments] Just because a package imports successfully doesn’t mean that the desired result is achieved
  3. Deployment package Should be assigned a sequence number or build numberBaselineDoesn’t typically change during a development cycle, but there are special cases where it might (i.e. ‘Service Pack’ deployment during production. Or production fix was deployed which impacts current development project.Most likely a standard solutions DB
  4. Define Test Strategy which includes:Cases / ScriptsTest DataTest EnvironmentsTest Passes / PhasesIssue PriorityHow do we know when we are done testing?Important for regression testing in future phases
  5. * Identify package with a number for tracking* Store in a source control or similar repository
  6. I agree. This is no longer needed.
  7. Not RequiredBenefits:Branched DevelopmentMinimized riskControlHistoryTools
  8. Need to clarify the ‘Merge Conflicts’ step in the process. The Import tool will merge the changes automatically, so no need to merge changes found. However, we do need to merge changes found in the baseline or inadvertent changes identified from the developers environment (accidentally moved another field’s location on the form and a change was identified by doing a comparison)
  9. Fixes are processed at the end of the import processAny folder name can be used, but ‘Fixes’ is a best practiceFiles are processed by name in alphabetical orderYou cannot add package elements from other packages, but can add or edit properties / relationships from ItemTypes in other packagesFixes is best used for: Handling deletesItems that are not in the current package