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Create a Release

The following procedure walks you through the typical steps to create a Release.

Good to know:

To create a Release:

  1. On the CSM Desktop Client toolbar, click New>New Release.

    Release Dropdown

    The Release Record is created with a unique ID and a status of New. The Release enters the Plan phase.

    Release Form - Blank

  2. The creator records the initial details.
    1. Requestor (in the Quick Info Tile): Provide the name of the person who initiated the Release, and then press ENTER or TAB to search for the User Record.

      If an exact match is found, the Requestor fields are autopopulated with the User's name, avatar, e-mail, and phone. If multiple matches are found, the UserInfo Selector opens so that you can select the appropriate User.

    2. Title: Provide a title.
    3. Priority: Select a priority for the Release.
      1. Select the Priority drop-down to reveal the Priority Matrix, and then click a priority number.

        Change Priority

      The priority is displayed in the Priority alert bar of the Quick Info Tile. The color (red/orange/green) indicates the level of priority.

      Priority Alert Bar - Urgent

    4. Risk: In the drop-down, select a risk level.
    5. Category: In the drop-down, select a category.
    6. Type: Select a type of deployment.
    7. Version: Provide the version of the Release.
    8. Primary CI: Select an affected CI:
      1. Click the CI Selector button CMDB CI Picker Button to launch the CMDB window, where you can select a CI.

        CMDB Configuration

      The CI record appears in the Configuration Items tab (Arrangement area).

      1. Impact Analysis: Click this button to view a Configuration Map of CIs that are affected by the Release.
    9. Planned Start: Click the Date Selector button Date Picker Button to access the Calendar, and then select the day in which you plan to begin the Release process.
    10. Planned End: Click the Date Selector button Date Picker Button to access the Calendar, and then select the day in which you plan to deploy the Release.
    11. Release Calendar: Click this button to open the Change/Release Calendar.
    12. Due Date: Click the Date Selector button Date Picker Button to access the Calendar, and then select the day in which the Release is due.
    13. Description: Provide a description of the Release.
    14. Scope: Select a scope for the Release.
    15. Justification for Release and any associated risks: In the drop-down a justification and any risks that may occur during the Release process.
  3. Creator assigns an owner.
    1. Click one of the Ownership Links in the Quick Info Tile (Owned By/Release Manager section). Ownership is required:

      Release Ownership Section

  4. Owner builds the Release Package.
    1. Click the Define Package button on the Release Details form.

      The Release Units form opens and the Release status changes to Planning.

      Release Units Form

    2. Define the Release Package.
      1. Select Release Package units (components of the package) by selecting the corresponding check box.
    3. Owner adds additional affected CIs.
      1. Click the Release CIs tab in the Arrangement.

        The CI grid opens displaying the Primary CI.

      2. Click the Add a Configuration Item button Add Configuration Item Button to launch the CMDB window, where you can select a CI.

        The selected CI record appears in the Configuration Items tab.

      3. View Impacted CIs: Click the Visualization button Impacted CIs Button to view affected CIs.
      4. Hyperlinks to Build Documentation: Insert a hyperlink (Rich Text) to the documentation associated with the build, if applicable.
    4. Owner adds the Release to the Service Schedule.
      1. Click the Schedule Service button on the Release Units form.

        The Service Schedule form opens in the Main Pane.

        Release Service Schedule Form

      2. Service: In the drop-down, select the affected Service.
      3. Start Date: Click the Date Selector button Date Picker Button to access the Calendar, and then select the first day in which the Service will be affected.
      4. End Date: Click the Date Selector button Date Picker Button to access the Calendar, and then select the last day in which the Service will be affected.
      5. Type: Select the type of disruption the Release will have on the Service.
      6. Notes: Provide any additional information about the Service Schedule.
    5. Owner defines a Release Plan.
      1. Click the Create Release Plans button on the Service Schedule form.

        The Release Plans form opens in the Main Pane.

        Release Plans Form

      2. Deployment Plan: Provide the deployment plan.
      3. Backout Plan: Provide a backout plan.
    6. Owner defines a Release Team.

      Note: Release Team members can be either Users or Customers, but must have either a UserInfo profile or Customer - Internal record.

      1. Click the Assign Release Team button on the Release Plans form.

        The Release Team form opens in the Main Pane and the Release Team tab appears in the Arrangement.

        Release - Release Team

      2. Click the New Release Team button in the Release Team tab of the Arrangement.

        The Release Team Member form opens.

      3. Send Notification E-mails: Select the check box to indicate that the User should receive Release updates via e-mail.
      4. Name: Provide the name of a User, and then press ENTER or TAB to search for the User Record.

        If multiple matches are found, the Contact Manager opens so that you can select the appropriate User.

        Note: After a User is selected, the e-mail address and phone number fields are auto-populated using information from the User's UserInfo Record.

      5. Role: In the drop-down, select the role of the User.
      6. E-mail: Provide the e-mail address of the User.
      7. Phone Number: Provide the phone number of the User.
      8. Notes: Provide any additional information about the User.
    7. Owner assigns Tasks to Release Team members.
      1. Click the Assign Tasks button on the Release Team form.

        The Assign Tasks/Set Milestones form opens in the Main Pane and the Tasks/Milestones tab opens in the Arrangement.

        Release - Assign Tasks/Set Milestones

      2. Click the New Task button in the Tasks/Milestones tab of the Arrangement.

        The Task form opens in the Arrangement.

      3. Complete a Task form for each Task.

        The priority is displayed in the Priority alert bar of the Quick Info Tile. The color (red/orange) indicates whether or not there are open Tasks. If there are no open Tasks, the alert bar is green. If there are one to five open Tasks, the alert bar is orange. If there are more than five open Tasks, the alert bar is red.

        Release Task Alert Bar

  5. Owner defines the Release Package build.
    1. Click the Build Package(s) button on the Assign Tasks/Set Milestones form.

      The Build Package(s) form opens in the Main Pane, the Build Package tab appears in the Arrangement, and the Release enters the Build phase.

      Release - Release Package

    2. Click the New Release Package Build button in the Build Package tab of the Arrangement.

      The Build Release Package form opens in the Arrangement.

      Build Release Form

    3. Short Description: Provide a brief description of the build.
    4. Build Version (must be unique): Provide the version of the build.
    5. Build Location: Provide the location of the build.
    6. Destination: Provide the location where the build will be stored.
  6. Testing Manager tests deployment of the build.
    1. Click the Create/Run Test Plans button on the Build Package(s) form.

      The Test Script(s) form opens in the Main Pane, the Release Test tab appears in the Arrangement, the Release status changes to Testing, and the Release enters the Test phase.

      Release - Test Scripts

    2. Click the New Release Test button in the Release Test tab of the Arrangement.

      The Release Test form opens in the Arrangement.

      Release Test Form

    3. Test Title: Provide a title for the test.
    4. Build Version: In the drop-down, select a build version.
    5. Release Location: Provide the location of the test Release.
    6. Test Script: Provide the test script.
    7. Expected Results: Provide the expected result of the test.
    8. Tester: Provide the name of the tester, and then press ENTER or TAB to search for the User Record.

      If multiple matches are found, the Contact Manager opens so that you can select the appropriate User.

    9. Test Status: Select the status of the test.
    10. Test Start Date Time: Click the Date Selector button Date Picker Button to access the Calendar, and then select the day in which you begin the test.
    11. Test End Date Time: Click the Date Selector button Date Picker Button to access the Calendar, and then select the day in which you end the test.
    12. Test Disposition: Select the disposition (outcome) of the test.

      CSM automatically sends an e-mail to Release Team members to notify them of the test outcome.

    13. Actual Results: Provide the result of the test.

      The Testing Status icons indicate the number of Test Events and their status (Passed, Failed, Not Run).

      Release Testing Status

      Note: If the build fails testing, click the Create New Build link in the Quick Info Tile to return to the Build phase, or click the Cancel Release link to move to the Review phase.

  7. Documentation Manager creates Release Notes.
    1. Click the Create Release Notes button on the Test Script(s) form.

      The Release Notes form opens in the Main Pane, the Release status changes to Documenting, and the Release enters the Document phase.

      Release Notes Form

    2. Author: Provide the name of the author, and then press ENTER or TAB to search for the User Record.

      If multiple matches are found, the Contact Manager opens so that you can select the appropriate User.

    3. Release Notes: Provide the Release Notes.
  8. Owner requests approval for the Release.
    1. Click the Obtain Approval button on the Release Notes form.

      The Release Approval form opens in the Main Pane, the Approvals tab appears in the Arrangement, and the Release enters the Approve phase.

      Release Approval

  9. Approver approves the Release.
    1. In the Approval grid, click an Approval Record.

      The Approval form opens. The Approver Name and Details fields are autopopulated per the defined Approval Process rules.

    2. (Optional) In the Comments field, provide your feedback.
    3. Click Approve.

      The Approval Status icons indicate the number of pending Approvals and their status (Approved, Denied, or Abstained).

      Release Approval Status

  10. Deployment Manager deploys the Release.
    1. Click the Deploy Package(s) button on the Release Approval form.

      The Deployment(s) form opens in the Main Pane, the Deploy Release Package tab opens in the Arrangement, and the Release enters the Deploy phase.

      Deployment(s)

    2. In the Deploy Package grid, click a Release Package record. The Build Version and Short Description fields are autopopulated.
    3. Deployment Started: Click the Date Selector button Date Picker Button to access the Calendar, and then select the day in which you start the deployment before updating the time.
    4. Deployment Finished: Click the Date Selector button Date Picker Button to access the Calendar, and then select the day in which you end the deployment before updating the time.
    5. Disposition: Select the disposition (outcome) of the deployment.

      The Deployment Status icons indicate the number of pending deployments and their status (succeeded, failed, cancelled).

      Release Deployment Status

    6. Details: Provide any additional information about the deployment.

      Note: If the deployment fails, click the Create New Build link in the Quick Info Tile to return to the Build phase, or click the Cancel Release link to move to the Review phase.

  11. Owner completes the final details reviews the Release.
    1. Click the Review Release button on the Deployment(s) form.

      The Release Details form opens in the Main Pane and the Release enters the Review phase.

      Release Review

    2. Actual Start Date: Click the Date Selector button Date Picker Button to access the Calendar, and then select the date and time in which you actually started the Release process.
    3. Click the Date Selector button Date Picker Button to access the Calendar, and then select the date and time in which you actually ended the Release process.
    4. Final Disposition: Select the disposition (outcome) of the Release.
    5. Review Notes/Lessons Learned: Provide any additional information about the Release.
  12. Owner closes the Release.
    1. Click the Close Release button on the Release Details form.

      The Release status changes to Closed.

See Also

Creating Releases

Create a Release - Detailed