Workflow for Deploying Automation Solutions
You have several opportunities to deploy to higher environments. Many organizations deploy to a testing environment to simulate real-world usage, including testing under load. Additionally, everyone should deploy to a production environment when you're ready to go live. The steps you follow are the same for both environments.
Note:
Complete these steps only if you're promoting to a higher environment and are working in a project:
- If you use a single environment for development and testing, these steps apply only when you're promoting to your production environment. For guidance on testing, see Workflow for Testing Integrations.
- If you're not using projects, follow your organization's standard procedures for deploying integrations to higher environments.
If you haven't developed the integration yet, see Workflow for Developing an Integration.
Step | Task | More information |
---|---|---|
1 |
Create a project deployment |
Work in your development environment. Include the integrations and their versions in the project deployment.
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2 |
Export the project deployment |
Export the project deployment to the location of your choice, such as your hard drive or a location on your network.
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3 |
Import the project deployment into the higher environment |
Sign in to the environment to which you're deploying the integrations, such as the testing or production environment. Then, import the exported project into the environment.
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4 |
Configure the properties for the connections in the integrations |
You must update your connection properties so that they reflect the higher environment that you imported into. See Configure Connection Properties and Security Properties. |
Next, it's time to test the integration. See Workflow for Testing Integrations.