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When you are ready to push changes from the Dev to Production environment,  you can do either a full or partial deployment, depending on your requirements. This article describes how to do both.

Only Members with the Can Use Test & Deploy Workspace permission in Dev, Test, and Prod Workspaces can initiate and review deployments, typically those with the Builder account type or higher.

Overview

  1. Select your deployment type. 
  2. Deploy the updated Applications. 
  3. Deployment summary and notifications. 

Select your deployment type

Choose a full deployment to push updates from all Workspace Applications to Prod, or a partial deployment to deploy changes for a specific Application and its dependencies.

In both types of deployments, Pigment checks for correct permissions, and ensures that no disallowed Dimensional references are made. For more information, see About Deploying Changes in Test & Deploy
 

We recommend avoiding simultaneous deployments. Applications selected for deployment are locked in both the source and target environments. As a result, if you initiate multiple deployments at the same time, any Applications locked in one deployment will remain locked and cannot be deployed in subsequent, simultaneous deployments.

For more information on selecting specific Applications for deployment, see Deploy the updated Applications.

 

Deployment permissions check screen

Start a full T&D deployment

You perform a full deployment when you need to push changes from all Applications in your Workspace from the Dev environment to Prod.

  1. On the Workspace homepage, click New Deployment.
    When you do a full deploy, the Diff screen displays information on Applications updated, removed, and created in the Workspace.
     
  2. Go to the list, or Diff screen, to review details of the latest structural changes.
Full deployment Diff screen

 

Start a partial T&D deployment

You perform a partial deployment when you need to push changes from a specific Application from the Dev to Prod environment.

  1. Do one of the following to start deploying Application-specific changes from your Dev Workspace to Prod:

    When you do a partial deploy, the Diff screen displays the following information on the selected Application and its dependent Applications.

    • On the Workspace homepage, open your Application’s settings menu (…) and select Deploy changes.
    • On the Application homepage, click the setting menu (…), and select Deploy changes.
       
  2. Go to list, or Diff screen, to review details of the latest structural changes:

    - Selected scope.
    This is the Application from which you triggered the partial deployment. Boards that belong to this Application can be deployed. Boards using shared Views from other Applications might add these Applications to the deployment scope if these have changes.
    - Requirements.
    These Applications have structural dependencies with the Application listed in Selected Scope. They are only displayed if structural changes were applied, and if they are used directly by the chosen Application. Boards within these Applications cannot be selected, and cannot be deployed.
     
    Partial deployment Diff screen

     

Deploy the updated Applications

When performing either type of deployment, click Deploy X Applications, enter a small description for the deployment, then click Deploy.
The Deploy button offers you two options:

  • Lock all Applications. Select this option to lock all managed Applications in your source and target environments. This is the safest way to ensure that no changes can affect the deployment.
  • Lock x Applications. Select this option to lock only the deployed Applications in your source and target environments. This is more flexible, however you must use this option carefully as it can risk deployment failure.

Before deployment, Pigment runs a final check of Workspace differences and permissions. When you click Deploy, T&D rechecks the source and target environments to detect any changes made during the Review step. As a review measure, Pigment locks all Applications in the Workspace to identify any possible modifications that may have been implemented during the Review step. When all checks are complete, it then unlocks all unaffected Applications, and deploys the Applications selected for that deployment.

 

If an Application contains only View updates for Views used in your deployed Applications, then these updates are silently deployed as they are required for your deployed Boards. As a result, the number of locked Applications may differ slightly to what is displayed in the deployment preview.

 

Deployment summary and notifications

When deployment is completed, go the Prod Workspace home page and click Deployments. This page shows all deployments, including the Members responsible, deployment dates and times, as well as the number of Applications and changes involved.

 

Deployment summary screen ​​​

 

When the deployment is finished, Members on both Workspaces are notified:

  • All Members with the Builder role in the Dev Workspace.
  • The Member who performed the deployment in the Prod Workspace.

 

Deployment notification

 

Related Information

To see full and partial deploy in action, check out the 🎓Deploy Changes with Test & Deploy module in the Manage and Optimize Applications with Test & Deploy learning path in the Academy!

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