Work on a stage-oriented release for a single product

  • Release version: Washingtondc
  • Updated November 4, 2024
  • 4 minutes to read

    • Monitor and work on a release that follows the stage-oriented release process to release a single product.

    Before you begin

    Role required: sn_dpr_model.product_manager or sn_dpr_model.release_admin

    Procedure

    1. Navigate to Workspaces > Digital Product Release Workspace.
    2. Select the releases icon (Releases icon.).
    3. Select a release from the list to open.
    4. If the release isn't in progress, select Start release.
    5. Select the Overview section to review and modify release details, get an overview of its status, or change its readiness target date.
      For more information, see Review and update release details and Retarget a release.
    6. Select the Release scope section to review and update the scope of the release by adding or removing the product features and enhancements.
      For more information, see Update the scope of a release.
    7. Select the Change requests section to review the existing change requests in the release and add or delete them as needed.
      For more information, see Manage change requests in a release.
    8. From the Release form header, select the number under the Artifacts to manage artifacts added to the release.
      For more information, see Manage artifacts in a release.

    Restart the release phase

    You can start over a stage-oriented release from any previously completed phase if you encounter an issue that requires you to go back.

    Before you begin

    Note:
    When you restart a release from a completed phase, it resets that phase and any later phases up to the current one. It also resets the status of tasks, approval requests, and policies linked to each affected phase.

    Role required: sn_dpr_model.release_admin

    About this task

    By restarting a phase, you can reassess and adjust the plan to overcome the new issues, ensuring that the release stays on track and meets its overall goals. For example, if a certain version of an artifact is being certified during the release process and it doesn't pass the validation, a new version of the artifact can be chosen. Then, you can restart the release from an earlier phase to repeat the same tasks, mapped policies, and approvals from those phases.

    Procedure

    1. On the Release execution page, select the release phase action button (Release phase action icon.) and then select Restart phase.
    2. On the Restart phase dialog box, select a phase from where you want to restart.
      The list displays the completed phases.
    3. Select Restart.

    Result

    • The state of the selected phase updates to In Progress and of all the later phases updates to Pending.
    • The state of the current phase updates to Restarted.
    • The state of all tasks in the affected phases updates to Open.
    • The last run status of the policies mapped to theses phases updates to Not run.

    Execute the release

    View the release status and work on its phases and tasks, and policies.

    Before you begin

    Role required: sn_dpr_model.product_manager or sn_dpr_model.release_admin

    Procedure

    1. Select Release execution to view the release status and work on its phases, tasks, and policies.
      Release execution page of a stage-oriented Release to track its progress.
    2. Update a release phase.
      Note:
      If the stage_workflow_auto_transition system property is set to true, the phases are automatically closed when all tasks in it are closed and policies comply.
      1. From the timeline, select a phase or use the arrow buttons to navigate to the previous or next phase.
      2. When all tasks in the current phase are complete and mapped policies comply, mark the phase as complete by selecting Complete phase.
        Note:
        If any of the mapped policies is noncompliant, you can complete a phase only when you have either the sn_dpr_model.release_admin role or any of the roles defined in the system property sn_dpr.complete_phase_override.
        The state of the current phase is updated to Completed and the next phase is started. The actual end date of the current phase is updated to the current date.
    3. Optional: Add a task to a release phase.
      1. From the timeline, select a phase or use the arrow buttons to navigate to the previous or next phase.
      2. Select Add task.
      3. On the Create task dialog box, add details for the task like its name, phase it belongs to, end date, and description.
      4. If the task needs approval, perform the following steps:
        Note:
        You can select whether the task needs approval when creating it. This option can’t be changed after it’s saved.
        1. Select Yes in the Need approval field.

          The Assigned to and Approval definition fields appear.

        2. From the Assigned to list, select the user who would approve the task.
        3. From the Approval definition list, select an approval definition to trigger the approval based on the predefined condition.
      5. Select Create task.
      The task is added to the selected phase.
    4. Track and manage the progress of tasks for the selected phase.
      1. From the timeline, select a phase or use the arrow buttons to navigate to the previous or next phase.
      2. Select the Tasks tab to view all tasks in the phase.
        You can apply filters to view specific tasks or change the view type by selecting the Kanban or List option.
      3. Select a task to open in the Task details pane.
      4. Review the task in the Task details pane, or select Full details to open the task record in the form view.
      5. Assign the task in the Assigned to field to the user who will work on it.
      6. Review the approval status for an approval task in the Approval field.
      7. Update the State field with the status of the task.
      8. Select Save to save the changes.
    5. Optional: Map policies to a release phase to validate it.
      1. From the timeline, select a phase or use the arrow buttons to navigate to the previous or next phase.
        Note:
        Policies can’t be mapped to a completed or cancelled phase.
      2. Select the Policies tab, and then select Add.
      3. On the Map Policies dialog box, select one or more policies from the list to map to the phase.
      4. Select Map policies.
    6. Select Run policies to run policies on the current phase.
      All mapped policies are executed in the background for the current phase (In Progress state). You can check the execution status by refreshing the list on the Policies tab.
    7. Close a release after verifying the completeness.
      For more information, see Close a release.