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Promotion Basics in Metadata Pipeline Cheat Sheet

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30 views3 pages

Promotion Basics in Metadata Pipeline Cheat Sheet

Uploaded by

catchmajeed.s
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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PROMOTION BASICS LUME’S CHEAT SHEET

PROMOTION

It is a process that involves deploying one or multiple user stories from one environment to another
following a designated pipeline.

UNDERSTAND PROMOTION PROCESS

The promotion process is simply the act of moving metadata components from lower to higher
environments.

Example: Jen, one of the developers in NewTech Innovations, has committed some changes
in the DEV1 environment and wants to move all those changes to UAT. In this case, she will
be deploying the changes to a higher environment, simply referred to as a promotion process.

PROMOTION BRANCH

When you promote a user story, Copado creates a replica of the destination branch and merges all
the components of the feature branch into it.
STEPS TO CREATE A MANUAL PROMOTION

1. Go to your user story and mark the Ready to Promote field as selected.
2. Now, open the Promotion tab and press New.
3. Fill in all the fields marked as required and save.
4. Locate the Add User Stories tab.
5. Select the desired user stories and click on the Add Selected User Stories button.

STEPS TO CREATE MANUAL DEPLOYMENT

1. Locate the Create Deployment button in the Selected User Stories panel.
2. Verify the relevant fields in the Deployment details wizard.
3. Click on Deploy.
4. Select the Deploy All option from the Deployment page.

STEPS TO CREATE AUTOMATED PROMOTION & DEPLOYMENT

1. Search the user story you want to promote and deploy.


2. Select the Promote & Deploy checkbox.
3. Click on Save.

By executing the above-stated process, Copado will perform the promotion and deployment
steps automatically.

PROMOTION PROCESS RESULTS

The promotion process can deliver different results. Let’s have a look at each of them.

Completed Successfully: The promotion branch will be merged into the destination branch.
Completed with Errors: No changes will be pushed to the destination branch in Git.
Merge Conflict: Copado stops promotion and provides between automatically or manually
resolving conflict options.
VALIDATING CHANGES

This is one of the features Copado offers where you can validate your promotion and deployment
results before you even create an active deployment.

HOW CAN YOU VALIDATE YOUR CHANGES ON A USER STORY?

1. Locate your user story.


2. Navigate to the drop-down menu and select Validate Changes.
3. Check the validation status in the Validation Deployment Results section.

REVIEWING VALIDATION RULES

Validated: This means your validation run ended successfully.


Validation Failed: This means your validation run had some errors. No worries, you can inspect
the steps and rectify the errors.

Interested in learning more? Go to:


https://success.copado.com/

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