Develop > Tailoring > Environment configuration > Applying customizations to the production environment > Promote customizations from development to production

Promote customizations from development to production

  1. Before you promote customizations from development to production, thoroughly document every change made in the development system that will need to be part of the patch that is promoted to production. The information that you collect in this documentation depends on the environment, but should at a minimum include the following fields, which are mentioned in the log file:
    • Change Number
    • Request Description
    • Task Number
    • Task Description
    • Change Requester
    • Change Owner
    • Record modified
    • Date Modified
    • Change Description
    • Unload Name
    • Patch Name
    • Test plan
    You can document changes either inside of Service Manager Change Management or by using an external program such as Microsoft Excel.
  2. Test all changes in the development system.
  3. After all changes are documented, tested, and functioning in the development system, create a single unload.
    We recommend that you:
    1. Remove the field "keys" from the exclude list in the signaturemake file for the dbdict table before creating the signatures on both production and development. That way, dbdicts that had changes to the keys will be unloaded into the file that is loaded into test and then production and these changes are easier to find.
    2. Use the Differential Upgrade utility to create a single unload file containing all changes.
    3. Manually modify all keys that were changed in any of the dbdicts contained in the unload
  4. After the single unload is created, perform the following steps:
    1. Apply it to a test system that is a recent copy of the production environment.
    2. Test the changes thoroughly.
    3. Document any reported issues and fix these in the development system after each test iteration.
    4. Provide a repaired patch file (while still using a single unload file) to the testers at the beginning of each test iteration.
  5. After the unload is thoroughly tested and accepted, the latest unload can be applied to a production system or to any other system that needs to be upgraded with the patch, such as a training system.

Note: Do not modify the patch after this point. Address new issues found after testing is complete in the next development cycle.

Related concepts

Environment configuration
Applying customizations to the production environment
Best practices for promoting customizations
Comparison of the tools to use for promoting customizations
Development auditing
Differential Upgrade utility
Unload script utility
Revision control