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Configuring upgrade pipelines in Deployment Manager

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Create an upgrade pipeline for each application to promote the upgrade fixes from the temporary production environment to production.

For more information about configuring upgrade pipelines in Deployment Manager, see Creating an upgrade pipeline.

Be aware of the following information about your environments in Deployment Manager:
  • The Staging-Clone stage is the upgraded, cloned, staging environment where you make upgrade fixes. On Pega Cloud Services, its URL contains the word clone.
  • You can delete the Quality Assurance stage in upgrade pipelines.
  • The Ephemeral stage is the temporary production environment. On Pega Cloud Services, its URL contains the word ephemeral.
  • The Production stage is the production environment. On Pega Cloud Services, its URLs contains the word prd.
By default, the Staging-Clone stage is named Development, and the Ephemeral stage is named Staging. You can rename the stages in your pipeline by changing the names in the Stage Name column, as shown in the following figure:

Deployment Manager environments
Deployment Manager environments showing the name, environment, URL, and
                            profile fields.

For Pega Cloud Services upgrades, you can view the upgraded, cloned, staging environment and the temporary, cloned production environment in the My Pega Cloud portal. For more information on managing upgrades in the My Pega Cloud portal, see Upgrades.

If you cannot access your DevOps environment, request support from Pegasystems Global Client Support by selecting New request in My Support Portal. When configuring an upgrade pipeline, perform the following tasks:

  • Add the following two rules to the application settings of the deployment pipeline:
    • The application product rule, which includes any fixes that you made to support the upgrade. You must also select the access group to which the application belongs by pressing the Down arrow key in the Access group field when you configure the deployment pipeline.
    • The confidence test case product rule, which contains all the data instances for testing, such as the access groups and operator IDs.

    See the following image for the location of the product rule fields:

    Pipeline settings in Deployment Manager
    Configuring rules to be promoted during the Ephemeral
                                        stage

  • On the pipeline model, in the Ephemeral stage, for the Deploy task, select the Deploy Test Artifacts check box, as shown in the following figure:

    Configuring the Ephemeral stage to deploy test artifacts
    Configuring the Ephemeral stage to deploy test
                                        artifacts

  • To control the promotion of upgrade fixes to the Ephemeral and Production stages, you can specify that a user takes an action before the upgrade fixes are promoted to the next stage. By configuring a transition, you can run any number of iterative deployments in the Staging-Clone stage. Transitions also ensure that you assess and selectively promote a deployment to the Ephemeral stage when you are ready to begin the deployment and promote your upgrade fixes and confidence testing assets.

    In the following figure, the Staging-Clone stage is set to wait for a user action after the stage is completed:

    Configuring the Staging-Clone stage to wait for a user action
    Configuring the Staging-Clone stage to wait for a user
                                    action
  • In the Production stage, add a manual task before the Deploy task to represent the outcome of the Go-NoGo decision. When you promote your upgrade fixes to production, the user that is assigned to this task accepts the task to promote upgrade fixes to the production environment. This stage should include your application rule but not your confidence test product rule. See the following figure for reference:
    Adding a manual task to the production stage
    Adding a manual task to the production stage
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