Scenario 1: Basic request deployment

This scenario demonstrates how to deploy Dimensions CM requests to modify the corporate website of Qlarius Health Insurance.

Note: To run this scenario, first set up the environment, as described in Prerequisites.

Scenario overview

  • The release manager raises an enhancement request.

  • The development team lead primes a child task from the request.

  • A web developer makes a modification, delivers it, and relates it to the task.

  • The team lead promotes and deploys the request and task to the SIT stage and deployment area, and then promotes them to the QA stage.

  • The QA manager deploys the request and task to the QA deployment area and then promotes them to the PRE-PROD stage.

  • The release manager deploys the request and task to the PRE-PROD deployment area and then promotes and deploys them to the LIVE stage and production environment.

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Scenario information

  • The following stream is used: QLARIUS:MAINLINE_JAVA_STR

  • No build is required at any stage as only a text file is changed.

  • There is a separation of duties between the employees at the following stage transitions:

    • SIT to QA

    • QA to PRE-PROD

  • Deployment is to a single deployment area at each stage. The following deployment areas are used:

    Stage Deployment area Deploy by Default enabled for area?
    DEV LCL_DEV_JMAIN_AREA01 Yes
    SIT LCL_SIT_JMAIN_AREA01 Yes
    QA LCL_QA_JMAIN_AREA01 No
    PRE‑PROD LCL_PP_JMAIN_AREA01 No
    LIVE LCL_LIVE_JMAIN_AREA01 No

For a list of the promotion and deployment privileges required by the users, see Scenario privileges.

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Scenario prerequisites

Before you start on this scenario, complete the following steps:

  1. Create a work area on your local machine for the user Wendy, for example:

    C:\streams\MAINLINE_JAVA_STR\wendy

  2. Log in to the web client as a user that has the privileges to promote and deploy baselines to any stage and area, for example, the tool administrator, typically dmsys.

  3. Switch to the stream QLARIUS:MAINLINE_JAVA_STR.

  4. Take a tip baseline of the stream MAINLINE_JAVA_STR.

  5. To deploy the files to all deployment areas, promote and deploy the baseline:

    1. Select the baseline, and on the toolbar click Promote.

    2. In the Next Stage field, check that SIT is selected, and click Next.

    3. To deploy now, check that the option Perform Deployments is set to As Soon As Possible.

    4. In the Areas for Deployment field, check that the deployment area LCL_SIT_JMAIN_AREA01 is selected. If not, select it. Click Next.

    5. Review the summary and click Finish.

  6. Repeat the earlier step for other stages and their associated deployment areas:

    QA LCL_QA_JMAIN_AREA01
    PRE-PROD LCL_PP_JMAIN_AREA01
    LIVE LCL_LIVE_JMAIN_AREA01

  7. Log out of the web client.

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Run this scenario

The following table describes the tasks performed in this scenario.

Action Procedure

The release manager raises an enhancement request.

A change is required to the corporate website of Qlarius Health Insurance. Rita, the release manager, raises an enhancement request to manage the change.

  1. Log in to the Dimensions CM web client as Rita.

  2. Switch to the following stream: QLARIUS:MAINLINE_JAVA_STR

  3. In the Requests view, on the toolbar click New and select CR. The New Request dialog box opens.

  4. In the Title field, enter a title for the request, for example, Update website.

  5. In the Detailed Description field, enter a description, for example, Update website with latest corporate colors.

  6. On the Attributes tab, from the Severity/Priority list, select a value. Click Submit and then Close.

The new request is added to Rita’s request inbox with the following ID: QLARIUS_CR_n

By default the request is at the DEV stage when it is raised.

The release manager delegates the request to the team lead.

Rita delegates the request to the development team lead, Ted, whose team is responsible for maintaining the website.

  1. Select the request, and on the toolbar click Delegate. The Delegate wizard opens.

  2. Check that the Capability option is set to Secondary.

  3. From the Role to Delegate list, select IMPLEMENTOR and click Next.

  4. In the Candidate Users Authorized for Role Assignment list, select Ted and click Add.

The wizard closes automatically. Dimensions CM sends an email to Ted notifying him that a request has been added to his request inbox.

The release manager actions the request to its next state.

Rita actions the request to its next state, UNDER WORK.

  1. Select the request, and on the toolbar select Action. The Action wizard opens.

  2. Check that the To Next State field is set to UNDER WORK.

  3. Click Finish and click OK. The request is removed from Rita’s request inbox.

  4. Log out of the web client.

The web developer updates their work area from the stream.

Wendy reads the email and checks her Request inbox. She does some research and identifies the file that needs to be modified, main.css.

Wendy updates her work area from the stream.

  1. Log in to the web client as Wendy.

  2. Switch to the following stream: QLARIUS:MAINLINE_JAVA_STR.

  3. Change Wendy’s work area to the one that you created earlier (see Prerequisites at the start of this scenario).

  4. In the Items view, on the Dirs tab of the navigation pane, expand Qlarius Underwriter and select website.

  5. On the toolbar, click Update. The Update from Stream wizard opens.

  6. Click Next.

  7. Click Finish and then Close.

Wendy’s work area is updated.

The web developer modifies the item.

In Wendy’s local work area on your machine, edit main.css.

For the purpose of this scenario make a minor edit, for example, add a comment to the top of the file.

The web developer delivers the item and relates it to the task.

Wendy delivers the modification to the stream and relates it to the child task.

  1. In the Items view, on the Dirs tab of the navigation pane, select website.

  2. On the toolbar, click Deliver. The Deliver to Stream wizard opens.

  3. Verify that the Modifications option is selected. Click Next.

  4. Verify that main.css is selected and click Next.

  5. In the Relate to Request(s) field, click Select. The Select Request dialog box opens.

  6. From the Product Name list, select QLARIUS.

  7. From the Type Name list, select TASK. Click Next.

  8. Select the task that is delegated to Wendy and click Finish.

  9. In the Deliver to Stream wizard, click Finish and then Close.

  10. Make a note of the latest revision number of main.css.

The developer verifies that the item was automatically deployed to the DEV area.

The Deploy by Default option is enabled for the DEV area, so when Wendy delivered the item it was automatically deployed. She checks that the item was successfully deployed.

  1. Select the Deployment view.

  2. To view information only for the current stream, do the following:

    1. In the navigation pane, click the filter button in the top right corner.

    2. Select Show Current Stream.

  3. Select the History tab, and in the navigation pane select the DEV stage node.

  4. In the content pane, verify that main.css was successfully deployed to the DEV deployment area LCL_DEV_JMAIN_AREA01.

The Event Result column should display Succeeded.

The web developer delegates the task to the team lead for peer review.

Wendy delegates the child task to Ted, her team lead, for peer review.

  1. In the Requests view, select the Request inbox.

  2. Select the child task, and on the toolbar click Delegate. The Delegate wizard opens.

  3. Check that the Capability option is set to Secondary.

  4. From the Role to Delegate list, select REVIEWER and click Next.

  5. In the Candidate Users Authorized for Role Assignment list, select Ted and click Add.

The wizard closes automatically. Dimensions CM sends an email to Ted notifying him that a task has been added to his Request inbox.

The web developer actions the task to its next state.

Wendy actions the child task to its next state, PEER REVIEW.

  1. Select the child task, and on the toolbar select Action. The Action wizard opens.

  2. In the New State section, check that the To Next State field is set to PEER REVIEW.

  3. Click Next.

  4. In the Actual Completed Date field, enter a date.

  5. In the Actual Development Effort (hours) field, enter a number.

  6. Click Finish. The task is removed from Wendy’s Request inbox.

  7. Log out of the web client.

The team lead does a peer review and actions the task to its final state.

Ted read his email, saw the task in his Request inbox, and did a peer review of the file that Wendy modified. He is satisfied with the changes she made. He actions the task to its final state, CLOSED.

  1. Log in to the web client as Ted.

  2. In the Requests view, select the Request inbox.

  3. Select the child task, and on the toolbar select Action. The Action wizard opens.

  4. Check that the To Next State field is set to CLOSED.

  5. Click Finish and click OK.

The task is removed from Ted’s request inbox.

The team lead promotes and deploys the request and task to the SIT stage.

To perform system integration testing, Ted promotes and deploys the parent request with the child task to the SIT stage and its associated deployment area. Deploy by default is enabled for the SIT area.

  1. Select the request.

  2. On the toolbar, click Promote. The Promote wizard opens.

  3. Check that the Promote Child Requests option is selected.

  4. In the Next Stage field, check that SIT is selected. Click Next.

  5. To deploy now, check that the option Perform Deployments is set to As Soon As Possible.

  6. In the Areas for Deployment field, check that the LCL_SIT_JMAIN_AREA01 deployment area is selected. Click Next.

  7. Review the summary of the promotion and deployment activities and command, and click Finish.

The team lead verifies that the promotion and deployment were successful.

Ted verifies that the promotion and deployment operations were executed successfully.

  1. Select the Deployment view, and check that only the current stream is displayed.

  2. Check that the History tab is selected.

  3. In the navigation pane, select the SIT stage node.

  4. In the content pane, verify that the request was promoted successfully from DEV to SIT. The Event Result column should display Succeeded.

  5. In the navigation pane, expand the SIT stage node and select the LCL_SIT_JMAIN_AREA01 deployment area.

  6. In the content pane, verify that the request and task were successfully deployed to the SIT deployment area.

  7. To browse the SIT deployment area, in the My Current Project view expand Deployment Areas > SIT Stage > LCL_SIT_JMAIN_AREA01 > Qlarius Underwriter > website

  8. In the content pane, verify that the latest revision of main.css was deployed.
Ted performs system integration testing.

The team lead promotes the request and task to the QA stage.

System integration testing has been completed successfully so Ted promotes the request and task to the QA stage. Deploy by Default is not enabled so the request and task cannot be automatically deployed to the QA deployment area.

  1. Select the Deployment view, and in the navigation pane select the SIT stage node.

  2. Select the History tab, and in the content pane select the request.

  3. On the toolbar, click Promote. The Promote wizard opens.

  4. Check that the Promote Child Requests option is selected.

  5. In the Next stage field, check that QA is selected. Click Next.

  6. Because Deploy by Default is not enabled, no deploy options are available. Click Next.

  7. Review the summary of the promotion activity and command, and click Finish.

  8. In the navigation pane, select the QA stage node.

  9. In the content pane verify that the request was promoted successfully from SIT to QA.

The team lead actions the request to its next state.

Ted actions the request to its next lifecycle state, IN TEST, so that the QA team can perform testing.

  1. On the History tab, select the request.

  2. On the toolbar, click Action. The Action wizard opens.

  3. In the New State section check that the To Next State field is set to IN TEST.

  4. Click Next.

  5. In the Details of Solution Given field, enter main.css updated.

  6. Click Finish.

    Dimensions CM sends an email to Tao, the QA manager, notifying her that a task has been added to her Request inbox.

  7. Log out of the web client.

The QA manager deploys the request and task to the QA deployment area.

Tao, the QA manager, reads the email and checks the Pending tab for the QA stage on the Deployment view. Tao sees that the request is ready to be deployed to QA.

  1. Log in to the web client as Tao.

  2. Switch to the following stream: QLARIUS:MAINLINE_JAVA_STR

  3. In the Deployment view, check that only the current stream is displayed.

  4. Select the Pending tab.

  5. In the navigation pane, select the QA stage node.

  6. In the content pane, from the Show list, select Requests.

  7. Select the request, and on the toolbar click Deploy. The Deploy wizard opens.

  8. Check that the option Deploy Child Requests is selected.

  9. Check that the Deploy Stage is set to QA. Click Next.

  10. To deploy the request and child task now, check that the option Perform Deployments is set to As Soon As Possible.

  11. In the Areas for Deployment field, check that the LCL_QA_JMAIN_AREA01 deployment area is selected. Click Next.

  12. Review the summary of the promotion activity and command, and click Finish.

  13. Select the History tab.

  14. In the navigation pane, expand the QA stage node and select the LCL_QA_JMAIN_AREA01 deployment area.

  15. In the content pane, verify that the request and child task were successfully deployed to the QA area.
The QA team performs their tests.

The QA manager promotes the request and task to the PRE-PROD stage.

QA testing has been complete successfully so Tao promotes the request and task to the PRE-PROD stage. Deploy by Default is not enabled so the request and task cannot be automatically deployed to the PRE-PROD deployment area.

  1. On the History tab, select the request.

  2. On the toolbar, click Promote. The Promote wizard opens.

  3. Check that the Promote Child Requests option is selected.

  4. In the Next stage field, check that PRE-PROD is selected. Click Next.

  5. Because Deploy by Default is not enabled, no deploy options are available. Click Next.

  6. Review the summary of the promotion activity and command, and click Finish.

  7. In the navigation pane, select the PRE-PROD stage node.

  8. In the content pane, verify that the request was promoted successfully from QA to PRE-PROD.

The QA manager actions the request to its final lifecycle state.

Tao closes the request.

  1. On the History tab, select the request.

  2. On the toolbar, click Action. The Action wizard opens.

  3. Check that the To Next State field is set to CLOSED.

  4. Click Finish and click OK.

  5. Log out of the web client.

The release manager deploys the request and task to the PRE- PROD deployment area

Rita, the release manager, checks the Pending tab for the PRE-PROD stage on the Deployment view. Rita sees that the request is ready to be deployed to PRE-PROD.

  1. Log in to the web client as Rita.

  2. In the Deployment view, check that only the current stream is displayed.

  3. Select the Pending tab.

  4. In the navigation pane, select the PRE-PROD stage node.

  5. In the content pane, from the Show list, select Requests.

  6. Select the request, and on the toolbar click Deploy. The Deploy wizard opens.

  7. Check that the Deploy Child Requests option is selected.

  8. Check that the Deploy Stage is set to PRE-PROD. Click Next.

  9. To deploy the request and child task now, check that the option Perform Deployments is set to As Soon As Possible.

  10. In the Areas for Deployment field, check that the LCL_PP_JMAIN_AREA01 deployment area is selected. Click Next.

  11. Review the summary of the deployment activity and command. Click Finish and then Close.

  12. Select the History tab.

  13. In the navigation pane, in the PRE-PROD stage node, select the LCL_PP_JMAIN_AREA01 deployment area.

  14. In the content pane, verify that the request and child task were successfully deployed to the PRE-PROD area.
The release team performs their tests.

The release manager promotes the request and task to the LIVE stage

Rita promotes the request and task to the LIVE stage. Deploy by Default is not enabled for the LIVE deployment area.

  1. On the History tab, with the PRE-PROD stage node selected in the navigation pane, select the request in the content pane.

  2. On the toolbar, click Promote. The Promote wizard opens.

  3. Check that the Promote Child Requests option is selected.

  4. In the Next Stage field, check that LIVE is selected. Click Next.

  5. Rita has the privilege to deploy at the same time as the promotion but chooses not to select any deployment areas. Click Next.

  6. Review the summary of the promotion activity and command, and click Finish.

  7. In the navigation pane, select the LIVE stage node.

  8. In the content pane, verify that the request was promoted successfully from PRE- PROD to LIVE.

The release manager deploys the request to the LIVE deployment area

Let’s assume that it is now the regular maintenance period when the LIVE deployment area is offline. Rita checks to see what requests are ready to be deployed to the LIVE deployment area.

  1. In the Deployment view, select the Pending tab.

  2. In the navigation pane, select the LIVE stage node.

  3. In the content pane, select the request and on the toolbar click Deploy. The Deploy wizard opens.

  4. Check that the Deploy Child Requests option is selected.

  5. Check that the Deploy Stage is set to LIVE. Click Next.

  6. To deploy the request and child task now, check that the Perform Deployments option is set to As Soon As Possible.

  7. In the Areas for Deployment field, check that the LCL_LIVE_JMAIN_AREA01 deployment area is selected. Click Next.

  8. Review the summary of the deployment activity and command. Click Finish and then Close.

The release manager verifies that the deployment operation was successful

Rita verifies that the deployment operation was successful.

  1. Select the History tab.

  2. In the navigation pane expand the LIVE stage node and select the LCL_LIVE_JMAIN_AREA01 area.

  3. In the content pane, verify that the request and task were successfully deployed to the LIVE area.

The release manager verifies that the correct item revision was deployed

Rita verifies that the correct item revision was deployed to the LIVE area.

  1. In the My Current Project view, in the navigation pane, expand Deployment Areas > LIVE Stage > LCL_LIVE_JMAIN_AREA01 > Qlarius Underwriter > website

  2. In the content pane, verify that the latest revision of main.css was deployed.
End of scenario

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Scenario privileges

The following tables list the promotion and deployment privileges required by the users in the above scenario.

Promotion privilege Privilege owner Required at these stages

REQUEST_PROMOTE_NEXTSTAGE ITEM_PROMOTE_NEXTSTAGE

 Team lead DEV
SIT
QA Manager QA
Release Manager PRE-PROD
Deployment privilege Privilege owner Required for these areas
The SIT area is a Deploy by Default area, and no deployment privileges are required.

REQUEST_DEPLOY ITEM_DEPLOY

QA Manager LCL_QA_JMAIN_AREA01
Release Manager LCL_PP_JMAIN_AREA01
LCL_LIVE_JMAIN_AREA01

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