Creating Release Records
- Enterprise IT
You can create Release Records (RRs) if you are an Analyst, Release Manager, or user with required access.
To create new Release Records:
- Select Release > User > New Release Record.
On the NEW RELEASE RECORD page, select the Tenant and fill in the other required details as described in the following table:
Field
Description
Tenant
Displays the Tenant name configured by the Administrator. Select an option from the list box.
Note: Based on the needs of the organization the Administrator configures the name for this field.
Registration Time
Displays the date and time on which the Release Record was created. The date format used is yyyy/mm/dd/yyyy h:mm:ss AM/PM.
Status
Select the status from the Status list. The status is displayed based on the Release Record progressive stage.
- When the Release Record page is opened for creating a release, you can see status option as Design.
- You can see the Status options as Built and Deploy while the RR is in the Testing stage.
- Once the Workgroup owner authorizes the RR, status is changed to Authorized.
- Built: Indicates the release tasks is in progress.
- Test: Indicates that the release tasks is under the testing stage.
- Deploy: Indicates that the release is deployed.
- Once the RR is deployed, you can see the status option as Closed to close the RR.
- Closed: Indicates the Release Record is closed with an appropriate Closure Code.
Note: The Closure Code field is enabled after you select Status as Closed.
Category
Lists the configured Category options as:
- Small
- Medium
- Large
Select a Category from the list
Release Type
Lists the configured Release Type options.
- Major
- Minor
- Emergency
Select a Release Type from the list.
Owner Workgroup
Lists the configured Workgroups under the selected Tenant. Select a Workgroup from the list box. After you select a Workgroup, the Workgroup Owner's details are loaded in the Authorizer Details text box.
Note: By default, the selected Workgroup Owner becomes the Authorizer for the RR.
Authorizer Details
Displays the details (Emp Id, E-mail address, and phone number) of the Workgroup Owner after you select the Workgroup in the Owner Workgroup list.
Change Records
Allows you to specify any related change records for a Release Record.
Change Request
Click this icon to open Change Requests page where you can select one or more CRs to attach with a RR.
Configuration Items
Allows you to specify any related Configuration Items.
Description
Type in a brief description about a Release Record.
Note: After a RR is authorized, you cannot modify the RR details.
Information
Type in any other information about a Release Record.
Note: After a RR is authorized, you cannot modify the RR details.
Figure: NEW RELEASE RECORD page- Click SUBMIT. A new RR is created. You can also create a Release Record from Change Record (see: RELATIONSHIP Tab).
Field Description
This section describes the fields on the NEW RELEASE RECORD page.
Under this tab you can add or view the general details of a RR, such as Urgency, Risk, Priority, Impact, release and plan related details, and so on.
Figure: GENERAL tab
The following table describes the fields under the GENERAL tab:
Field | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
Urgency | Lists the Urgency levels defined for an Tenant. Select an Urgency level from the list to indicate the Urgency level for a RR. | ||||||||
Risk | Lists the Risks defined for a Tenant. Select a Risk option from the list to indicate the Risk rating for a RR. | ||||||||
Priority | Lists the Priority options defined for a Tenant. Select an Priority option from the list to indicate the level of Priority for a RR. | ||||||||
Impact | Lists the Impacts defined for a Tenant. Select a Impact option from the list to indicate the Impact for a RR. | ||||||||
Release Workgroup | Lists the Workgroups associated with the selected Tenant. Select a Workgroup with which you want to associate a RR. | ||||||||
Release Analyst | Lists the Analysts associated with the selected Workgroup. Select a team member to whom you want to assign the RR. | ||||||||
Planned Start Time | Allows you to select a start date for a RR plan. Click the Calendar icon to select an appropriate date for a RR. From the list, select the hours and minutes for specifying the time plan schedule for a RR. | ||||||||
Planned End Time | Allows you to select an end date for a RR plan. Click the Calendar icon to select an appropriate date for a RR. From the list, select the hours and minutes for specifying the time plan schedule for a RR. | ||||||||
Pre-Release Notification | Allows you to specify the valid e-mail ids (use semicolon (;) as a separator to add multiple e-mail ids) to send the pre- release notification details of a RR. | ||||||||
Post Release Notification | Allows you to specify the valid e-mail ids (use semicolon (;) as a separator to add multiple e-mail IDs) to send the post release notification details of a RR. | ||||||||
Attachment | Specify any reference file path to add as an additional reference material. You can also click Browse icon to choose an appropriate file to attach as a reference material for a RR. Multiple Files Attachment You can select and attach multiple files at once. Select one file, press and hold the Ctrl key to select the other attachments. Avoid monotonous iterations to attach multiple files and attach them at one shot. Consider the total size limit for multiple attachments is 4MB. You need to attach the files Image1, Image2 and Image3 at the same time. As shown in the following sample screenshot, you can attach 3 files (Image1 - 1015 KB, Image2 - 1015 KB and Image3 - 1703 KB) at the same time.
Figure: Multiple Attachments However, the total file size of all the attachments per upload should not exceed the configured limit in webconfig file. This file size limit is customizable. System will not upload and attach any files further if the total file size exceeds the defined maximum size. Consider the maximum size for Attachment field is defined as 4MB. You have to attach the following set of files with the below mentioned file sizes. Image1 - 519 KB Image2 - 1561 KB Image3 - 1703 KB As the total file size for the above-mentioned 3 attachments is 3783 KB which is less than 4 MB, all of the above files will get uploaded and attached successfully. Now, you have to attach the following set of files with the below mentioned file sizes. Image1 - 519 KB Image2 - 1561 KB Image3 - 2184 KB As the total file size for the above-mentioned 3 attachments is 4264 KB which is more than 4 MB, all of the above files will not be uploaded and attached successfully. The system displays the following message.
You can attach multiple set of attachments with defined maximum size multiple times. If the attachment limit is 4MB, you can upload a set of files with altogether size of 4MB or a single file of size 4MB, multiple times in the Attachment field. As shown in the below screenshot, attach the following set of files with the below mentioned file sizes.
As the total file size for the above-mentioned 4 attachments is 4MB, all of the above files will get uploaded and attached successfully. Now, again attach another file named Document 1 with file size of 4MB.
As the total file size for the single file is 4MB, it will also get uploaded and attached successfully. Now, the total uploaded file size is 8MB which is possible. Files with same name can be attached multiple times. A sample screenshot is shown below:
Figure: Attachment with similar names As shown in the above screenshot, Image1 is attached twice at the same time. Table Format You can view the multiple attachments details in a tabular format. A sample screenshot is shown below:
Figure: Multiple Attachments Table The following file details are mentioned in a tabular format for multiple files attachments.
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You need to also identify the Risk associated with the release. Under the RISK tab, you can capture the Risk details specific to a RR, such as known issues, bugs/issues fixed details, enhancement list, Risk of release failure, business Impact (as per user), business Impact of release failure, roll out plan, roll back plan, system and user Impact, and so on.
Figure: RISK tab
The following table describes the fields under the RISK tab:
Field | Description |
|---|---|
Known Issues | Type in the Risk details specific to the known issues. |
Bugs/Issues Fixed | Type in the Risk details specific to the bugs and fixed issues. |
Enhancement List | Type in the Risk details specific to the enhancements. |
Risk of Release Failure | Type in the Risk details specific to the release failure. |
Business Impact (As per user) | Type in the Risk details specific to the business Impact. |
Business Impact of Release Failure | Type in the Risk details specific to the business Impact of release failure. |
Roll Out plan Tested | Type in the Risk details specific to the roll?out plan. |
Roll Back Plan | Select this check box, to indicate that the testing of a roll?out plan is complete. |
System Impact | Lists the configured system Impact options. Select an option from the list box. |
User impact | Lists the configured user Impact options. Select an option from the list box. |
Attachment | Specify any reference file path to add as an additional reference material. You can also click Browse to choose an appropriate file to attach as a reference material for a test plan of a RR. Multiple Files Attachment You can select and attach multiple files at once. Avoid monotonous iterations to attach multiple files and attach them at one shot. Select the one file and then press and hold the Ctrl key to select the other attachments. For more information, see General Tab (Attachment Field). |
Under the LOGS tab, you can capture the log details specific to a RR, such as Release Owner Team log, Authorizer log, and Release Analyst log.
Figure: LOGS tab
The following table describes the fields under the LOGS tab:
Field | Description |
|---|---|
Release Owner Team Log | Type in the Release Team log details. |
Authorizer Log | Type in the Authorizer log details |
Release Analyst Log | Type in the Release analyst log details. |
The details related to the testing phase of the Release Record (RR) needs to be recorded. You can add or modify the testing details under the TEST tab with information, such as test stage, test planned date, test plan, pass criteria, fail criteria, actual test date, Workgroup, conducted by/owner, test status, attachment, and so on.
Figure: TEST tab
The following table describes the fields under the TEST tab:
Field | Description |
|---|---|
Test Stage | Lists the configured Test Stage options. Select an option from the lis
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Test Planned Date | Allows you to specify a test plan date of a RR. Note: The selected test plan date should be greater then the RR’s registration date and time. Click the Calendar icon to select the Test Plan Date. From the list, select the hours and minutes for specifying the time to indicate the Test Plan Time. Click the Clear button to clear the selections. Click the Now button to select the current date and time. Click the Done button after selecting the date and time. |
Test Plan | Type in a brief description about the test plan. Note: After completing the test plan execution, you can update the test result details in Pass Criteria, Fail Criteria, Actual Test Date, and other fields. |
Pass Criteria | Specify the test pass criteria. |
Fail Criteria | Specify the test fail criteria. |
Actual Test Date | Allows you to specify the actual test date of a RR. Click the Calendar icon to select the Actual Test Date. From the list box select the hours and minutes for specifying the time to indicate the Actual Test Time. Click the Clear button to clear the selections. Click the Now button to select the current date and time. Click the Done button after selecting the date and time. |
Workgroup | Lists the configured Workgroup for a Tenant. Select a Workgroup from the list that you want to associate with the test plan of a RR. |
Conducted by/Owner | Lists the configured member names under the selected Workgroup. Select the member name who executed the test cases. |
Test Status | Select the option as Success or Failure based on the results of the test plan execution. |
Attachment | Specify any reference file path to add as an additional reference material. You can also click Browse icon to choose an appropriate file to attach as a reference material for a test plan of a RR. Multiple Files Attachment You can select and attach multiple files at once. Avoid monotonous iterations to attach multiple files and attach them at one shot. Select the one file and then press and hold the Ctrl key to select the other attachments. For more information, see General Tab (Attachment Field). |
You need to link the Incidents, Problem Records (PR), Service Requests (SRs), Knowledge records, and so on to the Release Record (RR). Under the RELATIONSHIP tab , you can link Incidents, Problem Records, Configuration Items (CIs), Work Orders, Projects, and Knowledge Records (KRs).
Figure: RELATIONSHIP tab
The following table describes the fields under the RELATIONSHIP tab:
Field | Description |
|---|---|
Link | Allows you to link RRs under selected Categories. |
De-link | Allows you to de-link RRs under selected Categories. |
Relationship | You can link or de-link to RRs on this page. |
Modules | Select the module name that you want to link or de-link. |
Incidents | This section allows you to link and de-link RRs with Incidents. |
Workorders Records (WO) | This section allows you to link and de-link RRs with Work Orders. |
Problem Records | This section allows you to link and delink RRs with Problem Records. |
Configuration Items | This section allows you to link and de-link RRs with Configuration Items. |
Service Requests | This section allows you to link and de-link RRs with Service requests. |
Knowledge Base | This section allows you to link and de-link RRs with KRs. |
Project | This section allows you to link and delink RRs with Projects. |
After a release is done, a Post Release Review takes place. You can update all the information related to the post release review under the P.R.REVIEW tab.
Figure: PR REVIEW tab
The following table describes the fields under the P.R. REVIEW tab:
Field | Description |
|---|---|
Planned PIR Date | Specify the planned RIR date for a RR. You can click the Calendar icon to specify an appropriate date. |
Actual RIR Date | Specify the actual RIR date for a RR. You can click the Calendar icon to specify an appropriate date. |
Post Release Review | Type in any reviews or comments about the Post release review for a RR. |
Issues Faced | Type in any issues that you faced while reviewing, testing, and deploying a RR. |
Corrective Action | Type in the corrective action steps that you took for resolving the issues that you faced for a RR. |
System/User Impacted | Type in the system and the user Impact details with the result of post release review of a RR |
Attachment | Specify any reference file path to add as an additional reference material. You can also click Browse icon to choose an appropriate file to attach as a reference material for a RR. Multiple Files Attachment You can select and attach multiple files at once. Avoid monotonous iterations to attach multiple files and attach them at one shot. Select the one file and then press and hold the Ctrl key to select the other attachments. For more information, see General Tab (Attachment Field). |
Is CMDB Updated ? | This field is enabled for you to modify only after the RR is deployed with the status field displaying Deploy on the Release Record page. Lists the configured status options.
Type in the details about the Impacts or observations of the RR deployments. |
Revert to Previous Versions? | This field is enabled for you to modify only after the RR is implemented with the status field displaying Deploy on the Release Record page.
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Reviewer | Type in the name of the reviewer. |
All the details about the RR at the Release stage can be updated under the RELEASE tab.
Figure: RELEASE tab
The following table describes the fields under the RELEASE tab:
Field | Description |
|---|---|
Version | Type in the version of a RR. |
Version Remarks | Type in the comments or remarks about releasing a RR. |
Release Instructions | Type in release instructions, if any. |
Release Attachments | Specify the reference file path to add as a reference material. You can also click Browse icon to choose an appropriate file to attach as a reference material for a RR. |
Release Acceptance | Specify the release acceptance status option.
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Approver | Type in the Release Acceptance Approver's name. |
Remarks | Type in remarks about releasing a RR. |
Sign Off Document | Specify the sign off document file path to release a RR. You can also click Browse icon to choose an appropriate file to attach as a reference material for a RR. |
Legal Requirement | Type in the legal requirements about releasing a RR. |
Legal Document Attachment | Specify the legal document file path to release a RR. You can also click Browse icon to choose an appropriate file to attach as a reference material for a RR. |
Policy Details | Type in the legal requirements about releasing policy details |
Policy Attachment | Specify the legal document file path to release a RR. You can also click Browse icon to choose an appropriate file to attach as a reference material for a RR. |
Standard Details | Type in the standard details about releasing a RR. |
Standard Attachment | Specify the standard document file path to release a RR. You can also click Browse icon to choose an appropriate file to attach as a reference material for a RR. |
Regulation Details | Type in the regulations details about releasing a RR. |
Regulation Details Attachment | Specify the regulation details document file path to release a RR. You can also click Browse icon to choose an appropriate file to attach as a reference material for a RR. |
Note
Multiple Files Attachment (Release Attachments, Legal Document Attachment, Policy Attachment, Regulation Details Attachment)
You can select and attach multiple files at once. Avoid monotonous iterations to attach multiple files and attach them at one shot. Select the one file and then press and hold the Ctrl key to select the other attachments.
For more information, see General Tab (Attachment Field).
You can add or view the deployment details of a RR under the DEPLOYMENT tab.
Figure: DEPLOYMENT tab
The following table describes the fields under the DEPLOYMENT tab:
Field | Description |
|---|---|
Deployment Type | Select the deployment type. |
Package Name | Type in the package name that you are deploying. Example: Software, Hardware, Document |
Package Details | Type in the details about the package that you are deploying. |
Deployment Package | Specify the reference file path to add as a reference material. You can also click Browse icon to choose an appropriate file to attach as a reference material for a RR. You can select and attach multiple files at once. Avoid monotonous iterations to attach multiple files and attach them at one shot. Select the one file and then press and hold the Ctrl key to select the other attachments. For more information, see General Tab (Attachment Field). |
Deployment Status | Indicates the status of the package.
When you select the Status option as Deploy, the Deployment Status field option is displayed as Ready to Deploy. You cannot edit this field. |
SCHEDULE
Under the SCHEDULE tab, you need to update the release schedule of a RR.
Figure: SCHEDULE tab
The following table describes the fields under the SCHEDULE tab:
Field | Description |
|---|---|
Schedule Type | Allows you to define a schedule to perform the task at the specified date and time. Lists the configured schedule types for a RR.
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Schedule Status | Lists the configured schedule status options.
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From Date | Select the date to start the task. Click the Calendar icon to select the From Date. |
To Date | Select the date to start the task. Click the Calendar icon to select the To Date. |
Schedule Owner | Type in the name of the person, who should perform the scheduled tasks. Click the Search icon to search for a user to assign as schedule owner. |
Remarks | Type in any notes or comments about the schedule. |
You can add or view documents for a RR under the DOCUMENTS tab.
Figure: DOCUMENTS tab
The following table describes the fields under the DOCUMENTS tab:
Field | Description |
|---|---|
Document Name | Type in the name of the document that you wish to add. |
Version No. | Type in the version number of the document. |
CI Location | Type in the document location of a CI in the DML data. |
Attachment | Specify the reference file path to add as a reference material. You can also click Browse icon to choose an appropriate file to attach as a reference material for a CI. You can select and attach multiple files at once. Avoid monotonous iterations to attach multiple files and attach them at one shot. Select the one file and then press and hold the Ctrl key to select the other attachments. For more information, see General Tab (Attachment Field). |
User Name | Type in the user name if any to access the attached document. |
Password | Type in the password if any to access the attached document. |
Under the HARDWARE VARIANCE tab, you can view the Hardware Variance details between the existing Asset Management data and the discovered data (this data is collected using the SUMMIT Agent). You can perform the Hardware Variance task only for the related CIs with a Release Record (RR).
Figure: HARDWARE VARIANCE tab
The following table describes the fields under the HARDWARE VARIANCE tab:
Field | Description |
|---|---|
Serial Nos | Lists the serial numbers of the CIs that are linked with a RR. Select a CI’s serial number from the list box. |
ASSET VARIANCE DETAILS | |
Field Name | Displays the list of hardware item name. Example: Host name, RAM size, RAM Quantity, Hard Disk Size, Hard Disk Quantity. |
Asset Management Data | Displays the data details for each hardware item. Note: The data that is displayed here is retrieved from the Asset Management database. |
Actual Inventory Data | Displays the data details for each hardware item. Note: The data that is displayed here is derived using the SUMMIT Agent configured on the user system. |
Updated (check box) | The check box is displayed only if there is a variance between the Asset Management data and the discovered date. Select the check box to update the Asset Management database with the actual discovered data. |
Under the SOFTWARE VARIANCE, you can view the Software Variance details between the existing Asset Management data and the discovered data (this data is discovered using SUMMIT Agent).
Figure: SOFTWARE VARIANCE tab
The following table describes the fields under the SOFTWARE VARIANCE tab:
Field | Description |
|---|---|
Serial Number | Lists the serial numbers of the CIs that are linked with a RR. Select a CI’s serial number from the list box. |
Software View (Radio button) | Displays the options to view the software details of the selected CI as: Summary: Select this option to view the summary view of the software associated with the CI. Detail: Select this option to view a detailed information of the software items associated with the CI. The details of the software are displayed in a tabular format. |
Sl. No. | Displays the serial number of the software. |
Asset Management Data | Displays the data details of each software. Note: The data that is displayed here is retrieved from the Asset Management database. |
Actual Inventory Data | Displays the data details of each hardware. Note: The data that is displayed here is derived using the SUMMIT Agent configured on the user system. |
Updated (check box) | The check box is displayed only if there is a variance between the Asset Management Data and Actual Inventory Data. Select the check box to update the Asset Management database with the Actual Inventory Data that is discovered. |
UnInstall Status | Displays the status of the uninstalled software.
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UnInstall (check box) | For this column, the check box is displayed only for the software that are excluded in an organizational security norms and policies. |
Using the CHECKLIST tab, you can view the assigned tasks to complete before closing a Release Record (RR). A list of tasks is displayed in the tab to configure and complete the tasks and update the status with remarks before closing a RR.
Figure: CHECKLIST tab
The following table describes the fields under the CHECKLIST tab:
Field | Description |
|---|---|
Sl No. | Displays the serial number of the tasks assigned. |
Check box | Select the check box to enable the status field. |
Task Name | Displays the name of the task. |
Task Status | This field will be enabled only after you select the check box against the task name. Indicates the status set for the task. Select any one option from the list
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Remarks | Type in any notes or comments about the completing the task. |
History | Displays the task history details. |
Under the REQUIREMENTS tab, you can update the license information and the resource information, such as the Type, Status, and so on.
Figure: REQUIREMENTS tab
The following table describes the fields under the REQUIREMENTS tab:
Field | Description |
|---|---|
License Information | Type in the license details of the software, hardware resources used for the release record. |
License Attachment | You can upload multiple license details of release records. You can select and attach multiple files at once. Avoid monotonous iterations to attach multiple files and attach them at one shot. Select the one file and then press and hold the Ctrl key to select the other attachments. For more information, see General Tab (Attachment Field). |
Type | Select the type of resource for the release record from the list. |
When Required | Specify the period until the resource is required. Click the Calendar icon to select the date. |
Status | Select the status of the type. |
Description | Type in the description for the resource requirement. |
Under the ADDITIONAL INFORMATION tab, you can view the additional details of a RR. Based on the organization's requirements, the Administrators can configures the fields under this tab. For example: The financial details, such as cost details, cost types, currency, location, and so on.
Figure: ADDITIONAL INFORMATION tab
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the RELEASE RECORD page.
The Release Record (RR) needs to be approved. By default, the selected Workgroup’s Owner becomes the Authorizer for a RR.
Figure: AUTHORIZE pop-up page
Field Description
The following table describes the fields on the AUTHORIZE pop-up:
Field | Description |
|---|---|
Authorizer | Displays the selected Workgroup Owner's name as the Authorizer for this RR. |
Status | Displays the status as Authorized and Not Authorized. Select an option from the list
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Authorized Date | Displays the authorized date of the RR. |
Remarks | Type in any remarks or notes about authorizing a RR. |
Click CHANGE HISTORY to view the various changes that have occurred on the RR. This information is useful to track the various changes made on the RR. Change History captures the details of the added or deleted files as well, if any for multiple attached files. Click more hyperlink to view the complete information. A sample screenshot is shown below:
Figure: CHANGE HISTORY pop-up page
The following table describes the fields on the CHANGE HISTORY page:
Field | Description |
|---|---|
Column Name | Displays the name of the field on which the change is made. |
Change Date | Displays the date when the change is made. |
Changed By | Displays the name of the user who made the change. |
Old Value | Displays the old value of the field. |
New Value | Displays the new value of the field. |
Confluence Cloud Migration Alert: Please refer to known issues you may encounter in Confluence Cloud: https://eitdocs.atlassian.net/wiki/x/wDGwAQ