Managing Releases in the Cloud

Managing Releases in the CloudAdministrators

André Pimentel: CA Technologies Deb Weller: Isilon SystemsHeather Ramsdell: salesforce.com

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Release Management Maturity CycleService Evolves Overtime

Limited Complexity/User Base

Re

lea

se

Mg

mt

Se

rvic

e

Low

High

Extensive

2

3Implementation

Collaboration

Communication

5Configuration

Mgmt/ Change Sets

Apex/Visualforce/ IDE Eclipse

6

1

4

Refine/Optimize

André PimentelSenior Director,

Global Bus Operations

About

CA Technologies is an IT management software and solutions company with

expertise across all IT environments—from mainframe and physical to virtual

and cloud. CA Technologies manages and secures IT environments, enabling

our customers to deliver more flexible IT services.

CA Technologies SFDC Statistics:• 4,800 Users, 68 Countries, 31 Currencies• Over 1 million page views per month• 46 Custom Objects/ 18 Custom Tabs• System Usage:

• Marketing, • PRM being rolled out, • CPQ using Sterling Commerce, • custom TAQ application, • customized opportunity tracks stages at product line item level

• AppExchange Apps: • Mobile Administration, • Referencestor, • Jigsaw, • Outlook plug, • Click-to-Dial

• 2 full sandboxes, 5 configuration sandboxes, 14 development sandboxes

Why We Need a Governance Process

Massive Demand– Over 100 enhancement requests in the queue

– Sales, Marketing, Services, Education, Support leveraging the platform

Executive Mandate– If the pipeline is not in Salesforce it will not be recognized

– All deals must originate from a Salesforce opportunity (includes renewals)

User Adoption– No longer an issue

– With increased adoption you get:• Increased demands on the IT team

• System integration throughout the enterprise means more complexity

• Multiple requests into IT from multiple groups reduces focus on delivery of key corporate

initiatives

Business and IT Engagement Model

IMPLEMENTATIONVALUE ANALYSIS SUPPORTCollaboration

Cross Stream Impacts

Strategy

Drivers

Objectives

Metrics

Business Process

Business Cases

Workflow

Structure

Requirements

Estimating

Customization

Development

Configuration

ProductionSupportFixes

IssueResolution

CommunityCollaboration

Bug Fixes

User Support

Knowledge Docs

SupportMetrics

Business IT

Current Governance Process

Engaging with Each Functional Area

Regional Sales Operations,Finance, Support,

Services, Marketing etc.Bi-weekly Value Analysis Meetings

Project StakeholdersWeekly Project Meetings

User CommunityWeekly Support Queue Review Meetings

Current Governance Process

Managing the QueueRelease Management Service

Release Management ServiceTraceability Matrix locks down scope

Release Management ServiceUse Cases

Release Management Service Final Step

– Communicate!

Detailed Checklist to Get Started Today

Establish a dedicated Operations team

Develop the Release cadence– Does 90 days work for you?

– Is it realistic?

Define & document the prioritization process

Lock down scope and keep it in an easy to review format– A Traceability Matrix helps keep the team focused on what’s in and what’s not

Put a communication plan in place

Get the IT Team onboard– Work closely with IT

– Don’t expect to just hand over requirements, walk away, and come back when it’s

time to test

Release Cadence

Deb WellerIsilon Systems, Inc.

Enterprise Architect

All About Isilon Systems, Inc.

• Salesforce.com customer since 2002• 380 internal users in Sales, Marketing, Customer Support,

Field Service and Operations worldwide• 2000+ Customer Portal and Partner Portal users • AppXchange packages include Eloqua, Jigsaw, Brainshark,

Email to Case Premium, DemandTools, DBAmp• Integrations with several external systems increase the need

for a consistent release management policy• Sandboxes: 2 Full, 5 Config-only,

many Developer!

As a global leader in scale-out storage, Isilon delivers powerful yet simple solutions for enterprises that want to manage their data, not their storage. Unlike traditional enterprise storage, Isilon stays simple no matter how much storage is added, how much performance is required or how business needs change in the future. Headquartered in Seattle, Washington, Isilon Systems, Inc. includes offices in 10 countries.

IT Taskforce

Monthly meeting (can be called more frequently)

Representatives from the business groups meet to

prioritize IT effort on projects

Tracking via ProjectForce* customized Force.com app– High level and Detailed Requirements

– Action items, Issues, Risks and burn rate

– Key red-yellow-green indicators

– Documentation for systems under SOX audit controls

* Available on appexchange

IT Taskforce – Project Force

http://sites.force.com/appexchange/listingDetail?listingId=a0N30000001fkfpEAA


Release Management Options

Force.com IDE Client app based on the

Eclipse platform

Developer-focused

Support for version control

and team development

Can migrate code and

metadata between orgs

Cloud Deploy Administrator-focused

Released in Spring 10

Define connections

between orgs

Create change sets for

migration of code and

config between orgs

Cloud Deploy

Use Sandboxes to make and test changes

Create Deployment Connections to define flow between

Sandbox instances and Production

Create Change Sets to package changes between

Sandboxes and Production via Deployment

Connections

Monitor Deployments to view Deployments in Progress

and Completed Deployments

Sandboxes

Sandboxes (Developer and Configuration Only) can

now be refreshed daily!

Sandboxes can be deleted at any time

Full sandboxes can only be refreshed every 29 days

Always use sandboxes!– Give your developers personal Developer sandboxes

– Reserve Full and Config sandboxes for major project work

– Coordinate with your admins on strategy for refresh

– Limit access to sandboxes at a project level

Great sandbox tips are available in SF Online Help

https://help.salesforce.com/apex/HTViewHelpDoc?id=data_sandbox_implementation_tips.htm&language=en

Sandboxes – Structural Example

Deployment Connections

Set up Deployment Connections to define orgs and

directions that Change Sets can be copied

Change Sets

Change sets can be set up bi-directionally and with

multiple orgs

Contain metadata – items you can configure with Setup

Can only be modified until they are uploaded, but you

can clone Change Sets that were previously uploaded

to add new items

Check dependencies for objects in your Change Set

Validate your Change Sets before deploying – Review any error messages that would happen on deployment

Change Sets

No version control, but you can get creative on naming

conventions to organize your Change Sets – Pre-pend project names

– Use specific project IDs or change order IDs

– Add meaningful descriptions when creating change sets

Excellent best practices for Change Sets are available

on SF Online Help

https://help.salesforce.com/apex/HTViewHelpDoc?id=changesets_best_practices.htm&language=en

Change Sets – Available Components

– Analytic Snapshot

– Apex Class, Trigger, S-

Control

– App, Tab

– Button or Link

– Custom Field, Object,

Report Type, Setting

– Dashboard, Report

– Document, Folder

– Email Template, Letterhead

– Home Page Layout and

Component

– List View

– Page Layout

– Profile

– Record Type

– Static resource

– Validation Rule

– Visualforce Page and

Component

– Workflow Rule, Email Alert,

Field Update, Outbound

Message, Task

Deployment– Change Sets

Documentation - Salesforce Content

Use a Salesforce Content workspace to track

configuration notes for your Salesforce org– Information on specific projects

– Datasheets from AppXchange packages

– UAT Testing Notes

Can upload multiple versions, tag docs and have your

administrators subscribe to the workspace for updates

Documentation - Salesforce Content

Communication

Use Salesforce Chatter to optimize communication

around changes to Salesforce.com

Provides a searchable tool with instant notification!

Allows dissemination of changes to specific groups of

users via Chatter Groups

Consider other collaboration tools like Ideas and

Answers to engage your internal users and solicit input

for changes

Cloud Deploy Takeaways

Create sandbox methodology to support specific

projects and sustainability

Agree among business and IT teams on access,

naming conventions and refresh strategy

Set up your Deployment Connections to support your

sandbox strategy

Use Change Sets to migrate changes and

dependencies between sandboxes

Communicate changes to your users using Salesforce

Chatter!

Release Management Maturity CycleService Evolves Overtime

Limited Complexity/User Base

Re

lea

se

Mg

mt

Se

rvic

e

Low

High

Extensive

2

3Implementation

Collaboration

Communication

5Configuration

Mgmt/ Change Sets

Apex/Visualforce/ IDE Eclipse

6

1

4

Refine/Optimize

Additional referencesBest Practices: - 9 steps to effective change management http://www.salesforce.com/customer-resources/learning-center/

details/best-practices/steps-to-effective-change-management.jsp

- Application Lifecycle https://na1.salesforce.com/help/doc/en/salesforce_development_lifecycle.pdf

- Change Sets – Admin tip sheetAttached to chatter for DF10 Release Mgmt Session

- Check list for getting startedAttached to chatter for DF10 Release Mgmt Session

Appexchange: - Projectforce:


http://www.salesforce.com/customer-resources/learning-center/


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Appendix

Appendix - Release Cadence

Appendix - Change Request Process Flow







Example: Multi-Project Delivery Cycle with 6 Sandboxes

Production Instance

Production Support

Staging

live

full copy

configuration-only, test data

configuration-only, training data

legend

DevIntegration

Long Projects

Training

Dev

Dev

Dev Rollup / Integration

Short Projects

developer

Managing Releases in the Cloud

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