Creating releases and specifying release details

To create a release, configure the lifecycle for the release, select the applications that are part of the release, and create approvals for the release's phases.

Before you begin

Create or import applications for the release. See Creating and importing applications.
Create a lifecycle for the release. See Creating lifecycles.
Configure the release environments for the release. See Configuring release environments.

Tip: If you plan to create a release that is similar to an existing release, duplicate the existing release. To duplicate a release, click Releases & Deployments, find the release, and then click Copy. The new release is included in the table of releases. Then, you can edit the new release.

About this task

You can use these guidelines to help plan your release schedule:

View each release as a date-driven project.
Determine the scope of the anchor functions of the applications.
Assign a date that accommodates the anchor features, then work backwards from there.

Procedure

Click the navigation list arrow, and then click Releases & Deployments > Releases.
On the Releases tab, click Add New, and then provide these details:
1. Specify a name for the release. Use a name that is meaningful to your organization and its release processes. If you schedule releases based on sprints or product iterations, include that information in the release name.
2. In the Lifecycle field, select the lifecycle for the release. You can change the lifecycle for the release later, if necessary.
3. In the Team field, select the team for the release. If you assign a team to a release, only members of that team can interact with the release. See Security teams.
4. In the Target Date field, specify the planned completion date for the last phase of the release.
5. In the Description field, specify a description for the release. Provide details about the release that other members of your enterprise find meaningful or that uniquely identify the release.
Click Save. The new release is displayed in the list of releases.
To add details to the release, open its Release Details tab by selecting the release name.
Specify the applications that are included in the release. Although you can create a release that is composed entirely of milestones and infrastructure-related tasks, most releases involve deploying applications.
1. Next to Participating Applications, click Add New.
2. In the Application list, select an application, and then click Save.
3. Repeat steps a and b to add all applications that are part of the release.
Add release environments and approvals to the phases of the lifecycle. The release environments for each phase represent the systems on which the applications are deployed during the phase. For more information, see Reserving release environments.
1. Under Release Pipeline, in a phase, click to open the New Environment Reservation dialog.
2. Specify the start date and end date during which the release environment is used for the release.
3. In the table of environments, select one or more environments, and then click Save. You can filter the list of environments to show only those that are available for the selected dates by enabling the Show only Environments without conflicts field.
4. Repeat steps a to c to add release environments to each phase of the release lifecycle.
Optional: Assign approvals for the phases:
1. In the row for the phase, click the Edit Phase icon .
2. Next to Phase Approvals, click Add New.
3. Specify the approval name, and, from the Role list, select the role that a user must be assigned to complete the approval.
4. Click Save.
5. Repeat steps a to d to add all phase approvals for your release.
Optional: By one of these methods, add a process checklist:
- To add an item to the checklist, next to Process Checklist, click Add New, and enter the details. Repeat this step for all release processes.
- To import a process checklist from a template, click Import from Template, select the template from the Process Checklist Template list, and click Save. See Creating process checklist templates.

What to do next

To track details of associated work, assign changes to a release. See Creating and organizing changes.
You can see the status of changes that are associated with a release in the Release view.
You can schedule deployments for that release. See Deploying releases.
You can review the progress of the release in the Pipeline view. See Managing pipelines with the Pipeline view.

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