auto rabit salesforce_continuous integration_deployments_vishnu_v2-2
TRANSCRIPT
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Effective Release Management For
Salesforce.com development teams
AutoRABIT
A Product of TechSophy, Inc. www.techsophy.com
www.AutoRABIT.com
Presented to Phoenix Salesforce Developer Group
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Agenda
• Present Challenges in Salesforce.com• About AutoRABIT• AutoRABIT Demo
– Continuous Integration – Release Management – Dashboard, KPI’s, goal alignment– Version control– Data Loading– Test Automation
• Q & A
Note:- Slides & recording of the session will be shared- Pl. ask questions at any time
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
AutoRABIT – About USEX
PERT
IZE
SPE
CIA
LIZAT
ION
EXPE
RIE
NC
E• Technology• Business Process Management• Continuous Integration• Analytics
• Architecture• Project Management• Product engineering• Mindset – We automate
• Test Automation• CI Implementations• CI, ALM Services• Extreme Test Automation• Productivity catalyst – Sales Force• Cloud solution delivery easy
• 300+ man years of effort• Team members core
contributors for several open source projects
• Sales force Rapid automation• Breadth of clients: Fortune
100 and SMB customers
Automation Mindset
TechSophy, Inc. (Parent Company)Started in 2008HQ : Pleasanton, CATech Lab: Hyderabad, India110 EmployeesFocus: Services on BPM and Product Engineering
AutoRABIT, Inc.HQ : Pleasanton, CAR&D and Dev: Hyderabad, IndiaEmployees : 30 (20 Dev + 10 Support)Focus: CI for Salesforce.com
The ONLY true Continuous Integration product from group-up for Salesforce.com
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Definitions – CI & CD
• Continuous Integration– Maintain a single source repository (mainline)– Small and frequent changes– Automate build, test & deployment– Goal to increase release velocity
• Continuous Deployment/Delivery– CI + option of releasing every good build to users
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Present Challenges
• I want more frequent releases deployments • My team(s) keeps overwriting code• My team spends lot of time on change sets• I need visibility into my dev. process • My Sales team wants a new campaign live in 1
week • I need additional Testing resources for release
– I need additional budgets, I have to schedule, set up (QA sandbox), test plans…
• I want to increase the code quality
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
The Problem
• Lack of coordination• No automation• Mostly manual steps for deployment• Manual testing with limited test coverage• Multiple production orgs with no common
code
…SLOW RELEASE VELOCITY
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Prerequisites for CI/CD
• Before start the journey– Does your team have the CI mindset– Evaluate the tool set and process– Environment/sandbox in sync– Does your mgmt. have the desire
• Pitfalls– CI Tools built for Java/ .Net Platforms may not come
out-of-box for Salesforce. You would need to customize at script level
– Do not plug CI process directly into your present release . Let people, tools as well as CI process evolve for one release.
– Understand change management ‘for your Team'
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Dataloading
• Present challenges– Cumbersome to move the records of selected set
of objects.- Dataloading along with relationships- Exporting Attachments, integration with external
tools like Apptus are a challenge• Best Practices
– Integrated with UAT sandbox
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Version Control
• Present challenges– How to use version control in the overall process ? - Is it to check-in our changes every time we work in our sandbox with IDEs like Eclipse ?
- or is it more for nightly code back-ups.– Administrative and business teams find it hard to work with ?– Which tool to select ?– How to drive the adoption of branching and release.
• Best Practices– Integrated with UAT sandbox
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
AutoRABIT Enterprise Test Automation Suite
Test Generator Test Transformation Wrappers & Adapters Adapters
Rule Based
Equivalence classes
Combination of States
Boundary Value Analysis
Separate Data, Configuration
Separate scenario from script
Data Scrubbing
Environment driven Test Preparation
300+ Built in Wrappers
Reusable Libraires forTechnology platforms
Keyword & Framework specific
Adapters for Selenium,Apex, Jmeter..etc.
Self Learning Model
Predictive Analytics
Test Genius on what to test
Test efficiencecalculator
Test Automation
ALM CapabilitiesVersion Control Integration & Support
Automated Metadata Deployment Selective Deployment Integrated Dataloader Backup/RestoreOrg Comparison
Additional effective features
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Test Team
Staging/UAT
Test TeamIntegrationX
Configuration Backup / Restore
Feature1
Feat
ure2
DevSandbox
DevSandbox2
Dataload / Sandbox R
efresh
Sandbox Refresh
Production
Hot fix
Promote to Producti
on
Manual Process
Feature1
Error
Production Issue
2 Days
2 Days
2 Days
1 Day
2 Days
* Test effort excluded
Typical process without Continuous Integration (Basis: various client deployment experiences)
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
People Involved
Committed Resources + Explicit Trainings + Various Tools + Time….
Automation
COMMIT UNIT TESTSTATIC
ANALSYSBUILD DEPLOY
RUNTESTS
PROJECTSTATUS
PERFORMANCETESTS
FUNCTIONALTESTS
RUNTESTS
CHANGEMANAGEMENT
DEVELOPMENT + INTEGRATION ACCEPTANCE RELEASE MAINTENANCE
User-1
User-2
User-3
User-4
User-1
User-2
User-3
User-4
Continuous Integration/Deployment
- Many tool in the market- Open source works just fine- Select what works for your organization- ~ 6 months + Budgets- Evaluate the entire process and workflow
Create a symphony !!!
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
AutoRABIT in Action
ALM
SYSTEMS
Dev Environment
AutoRABIT System
Metadata
Data
Single Click Promotion
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
CI Model 1 – Dev Process is version controlled
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
CI Model 2 – Dev to Prod with version control
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Developer Community Engagement
• Active involvement– Blogs, Suggestion & Tips, 10% charter– PUG’s (Bay Area, Chicago, MN, San Diego , + 3 )– Free Training
• Webinar series• Social
– SFDC (various), Blogs, LinkedIn, MeetUp, • Target groups
– Developer & admin’s – Managers, Business, BA, PM
Involve, Educate & Transform
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
DEMO
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
HOW TO DEFINE GOALS AND GET THERE?
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Level Build Process Environments and Deployment
Testing Reporting
Level 4 • All build issues addressed through automation
• Continuous deployment to production
• Feature sandboxes• Automated provisioning
• 100% code coverage• All testing automated• Code tested against large
number of potential configurations
• Real-time visibility
Level 3 • Triggered builds• Code, meta-data,
documentation, requirements subject to version control
• Separate Dev, Test, and Prod environments
• Single button deployment
• Very high test coverage• Test interaction between
code, meta-data, and data• Users create automated
test scripts
• Report trend analysis
Level 2 • Build on commit• Dependencies
managed
• Standardized deployment process
• Full Sandbox• Selective Promote, Change
sets• Some automated deployment
• Automated daily functional tests
• On-demand reporting
Level 1 • Source control utilized
• Automated build process
• Documented deployment process
• Defined branching strategy
• Large amounts of testing done at build
• Reports visible to entire team
Level 0 • Manual or semi-manual build process
• Changes made directly to Production
• Manual or no testing • Status visible only to individual developer
Maturity model to plan goals
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Level Build Process Environments and Deployment
Testing Reporting
Level 4 • All build issues addressed through automation
• Continuous deployment to production
• Feature sandboxes• Automated provisioning
• 100% code coverage• All testing automated• Code tested against large
number of potential configurations
• Real-time visibility
Level 3 • Triggered builds• Code, meta-data,
documentation, requirements subject to version control
• Separate Dev, Test, and Prod environments
• Single button deployment
• Very high test coverage• Test interaction between
code, meta-data, and data• Users create automated test
scripts
• Report trend analysis
Level 2 • Build on commit• Dependencies managed
• Standardized deployment process
• Full Sandbox• Selective Promote, Change
sets• Some automated
deployment
• Automated daily functional tests
• On-demand reporting
Level 1 • Source control utilized• Automated build
process
• Documented deployment process
• Defined branching strategy
• Large amounts of testing done at build
• Reports visible to entire team
Level 0 • Manual or semi-manual build process
• Changes made directly to Production
• Manual or no testing • Status visible only to individual developer
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
First Step: Change Management
• Change Management Team– Functional Leaders– Business Analysts– Technical Architects– Power Users
• Release Management Strategy– What is allowed in each branch– Who is allowed to make changes where
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Production
Test
Feature A
Feature B
Feature C
Dev Dev Dev Dev Dev Dev DevDev
Feature Team A
Feature Team B Feature Team C
BranchingStrategy
Tests
Tests
Tests
Release Management Strategy
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Production
Test
Feature A
Feature B
Feature C
Dev Dev Dev Dev Dev Dev DevDev
Feature Team A
Feature Team B Feature Team C
BranchingStrategy
Tests
Tests
Tests
Release Management Strategy
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Trunk
Test
Feature A
Feature B
Feature C
Dev Dev Dev Dev Dev Dev DevDev
Feature Team A
Feature Team B Feature Team C
BranchingStrategy
Tests
Tests
Tests
Release Management Strategy
Org C
Gradually Migrate Features from Other Orgs into Trunk
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Summary
• AutoRABIT is the first (and only) tool designed from the ground up for Continuous Integration on Force.com
• Meta-Data Management– Metadata Comparison and Selective Promotion– Minimize Meta-Data conflicts with feature teams, branching strategy
with version control, and testing
• Version control and branching done visually• Sandbox Restore, Rollback with backups of meta-data,
source code and data• Test automation by non-technical end users• Easy and complete dataloading• “Test Genius” help prioritize and optimize your testing
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
AutoRABIT Test Genius (Automatic selection & execution of test cases to identify 99% or critical defects)
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Release Management
Can your release process be more automated and confidence evoking?
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Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
We appreciate your time and interest, Thank You
Vishnu Datla
+1 (732) 766 5667
vishnu(at)AutoRABIT.com
Twitter: @vishnuraju
www.linkedin.com/vishnudatla
For a free trial pl. register at www.AutoRABIT.com