Delivery management process

The process of new functionality development and delivering involves the following environments:

• Development environment.
• Pre-production environment.
• Production environment.

Learn more about environments in a separate article: Environments.

To avoid irregularities in Creatio and critical errors in the production environment, follow a particular action sequence when transferring the functionality between environments. View the sequence in the figure below.

1. Develop new functionality 

We recommend developing new functionality in the development environment that has a personal database for each developer. We recommend using a version control system (Subversion, Git, etc.) to transfer changes between environments.

2. Export the package to a *.zip archive 

You can export the package to a *.zip archive in the following ways:

• Using the Configuration section. To do this, follow the guide in a separate article: Transfer packages.
• Using the WorkspaceConsole utility. To do this, follow the guide in a separate article: Delivery in WorkspaceConsole.

3. Import the package into the pre-production environment 

You can import the package into Creatio in the following ways:

• Using the Creatio UI. This is convenient if your pre-production environment is in the cloud. To do this, follow the guide in a separate article: Delivery in Creatio IDE.
• Using the WorkspaceConsole utility. This is convenient if your pre-production environment is on-site and you use a continuous integration pipeline. To do this, follow the guide in a separate article: Delivery in WorkspaceConsole.

The package import procedure is different for the environment that uses a load balancer. To import the package into the environment that uses a load balancer, follow the instructions in the user documentation article: Install a Marketplace application.

If you find errors during the testing stage, improve the functionality by eliminating them. Repeat steps 1-3 after that.

4. Back up the production environment database 

Before you delivery packages that contain the developed functionality to the Creatio production environment, back up the database. To do this, follow the instructions in a separate article: Update guide. This is a required step since the functionality developed by various third parties can affect the general operativity of Creatio.

5. Import the package into the production environment 

Import the package into the production environment similar to the pre-production environment (step 3).