Purpose

The purpose of the Perfion Deployment functionality is to make it easy to transfer configuration data from one Perfion installation to another.

Perfion Deployment is not a typical deployment system. It is rather a data transfer system. This means that data can be deployed between any two Perfion databases.

The purpose of the Perfion Deployment wizard is to make it easy to transfer configuration data from one Perfion installation to another.

Perfion Deployment is not a typical deployment system. It is rather a data transfer system. This means that data can be deployed between any two Perfion databases.

Wizard

Perfion Deployment is built as a wizard. This gives the user the possibility to select what should be done one step at a time.

The wizard is built into the Perfion client. It is found in the administration menu.

Open

License

Perfion Deployment is an enterprise license feature. It is needed in both the source and the target deployment systems.

User rights

Perfion Deployment is an administrator tool. The user needs to be an administrator in both the source and target deployment systems.

Source system

Since Perfion Deployment is built into the Perfion client, this fixes the source system to the Perfion system that the Perfion Client runs on.

In a Test – Production environment, this would mean, that if the user wants to deploy data from test to production. The users should log into the test system and select Deployment from here.

Limitations

Data transfer method

Perfion Deployment will, for the most part, only create or update items in the target system. Deletions are not a part of this. So, if the intent is to delete something, it should still be done in target system as usual.

There are some exceptions to this rule. For instance, information group security and feature definition localizable values will be deleted. These exceptions will be explained in detail in each relevant chapter.

Data types

Perfion Deployment is only able to transfer configuration data from one system to another. The areas that can be deployed is:

• Feature configurations

• Feature definitions

• Remotes

  • Remote connections

• Information groups

  • Security

To transfer feature configurations, item data is needed for item dependency. This is possible, as the only “data” transfer in Perfion Deployment.

Data security

Perfion Deployment is a powerful tool. It can easily move a lot if data from one system to another in a cobble of moments.

Validations throughout the deployment process ensures that no data transferred result in invalid data in the target system. If the deployment runs into one of these errors, the entire deployment is halted. And it is not possible to continue before these errors has been resolved.

When the deployment runs, all data is transferred. If something unexcepted happens during this process, all data is reverted, and the target system is left untouched.

Creating a database backup of the target system is not required but could be an extra security precaution.

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