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Table of Contents

To create a new pipeline, navigate to the Search Pipelines screen using the Pipelines screen through the menu, and click on the Create button.   Provide a name and click on Create to continue with the configuration.

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To edit an existing pipeline, click on the Pipeline Name column of the target pipeline in the search results, or select the row and click the Edit button.

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Field

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Description

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Name

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The name of the pipeline.

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Updated On

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The user who last updated the pipeline verson (read-only).

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Updated By

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list of pipelines. Creating or Editing a pipeline should open up the Pipeline Definition where Stages/Environments and their constituent Gates/Steps can be added

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Pipeline Info

The Pipeline Info provides general details about the current pipeline and a list of all the Releases using the pipeline. The releases in the Used By section can be accessed directly by clicking on them.

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Definition

The Definition tab provides the definition of the pipeline stages, and their constituent steps and gates.  Changes to the pipeline, like a workflow, are versioned so that changes can be published to consumers , or previous versions can be reverted.

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Field

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Description

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Description

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A free-form description of the pipeline version.

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To add stages to the pipeline version, see Creating/Editing a Pipeline Stage

Once the stages are added to the pipeline version you can reorder by clicking the arrows Image Removed on the arrows on each stage, or delete the stage by clicking the delete Image Removed button Delete Stage option from the extended menu on each stage. In addition, for quicker configuration, you have the option to copy any number of gates/steps from one stage to another using copyImage Removedbuttonthe Copy Stage or Copy Gates/Steps option from the extended menu. Using the copy button feature will add the gates or steps selected to the end of the target stage. To view/edit the stage, click on the maximize Image Removed buttonedit button.

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Click the Image Removed button Save Draft button to save your changes and continue with further updates, or the Image Removed button to save your changes and return to the previous page.  The Image Removed button reverts the changes and returns to the previous page.  Click the Image Removed button to set the selected pipeline version as active, and be sure to save your changes.  Upon . The Compare Versions button next to the version can be used to view the difference between the current and previous versions of the pipeline.  

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Once all the changes are complete, use the Activate button at the bottom to activate the current pipeline version. Upon activation, the previously active version becomes inactive. Once a version has been activated it is locked from future edits, and you must click the Image Removed button to edit button to create a new version in order to make further changes.  You can switch the editor to another version of the pipeline by selecting the pipeline desired version name in the Switch Version drop-down.

Note

Any pipeline version which is active, or has ever been active, is locked from future edits.  You must make a copy in order to make further changes.

Anchor
pipelineteam
pipelineteam

Team

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Roles

The Roles section in the pipeline defines a set of roles which that will participate during the execution of the pipeline.  Roles assigned to the pipeline may then be used within the defined gates and steps (ie.eg. an approval step).  A role contains default members, which can be FlexDeploy Groups, FlexDeploy Users, or email addresses (used for notifications only).  A release which that consumes the pipeline inherits the roles and default members from the pipeline , and can override those members.  For example, the Release Manager members can be different across releases.

Tip

Tips

  • Groups may not be assigned directly to gates or steps.  Instead, you must create a pipeline role and assign the appropriate group as a member. Pipeline role is generally used in gate or step configurations, but FlexDeploy 7.0 allows use of Groups directly in gate or step as well.  Hence creation of pipeline role is optional. If you need to provide specific permissions for skip, replay, abort, override etc. then pipeline role is required.

  • As a best practice, avoid assigning users directly to pipeline roles.  Instead, create a group with assigned users, and assign the group to the role.  This allows managing users in a centralized location, and avoids management across potentially many pipelines and releases.

  • Establish defaults in the role definitions of the pipeline, especially if team members are common across releases, to eliminate the need to configure the team on each and every release. 

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In addition to members, a role defined within a pipeline also establishes default various permissions.  When a release consumes the pipeline, it inherits the role's default members and permissions, but release can override them membership for that particular role but not permissions.  In other words, a role may have different permissions members from release to release if necessary.

To create a new Role, click the Image Removed iconCreate button.  To edit an existing Role, click on the role name or use the Edit option from the Actions menu

To delete a new Role, click the Image Removed iconuse the Delete option from the Actions menu. If a role is used in older any versions of the pipeline, but not the active version it will it can not be inactivated instead of or deleted.

Make sure to click Save button after making all modifications.

Add FlexDeploy Group or FlexDeploy User members to the role by shuttling them from the Available lists on the left to the Member lists on the right.

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Tip

Tip

Filter the list of available Groups or Users by typing all or part of its name into the Image RemovedSearch fields.

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Field

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Description

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Name

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selecting from the possible values for each type.

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Field

Description

Name

The name of the pipeline role.

Assigned Groups

FlexDeploy Groups assigned as members of this role.

Assigned Users

FlexDeploy Users assigned as members of this role.

Assigned Emails

List of email addresses assigned to this role.  Used for email notification only.

Skip Stage Execution

Whether or not this role has permission to skip the execution of pipeline stages when creating a release snapshot.

Manage Stage Execution

Whether or not this role has permission perform actions on the pipeline stage in the release dashboard (e.g. Replay Stage, Skip Stage, Abort Stage).

Manage Gate Execution

Whether or not this role has permission to perform actions on the pipeline stage gates in the release dashboard (e.g. Replay Gate, Skip Gate, Abort Gate, Override Gate).

Manage Step Execution

Whether or not this role has permission to perform actions on the pipeline stage

step

steps in the release dashboard (e.g. Replay Step, Skip Step, Abort Step, Override Step).

Upload Execution Info

Whether or not this role has permission to upload execution information in the release dashboard (e.g. Workflow Inputs, Change Tickets).

Active

Indicates whether this pipeline role is active.  

Available Groups

All FlexDeploy Groups defined within the Security.

Member Groups

FlexDeploy Groups assigned as members of this role.

Available Users

All FlexDeploy Users defined within the Security.

Member Users

FlexDeploy Users assigned as members of this role.

Email Recipients

Semi-colon or comma delimited list of email addresses assigned to this role.  Used for email notification only.

Click the Image Removed button Click the Done button to save the changes to the role (be sure to also save the pipeline, or changes will be lost), or Image Removed to revert any unsaved changes.

Properties

Pipeline Properties are used to decorate a release with some context.  Values for the properties are provided on each release, or as inputs for each snapshot based on the value set for Property Type and may be used in various groovy scripts within the pipeline definition. Properties with the type set to “Property“ can be set through the properties section of the release, whereas with the type set to “Input“, the user is prompted to enter a value for the property during snapshot creation.

For example, only execute a particular step in the pipeline if the "Release Type" is "Security" and restart any associated services in the release based on the value set for “Restart Services“ for each snapshot.

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To create a new Pipeline Property, click the Image Removed icon.  To edit the Create button. To edit or delete an existing Pipeline Property, click on the Property Code .

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use the options from the Actions menu. The Edit Property wizard provides multiple options for customizing the overall behavior of the property.

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Field

Description

Active

Indicates whether the pipeline property is active.  Inactive properties will not appear on the release.

Code

A code for the property, as appropriate for variables within Groovy or Shell scripts.  (e.g. no spaces or special characters other than underscore.)

Description

A meaningful description for the property.  

Data Type

The data type for this property. Valid types are Boolean, Double, Integer, String.

Subtype

Not currently used.

Default Value

A default value to assign to the property if not specified on the release.

Rows

Defines the height of the component to display when capturing the value from the user.

Columns

Defines the length of the component to display when capturing the value from the user.

Display Name

A meaningful name for the property used for display.

List Data

Description

A

list of valid values

meaningful description for the property.

  Optional, and only applicable for String data type.  Allowed formats:
  • Value1,Value2,Value3

  • Key1,Value1##Key2,Value2##Key3,Value3       (e.g. Key1 will be what is displayed, Value1 will be the actual value when selected)

  • ,Value1,Value2       (e.g. Note comma in the front - will result in empty item in list)

  • ##,Key2,Value2       (e.g. Empty item in list)

  

Required

Whether or not a value is required for this property.

Encrypted

Whether or not to encrypt the value, not display on screen or in the logs. 

Only applicable for String data type.

Multiselect

Whether multiple values can be selected from the List Data.  Only applicable for String data type, and when List Data is provided.

Length

The maximum allowed length of the property value.  Optional, and only applicable for String data type.

Required

Whether or not a value is required for this property.

Min Value

Minimum allowed value.  Optional, and only applicable for Integer and Double data types.

Max Value

Maximum allowed value.  Optional, and only applicable for Integer and Double data types.

Validator1

Allows selecting the default value from credentials available in the FlexDeploy instance.

Default Value

A default value to assign to the property if not specified on the release or in the snapshot input.

Validation Script

Optional Groovy Script to validate provided value.  The script should return true if the value is valid, and false otherwise.  The user-specified value is available to the script in the Value variable.  If not valid, the ValidationMessage is displayed to the user.

For example,

Example

Code Block
languagegroovy
if ("BAD".equals(Value)) {ValidationMessage="Bad value!!"; return false;} else {return true;}

Validator2

Optional Groovy Script to validate provided value.  See Validator1.

Validator3

Optional Groovy Script to validate provided value.  See Validator1.

Validator4

Optional Groovy Script to validate provided value.  See Validator1.

Validator5

Optional Groovy Script to validate provided value.  See Validator1.

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Field Data Type

The data type for this property.

List Data CSV

A comma separated list of valid values for the property. Optional, and only applicable for Text Field and Text Area data type.

Multiselect

Whether multiple values can be selected from the List Data.  Only applicable for Text Field data type, and when List Data CSV is provided.

Length

The maximum allowed length of the property value.  Optional, and only applicable for String data type.

Click the Done button to save the changes to the property (be sure to also save the pipeline, or changes will be lost), or Image Removed to revert any unsaved changes.

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Variables

Snapshot variables Variables provide a state for the life of a snapshot execution.  Such a state affords the ability to store some data as part of a step or gate in one stage, and consume it or make decisions in a later stage.  One classic example is to store off a CMS ticket which a Change Ticket that was entered or created in one stage , and feed it into another stage which will use the same ticket.  The pipeline defines the metadata for any snapshot variables which that are available, and values can be set or retrieved using Custom Gates or Custom Steps.

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To create a Snapshot Variable, click on the Image RemovedCreate icon.  Enter the required information and click Save. Edit or Delete an existing variable by using the options from the Actions menu.

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Field

Description

Code

The identifier which is used to access the variable from Groovy

Active

Whether the variable is active or not.  Defaults to true.

scripts.

Description

A description for the variable.

Data Type

The data type of the variable.  Allowed types are Boolean, Integer, Double, Long, or String

Project Groups

Project Groups provide categorization tags for release content.  As such, pipelines define the tagsproject groups, and deploy segments of the content based on those tagsit.  Releases consuming the pipeline can then tag define its content as belonging to those groups.

For example, suppose a pipeline defines project groups Database, Configuration, and Applications.  The steps within a pipeline stage can then deploy all Database, deploy all Configuration, and finally, deploy all Applications.  The release which consumes the pipeline, then defines which content is tagged with DatabaseDatabase, Configuration, and Applications .

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Field

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Description

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Active

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Indicates whether the project group is active.  Inactive project groups will not appear on the release or be available to the pipeline steps.

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Code

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A name for the project group.

by associating appropriate project group to each project or package.

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To add a new project group, click the Image Removed icon.  Enter the Group Name.To edit a project group, modify the Group Name, or set the Active flag.Create button and provide a name for the group

To delete a project group, click on the Image Removed icon use the Delete option for the project group you wish to remove .

Referenced By

Identifies the Releases which are referencing this pipeline.

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Field

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Description

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Release

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The internal id of the release.

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Name

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The name of the release.

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Description

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The description of the release.

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Start Date

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The start date of the release.

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End Date

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The end date of the release.

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Status

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from the Actions menu.

Click the Save button to save the changes to the property (be sure to also save the pipeline, or changes will be lost).