Deployments
Overview
The Deployments screen allows you to manage various high-level properties about your program, as well as to deploy metadata. Many assets in the Engagement Data Platform require you to deploy metadata for those new or changed assets to take effect.
Note: Some assets allow you to deploy metadata directly from their respective screen (such as Segments, for example).
The Deployments screen displays a list of all previous metadata deployments. To see additional details for a deployment, click the arrow icon next to its version number to expand it. The platform displays a list of all the major components that require metadata deployment; click any of these components to see the full metadata details.
Access
To access the Deployments screen, select Definitions from the Main Navigation Menu, then select Deployments from the Sub-Category menu.
Features
The Deployments screen provides the following features:
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To edit the program properties.
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Click edit. The "Edit Program" pop-up window is displayed.
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Optionally, make the desired changes to the following properties:
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Optionally, to change the primary point metric in your account, select the desired Metric from the "Primary Metric" drop-down menu.
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Optionally, to change the primary tier scheme in your account, select the desired Tier Scheme from the "Primary Tier Scheme" drop-down menu.
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Click save.
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The platform allows you to compare two different deployment versions, to identify what changed.
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Click compare versions. The "Compare Programs" pop-up window is displayed.
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From the "Older Version" drop-down menu, select the first version you want to include in the comparison.
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From the "Newer Version" drop-down menu, select the second version you want to include in the comparison.
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In the "Wait for" field, enter a duration (in seconds) for how long to wait for each difference.
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Click compare. The comparison results are displayed. The results are organized into the different asset types that require metadata deployment, such as Segments and Triggers.
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When finished, click close.
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As a best practice, you should validate the current metadata prior to deploying it:
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Click validate current metadata.
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The validation results are displayed. If the system encountered any issues, an error message is displayed. If the metadata is valid, you can click deploy new version and proceed with deployment; see Deploy Metadata below for details on this process.
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As a best practice, you should validate the current metadata prior to deploying it. See Validate Current Metadata above for more details on this process.
To deploy metadata:
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Click deploy new version. The "New Program Version" pop-up window is displayed and populated with the changes between this version and the previous version.
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In the "Version" field, enter a version number. You should increment the previous version number, as displayed on the Deployments screen.
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Optionally enter a description in the "Note" field.
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Review the changes displayed in the pop-up window.
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When ready, click create & deploy metadata.
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A confirmation dialog box is displayed; click confirm.
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If the deployment was successful, a success message is displayed. Click close.
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Back to Definitions Overview
Last Updated: April 2022