Deployment Checklist

Large Deployment of Customizations from DEV to LIVE site and Copy of LIVE over all other Sites.

  • Clear old backups off of SQL Server.
  • Backup DEV and LIVE sites.
  • Run [fix datatype issues.sql] on DEV and LIVE, this script is in the Deploy Tool folder
  • Run Deployment Tool, pushing all customization from DEV to LIVE.
    • Compare Schemas, review results un-checking any items which should not be deployed and generate scripts.
    • Execute Schema changes from with the tool.
    • Compare Metadata
    • Run Sync Add/Change/Date/User to sync these fields and remove these changes from the results
    • Review results un-checking any items which should not be deployed.
    • Pay special attention to any deletes, updates to system options and Queries or Correspondence Templates created by client.
    • Re-compare Schema and Metadata to confirm that you have everything is deployed.
  • Run fw_check_system_option_guids on the LIVE site to identify and fix System Options which are pointing to GUIDs which do not exist.
  • Backup the LIVE site again.
  • Restore LIVE over all destination sites.
  • Deploy DLLs from DEV to TEST, LIVE, etc.
    • Use xcopy to copy custom files from the iWeb Bin, xWeb Bin, eWeb Bin and Binaries folders to corresponding folders in the destination site.
  • Clear Cache for all sites.
  • Set the RSRootClientReportFolder System Option on all sites to point to the correct Report Folder.
  • If Custom web services exists, run soapUI Test of Custom Web services.
    • A Master Test Case should be used. This Test Case should be updated during development and should include a representative test case for custom web method. This Test Case will also necessarily include an Authenticate call.

    • Important! A special Master Test Case should be created for use on the LIVE site. This Test Case should not insert or update data on the LIVE site.

  • View Organization Profile in iWeb on each site.
  • Run a baseline report on each site.

Small Deployment of Customizations from one site to another (usually DEV to TEST).

  • Clear old backups off of SQL Server.
  • Backup both sites.
  • Run [fix datatype issues.sql] on both sites.
  • Run Deployment tool, pushing all customization from DEV to LIVE.
    • Compare Schemas, review results un-checking any items which should not be deployed and generate scripts.
    • Execute Schema changes from with the tool.
    • Compare Metadata
    • Run Sync Add/Change/Date/User to sync these fields and remove these changes from the results
    • Review results un-checking any items which should not be deployed.
    • Pay special attention to any deletes, updates to system options and Queries or Correspondence Templates created by client.
    • Re-compare Schema and Metadata to confirm that you have everything is deployed.
  • Run fw_check_system_option_guids on the Destination site to identify and fix System Options which are pointing to GUIDs which do not exist.
  • Deploy DLLs from Source site to Destination site.
    • Use xcopy to copy custom files from the iWeb Bin, xWeb Bin, eWeb Bin and Binaries folders to corresponding folders in the destination site.
  • Clear cache for destination site.
  • If Custom web services exists, run soapUI Test of Custom Web services.
    • A Master Test Case should be used. This Test Case should be updated during development and should include a representative test case for custom web method. This Test Case will also necessarily include an Authenticate call.

    • Important! A special Master Test Case should be created for use on the LIVE site. This Test Case should not insert or update data on the LIVE site.

See Also