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DPR Setup & Configuration: Activating Release Policies

Import · Aug 22, 2024 · video

hello and welcome back to our video series on learning digital product release the next three videos in this series cover the initial configuration or setup steps required for the product the goal is to get you up and running so you can quickly achieve first value the Persona we'll Showcase in these videos is that of the release administrator this is the Persona within an organization that manages the release process and will be defining and setting up releases within DPR as a release admin your made setup task is to create release templates for different types of releases you do this by activating release policies and defining approval definitions in this first video we'll be covering release policies we'll be reviewing what release policies are how policies fit into the release process how to access out of the out of the box policies from the DPR workspace and how to duplicate edit and activate new policies let's get started before we jump into the product let's quick review What policies are release policies are data driven validation checks that happen automatically leveraging data from records within service now and thirdparty Integrations think of policies as the gates that deem when a release is ready to progress from one phase to the next only once all policies tied to a particular phase are compliant can a product move onto the next phase in Washington we launch with the DPR policy content pack that includes several common out of the-box policies and we're using our policy as code engine to Define these policies to tie this back to the adoption Journey policies are not completely necessary to start using DPR and don't come into play until maturity steps three and four if you're not ready to automate using policies you can skip this step and use manual approval in your release templates and come back to policies when you are ready for now let's assume we're ready and want to start off right away with policies okay jumping into the product I'm now logged into my service now instance as Andrew our release administrator logging in as this role brings us to the DPR workspace which is the home landing page for the release admin at the top of this homepage we can see a guided setup experience this experience provides step-by-step instructions for each phase of the configuration process in this demo we're going to start by activating our release policies to start click on activate policies from the guided setup prompts here you'll see all your out of the box policies please note we've already gone ahead and activated our out of the box policies in this instance when you first start all policies will be in the inactive State when a policy is inactive it cannot be executed even if that policy is mapped think of it as a maintenance mode therefore to begin using policies we first must activate them which is what we've done here now let's make an update to one of our policies so it complies with our organization let's choose the integration test pass policy to maintain Integrity of out of the box policies users are unable to directly edit policies shipped with a DPR policy content pack so instead my first step is to create a copy of the desired policy to do that I click on the Ellipsis and select duplicate I then give my policy a name select version 1.0 and click duplicate the new policy will be cre and I'm directed to the new policy page here I see policy name category and the description of what the policy tests for in this case it checks whether the percentage of past integration tests is not less than the threshold value here's where I want to make my change the default value is 100 and we want to update this to 80 to do this I have to go to the policy Builder tab when you create a policy by default a draft policy version is created each policy version contains version metadata a policy script and variable input definitions which you can modify according to your requirements you can see all those here in the policy Builder there's another video later in this series on creating new policies that covers this in more detail for now we're simply going to navigate to config parameters select Min test pass threshold and update the default value to 80 and then click save now that we've updated our policy version when need to publish it to make it available for use to do so select publish in the publish draft dialog box select activate this policy to also activate the policy along with publishing the version now return to the all policies page and you can see your updated policy listed here you can repeat this process of duplicating editing and Publishing policies as needed for any use cases you may have we've gone ahead and done that in this instance while we have shipped a few common policy definitions out of the box we understand companies will need to create new policies from scratch to suit their specific spefic needs we will have a separate video later in the series that walks you through this process now that we've defined all our policies we'll eventually map these to different phases in our release process we do this using release templates which we'll cover in our third video to summarize what was covered in this video we Now understand what release policies are how policies fit into the release process how the access out of the box policies from the DPR workspace and how to duplicate edit and activate new policies thank you very much for watching this video if you have any questions or looking for additional resources please check out the DPR Community page

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https://www.youtube.com/watch?v=pqJUCKLJKjo