Deploying account configurations from one environment to another

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<p id="docs-hc-snippet" style="display: none;">Admins can create, update, and testaccount configurationsin one environment and then implement them identically in another environment without the inherent risks of manually recreating them. It also provides a way to update sandbox environments to reflect changes to your production environment rather than having to delete the sandbox and recreate it.</p>
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<p id="docs-ai-summary-content">Create, update, and test account configurations in one environment and deploy them to another without manual risks. Use snapshots to select configurations and deploy them to a target environment. Monitor deployment status and manage deployments with options to view, rename, or revert. Note that private apps need separate installation in each environment, and a sandbox is required.</p>
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<div class="note fastpath">
<span class="fastpathtitle">Location: </span> <span class="ph">Admin Center &gt; Account &gt; Sandbox &gt; Deployments</span>
</div>
<p class="p">Admins can create, update, and test <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8514047212442#topic_izt_flt_k2c" target="_blank">account configurations</a> in one environment and
then implement them identically in another environment without the inherent risks of
manually recreating them. It also provides a way to update sandbox environments to
reflect changes to your production environment rather than having to delete the sandbox
and recreate it.</p>
<div class="p">Private apps can't be deployed from one environment to another. Instead, they must be
installed and configured in each environment separately.<div class="note note">
<span class="notetitle">Note:</span> Deployments occur between
environments in your account. Therefore, to use this functionality, you must have at
least one sandbox in addition to your production environment.</div>
</div>
<div class="p">This article contains the following topics:<ul class="ul" id="topic_zw1_zbw_xfc__ul_brh_np2_yfc">
<li class="li"><a class="xref" href="#topic_dtn_np2_yfc">Deploying configurations from a snapshot</a></li>
<li class="li"><a class="xref" href="#topic_rbj_4p2_yfc">Monitoring the status of deployments</a></li>
<li class="li"><a class="xref" href="#topic_efv_djl_yfc">Managing deployments</a></li>
</ul>
</div>
<p class="p">You can also <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8514047212442" target="_blank">inspect</a>, <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8913001178778" target="_blank">compare</a>, <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8915863870362" target="_blank">save snapshots</a> of configurations in your environments.</p>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_dtn_np2_yfc">
<h2 class="title topictitle2" id="ariaid-title2">Deploying configurations from a snapshot</h2>
<div class="body">
<p class="p">Deployments are based on <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8915863870362" target="_blank">snapshots</a>, which you can think of as read-only versions
of an environment's configurations at a given time. When you deploy configurations,
you select the snapshot you want to deploy, which of the configurations from that
snapshot to deploy, and the target environment it will be deployed to.</p>
<div class="p">Deploying configurations consists of three primary steps:<ol class="ol" id="topic_dtn_np2_yfc__ol_xlz_bcl_yfc">
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8915863870362" target="_blank">Save a snapshot</a> of the environment
with the configuration you want to deploy.</li>
<li class="li">Create the deployment.</li>
<li class="li">Select the configuration items and deploy them.</li>
</ol>
<div class="note note">
<span class="notetitle">Note:</span> To deploy configurations, you must be an admin in both
environments.</div>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested2" id="topic_trl_hcl_yfc">
<h3 class="title topictitle3" id="ariaid-title3">Creating a deployment</h3>
<div class="body">
<p class="p">After you save a snapshot of the environment with the configuration you want to
deploy, you must create the deployment itself. This defines the environment and
snapshot you'll be deploying a configuration items from and the destination
environment you're deploying the configurations to. This preliminary information
allows for the comparisons necessary to identify and resolve any dependencies or
conflicts between the snapshot and destination prior to deploying the
configuration items. Configurations that are identical between the two
environments aren't included in deployments.</p>
<div class="p">
<strong class="ph b">To create a deployment</strong><ol class="ol" id="topic_trl_hcl_yfc__ol_fh4_gmd_yfc">
<li class="li"><span class="ph">In your production account, open <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" id="topic_trl_hcl_yfc__d9e595" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_account_icon.png">
<strong class="ph b">Account</strong> in the sidebar, then select <strong class="ph b">Sandbox &gt; Deployment</strong>.</span></li>
<li class="li">Click <strong class="ph b">Create deployment</strong>.</li>
<li class="li">In the Create new deployment dialog, do the following:<ul class="ul" id="topic_trl_hcl_yfc__ul_y5x_lbl_yfc">
<li class="li">
<strong class="ph b">Name</strong>: Enter a unique name for the deployment.</li>
<li class="li">
<strong class="ph b">Source</strong>: Select the <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8915863870362" target="_blank">saved snapshot</a> of the
configurations you want to deploy.</li>
<li class="li">
<strong class="ph b">Destination</strong>: Select the environment to which you want to
deploy the configuration.</li>
</ul>
</li>
<li class="li">Click <strong class="ph b">Create</strong>.</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested2" id="topic_h4d_3cl_yfc">
<h3 class="title topictitle3" id="ariaid-title4">Deploying a configuration</h3>
<div class="body">
<div class="p">After the deployment is created, you must specify which configuration items you
want to deploy. Zendesk automatically compares the selected configuration to the
destination, including any dependencies or conflicts that must be resolved prior
to performing the deploy.<div class="note note">
<span class="notetitle">Note:</span> Deploying a renaming of a ticket, user, or
organization custom field results in the deletion of the original custom
field and data associated with it and creation of a new custom field with
the updated name. </div>
</div>
<div class="p">
<strong class="ph b">To deploy a configuration</strong><ol class="ol" id="topic_h4d_3cl_yfc__ol_b1x_ldl_yfc">
<li class="li"><span class="ph">In your production account, open <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" id="topic_h4d_3cl_yfc__d9e595" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_account_icon.png">
<strong class="ph b">Account</strong> in the sidebar, then select <strong class="ph b">Sandbox &gt; Deployment</strong>.</span></li>
<li class="li">Click the name of the deployment.</li>
<li class="li">In the <strong class="ph b">Source</strong> column of the page, select at least one
<strong class="ph b">Configuration</strong> you want to deploy along with any dependencies
it has that also need to be deployed with it.</li>
<li class="li">Review the changes that would be made to the production environment.
Optionally, you can click <strong class="ph b">Refresh</strong> under the <em class="ph i">Destination</em> to
ensure the latest updates in the destination environment are reflected
in the comparison.</li>
<li class="li">(Optional) Click <strong class="ph b">Save</strong>.<p class="p">This saves the selected configurations
and dependencies, but still allows you to make changes to the
deployment.</p>
</li>
<li class="li">Click <strong class="ph b">Test deploy</strong>.<p class="p">This can take up to several minutes. When
the test is complete, you will either see that it passed or be
notified of missing dependencies or conflicts. If missing
dependencies are found, click <strong class="ph b">Cancel</strong> to select the dependency
and resolve them or click <strong class="ph b">Ignore</strong> to proceed without resolving
the missing dependency.</p>
<div class="note note">
<span class="notetitle">Note:</span>
<ul class="ul" id="topic_h4d_3cl_yfc__ul_qhp_g42_jhc">
<li class="li">After the test passes, no changes can be made to the
configurations selected in the deployment.</li>
<li class="li">If the user's locale differs from the locale of the
snapshot's environment or the destination environment,
configuration names may differ and cause them to appear
erroneously as new or deleted.</li>
</ul>
</div>
</li>
<li class="li">Click <strong class="ph b">Deploy</strong>.<p class="p">When a deploy begins, Zendesk saves a snapshot of
the destination environment before making any changes. This ensures
you can revert a deploy if necessary.</p>
</li>
</ol>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested1" id="topic_rbj_4p2_yfc">
<h2 class="title topictitle2" id="ariaid-title5">Monitoring the status of deployments</h2>
<div class="body">
<p class="p">From the Deployments page, you can view your deployment history. The list includes
each deployment, along with its source, destination, status, and last updated date.
Configurations that were unchanged by the deployment aren't included in the
deployment record.</p>
<div class="p">
<strong class="ph b">To monitor the status of deployments</strong><ol class="ol" id="topic_rbj_4p2_yfc__ol_ljc_b1p_3hc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" id="topic_rbj_4p2_yfc__d9e566" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_account_icon.png"><strong class="ph b">Account</strong> in the sidebar, then select <strong class="ph b">Sandbox &gt;
Deployments</strong>.</span></li>
<li class="li">View the status beside the deployment you want to monitor.<div class="p"> The following
statuses are possible:<ul class="ul" id="topic_rbj_4p2_yfc__ul_jvs_d1p_3hc">
<li class="li">
<strong class="ph b">Draft</strong>: The deployment has been created, but not deployed.
This includes testing the deployment.</li>
<li class="li">
<strong class="ph b">Deploying</strong>: The deployment has been initiated and is in
progress.</li>
<li class="li">
<strong class="ph b">Deployed</strong>: The deployment succeeded.</li>
<li class="li">
<strong class="ph b">Failed</strong>: The deployment failed.</li>
</ul>
</div>
</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested1" id="topic_efv_djl_yfc">
<h2 class="title topictitle2" id="ariaid-title6">Managing deployments</h2>
<div class="body">
<p class="p">After you create a deployment, it's visible in the list on the Deployments page. </p>
<div class="p">
<strong class="ph b">To manage a deployment</strong><ol class="ol" id="topic_efv_djl_yfc__ol_dqn_gpl_yfc">
<li class="li"><span class="ph">In your production account, open <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" id="topic_efv_djl_yfc__d9e595" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_account_icon.png">
<strong class="ph b">Account</strong> in the sidebar, then select <strong class="ph b">Sandbox &gt; Deployment</strong>.</span></li>
<li class="li">Next to the deployment you want to manage, click the menu icon (<img class="image" id="topic_efv_djl_yfc__image_gtc_kpl_yfc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/macros_edit_menu_icon_vertical.png">) and select one of the available options.<div class="p">The
options available for each deployment depends on its status.<ul class="ul" id="topic_efv_djl_yfc__ul_b4q_s4l_yfc">
<li class="li">Deployments with a status of <strong class="ph b">Draft</strong> have the options
to:<ul class="ul" id="topic_efv_djl_yfc__ul_aq2_t4l_yfc">
<li class="li">View</li>
<li class="li">Rename</li>
<li class="li">View source</li>
<li class="li">View destination</li>
<li class="li">Delete</li>
</ul>
</li>
<li class="li">Deployments with a status of <strong class="ph b">Deploying</strong> have the options
to:<ul class="ul" id="topic_efv_djl_yfc__ul_obj_ypl_yfc">
<li class="li">View</li>
<li class="li">Rename</li>
<li class="li">View source</li>
<li class="li">View destination</li>
</ul>
</li>
<li class="li">Deployments that <strong class="ph b">Deployed</strong> or <strong class="ph b">Failed</strong> have the
options to:<ul class="ul" id="topic_efv_djl_yfc__ul_wld_z4l_yfc">
<li class="li">View</li>
<li class="li">Rename</li>
<li class="li">View source</li>
<li class="li">View destination</li>
<li class="li">Revert</li>
<li class="li">Redeploy</li>
</ul>
</li>
</ul>
</div>
</li>
</ol>
</div>
</div>
</div>
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