This documentation supports the 21.05 version of BMC Helix ITSM. To view an earlier version, select the version from the Product version menu.

Packaging and deploying a custom application


Deployment Application has an extensible framework that enables you to promote objects from your custom application across development, QA, and production environments. You can also promote data from out-of-the-box BMC Helix ITSM application objects that are currently not supported by the Development-to-Production functionality.

Scenario

Your organization uses a custom Service Management application that you use to manage contract employees details. The HR Manager periodically updates the data in this custom application with renewed or terminated contract information. You can easily and reliably promote these updates to contract objects across environments by integrating the custom application with an application object.

Application object definition in Deployment Application

An application object is a collection of data in a set of forms that jointly represent a certain entity of a service management application; for example, a contract or a template.

When you transfer such an entity from one AR System instance (for example, development) to another AR System instance (for example, test or production), you must also package all the related data from the different forms, transfer it to the target environment, and then deploy it.

BMC provides the following sample forms available to integrate the custom application. You can use these sample forms while integrating a custom application with an application object:

Form type

Form name

Examples

Primary form

RDA:SampleApplicationObject_Primary

image2018-4-16_13-59-0.png

Staging form 1

RDA:SampleApplicationObject_Primary_Staging

image2018-4-16_9-48-37.png

Secondary form

RDA:SampleApplicationObject_Secondary 

image2018-4-16_14-1-2.png

Staging form 2

RDA:SampleApplicationObject_Secondary_Staging

image2018-4-16_9-48-54.png

Before you begin

  • The custom application that you want to integrate with an application object must have a primary form. Use the primary form to export data.
  • Related secondary forms, if any, must be identified. 
  • On the primary form, secondary forms, and on the staging forms, the following fields are mandatory in addition to the out-of-the-box fields:

    Field Name

    Field ID

    Parent_job_GUID

    304287140

    z1D Action

    1000000076

To package and deploy a custom application

You must integrate your custom application with the application object so that you can promote the custom application by using Deployment Application. The following graphic illustrates the different stages involved in packaging and deploying a custom application:

image2018-5-2_15-53-27.png

To register the custom application object

In order to integrate the custom application with an application object, you must first register your custom application on the AR System Application Object:Control form.

When you register your custom application on the AR System Application Object:Control form, you must identify the secondary forms where you are going to export the data.

  1. In the AR System Application Object:Control form, complete the following information:

    image2018-4-16_10-0-1.png

    Field

    Description

    Application Name

    Name of the custom application

    Type

    Name of the object that identifies the application

    For example, if the Application Name is RDCSampleApplicaton, the Type can be Sample Application Object. 

    Production Form Name

    Primary form name

    For example, RDA:SampleApplicationObject_Primary

    Staging Form Name

    Name of the first staging form

    For example, RDA:SampleApplicationObject_Primary_Staging

    Unique Identifier

    Field ID of a field that uniquely identifies records on the primary or secondary form

    For example, Instance ID

    Sequence

    Number to set the sequence for the main form so that the child forms follow the dependency

    For example, set 1 for the primary form and follow the numbering for the secondary forms.

    Menu Name

    Name of the menu that is created in the primary form

  2. In the Mark Record for Delete field, select Never Delete Records.
  3. In the Primary Form field, select Yes to identify the primary form.
  4. In the Record Access field, select appropriate permission for the custom application. 
    For example, select Public if you want to allow everyone to access the custom application while creating a deployable package.
  5. Click Save.
    Your custom application is now registered as an application object. 
  6. After you register your custom application, use Developer Studio to create an active link on the RDA:DeploymentDataDetails form.
     This active link sets the Unique Identifier field. See the following example:

image2018-4-16_12-51-0.png

To add a workflow to stage data

Move data from the primary form to the corresponding staging form so that you can perform validations on the staging form before promoting the custom application to the production environment.

Create a filter on the primary form by using Developer Studio. This filter is used when you build the package from the AR System Deployment Management console. One filter is sufficient if you use only the primary form. However, if you want to export data from dependent secondary forms, you must create a filter for each secondary form. See the following examples:

Location

Screen

StageForExport filter on the primary form

image2018-4-16_14-13-59.png

image2018-4-16_14-14-26.png

StageForExport filter on the secondary form

image2018-4-16_14-14-46.png

Data in the custom application is on the staging form and is ready to export.

To add validation workflow 

Add validation workflows to validate your custom application. Prior to importing the custom application to the production environment, we recommend that you add the validation workflows on the staging form. 

  1. In Developer Studio, create a validation filter on the primary staging form and optionally on the secondary staging form. 
    image2018-4-16_13-13-2.png
  2. Create a filter to handle errors during validation. 
    This filter sets an error message and error flag on the staging form. See the following example:

    image2018-4-16_13-21-8.png

The custom application is validated and is available to promote across environments.

To add workflows to promote the custom application

Write workflows to promote the custom application to the production environment. Use Developer Studio to create a promotion filter on the primary staging and secondary staging forms. 

image2018-4-16_13-30-10.png

To register validation errors

Set error filters to show validation or promotion errors on the AR System Deployment Management console. See the following examples:

Location

Screenshot

A filter on the RDA:SampleApplicationObject_Primary_Staging form
shows errors (if any) while promoting a custom application.

image2018-4-16_13-37-9.png

A filter on the RDA:SampleApplicationObject_Primary_Staging form shows
validation errors (if any).

image2018-4-16_13-39-1.png

 

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