How do I back-up a SalesForce package? - salesforce

I've started working on an existing app and the only copy of the code is in SalesForce. How do I back this up (export it) such that I can rollback to this original code if I make a mess?

There are a few options to backup or add version control to your Salesforce configuration or Apex code.
Only edit code or make configuration changes in a Sandbox (Setup -> Administration Setup -> Data Management -> Sandbox) or Developer Edition. This keeps your changes separate from your production instance in case something goes wrong, and if the Sandbox gets too messed up, you can always refresh it from production and start clean (losing all previous work).
You can use Subversion through the Force.com Eclipse IDE for version control (for code or object configuration). Check out this answer for details on how to set it up.
Another option is to create multiple Sandboxes, if your Salesforce edition allows it, as "snapshots" of your instance. However, Sandboxes do expire (after 30 days of being inactive).

Related

Manage Build Controllers

I would like to disable/enable Build Controller (or Build Agents) from a bat file. I want to do this so we can schedule builds every night, but then disable them during code-freeze. "TFPT builddefinition /enabled:false" is close... but that is only for cloning build defs. If not, is there a way to disable checkins from a bat file? Then I would edit my Build Def and uncheck the box for "Build even if nothing has changed since the previous build".
Thanks
You can create a Rest call to the private and undocumented TFS API, but you should know what you are doing.
Or you can use a scheduled tasks to control your agent service installation on your build server.
But there are better ways to control your sources and releases.
It seems like the problem is your TFS project setup. For example, use
"GIT Hub Flow" with “Pull Requests” and no one can change the master
without a approved PR.
The developers can he developers can work and you don’t need plan a
“Code Freezes" or "removing permissions" or stuff like this.
I also wouldn´t stop the deployments for the dev and test systems.
If you want to avoid that anybody creates a release to a special set of environment (Stag and Prod) set an approvers to control the release process.
The understanding Git-Hub-Flow site
"GitHub Flow is a lightweight, branch-based workflow that supports
teams and projects where deployments are made regularly." GIT Hub
https://guides.github.com/introduction/flow/

Deploying relevant magento backend changes

I'm thinking of a good deployment strategy for magento. I already have managed to deploy code with git from my local installation to my stage server. (The jump to live is not a problem then)
Now I'm thinking about how to deploy backend changes like the following:
I'm adding a new attribute set and I want it to be available on my stage and later the live server. Since these settings are in the database, I could just do a mysqldump and restore this dump on my stage/live systems.
But I can't do this, since the database has more data like orders, articles (with current stock availability) and a lot more stuff which I don't want to deploy from my testing system.
How are others handling this deployment "problem"?
After some testing, I chose the extension Mageploy, which is nicely to install via modman (I prefer modgit which relies on the same data for installation) and already captures a lot important backend settings.
If you need more, it's possible to extend it to more backend settings by yourself (and then contribute to the git project. Pullrequests are concidered quickly)

Twist to the standard “SQL database change workflow best practices”

Twist to the standard “SQL database change workflow best practices”
Background
ASP.NET/C# Web App
MS SQL
Environments
Production
UAT
Test
Dev
We create patch scripts (XML and sql) that are source controlled in Mercurial. We have cmd line utility that installs patches to DB (utitlity.exe install –patch) from a Release folder the build packages. Patches have meta data that helps with when patch should run and we log patches installed in a table in the target DB. All these were covered in the 3 year old question:
SQL Server database change workflow best practices
Our Problem/Twist
I think this works well for tables, views, functions and stored procedures. We struggle with application configuration data. Here are some touch points on application configurations.
New client. BA performs system study and fit analysis. Out of this comes a configuration word document of what application configurations need to be setup. Note some of these may also come in phases over time. We need to get these new configurations into the system for the developer and client UAT.
Developer works on feature request or bug fix. A new configuration change comes out of that change. The configuration needs to make it into the system for testing and promotion to UAT and up.
QA finds that the developer missed an associated configuration change. That configuration needs to make it into the system for promotion to UAT and up.
Build goes to UAT. Client performs acceptance testing but find they really want to change another unassociated configuration and have it promoted with the changes. In other words they found they want to change a business process by a configuration. The configuration needs to make it into the system for promotion to PRD.
As the client operates in PRD they may tweak application settings. These configurations need to make it into the system for future development and testing.
The general issue is making sure we are accounting for all the configurations and accidently not miss any during promotions which causes grief.
Our Attempts At A Process
a. We have had member of the QA team to write patches (xml and sql) and check those in. This requires a build to make sure those get into the package. With this approach it really just took care of item 1 above and we fell apart on the other items. The nice thing is for the items that made it into the patches it was just an install with the utility.
b. A developer threw together a Config page on the application. All the configurations could be uploaded and downloaded via XML document but it requires the app to be running. For item 1, member of QA team would manually setup configurations in the application and then would download the Config.xml file. This XML file would be used to upload configurations in other environments. We would use text diff tool to look at differences between config.xml files from different environments. This addressed item 1 and the others items but had problems. Problems were not all configurations made it into the XML document (just needs to be fixed by developer), some of the configurations didn’t have a UI in the application so you still had to manually go to the database on some, comparing the XML document with text diff was difficult at time (looked mostly due to sorting but I’m sure there are other issues), XML was not very human readable and finally the XML document did not allow for deleting existing incorrect or outdated configs.
c. Recently we went with option B, but over time for a new client we just started manually tracking configs and promoting them manually by hand (UI and DB) through the promotions. Needless to say lots of human errors.
So we have been looking at solutions. Eventually it would be great to get as much automation in as possible. I’m looking at going with the scripting approach and just focusing on process, documentation and looking at using Redgate data compare in addition to what we had been doing with compare on config.xml. With Redgate we have to create views though and there is no way to create update scripts from that approach except to manually update the scripts. It does at least allow a comparison without the app running. I’m also looking at pulling out the configs from our normal patches and making it a system independent of the build (utility.exe –patch –config). When I say focus on process it will be things like if we compare and find a config change either reported by client or not, we still script it, just means we have to have a process in place to quickly revalidate config install before promoting to the next level. As for documentation looking at making the original QA document a living document instead of just an upfront document. The goal is to try and enhance clarity and reduce missing configurations during promotion. Unfortunately it doesn’t improve speed of delivery.
Does anyone have any recommendations or best practices to pass along. Thanks.
Can I ask exactly what you mean by application configuration. I'm interpreting that as both:
Config files in the web application
Static reference data inside the database
Full disclosure I work for Red Gate. You might be interested in taking a look at Deployment Manager, it's a deployment tool that deploys applications, databases and configuration. It's free for up to 5 projects and target servers.
The approach it uses is to package application code and the database state into packages. These packages can be deployed into dev, test, staging and production environments. The same package is deployed to each environment.
Any application configuration that needs to change between environments is handled in one of the ways below:
Variable substitution in web.config. The tool allows you to specify override values for variables in these files, and set these per environment/server
Substituting the web.config file per environment.
Custom powershell scripts that are run pre/post deploy. You could use these to execute custom SQL based on the environment or server.
Static data within the database, using SQL Source Control's static
data feature. I've written a blog post about how to supply
different sets of static data to different environments/customers.
This allows you to source control the application configurations and deploy them to different environments.

Click once WPF application (available offline) – Mounting previous versions in the “Application Files” folder – Team City

We are currently building a WPF application which is to be deployed via Click Once, the build is currently being handled by a Team City server.
We are noticing that every time someone checks in some code and the CI server builds the deployment package, the “Application Files” directory contains an additional version of the application.
Due to the mounting size of Click Once deployment, this is becoming un-scalable, does anyone have any idea how to limit the number of previous versions that are placed inside the Application Files directory?
The application files directory:
Click Once does not provide any mechanism for handling the published deployments. It would be difficult for Microsoft to do that, because everybody's requirements would be different. I'm sure that's why Team City didn't add that ability either (assuming they didn't, I don't use Team City).

version control/maintaining development local copies and working live copies and databases

This is a subject of common discussion, but through all my research I have not actually found a sound answer to this.
I develop my websites offline, and then launch them live through my hosting account.
I utilize codeigniter, and on that basis there are some fundamental differences between my offline and online copies, namely base urls and database configurations. As such I cannot simply develop and test my websites offline and then upload them as it requires small configuration changes which are easy to overlook and good lead to a none working live website.
The other factor is that when I am developing offline, I might add a database table or a column whilst creating some functionality. When I upload my local developments to my host, they often do not work as I have forgotten to upload the new database structure. Obviously this cannot happen - there cannot be any opportunity for a damaged or broken live website.
Further to this, I'd like to be able to have logs of my development - version control of sorts such that if i develop a feature, and then something else stops working I can easily look backwards to at least see the code changes which could have caused the change.
My fourth requirement is as follows: if i go away on holiday for a week without my development laptop, and then get a bug report, I have no way of fixing it. If i fix it on the live copy, not only is it dangerous, but i'll inevitably not update it on my local copy - as such when i update my live copy next time, that change will be lost. Is there a way that on any computer i can access my development setup, edit and test, launch to the live site, whilst also committing it such that my laptop local copy is up to date.
So yes.. in general im looking for a solution to make my development processes more efficient/suitable. Any ideas?
Thanks
Don't deploy by simply copying. Deploy by using a script (I use Apache Ant) that will automate the copy of specific files for each environment, the replacement of some values, etc.
This just needs rigor. Make a todo list while developing, and check that every modification on the server is done. You might also test the deploy procedure on a pre-production server which has an similar configuration as the production server, make sure everything is OK, and then apply the same, tested procedure on the production server
Just use a version control system. SVN or Git are two free candidates.
Make your version control server available from anywhere. If it's an open-source project, free hosting solutions exist. Of course, if you don't have a development computer wvailable, you'll have to checkout the whole project, and probably install some tools to be able to develop, test and deploy. Just try to make it as easy as possible, or always have your laptop available. If you plan to work, have your toolbox with you. If you don't plan to work, then don't work. When you have finished some development, commit to the server. When you go back to your laptop, update your working copy from the server.
Small additions and clarifications to JB
Use any VCS, which can work (in a good way) with branches - your local and prod systems are good candidates for separate branches, where you share common code but have branch-specific config. It'll require some changes in your everyday workflow (code in "test", merge finished with "prod", deploy /by tools, not hand/ only after merge...), but it's fair price
Changing of workflow, again. As JB noted - don't deploy by hand, don't deploy wrong branch, don't deploy "prod" before finished merge. But now build-tools are rather smart, you can check such pre-condition inside builder
Just use VCS, maybe DVCS will be somehow better. I say strong "No-no" for Git as first VCS, but you have wide choice even without it - SVN (poor branch|merge comparing to DVCS), Bazaar (not a tool of my dream, but, who knows), Mercurial, Fossil SCM, Monotone
Don't work on live, never do anyting outside your SCM. One source of changes is a rule of happy developer. Or don't work at all at free-time, or have codebase always reacheable for you (free code-hosting /GoogleCode, SourceForge, BitBucket, Github, Assembla, LaunchPad/ or own server), get it as needed, change, save, deploy

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