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Deployment Manager Overview

Zuora

Deployment Manager Overview

The Deployment Manager feature is in the Early Adopter phase, which provides an enhanced digital experience. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. If you want to join this early adopter program, submit a request at Zuora Global Support.

Introduction

Deployment Manager helps you manage the tenant migration process effectively and efficiently in Zuora. 

A deployment is an automated process to migrate metadata objects from a source tenant to a target tenant. Metadata objects in Zuora can be Settings, Custom Fields, Notifications, etc. 

Suppose you want to start a new tenant in Zuora as you expand your subscription business. To expedite the go-live process of the new tenant in production, you can use the Deployment Manager to migrate the settings configuration from a sandbox tenant to the production tenant. The deployment process reduces manual efforts to the minimum while giving you the control to compare and select a subset of the most relevant settings. 

Features

  • Migrate metadata objects from the source tenant to the target tenant, for example, from a sandbox tenant to another sandbox tenant, from a sandbox tenant to a production tenant, or from a sandbox tenant to a QA tenant.   
  • Compare differences of values between the source tenant and the target tenant
  • Revert to the previous state in the target tenant
  • View deployment history and logs

Supported metadata objects

The following metadata objects, also referred to as components in the Deployment Manager are supported for migration.

  • Settings
  • Custom fields
  • Workflows

Coming soon: Data Access Control, Taxation, Billing Documentation, Notifications.

Using Deployment Manager

The following graph describes a high-level flow for using the Deployment Manager.

High-level flow.png

To use the Deployment Manager, you need to have a Platform Administrator permission to manage users and user roles both in the source tenant and the target tenant.

See Using Deployment Manager for more information on the general steps. 

Limitations

See Deployment Manager Limitations for more information.