Work with phases and tasks
In Release, phases in a template or release represent blocks of activities that occur in succession. Activities in a template or release are modeled as tasks, which are logically grouped in phases. You can use the release flow editor to manage phases and tasks.
To add a phase:
- In the template or release, select Release Flow from the Show menu.
- Click Add Phase. A new phase with the title ‘New Phase’ appears.
Click the phase title to change it. Optionally, you can:
- Move the phase by dragging it.
- Select a different color for the phase.
To view a description of the phase and its start date, due date, and duration, click .
Release uses the dates and duration when displaying the phase in the planner and calendar. If these dates are not consistent with the release dates, as defined in the release properties, a warning displays.
To copy a phase, click . This is useful during modeling, when you have similar or identical phases. When you duplicate a phase that is active and has running and completed tasks, the tasks in the new phase are all in the planned state.
To delete a phase, click .
Note: You cannot delete a completed or active phase of a running release.
To add a task to a phase:
- In the template or release, select Release Flow from the Show menu.
- Click Add task within the phase.
- Click the task title to change it.
- Select the task type.
To create the task and add it to the phase, click Add. Optionally, you can:
- Move the task by dragging it.
- Drag the task to another phase.
- Click the task to edit its details.
- Within a parallel group, all tasks start simultaneously. The parallel group task finishes when all of its children are complete.
- Within a sequential group, tasks are executed in order. The sequential group task finishes when the last task in the sequence is complete.
To add a task to a task group, click Add task at the bottom of the group. To move a task into a task group, drag and drop it. To collapse or expand a task group, click its arrow.
You can control the execution flow by setting a precondition on a task. A precondition is an
if statement for tasks, written in Jython script code.
If the precondition evaluates to
True, the task is started. If the precondition evaluates to
False, the task is skipped.
If an exception is raised or a compilation error occurs when Release is evaluating the precondition script, the task fails. You can fix the script and retry the task.
There are two methods that can be used to write preconditions.
A Boolean expression is restricted to a single statement script. For example:
releaseVariables['jobStatus'] == 'Success'
The task starts only if the variable
jobStatus is equal to
If you need a more complex script, you must set the
result variable. For example:
print("Executing precondition") ... result = True
You can disable preconditions on certain task types. For example, to disable preconditions on parallel groups, modify
ext/synthetic.xml as follows:
<type-modification type="xlrelease.ParallelGroup"> <property name="preconditionEnabled" kind="boolean" required="true" default="false" hidden="true" description="Whether preconditions should be enabled"/> </type-modification>
Important: The Release server must be restarted for this modification to take effect.
To add comments to any type of task in a template or release in the Release GUI, open the task and click Add comment.
To prevent performance issues, comments are limited to 32,768 characters.
- If you manually add a comment that exceeds the limit, Release will truncate the comment.
- If a Script task adds a comment that exceeds the limit, Release will truncate the comment. Release attaches the full output of the script to the task, regardless if it was truncated or not.
You can change the comment size limit for each task type in the
XL_RELEASE_SERVER_HOME/conf/deployit-defaults.properties file. For example:
To change the comment size limit:
- Delete the number sign (
#) at the beginning of the relevant line.
- Change the limit.
- Save the file.
- Restart the Release server.
To edit a task in a template or release, go to the release flow editor and click the task.
To edit a field in a task:
- Click the task.
- Edit the properties.
- Press Enter or click outside the field to finish editing.
Note: In large text fields, you can press Enter to start a new line and click the checkmark icon to save.
To cancel your changes, press Esc. To cancel your changes in a large text field, click the round cancel icon.
Your changes to the task details are saved immediately.
The task title appears in the top colored bar. Click it to edit the text.
Use the description to describe the purpose of the task and add instructions on how to complete it.
Release supports the Markdown syntax for styled text such as headers, bold text, italicized text, hyperlinks, bulleted lists, and so on. For more information, see Use Markdown in Release.
Note: Use hyperlinks to refer to documents published elsewhere, such as on a wiki or SharePoint server.
If the task is assigned to you, you can use the following buttons to indicate the actions performed on the task:
- Complete: The task is done. You can optionally add a comment about the completion of the task. After completion, Release advances to the next task in the phase and sends the appropriate notifications.
- Skip: No work was needed or could be done, and you have moved on to another task. You can use this option for tasks that are not relevant to the release. You are required to enter a comment explaining why you skipped the task. Release marks the task as skipped and moves on to the next task.
- Fail: An unforeseen event is preventing the completion of the task or you do not know how to complete the task. This stops the release flow, and Release notifies the release owner.
The Attachments section is located below the comments.
|Status||To signal that the timely completion of a task is at risk or that you require help, without failing the task, use the Status flags in the upper right corner of the task properties. The status flag appears in all overviews to alert the release manager and other users.|
|Scheduled start date||Use the scheduled start date to schedule a task to be performed at an exact time. For example, a deployment with Deploy that must start at midnight or that an email must be sent to all stakeholders at 9:00 AM on Monday.
Note: The task will not start on the scheduled start date if it is not yet active in the flow. All previous tasks must be complete before a scheduled task is started and the scheduled start date is reached. If the previous tasks are completed after the scheduled start date, the task will start the moment it becomes active.
Click the scheduled start date to select a date and time. When executing the release flow, Release will wait until this time, if it has been set, to execute the task. While waiting, the task is marked with an alarm clock icon and a gray text indicating when it will start.
Dates in Release are displayed using the clients operating system’s timezone. Dates and times are formatted according to the browser’s language settings.
|Due date||Set a due date on a task to mark the time that the task must be completed.|
|Duration||Instead of explicitly setting the due date, you can use the duration property to indicate how long a task should last.
Note: If no dates or duration are set, the “inferred” dates and duration appear in grey.
|Assigned to||This section indicates the user who owns the task and is responsible for completing it. It also indicates the team that the task is assigned to. Teams are a way to group users who are involved in the release and who have the same role. For example, you could have a DEV team, QA team and an OPS team. During planning, it can be useful to assign a task to a team because you may not know in advance who will participate in a certain release. If a task is assigned to a team but not to a user, all team members receive an email when the task becomes active, if not disabled in the notification settings.
To remove an assignment to a user or a team, click the cross icon.
You can change the type of a task in:
- A template
- A planned release that has not started yet
- An active release, if the task that you want to change has not started yet
To change the type of a task in a template, you need the Edit Template permission on the template. To change the type of a task in a release, you need the Edit Task permission on the release.
To change a task’s type:
- Open the template or release in the release flow editor.
- Click on the task you want to change.
- In the menu, hover over Change type.
Select a task type.
Release will copy the values of properties that are shared between the task’s previous type and the type that you selected.
- You cannot change the type of an active, completed, failed, or skipped task.
- You can change a task to a parallel or sequential group, but you cannot change a parallel or sequential group to a different type of task.
To copy a task, click the button in the upper right corner of the task. You cannot copy tasks that are completed.
To delete a task, click the button in the upper right corner of the task. In an active release, you can only remove tasks that are in the planned state.