Managing the deployment of the Nintex Platform

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Marvin Carter
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1 Managing the deployment of the Nintex Platform

2 Thomas Xu Velrada Senior Consultant NINTEX VTE Managing the deployment of Nintex Platform

3 Thomas Xu Senior Consultant (SharePoint & O365) Perth, Australia 3

4 Agenda What is deployment Planning the deployment Automated deployment Demo 4

5 What is deployment?

6 Software Development Lifecycle (SDLC) Analysis Deployment Design Testing Development 6

7 Importance of deployment phase Risks of unsuccessful deployments Measures the project success Delayed project deliverables No separate environment for testing/training Rework 7

8 Planning the deployment

9 Common issues Missing infrastructure dependencies Broken links Missing solution dependencies Permission issues Version inconsistencies or licensing issues 9 Javascript, CSS or farm solutions Workflow failed to start, error occurred

10 Managing the common issues Environment Solution design Deployment methods Change control Dependencies/ pre-requisites Disaster recovery Development standards Manual Automated 10

11 Environment Change control DEV POC Development Debugging UAT DEV changes Regression testing PROD Feature release Bug fixes release 11

12 Environment Dependencies on premises Version and licenses (e.g. Enterprise, standard) Authentication (e.g. ADFS, forms, windows) Service components (e.g. Excel, search, word automation ) Solution components (e.g. Lookup Lists, Site content types/columns) Version and licenses (e.g. Enterprise, standard) Configuration (e.g. Lazy Approval, Nintex Live) Solution components (e.g. UDAs, Workflow Constants) NWC, Nintex Hawkeye, Nintex App Studio (e.g. Tenant info, Services) Custom solution (e.g. Integrations, farm solutions) 12

13 Environment Dependencies cloud Tenant (e.g. Single tenant, multi-tenant) Authentication (e.g. Hybrid, cloud) Admin Center (e.g. New/classic experience, custom scripts, BCS) Solution components (e.g. Lookup lists, site content types/columns) Custom solution (e.g. Delve, Yammer, Azure web services) Version and licenses (e.g. Enterprise, standard) Document Generation (e.g. Quota) Solution components (e.g. document generation templates, connection manager) NWC, Nintex Hawkeye, Nintex App Studio (e.g. Tenant info, Services) 13

14 Environment Disaster recovery Content restore VM snapshots Database backups Microsoft support 14 days retention site collection restore only 3rd party tools ShareGate MetaLogix Solution restore Source control Team Foundation Server (TFS) Visual Studio Team Services (VSTS) 14

15 Solution design Development standards Source control Simplicity No hardcoding Capacity planning Service/Test accounts Reuse Performance & Scalability Maintainability 15

16 Deployment Manual vs. automated 16

17 Manual deployment Pros No initial effort required to create an automated deployment mechanism Can be easier to understand Cons Error prone Longer deployment time Not easily repeatable/ deployable by someone else Hard to reuse 17

18 Automated deployment Pros Less error prone Much more deployable and repeatable by someone else Cost benefits Supports continuous development and more frequent releases Supports modularised deployment Cons Initial effort required to create the automation deployment mechanism Lack of understanding of the deployment process 18

19 Automated Deployment

20 Automated deployment Planning Environment Preparation Solution assets Source control Deployment sequence Deployment mechanism Logging 20

21 Automated deployment Common deployment Assets Lists/Libraries Features Pages Master Page Content Types Site Columns Custom Solutions Farm Solutions Form templates Workflow Templates Document Templates HTML/Javascript/CSS/Images Workflow Constants 21

22 Automated deployment Tool 22

23 Automated deployment Tools SharePoint Client Browser

24 Automated deployment Tools SharePoint Client Browser Pros Free Gain insight in Site Structure Assists with environment preparation Supports SP2010/2013/2016/online Cons Requires SharePoint technical knowledge 24

25 Automated deployment Tools ShareGate

26 Automated deployment Tools ShareGate 26 Pros Supports all SP versions Content Migration Copy site objects Reporting Allows repeatable deployment Supports most on-prem and O365 Nintex Deployment Cons Paid licenses Not yet fully support migrating onprem to O365 Nintex workflows

27 Automated deployment Tools Office Pattern and Practice (PnP) SharePoint Provisioning Engine

28 Automated deployment Tools PnP SharePoint Provisioning Engine 28 Pros Free Supports SP2013/2016/Online Easy import/export of provisioning templates Repeatable deployment Extensibility Logging Cons Limited Support Requires developer knowledge

29 Automated deployment Tools NWAdmin.exe 29

30 Automated deployment Tools NWAdmin.exe Pros Free Supports most Nintex On-Prem deployments Supports wide range of Nintex administration operations Cons Does not support Nintex Forms Does not support Nintex O365 deployments 30

31 Automated deployment Tools Nintex O365 REST APIs 31

32 Automated deployment Tools Nintex O365 REST APIs Pros Free Supports Nintex O365 Deployments Cons Requires some code Does not support Nintex On-Prem deployments 32

33 February SAN DIEGO Demo

34 Questions

35 From the xchange mobile app, select Survey from the sessions that you attend Complete the short evaluation Click Submit

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