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Deployment Manager overview

This topic provides an overview of Deployment Manager and its role in managing metadata deployments between Zuora tenants.

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

For example, when expanding your subscription business with a new tenant, you can use Deployment Manager to migrate configuration from a sandbox tenant to a production tenant. This significantly reduces manual effort while giving you control to compare and selectively deploy the most relevant settings.

Key Features

Deployment Manager provides the following capabilities:

  • Migrate metadata between tenants, including:
    • Sandbox to sandbox
    • sandbox to QA
    • sandbox to production
  • Compare differences between the source and the target tenants
  • Revert deployments to a previous state in the target tenant
  • View deployment history and logs

Prerequisites

  • You must have a Platform Administrator user role to add source tenants for deployments.
  • You must be logged in to the target tenant to run a deployment.
  • The target tenant must be configured to receive metadata objects from a source tenant.

Deployment Manager Flow

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

High-level flow of Deployment Manager

Permissions and Roles

Administrative Access

Deployment manager provides the following permissions within tenants:

  • Source Tenant : Users must have the Platform Administrator role to add and authenticate Source Tenants.
  • Target Tenant : By default, users with a Platform Administrator role have access to Deployment Manager.
Note: Platform Standard users can run deployments without requiring a Platform Administrator role.
Custom Roles in Deployment Manager

Deployment Manager permission can now be incorporated for custom roles. Administrators can grant access perform deployments by creating a custom role and enabling Deployment Manager permission at the tenant level.

Note: To add and authenticate Source Tenants, users must have the Platform Admin role.
Custom roles in Deployment Manager