Jacada Interact's Deployment Wizard allows you to easily copy and transfer complete environments. You can also export or import selected resources of any environment to a .zip file, which can be shared with other accounts or stored as a backup.

Note: This article explains how to use the Deployment Wizard in a Multi Environment account. If you have a Single Environment account, click here for relevant information.

The Multi Environment Deployment Wizard provides the following deployment options:

The Deployment Wizard supports transfer of:

  • Interaction and Intent Flows: Each Flow is exported together with related sub-Flows, additional Flows or Intent Flows linked via navigation buttons, and resources used by the Flow, including images, variables, integration points, reports and more. (Find a complete inventory of items that are transferred by the Deployment Wizard, here.) When you import a Flow, you can specify which components and resources you want to include with the import.
  • Applications: An application is exported together with any other resources used by the application, such as themes and extensions, and most configured application settings. (Find a complete inventory of items that are transferred by the Deployment Wizard, here.) When you import the application, you can specify which of these settings and resources you want to include with the import.
  • Intelligent Assistant: All Natural Language Processing (NLP) data that is stored and used by the IA in the selected environment.

Accessing the Deployment Wizard

  1. From the Admin Console Account menu, select Environments. The Environments page is displayed:

  2. Click Deployment Wizard to start the deployment process.

Deploying Complete Environments

Account Admins (or higher) can use the Deployment Wizard to quickly transfer complete resources between environments. In the example below, we'll deploy resources from the PROD to the DEV environment.

Of course, the Wizard enables you to deploy between any of the environments in the account, according to your needs.

Note: You cannot perform deployment to an unlocked TEST environment.

  1. With the Deployment Wizard active, click Deploy Environment:



    The Source page of the Wizard is displayed.
  2. For our example, click Dev. Then click Next:



    The Destination page of the Wizard is displayed.

  3. For our example, select the Test checkbox. (Note that only one Destination can be selected for each deployment.) Then click Next at the upper right corner of the page:



    Note: During this type of deployment operation, all existing resources are deleted from the Destination Environment. The wizard creates a backup snapshot of the existing environment before deletion is performed.

    The Summary page is displayed, showing the deployment parameters you have selected.

  4. The Summary page displays a list of all Flows that will be deleted when the deployment is performed. Review the list carefully before proceeding.

    In addition, the Summary page displays scrollable lists of all Flows and Applications that will be deployed. To search a list, simply enter a few letters from the name of the item you wish to find into the Search box.

    After reviewing the Summary lists, click Confirm at the upper right corner of the page to execute deployment:



    All resources will be deployed to the Destination Environment. Upon completion, a confirmation message is displayed:


    Note: If Environment Variables are already defined in the Destination Environment, they will not be overwritten. If Environment Variables are not yet defined in the Destination Environment, then the variables present in the Source Environment will be deployed as regular System variables.

Import from File

Importing from a file enables Interaction Admins (or higher) to deploy specific elements from a prepared file. Always use the exported .zip file that was created using the Export function.

Note: When you import resources from the prepared file, there is no attempt to perform a synchronization between old and new resources. Should a resource Name conflict occur during the import, the duplicate resource will be preserved and renamed by adding a unique suffix to its name.

  1. With the Deployment Wizard active, click File Import:



    The Source page of the Wizard is displayed.
  2. Click on the file selector dialog button to browse for the .zip file that you wish to import to the account:



    When you have selected the file, click Open. The Destination page is displayed.
  3. For our example, select Dev. (Note that only one Destination can be selected for each deployment.) Then click Next at the upper right corner of the page:



    The Flows page is displayed, listing all Flows contained in the file you have selected.
  4. After you have chosen the Destination environment, remaining steps are identical to those of the Single Environment Import wizard. Click here to continue from those instructions.

Export to File

Interaction Admins (or higher) can export all elements in an account or specific ones, according to your selection. The resulting .zip file is then used to deploy the elements to another environment or another account, or serve as a backup.

Note: NLP data for the Intelligent Assistant is not transferred using the import or export mechanisms. To transfer NLP data, use the Environment Deployment Wizard.

  1. With the Deployment Wizard active, click File Export:



    The Source page of the Wizard is displayed.
  2. Select the Source Environment to be used for the exported elements. For our example, click Dev. Then click Next:



  3. After you have chosen the Source environment, remaining steps are identical to those of the Single Environment Export wizard. Click here to continue from those instructions.

 

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