Pipeline Wizard

Updated 1 month ago by Copado Solutions

To create a pipeline using the pipeline wizard, follow the steps below:

  1. Navigate to the Pipeline Manager tab. Alternatively, navigate to the Pipelines tab and select the All list view. Then, click on Launch Pipeline Wizard:
  2. You will be redirected to the pipeline wizard. Click on Start:

Start wizard

Steps 3 and 4 are only displayed if you haven't set up your user yet.
  1. If you haven’t validated the credential of the org where Copado is installed, you will be prompted to do it:

Authenticate production org

  1. Click on Authenticate, enter your Copado credentials, and allow Copado access to your org.
  2. Next, in order for Copado to assign the correct license to your user, you need to confirm your role:

Confirm role

If you are NOT a release manager, the wizard assigns you a User license. Click on Continue. If you already have a pipeline, the wizard redirects you to the Pipeline Configuration page  (see step 11). If you don’t have a pipeline, it redirects you to the Home page.

Once your release manager has created the pipeline, you can open it from the Pipeline Manager.

If you are a release manager, the wizard assigns you an Admin license. Click on Continue. If you already have a pipeline, the wizard redirects you to the Pipeline Configuration page  (see step 12). If you don’t have a pipeline, proceed to the next step on the wizard.

  1. Give your pipeline a name. If you don't provide a name, the wizard assigns by default the name ‘Main Pipeline’. Click on Continue:

Pipeline name

  1. Enter the name of your repository and select your Git repository provider. Click on Continue:

Git Repository record

Click on the Go Back link at any stage of the process to fix any potential issues before the creation of your pipeline is completed.
  1. On the next screen, select an authentication type:
    Authentication type
    1. If you are using SSH:
      1. From your Git provider, copy the SSH URL.
      2. In Copado, paste it into the URI field.
      3. Click on Create SSH Key.
      4. Copy the SSH public key (id_rsa.pub) content.
      5. On your Git provider site, add the public key (id_rsa.pub).
    2. If you are using HTTPS:
      1. From your Git provider, copy the HTTPS URL.
      2. In Copado, paste it into the URI field.
      3. Provide your Git provider’s username and password.
      4. Once you’re done, click on Continue.
  2. Next, define the base URLs. The structure of the URLs is pre-populated so that, you just need to fill in the Username and Repository Name fields. Click on Continue:

Repository URLs

  1. Select a pipeline template. You can modify it after the initial configuration if needed:

Select pipeline template

  1. You will be asked to authenticate your production org connection. If you have Copado installed in production, just click on Continue. Otherwise, select No and authenticate your production credentials:

Authenticate production org

  1. Next, the pipeline will create a Git snapshot for your production environment and will run a snapshot in your master branch to initiate your repository with all the metadata:

Taking production snapshot

  1. Once done, click on Continue and Enjoy. You will be redirected to the Pipeline Configuration page, where you can see a diagram of your current pipeline:

Pipeline Configuration page

You then need to authenticate the rest of the credentials. To do this, just click on the key icon in each of the environment boxes:

Key icon

Authenticating scratch orgs from the Pipeline Configuration page is not possible at the moment. This option will be available in a future release. To authenticate a scratch org, go to the Credentials tab, create a new credential and click on Authenticate.

If you want to use the pipeline manager, you need to own credentials in each of the environments or have access to the default credentials that have been used to authenticate the environments. This is a required step in order to commit and deploy to and from these environments.

Editing Your Pipeline

Once you have created your pipeline based on the chosen predefined template, you may want to add new environments. Check out the Pipeline Connections article to learn how to do this.


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