Creating Pipelines

Updated 2 weeks ago by Copado Solutions

Create a Pipeline

In order to create a pipeline with the new wizard, follow the steps below:

  1. Navigate to the Pipeline Manager tab.

If you are coming from a previous version of Copado, or you have already created your first pipeline, go to the Pipelines tab and click on New to create a new pipeline.

  1. You will be redirected to the pipeline wizard. Click on Start.

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

Click on Authenticate, enter your Copado org credentials and allow Copado.

  1. Next, in order to assign the correct license to your user,  you will be asked about your role.

If you are NOT a release manager, you will be assigned a CCM license and:

  • If there’s an existing pipeline, click on Continue to be redirected to the Pipeline Diagram page (see step 12).
  • If there’s no pipeline, click on Continue to be redirected to the Home page.
Once the release manager, has created the pipeline, you will be able to open it from the Pipeline Manager.

If you are a release manager, you will be assigned an Enterprise license and:

  • If there’s an existing pipeline, click on Continue to be redirected to the Pipeline Diagram page (see step 12).
  • If there’s no pipeline, click on Continue to create a pipeline.
  1. Give your pipeline a name. If you don't provide a name, the default name given by the wizard will be 'Main Pipeline'. Click on Continue.

  1. Enter your Repository name and select your Git repository provider. Click on Continue.
  1. In the next screen, select an authentication type.

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).

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.

Once you’re done, click on Continue.

  1. Next, define the base URLs. The URLs' structure will be pre-populated, you just need to fill in the Username and Repository Name fields. Click on Continue.

  1. Select a pipeline template. Bear in mind that you will be able to modify it after the initial configuration if needed.

  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.

  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.

  1. Once done, click on Continue and Enjoy to be redirected to the Pipeline Diagram page, which displays a diagram of your current pipeline.

You will have to authenticate the rest of the org credentials. To do this, just click on the Authenticate link in the environment box.

Authenticating scratch orgs from the Pipeline Diagram is not possible at the moment. This option will be available in a future release. To authenticate a scratch org, go to the Org Credentials tab, create a new credential and click on Authenticate.
If you want to use the pipeline manager, you need to own org credentials in each of the environments or have access to the default org 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.

Edit Your Pipeline

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


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