Creating (Adding) a Configuration

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If your Zendesk account has opted to subscribe for the use of Configuration Management capabilities, it is possible to create one or more different configurations containing some or all of the applied customizations, extensions, capabilities and settings (1).

Once created each configuration and all contained components are stored in the CloudSET database (2) from where they can be shared and deployed (reused) across each of your CloudSET registered Zendesk accounts.

Locate the "Add Configuration" Operation

Select the CloudSet Framework sidebar icon (1) and then from within the Configurations tab (2) in your Source Zendesk Account, select the "Add Configurations" link (3) to invoke the process.

Select the Components for the Configuration

Invoking the operation presents a dialog using which it is possible to identify and select each of the customizations, extensions, capabilities and settings that apply to the current Zendesk account.

The configuration must be given a name (1), and version number (2) (optional) and a description (3) (also optional) to uniquely identify and communicate the contents and purpose amongst all other configurations.

For each type of component (4), select the type label (5) to open up a list of all instances belonging  to this Zendesk account.

Choose which if any of the components should be included in the configuration (6) and select the Extract button (7) to save the selections.

Confirm Successful Creation

Once successfully created the new configuration is displayed against your Zendesk account (1) from where it can be deleted if required (see Undeploying and Deleting Configurations)

The configuration can now be deployed to an alternative Zendesk account, which might be a Sandbox or alternative Zendesk account in use by your organization or a customer you are supporting (see Sharing and Deploying a Configuration). However, it is also possible to deploy a configuration into the Source Zendesk within which it was created should there be a need to recover components that have been deleted or erroneously updated.

Creating (Adding) a Configuration

Sub Banner

Creating (Adding) a Configuration

If your Zendesk account has opted to subscribe for the use of Configuration Management capabilities, it is possible to create one or more different configurations containing some or all of the applied customizations, extensions, capabilities and settings (1).

Once created each configuration and all contained components are stored in the CloudSET database (2) from where they can be shared and deployed (reused) across each of your CloudSET registered Zendesk accounts.

Locate the "Add Configuration" Operation

Select the CloudSet Framework sidebar icon (1) and then from within the Configurations tab (2) in your Source Zendesk Account, select the "Add Configurations" link (3) to invoke the process.

Select the Components for the Configuration

Invoking the operation presents a dialog using which it is possible to identify and select each of the customizations, extensions, capabilities and settings that apply to the current Zendesk account.

The configuration must be given a name (1), and version number (2) (optional) and a description (3) (also optional) to uniquely identify and communicate the contents and purpose amongst all other configurations.

For each type of component (4), select the type label (5) to open up a list of all instances belonging  to this Zendesk account.

Choose which if any of the components should be included in the configuration (6) and select the Extract button (7) to save the selections.

Confirm Successful Creation

Once successfully created the new configuration is displayed against your Zendesk account (1) from where it can be deleted if required (see Undeploying and Deleting Configurations)

The configuration can now be deployed to an alternative Zendesk account, which might be a Sandbox or alternative Zendesk account in use by your organization or a customer you are supporting (see Sharing and Deploying a Configuration). However, it is also possible to deploy a configuration into the Source Zendesk within which it was created should there be a need to recover components that have been deleted or erroneously updated.

Creating (Adding) a Configuration

Sub Banner

If your Zendesk account has opted to subscribe for the use of Configuration Management capabilities, it is possible to create one or more different configurations containing some or all of the applied customizations, extensions, capabilities and settings (1).

Once created each configuration and all contained components are stored in the CloudSET database (2) from where they can be shared and deployed (reused) across each of your CloudSET registered Zendesk accounts.

Locate the "Add Configuration" Operation

Select the CloudSet Framework sidebar icon (1) and then from within the Configurations tab (2) in your Source Zendesk Account, select the "Add Configurations" link (3) to invoke the process.

Select the Components for the Configuration

Invoking the operation presents a dialog using which it is possible to identify and select each of the customizations, extensions, capabilities and settings that apply to the current Zendesk account.

The configuration must be given a name (1), and version number (2) (optional) and a description (3) (also optional) to uniquely identify and communicate the contents and purpose amongst all other configurations.

For each type of component (4), select the type label (5) to open up a list of all instances belonging  to this Zendesk account.

Choose which if any of the components should be included in the configuration (6) and select the Extract button (7) to save the selections.

Confirm Successful Creation

Once successfully created the new configuration is displayed against your Zendesk account (1) from where it can be deleted if required (see Undeploying and Deleting Configurations)

The configuration can now be deployed to an alternative Zendesk account, which might be a Sandbox or alternative Zendesk account in use by your organization or a customer you are supporting (see Sharing and Deploying a Configuration). However, it is also possible to deploy a configuration into the Source Zendesk within which it was created should there be a need to recover components that have been deleted or erroneously updated.

Creating (Adding) a Configuration

Sub Banner

Creating (Adding) a Configuration

If your Zendesk account has opted to subscribe for the use of Configuration Management capabilities, it is possible to create one or more different configurations containing some or all of the applied customizations, extensions, capabilities and settings (1).

Once created each configuration and all contained components are stored in the CloudSET database (2) from where they can be shared and deployed (reused) across each of your CloudSET registered Zendesk accounts.

Locate the "Add Configuration" Operation

Select the CloudSet Framework sidebar icon (1) and then from within the Configurations tab (2) in your Source Zendesk Account, select the "Add Configurations" link (3) to invoke the process.

Select the Components for the Configuration

Invoking the operation presents a dialog using which it is possible to identify and select each of the customizations, extensions, capabilities and settings that apply to the current Zendesk account.

The configuration must be given a name (1), and version number (2) (optional) and a description (3) (also optional) to uniquely identify and communicate the contents and purpose amongst all other configurations.

For each type of component (4), select the type label (5) to open up a list of all instances belonging  to this Zendesk account.

Choose which if any of the components should be included in the configuration (6) and select the Extract button (7) to save the selections.

Confirm Successful Creation

Once successfully created the new configuration is displayed against your Zendesk account (1) from where it can be deleted if required (see Undeploying and Deleting Configurations)

The configuration can now be deployed to an alternative Zendesk account, which might be a Sandbox or alternative Zendesk account in use by your organization or a customer you are supporting (see Sharing and Deploying a Configuration). However, it is also possible to deploy a configuration into the Source Zendesk within which it was created should there be a need to recover components that have been deleted or erroneously updated.